Q: Another day, another short report on Applovin. All the reports say something to the effect that Applovin tracks users in a way that the major platforms Apple and Google forbid. The worry is a deplatforming at some point. What do you make of this?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Alphabet Inc. (GOOG $309.37)
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Walmart Inc. (WMT $133.64)
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Loblaw Companies Limited (L $67.96)
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Constellation Software Inc. (CSU $2,300.49)
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Intact Financial Corporation (IFC $260.40)
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WSP Global Inc. (WSP $221.48)
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Stantec Inc. (STN $118.79)
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Alimentation Couche-Tard Inc. (ATD $82.95)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
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RTX Corporation (RTX $201.14)
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Propel Holdings Inc. (PRL $24.81)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.81)
Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks
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Amazon.com Inc. (AMZN $199.60)
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Alphabet Inc. (GOOG $309.37)
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Booking Holdings Inc. (BKNG $4,159.10)
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Constellation Software Inc. (CSU $2,300.49)
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Intact Financial Corporation (IFC $260.40)
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WSP Global Inc. (WSP $221.48)
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Thomson Reuters Corporation (TRI $116.76)
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Berkshire Hathaway Inc. (BRK.B $500.01)
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Trane Technologies plc (TT $460.45)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.81)
Q: Hi Guys,
With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?
thanks
Jim
With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?
thanks
Jim
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Alphabet Inc. (GOOG $309.37)
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AbbVie Inc. (ABBV $227.50)
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Brookfield Infrastructure Corporation (BIPC $50.08)
Q: I hold BIPC and ABBV in a US TFSA account. I want to add GOOG. I know that there is a 15% unrecoverable witholding tax on dividends and no tax on capital gains when withdrawal occurs. Since I will not be withdrawing for 5 to 10 years Should I keep these in the TFSA account or move them to a unregstered account? 80 year old value investor with some growth stocks.
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Amazon.com Inc. (AMZN $199.60)
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Alphabet Inc. (GOOG $309.37)
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Microsoft Corporation (MSFT $401.84)
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JPMorgan Chase & Co. (JPM $302.64)
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Tesla Inc. (TSLA $417.07)
Q: Could you please recommend five Canadian stocks and five US stocks that are usually good to sell covered calls on?
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Alphabet Inc. (GOOG $309.37)
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Pason Systems Inc. (PSI $12.36)
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Microsoft CDR (CAD Hedged) (MSFT $28.59)
Q: PSI seems to be going nowhere since 2002 though it is good for dividend. Even though a value investor I am thinking of selling PSI and taking a position in GOOG at $166. I also have MSFT and a few other growth stocks. At that price is it OK to take a position in GOOG or is it too late? I have a time frame of 5 to ten years for this 80 year old.
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Costco Wholesale Corporation (COST $998.86)
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Meta Platforms Inc. (META $649.81)
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Alphabet Inc. (GOOG $309.37)
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Microsoft Corporation (MSFT $401.84)
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NVIDIA Corporation (NVDA $186.94)
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Tesla Inc. (TSLA $417.07)
Q: I noticed that some of the big American stocks that were trading as CDRs I believe on the NEO Exchange,stopped trading there on Feb 14 and now it looks like their trading in Toronto and only have a history back to Feb14
The companies are NVDA,MSFT,TSLA,GOOG META and COST,there’s probably more,do you know why this happened and is their any significance to it Thanks
The companies are NVDA,MSFT,TSLA,GOOG META and COST,there’s probably more,do you know why this happened and is their any significance to it Thanks
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Amazon.com Inc. (AMZN $199.60)
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Alphabet Inc. (GOOG $309.37)
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Microsoft Corporation (MSFT $401.84)
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Oracle Corporation (ORCL $156.48)
Q: Hi 5i, would appreciate your thoughts on GOOG taking, out, WIZ?
Thx
Thx
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Alphabet Inc. (GOOG $309.37)
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NVIDIA Corporation (NVDA $186.94)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
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goeasy Ltd. (GSY $121.54)
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Docebo Inc. (DCBO $25.49)
Q: In what order would you purchase these stocks. What is a good entry price. In this volatile time would you purchase now or hold off
Thank you again for your good service and await your answer.
Earl
Thank you again for your good service and await your answer.
Earl
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Amazon.com Inc. (AMZN $199.60)
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Alphabet Inc. (GOOG $309.37)
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Intuitive Surgical Inc. (ISRG $478.60)
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Booking Holdings Inc. (BKNG $4,159.10)
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Constellation Software Inc. (CSU $2,300.49)
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WSP Global Inc. (WSP $221.48)
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FirstService Corporation (FSV $204.51)
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Thomson Reuters Corporation (TRI $116.76)
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Berkshire Hathaway Inc. (BRK.B $500.01)
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Trane Technologies plc (TT $460.45)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.81)
Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!
