Investment Q&A

Q: Thanks to your sage advice, I am up significantly (again) on NVDA. Last year, I let it run up to 10% of my holdings, sold half and purchased VRT (now up 30%). NVDA has now increased to 8% of my portfolio. I understand there are multiple drivers currently at work turbo-charging the price of this stock (earnings, stock split, upcoming DOW listing, forced acquisition by ETFs, etc.). All this prompts three questions. How large would YOU let your NVDA grow as a percentage of your portfolio before trimming? Assuming you wanted to trim, when do you think the stock price will start leveling off (assuming the absence of black swan events)? If you wanted to take some profit and invest it outside tech, what would be your three highest conviction US stocks today? AMZN, MSFT, VRT, GOOG, V, and J already held. Thank you.

Q: Thanks to recently learning about CDR's, I've been able to add NVDA (already up 20%) and LLY to my portfolio, which otherwise is dominated by TSX-listed stocks.

I'm interested in five other CDR's. Please rank them from your highest conviction pick to your least favourite: Amazon, Alphabet, Apple, Microsoft and AVGO.

Thank you very much for your service and advice. Pete.

Q: Everyone. If you were 30 years old today, what ten stocks (Canada or US) would you buy? Clayton

Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.

If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.

• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials

Q: Hi Team,
I had to trim some Nvda today to manage weighting size in my portfolio. What are some of your best idea “forever holds” today that are standing out as strong buys at current levels ? Either cnd or US. Or is it recommended to hold some cash for a while if it looks like the market is due for a pullback??

Thanks,
Shane

Q: Hi 5i - how would you rank the following tech companies at todays prices for new positions:

LSPD, LMN, KXS, SHOP, CSU, GOOG, DSG

Thanks, Neil

Q: I would like to add another tech name. With software being weak as of late, I was thinking of either ADBE or CRWD but would be open to another suggestion or two as well. I currently own GOOG, TSM, AMZN, and MSFT.. VRT and BKNG as well even tho they aren't really tech names. Thank you.

Q: Hi 5I. I hold VRT and am quite happy to do so. The names I have listed may also have big potential in the AI / Data Center explosion. Could you comment on the worthiness of an investment in any of them, please?

Carl

Q: Hi Team,
Given Nvdas recent euphoria, is it time to take profits here or do you see this rise warranted and likely to hold its gains? Looking at market cap it looks set to pass apple and possibly take top spot over Microsoft soon if the stock keeps up this pace of rising. How are valuations looking here compared to the other magnificent 7 and how much possible upside can we possibly gain from here given current valuations ?

Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.

Q: Please comments on their earnings. They announced a split of shares and I hold CDR shares. Is that means CDR shares will be split too.

How does split work if you hold shares on CDR.

Thanks for your great service

Q: I have a question about name changes. In your experience if/when a Company changes its name does this help or hurt. My question is specifically about Veran (Crescent Point Energy). Now I have held this Company stock and options for a long time and made lots of money on it. Also lost some along the way. They have been slowly changing their operations to be very positive ie: no more Saxberg and serial aquisitions. Now they have decided to change the name and the stock has not responded very well. I grew up on a farm and found you may dress up a pig but it is still an oinker after the dress-up. Thanks Gordo

Q: Is AI becoming big enough to warrant its own category? I'm trying to find out what your recommendations are on AI companies going forward.

Q: In reference to your answer that we should consider being overweight the US at this time, can you give one US name in each sector for modest growth (not dividends) over the next few years? Please take as many credits as necessary with thanks.

Q: hi 5i! 7K US to invest in an rrsp - top 3 options? 10 year time frame.... thank u.

Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.

Q: I have a longstanding position in Alphabet (GOOG) in a corporate account, and I am planning to crystalize this position prior to the June 24, 2024 deadline (to qualify for the lower capital gains tax rate). Here is my question: I plan to rebuy my position in Alphabet, but I am wondering if I should take the opportunity to repurchase the GOOGL--rather than the GOOG--shares. Right now, these two classes of shares trade at similar prices, but there is a possibility that the voting shares (GOOGL) could trade at a premium in the future. What would you do if you were faced with this decision?

Ted

Q: Hi folks,
I would like to add to my holdings in either AAPL or GOOG in my TFSA. May I have your opinion as to which one would be best to add to at this time.
Thanks

Q: Hi Folks,
I would like to add to my holdings in either MSFT or GOOG in my RRSP account. May I have your opinion as to which one you feel would be the better choice at this time.
Thanks

Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks