Investment Q&A

Q: Looking for some growth, long term holding...MSFT or APPL?

Q: Hi 5i Team -My question is actually more on the future of AI. In an answer to a recent question on Google, you mentioned that the company is investing heavily in AI. In your opinion is this a concern? From current information and articles it seems that AI has its flaws and maybe even ethical questions around some of its applications. Could you please provide me with your outlook on AI, its strengths and weaknesses, and specifically how this might affect an investment in Google - and other companies that are investing in this technology. It's Friday night so there's no need to respond until sometime next week. Have a good weekend!

Q: If you had to choose between the CDR and the actual MSFT stock which would you choose? What account would you hold in? Is the RRSP still the only account that does not have the 15% withholding off the top? Thanks

Q: Whats happening to google.

Q: Hi,
Just wondering your thoughts on the market reaction to decent earnings from PERI today. Is this a reaction to Google's AI challenges?

Cheers, Chris

Q: I am a dividend investor, considering high
volatility and potential NASDAQ and S&P 500 low points in 2023 ,I intend to " do an exception" in my RRSP, and to take position (for capital gain) in one ,or eventually 2 of these Cies.How would you rank all of them for a 2+ years perspective? Regards, J-Y

Q: I currently own GOOG, MSFT and NVDA and want to round out my tech holdings with a 3% investment in one last stock. Can you please provide three options - in order of preference - that you believe would make strong additions to my existing portfolio? I would also be interested in the rationale for each of your picks. Thank you.

Q: Hello Peter et al:

A great question by James today and equally a great answer by you! AAPL wasn't included in James' question and hence the price targets characterized by Good price VS Great price for AAPL wasn't mentioned. I have added AAPL here.
(MSFT: 240/210; GOOG: 95/80: AMZN: 95/80.)

IF I were to request you to wear your Option trader's hat, (after all you manage a fund based on options!) how would you play these stocks. Assume that these are long term holdings and cash covered. Should one simply either buy puts or sell covered calls. Your "great" price targets roughly assume about 15% downside correction.

If indeed these solid stocks are going on sale and if one is determined to hold them for ever, why would one not make any money whilst one waits?
That's the thesis behind my question.

Many thanks in advance.

Mano

Q: Hi there,

If you had to pick 5 stocks that that you think will return the greatest returns 5 years out, which would they be in order? Not "yolo" names, but 5 stocks with good risk/reward, 5 years looking out.

Thanks!

Q: Hello 5i,

I have small 0.8% positions, in both PINS and APPS, in an unregistered account.

Looking for advice on possible consolidation:

1) Consolidate APPS into PINS
2) Consolidate PINS into APPS
3) Consolidate both APPS and PINS into TTD, PERI or MELI.
4) Do nothing.

5+ year time-frame with high risk tolerance.


Thanks

Q: Hi Peter,

Can chatGPT replace google as a search engine ( Have read this in some news stories) ? Also, Bing is going to soon have a link for chatGPT on its home page.

Does google have a moat around itself, is it so easy to beat/replace google ?

Should we exiit Google and move to MSFT before this happens.....or is it safer to sell Google and move to something like QQQ or VGT ?

Does having those billions of indexed search pages that google have, give it a moat ?
This would be a more apt question for a IT guy....but a lot is at stake here.

Please share your views.

Q: Hello Team,

I am looking to add to these mega caps names. Which of these 3 do you prefer and why? Also, what would be 1) good prices and 2) great prices to be buying them at.

Thank you!

Q: I OWN LNG, NUE, LLY, ROK, APPS QCOM CRM, GOOGL, TSLA, NVDA, STZ....IN VARIOUS U.S. ACCOUNTS

I WOULD LIKE TO BUY MSFT AND COST

WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....

Q: What would be your top 10 Canadian and US value equities for 2023? Appreciate the work you do. Thanks. Rick

Q: In many cases buying the top 3-5 stocks of an index gives a better end result than the whole index since you don't have to drag the less performing.
1-Do see the same apply to the S&P500?
2-In a 3% (normal?) fed rate what is the normal multiple for the S&P500?
3-What is the current forward PE for the S&P500?
4-How does this apply when the top 5 holdings are technology with higher multiples than the banks and oil companies?
Many questions but one goal, trying to put the dry powder in an optimal manner.

Thank you

Yves

Q: The US dollar seems to be heading lower.You think this might continue for the year?
What is the overall consensus?
Te Mexican peso already strengthened 7% in the last couple of weeks.
How could we play this theme?
Are there any companies you suggest which would benefit from a lower dollar?
Any currencies you think that would have a good upside?

Q: Hello,

I currently hold the above stocks in my RRSP and have some $ to add. Given current valuations and future growth, could you please rank how you would add new money? Fairly aggressive investor with long time frame. Thank you,

Doris

Q: Can you provide 8 growth/total return names to initiate a position an add to overtime in the TFSA for a long term investor.

Feel free to rank using your assessment/analysis of a balance of performance/recovery, prospects, total return, etc. Sector diversification is not necessary. Mid to large caps (small caps only with high conviction).

$CAD/USD names (please include your favourite growth CDRs as well).

Q: Would you recommend using investment money to help pay off a line of credit? That money would be coming from a tfsa. If so, from the list provided, please list the top 5 stocks in order that you would sell?

APPLE and MSFT would be sold at a loss.

Thanks for everything

Q: Can you rank which stock you would prefer in here to buy for a 3 year hold for maximum capital gain potential MSFT. CSU Descartes?