Investment Q&A

Q: Hello 5i Team,

I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.

Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.

Would you recommend adding a global ETF for geographical diversity? If so, what?

Feel free to subtract as many credits as you see fit.

Thanks, as always, for your helpful advice.

Q: Can I ask what would your top 5 stocks to purchase right now? 3-5yr outlook. CAD or US?

Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?

Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.

Would you please either provide the names in your reply or send me another link with a valid url.

Cheers,
H

Q: So here's my predicament. Over the past many years my portfolio largely reflects NASDAQ returns but has much more volatility. I'm thinking of just buying a bunch of QQQ (or XQQ) so I worry less about the volatility while still getting similar returns. I still like picking stocks and was thinking of holding most of my tech in QQQ while trying to pick a few tech stocks to 'juice' returns. If you were to pick 5 NASDAQ stocks that might outperform the NASDAQ over a mid-long timeframe, what would they be? Note these can include large caps (MSFT, NVDA) or anything else.

Q: What 3 US stocks would you recommend for TFSA for 5+yr timeline? Not concerned about sectors. Just the 3 best growth names that YOU would buy. I have GOOG and NVDA at half positions. Thanks!

Q: Salesforce or Google as a new buy today. What's your recommendation.

Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?

Thanks,

Q: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.

Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?

Q: Following your answer to Dan about LSPD risks and potential, you say that there is a better place for capital in tech. What would be your top picks to replace LSPD? Thanks

Q: Hi 5i,
These holding are all in my RRSP, 12 months from retirement, I'm planning to sell 80% of TOI, LMN, NVDA (not now) waiting for "better time" if it's possible to catch it. Can I have 2 or 3 suggestions for income + a bit of growth.
thank you 5i for all your great work!!!

Q: Hi Team,
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks

Q: For AI, which companies are in the best position to benefit from having the largest and highest quality data sets, in addition to GOOGL ADBE and META. Please explain how they can benefit and whether they are buyable today for long-term holds.

Q: Seth Klarman's fund reported a recent trimming of Alphabet and a new purchase of Amazon. Since he is a renowned value investor how would you explain that trade from a value investor's perch? Could it be that a company like Amazon which operates many global businesses and that may be poised to move into several others meaningfully (healthcare, etc) and potentially dominate in those cannot be traditionally valued because it provides future growth opportunities like no other company can and because of that isn't able to be predictably valued? Could it be that someone like Mr Klarman is investing in Amazon for the long term because he sees no company that compares with its potential, not even an Alphabet? Could it actually be reasonably priced as a "one-of-one" company? Would like your opinion on this "analysis" of Amazon. Thank you.

Q: Remind me what the diff is between the two and which would you recommend.? My research (TD) gives the identical description for both companies.

Carl

Q: Hi

Contemplating selling either MS or JPM to purchase GOOG. Is selling financials good timing and if so, which one? And, is it the right time to by GOOG?

Carl

Q: Is it timely to buy Goog? Ai is the big game nowadays.What is a good entry point?.Txs for U usual great services & views

Q: Hi 5i - which company do you like better for a 10+ year hold today?

Thanks, Neil

Q: Hello 5i,

If you had to pick ONE US stock, regardless of sector, in the current market that you believe to be undervalued and offers the greatest potential return what would it be?

I am a long term investor and have a high risk tolerance. Thank you as always.

Greg C.