Investment Q&A

Q: I am interested in Ai which stock or ETF should I start with?

Q: Most of the quarterly results are now out and there have been some >10% moves up or down. Some were justified and others were overreactions or possibly some profit taking. Based on that, what would be your 5 top buys for each of Canadian and US markets looking out 2-3 years?

Q: Hi 5i team,

I’m thinking of selling a few stocks at a loss to balance out capital gains (I trimmed NVDA since my stock position got too high). I can cover an equivalent loss by selling two (or a combination of all 3) of the following stocks: DIS, TTD and CRWD. I bought all 3 at a much higher price. CRWD and TTD have had a nice bounce and I’m thinking that the near term environment of debt ceiling and sell in May could be a good time to take losses. I’m wondering if you have other items I should consider related to selling now versus later this year? If later, what would be a good time to consider?

I have other similar tech stocks such as GOOG and ZS and I’m wondering if I should consider another proxy for any or not bother? And I’m also wondering about re-buying at a reasonable entry point after 30 days for any of the 3 or simply move on?

I’d appreciate any insights you could provide.

Thanks as always,
Lisa

Q: Can you provide the fair value of the following stocks: TSLA, SHOP, BN, GOOG, ATZ, NVDA, WELL, GSY, TOI, KXS, ECN, RCI.B ?

Q: Hi 5i,
What is your take on Google and Amazon the next 12 months ?
Hold/Buy/Sell ?
thank you.
John.

Q: I have US exposure through a company pension that tracks the S&P. It represents about 20% of my overall holdings. I have recently come into enough US cash to add two or three new individual holdings, or perhaps buy an ETF or two that would complement the S&P tracking pension. I would welcome your thoughts and suggestions for individual stocks or ETFs that would be suitable additions.

Q: Can I have your comments on IBM as both a source of dependable income and moderate growth.

Q: I need to raise some $US cash soon. Could you please rank these stocks for how they would perform during a recession? Thank you.

Q: Saw an Ad today to WSJ suggesting PLTR has the most Revenue in AI, even higher than MSFT, GOOG, etc. etc.
True or False?
Thanks!

Q: I have been fortunate to own the above names, some for not as long as I wish I did. When you look at their 10 year charts they are impressive. Can I ask you to list a few more Canadian and perhaps several U.S. stocks that maybe also pay a small dividend but that you consider must own names for long term growth? (I do own BN as well). Thank you as always.

Q: Hi, I was interested to read the question and answer you had yesterday on whether you would pick google over Microsoft (you sided with google). I hold google at a loss (down around 15%). I have been concerned by the argument that ai search will ultimately harm google’s main income source - it’s search engine. One analyst even said google is at risk of cannibalizing its own business with its ai search engine. The other argument against google was that it has only market share to lose against the bing/Microsoft challenge. Can you address these arguments? The fear seems to be that google is a potential candidate for being the next yahoo or Kodak which of course is a little premature to call but that seems to be the bear argument on google.

Thank you.

Jason

Q: I am interested in investing in companies that are leaders in developing AI. So far I have identified GOOG, MSFT, NVDA, and AMD. Do you agree with this list and are you able to add to it? I have seen AMZN, AAPL, IBM and META with regard to AI, but are they simply users of AI rather than developers?
Thank you.

Q: Yesterday both GOOG and MSFT reported first quarter results. Considering this limited information which company would you invest intoday for a 2 year hold. Would you consider that MSFT results are reduced by a large "extraordinary charge" for termination of employees that is not expected to be incurred in the future in making this opinion. Thanks. Mike

Q: Hi Peter,
I have over 6 figures to invest for 3 or more years for a Canadian holding company and am looking for suggestions to invest in each of the sectors, in a combination of ETFs and stocks. I would like to be more tax efficient where most of the returns would be in capital gains (total returns are mostly in the growth of the stocks, less in dividends). Investments can be in any geographic areas. In terms of risk level, I am comfortable with your balance portfolio approach, where it has some elements of growth.

One example I have, closer to income than growth, is HXH-T. It is a dividend ETF, low MER cost, with beta of < 1, pretty risk adverse. The price of the stocks is the index it tracks plus dividends.

Thank you,
Roger

Q: I am down 24% in my Magna position. (Bought it believing it was well positioned for the EV revolution) Is this still a good 5year play or cut my losses and pick up more Google while it is still down?

Q: I currently hold MSFT, NVDA, AMZN, and GOOG. All are at a 5% weight, except for AMZN, which is at 3%. I have an additional 2% to invest. Would you suggest topping up AMZN to 5%...or purchasing another tech stock with the additional funds? If the latter, would you please provide three stocks ranked by both risk and potential profit...and explain why you have selected each? Thank you.

Q: Brief thoughts on these weeds I'm looking to pick.

Return and % weight in portfolio now and what I plan:

MGA: -39, 2.13%. Looking to trim slightly down to 1.5%, add to ATZ, BYD, BKNG or SBUX?
ILLM: -87%, 0.14%. So small now its insignificant, roll into GOOG position
CTS: -46%, 0.96%. Hovering at 1 yr low. Aside from strategic review, what's the catalyst?
MED: -61%, 0.80%. Sell and add to ATZ, BYD, BKNG or SBUX?

Toss them, hold them or water them? Thanks!

Q: RESP for 2 year old, with current year contribution to deploy ($3,075). Considering selling SHOP (8% weight) and NVDA(15% weight) and adding equally position in BN and AMZ CDR. Objective to diversify portfolio and add some growth potential. Thoughts on this plan, or alternative suggestions?

Q: Hello Peter et al,

From your answers your faith and belief in GOOG seems unshakeable! Would say it is worth nibbling at this price? Or is it worth buying cash covered puts and be ready if assigned? In other words, wade in gradually (DCA as per your recent editorial in CMS!) or use options strategy? If you do hazard a guess, what would be the floor for GOOG? 90$? Your crystal ball is as good as anyone's on CNBC!!

Mano.

P.S. BTW miss you at BNN! You folks may want to consider regular webinars for the subscribers with a Q&A function.

Q: Hi 5i, there was REUTERS article published in G&M today: "Alphabet shares fall on report Samsung is considering Bing as default search engine", an I would appreciate you analysis on it affecting Google. Thx.