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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Please rank the magnificent seven from best anticipated performance first to least in the next 5-10 years.
Read Answer Asked by David on January 26, 2024
Q: HERE is the DEAL, My wife and i are going to live off grid for 3 years, no internet, no phone, no visitors, oh YEAH, the dogs want to come, we grow are food, hunt and fish, we have a 1 million to invest, we own no other stocks. So could you rate the following stocks for safety and % rating.


APPL
MSFT
AMZN
GOOG
NVDA
BERK/B
LLY
META
SPY
COST
VGT
TSLA
SMH

13 stocks are LUCKY #,
We will prepay for our 5i sub. so we can look back. and not have worry again if a stock goes down 1% in a day.

SO THIS WAS JUST FUN,

Thanks Again
Read Answer Asked by eugene on January 26, 2024
Q: I currently have BBU, BBUC, BN, CRWD, LSPD, MSFT and U in my TFSA account. BN, CRWD and MSFT have shown good growth but I have losses in the other stocks. I will be investing $7000 in my TFSA for 2024. Would you suggest any changes to my current stock holdings? For my 2024 TFSA investment, would you suggest adding to one on my current stock holdings or investing in another stock such as LMN, AMZN or LMN? Thank you
Read Answer Asked by Don on January 25, 2024
Q: Hi Folks,
I am looking at adding to one of my positions in my RRSP account. I have AAPL, MSFT and GOOG that I am thinking of adding to a full position. May I have your opinion as to which one of the three would be best to add to today.
Thanks,
Read Answer Asked by JOHN on January 25, 2024
Q: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M
Read Answer Asked by michael on January 23, 2024
Q: In the midst of portfolio rebalancing for the coming year and have another question with regard to composition. I've been reading your comments around the positive prospects for tech in 2024 and want to overweight that sector. I am currently at 18% tech (NVDA, MSFT, LMN). But I also hold GOOG (technically Communications) at 5.46% and AMZN (technically Consumer Cyclical) at 7.39%. Within the context of an alpha-balanced portfolio, would you recommend increasing my tech holdings further, or do you believe I am sufficiently weighted in this sector given my additional holdings in AMZN and GOOG? Thank you.
Read Answer Asked by Maureen on January 19, 2024
Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
Read Answer Asked by JR on January 19, 2024
Q: Hello 5i,
On the topic of a recent question regarding quantum computing, could you provide a any names in this area? I thought IBM R&D was involved but not sure about any others.
Thanks
Read Answer Asked by mike on January 19, 2024
Q: Is Mi Homes safe as Door ? Which has more growth potential?
Read Answer Asked by Helen on January 19, 2024
Q: PSA


i find it funny that the media fawns over these great companies; gushing over their collective 2023 'huge gains

never mentioning that 5 of 7 haven't even made it back to their 2021 price

so those unlucky enough to have bought at the last euphoria (fall 2021) or almost breaking even

(and yes, i agree these are some fabulous businesses)

good luck





Read Answer Asked by Robert on January 17, 2024
Q: Hello 5i,
I am up 56% to 90% on the MSFT, JPM, MRK,ABBV, AND PEP amongst a few others. It has been said to take profit if a holding is up 30%. I have held these for about 20 years and do not need the funds. Should I realize the 30% profit or let these continue to rise according to your advice of "letting the winners run" before a black swan occurs.
Read Answer Asked by STANLEY on January 16, 2024
Q: Hello 5i,

We have a full position in VGT and 1/2 position in BRK.B in an RRSP and NVDA, AMD, and Google in our TFSA's.

Do you see reduced growth in the VGT & BRK.B ETF's with AAPL downgrades and a possibility of consolidation of MSFT this year after stellar 2023 numbers?

Would you swap VGT or BRK.B to another ETF for 2024 or just let it ride?

Thank you for your advice

D&J
Read Answer Asked by Jerry on January 16, 2024
Q: I currently own NVDA and have enough funds to add only 2 , which 2 would you add today of MSFT, GOOG or AMZN ?

Thanks
Read Answer Asked on January 15, 2024
Q: There is so much buzz in media about the Magnificent Seven- the latest grouping that alleges dominance from these mega cap leaders and how 2024 is likely to see them fall from grace at least in momentum rallies, or at least in contrast to others.
Don’t support this assertion, ie is there relative price and growth rate relative to others such that they are due to get leapfrogged, or worse decline? I feel like this same line has been towed for several years and look at five and ten year growth rates for any of these as examples.
If you had some chunk of change would you lean here or elsewhere, say to financials or industrials?
Read Answer Asked by Peter on January 15, 2024
Q: Hi 5i Team Could you tell me what is driving Meta? I have a small position in it and was planning on trading it for MSFT but it seems to be performing better recently. Do you think the trade is a good move or should I hang on to META.
TIA
Read Answer Asked by Gary on January 11, 2024
Q: Pls give an example of the curency hedged CDRs for a rising/falling $Cdn vs $USD ? For example, if one buys the CDR for MSFT and the $USD falls by 5% vs $Cdn and MSFT stays the same value in $USD and you sell, do you get your original $Cdn funds back (less fees) ? Is it the same with a 5% drop in $Cdn vds $USD ? Thank you.
Read Answer Asked by Paul on January 08, 2024
Q: You remarked about Apple that "above average market returns will be difficult to come by in the near-to-medium term." What tech-space alternatives would you suggest, if one wanted to move some money from AAPL to a company with better medium term grown prospects?
Read Answer Asked by Martin on January 05, 2024
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