Investment Q&A

Q: I’ve heard that data centre spending between now and 2030 will fall into three buckets: CPUs, Ai accelerators, and infrastructure, where CPUs are the slowest growing segment. Do you agree with that framework, and if so, could you briefly explain the difference between these three areas and recommend the best companies in each? Thank you.

Q: What is your take on holding GOOG going forward, in light of a number of big name fund managers (Ackman,Klarman,Dorsey etc) exiting or largely decreasing their positions in the company? We know its related to the talks of breaking up GOOG. But what do you feel is the likelihood and outcome of that for shareholders? Clearly these managers feel its going to be a negative outcome since they are exiting. Wondering what your outlook is, and if its worth holding throughout the pain. Thx

Q: What are the best 5 Canadian and US growth stocks at current valuations to hold forever…and you can still sleep at night?
Thanks

Q: Former Google CEO Eric Schmidt reently made an apparently controversial statement saying that Google is fialling behind because of decision for work/life balance, rather than concentrating on competitiveness. the video was soon taken down. But here is what he said:
"Google decided that work-life balance and going home early and working from home was more important than winning," Schmidt said at a talk at Stanford University. "The reason startups work is because the people work like hell."

You often suggest Google as a good buy. ( Following your lead I bought some yesterday, in fact.) but I was wondering whether you might have information to suggest that this may be just sour grapes on his part or whether there is a real reason to worry here
thanks as always

Q: Hi Everyone!!
Do you think that Google will actually be forced to break up? If so, do you think that the share price will go down significantly?
Cheers,
Tamara

Q: Do you think it likely that we are at or near the bottom for this correction in the tech stocks?/ Of MSFT, GOOG, AMD, which would you prefer and are any or all definite buys?? Thanks Jim

Q: How significant do you think the recent court decision against Alphabet might be? I know they are appealing it.

Q: A rather timely question this morning for 5i clients. If you wanted to add on the big pullback this morning, what would be the 3 names you'd add to? Thx

Q: Thank you for your calming market update!!

I do have cash to deploy, given the volatility in the market and the significant pullback, what would be your top 5 Picks in Canada and the US with growth potential during the next 2 to 3 years?

Thanks
Tim

Q: If I had a little cash today to buy in my RRSP, which has a ten year horizon and generally follows your balanced portfolio, what would you think would be a good name to purchase based on todays activity?

Q: Hello 5i's!

In your opinion, what strong Cdn or US companies look like excellent entry points or adds after yesterdays market drop and todays losses?

Thanks as always.

Q: Read the Q&As almost daily for several years now.
Senior, retired and living on government pensions.
My question is about a growth-oriented TFSA cash allocation of about 10k or less than .75% of total equity portfolio. Will not need the funds for another 34 months.
Understand you cannot indicate position size or provide personal advice.
Current TFSA holdings in order of largest %age gain to biggest losers in TFSA is: TFII, TRI, DIR.un, DSG, KXS, LMN, TOI, TVK, EQB, DOL, DOO, PMZ.un, TIXT, REAL, S, HOT.un, EGLX. Top 10 are in excess of 1.50% of position size. Bottom six are headed for exit ramp in due course.
Across entire non-reg and TFSA portfolio am underweight Cons Cycl, COMMS, Industrials, Healthcare and international multi-sector.
Pondering adding to existing or a new TFSA position to add to the 40-plus I already have. So how would YOU allocate this 10K today?

Q: Hello, in an answer to a question back on March 8th of this year you indicated some attractive entry prices for the Canadian CDR's of the Magnificent 7. What would be your current attractive entry prices given the changes over the past few months and the recent reporting season?

Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Q: Good Morning,

I have a 5% position in Google and 2.5% in Microsoft. Given the (seemingly) unjustified after-earnings price drop in Microsoft, can I get your thoughts on the possible merits of bringing these two positions into balance?

Thanks,

Brad

Q: Morning, could break down the PINS quarter and where you see it now, would you add to a full position here... thx.M

Q: Is now a good time to start picking at some of the Magnificent 7 stocks or wait?

Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim

Q: Does this selloff in tech concern you at all to take down the broader market? Seeing big down moves lately in tech, such as SHOP, GOOGL, NVDA, SMCI, VRT, etc... Tech is my largest weighting for sector, should we be repositioning at all or how would you approach this to maintain profits. I've had a very good run, but hate take the stairs up and then seeing the elevator go down fast. Thanks!

Q: Any reason for the decline in price today,would you buy any today and in what order thanx