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Alphabet Inc. (GOOG $309.37)
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TFI International Inc. (TFII $157.10)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
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Propel Holdings Inc. (PRL $24.81)
Q: Favorite 5 names to add to a TFSA for long term appreciation with the recent sell off. Agnostic of sector and can stomach high degree of volatility
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Alphabet Inc. (GOOG $309.37)
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Propel Holdings Inc. (PRL $24.81)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.81)
Q: What would your market call top 3 picks today
Q: Please suggest a few names that are a good buying opportunity ( and at what price) in this voilatile market….. something that we can buy and hold for 5 yrs.
I am not looking for a quick profit….. but something to buy at a good price in this volatility and hold.
Thanks
Harry
I am not looking for a quick profit….. but something to buy at a good price in this volatility and hold.
Thanks
Harry
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Alphabet Inc. (GOOG $309.37)
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Microsoft Corporation (MSFT $401.84)
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IonQ Inc. (IONQ $31.30)
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Rigetti Computing Inc. (RGTI $14.99)
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Amazon.com CDR (CAD Hedged) (AMZN $23.09)
Q: Hi there. Can you comment what the impact of GOOG, MFST and AMZN and their creation of their own Quantum chips is on companies like RGTI and IONQ? Are RGTI and IONQ trying to do the same things as the bigger companies but from a weaker position or are they complimentary or poised to benefit from innovations of these larger companies? Obviously RGTI trying to beat GOOG at R&D if they are racing the same race seems like a long shot.
Q: I apologize in advance for this question because I'm sure it has been asked before. I wish to purchase either GOOG or GOOGL in my USD, NonReg account. I plan to hold for a long time. Which one is likely to have the best total return or does it make any difference. Please help explain. Many thanks.
Q: Good afternoon,
I know they are two very different companies, but if you had to pick one for a 2-3 year time horizon, would you go with BN or GOOG.
Thanks as always.
I know they are two very different companies, but if you had to pick one for a 2-3 year time horizon, would you go with BN or GOOG.
Thanks as always.
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Costco Wholesale Corporation (COST $998.86)
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Alphabet Inc. (GOOG $309.37)
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Intuitive Surgical Inc. (ISRG $478.60)
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NVIDIA Corporation (NVDA $186.94)
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Booking Holdings Inc. (BKNG $4,159.10)
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Salesforce Inc. (CRM $185.43)
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JPMorgan Chase & Co. (JPM $302.64)
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Axon Enterprise Inc. (AXON $435.81)
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CrowdStrike Holdings Inc. (CRWD $411.54)
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Vertiv Holdings LLC Class A (VRT $236.51)
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RTX Corporation (RTX $201.14)
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Cellebrite DI Ltd. (CLBT $13.70)
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Nebius Group N.V. (NBIS $89.73)
Q: In January you suggested a portfolio for 2025 could look like the one noted below. I’m 90% invested. position size is a high of 5% (full position) and 2.5% (half position) depending on my perception of size/risk. Based on the current climate, I lowered Nvidia is down to 3.5% - anything you would modify today? 5i - a mix of quality Cdn. and US stocks, with a lean to growth: GOOG, NVDA, VRT, CLBT, AXON, JPM, RTX, CRM, NBIS, ISRG, BKNG. CSU, TRI, BN, WSP, WELL, GLXY, CLS, ENB, TD, SLF, V, BAM, COST and CRWD. Calling out I also have a 4% position in Amazon and 2% Shopify.
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Meta Platforms Inc. (META $649.81)
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Alphabet Inc. (GOOG $309.37)
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Netflix Inc. (NFLX $75.86)
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TELUS Corporation (T $18.96)
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Take-Two Interactive Software Inc. (TTWO $190.36)
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T-Mobile US Inc. (TMUS $214.68)
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Nebius Group N.V. (NBIS $89.73)
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Defiance Connective Technologies ETF (SIXG $66.49)
Q: In process of rebalancing growth leaning portfolios, so for the Communications sector, what would be your top five or six "must own" holdings, any market in this sector. Currently I have a notional 6% allocation to sector and small positions in GOOG, SIXG (FIVG), NBIS, and Telus. At a 3.6% position I have room to grow and looking for ideas.
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Alphabet Inc. (GOOG $309.37)
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Intuitive Surgical Inc. (ISRG $478.60)
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Booking Holdings Inc. (BKNG $4,159.10)
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Constellation Software Inc. (CSU $2,300.49)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.81)
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Nvidia CDR (CAD Hedged) (NVDA $42.37)
Q: What are your top 6-7 growth stocks for Canadian and US markets and what makes each one worthy of making the list (moat, momentum, management etc)?
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Alphabet Inc. (GOOG $309.37)
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Intuitive Surgical Inc. (ISRG $478.60)
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NVIDIA Corporation (NVDA $186.94)
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Booking Holdings Inc. (BKNG $4,159.10)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
Q: Hello 5i team, I am a young investor looking for the top 5 growth stocks you’d recommend for long term hold currently.
Thank you!
Thank you!