Investment Q&A

Q: Keeps moving to the right. What is the current institutional ownership? Can't just be retail investors moving the stock higher. Seems like analysts want to like the stock but they keep putting out low share price targets because of valuation.

Did TSLA, NVDA, AMZN etc have stretched valuations and then they grew into them? Can you see PLTR at a 1T market cap valuation over time?

Q: Hi,

BEPC has been steadily rising this year, even in the face of the US administration's policy switch that is largely unfavourabhle to renewables. Any thoughts on what's driving the uptick?

Thanks,
Robert

Q: Would you please (crystal ball required) provide me with 5 Canadian 5 USA stocks , any sector, to hold for the next 30 years, comes to mind stocks like MSFT JPM AMZN COST TSLA , the stocks I'm looking has potential for sustained growth, innovation, and resilience in the face of economic changes. Of course 30 years is a long time and anything can happen.
thank you

Q: Hi 5i Team - First a general question on the topic of AI. Is agentic AI the sequel to generative AI and from an investment point of view are companies that are developing or involved with agentic AI ones we should be looking at now. Specifically is UiPath one to invest in along this theme and do you have any suggestions for other ones that may be equal to or better than UiPath. Thanks.

Q: If you were looking specifically at dividend safety and dividend growth, what would you prefer to own, JNJ or PG and why? is there another dividend growth company you would prefer for a US dividend account?

Q: Can you please suggest your 5 top companies who make significant cash flows from subscription/member fees. Thank you.

Q: I noticed in a response to a recent question that you disclosed owning Microsoft but not Alphabet when the question referenced both companies. Over the years you have been very positive on Goog and on that basis I have built a fairly large position. I am therefore interested to know if in fact you don’t actually have any ownership in this company, and if so, your reasons. Thanks.

Q: Hi Folks,
I would like to add to my position in either CSU, GOOGL or MSFT. May I have your opinion in what order you would add too and why. This would be in my TFSA account.
Thanks

Q: No need to post if others have asked already.

Your comments on the Okta quarter? Is it a buy at $107? How did their forecast compare to expectations and do you see this as a company on the right trajectory? Finally, the market didn't like the quarter but was it an overreaction or a justified reaction to a material change in the future value of the company?

Q: Update: According to BMO Investorline, item 2) below is not an option. The CRD has a different CUSIP (59516M104) than the NASDAQ listed stock (5949181045). Apparently this is true for almost all CDRs.

Hello,
I have 60 shares of MSFT in a non-registered account, and want to sell 18 shares to raise cash of about $11,300. I have capital losses in the account to offset the gains, so there should be no net tax.
To minimize transaction costs, I am considering three options:

1) Sell MSFT directly, and then use Norbert's Gambit to convert to Cdn$
2) Convert the shares the CDR equivalent, i.e. MSFT.CA and sell that in Cdn$ (not allowed according to BMO)
3) Sell MSFT for USD and then have the bank convert the shares (~1.6% conversion loss)

Which of these do you recommend?

Q: Thanks partly to your good advice, I have held GOOG and MSFT for some years. they are now 17% and 28% of my account. I am a senior but fairly risk tolerant. Should I reduce either or both and if so what do you suggest as replacement? Thanks Jim

Q: General question about Microsoft. Historical data looks great, at least for the past number of years (when one looks at FCF, EPS, Share buybacks, Revenue growth, ROE, Debt - all appears to be great). Looking forward, what are your thoughts re investing in this company for the long term? My main concern is with valuation. It is trading at the high end of its average high P/E of the last number of years. What do you think are the plus, minuses and risk.
And as a secondary question, do you think there are better FAANG stocks, than MS (if yes, with a possible one sentence explanation)?

Thank You!

Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff

Q: Good morning!

Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.

What are “your” top 3 US additions to this list? Thank you for all the incredible things here.

Q: Good morning 5i
I am always interested in your strategy for options and the question about selling call options for Microsoft this morning raised some. I know that selling options can have many variables and will be context specific. And I realise that you cannot give a hard and fast set of rules. So, I hope you will bear with me on these questions. This morning you said that you would likely sell a call on msft going out a month for about $470. Today msft is at about $449. So, about a $20 difference. In previous posts you said that you would sell a call option just a few dollars above the price. I would take this to mean more like say $455 than $470. $20 represents about 5%. Is that what youwould see as a good point.?

Also on the idea of selling a put immediately upon exercise of the call. Would it be reasonable to sell both a call and a put at the same time and then if it was called away, then sell another put at $470?
Thanks

Q: What would your favorite option strategy be with a stock like MSFT?
Thanks Ron

Q: Hi, could you comment on ANET's earnings, which I understood were about 10% ahead of estimates per share, and 2% or so more revenue. The stock appears to have taken a hit today on the report, so were there negative comments from the management on forward guidance? Something else I missed in the numbers?
Thanks!

Q: Hi 5I,

Between these two which would be your preference for holding in a TFSA?

Thankyou,

Jane

Q: Hi 5i.

I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?

Q: My mag7 holdings have only really consisted of GOOG and NVDA, is this good enough? Seeing MSFT and META with strong earnings, should I diversity more into the other holdings? If you were to rank the mag7, what would they look like? Was considering a stake in AMZN and I know they report tonight. Thank you!