Investment Q&A

Q: Hi Group i am treating the above stocks as core positions. I am concerned that some of the list are taking big hits so should i take profits while there is still some $ left in the black . FFH is an example where my profits was 40% now less than 10% ? (this is my worst performer so please answer specifically what you suggest buy, sell or hold). . Please advise if I should take some profits or just ride it out. List in order of preference...Buy sell ,or hold Thanks for your thoughts on this dilemma

Q: Does this market present a great opportunity to buy Microsoft for a long-term position?

Q: Hi 5i team
With the recent downturn in the stock market, being a relatively new investor, how long would you expect stock to drop or do you believe have we already reached close to the bottom? And what are your thoughts on tech companies such as Nvidia and Microsoft going forward (what would you consider a good buying point to look for)?
Thanks!

Q: Hello, in an answer to a question back on March 8th of this year you indicated some attractive entry prices for the Canadian CDR's of the Magnificent 7. What would be your current attractive entry prices given the changes over the past few months and the recent reporting season?

Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in

also what your general thoughts (short comment will suffice) on the markets going fwd

Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Q: Good Morning,

I have a 5% position in Google and 2.5% in Microsoft. Given the (seemingly) unjustified after-earnings price drop in Microsoft, can I get your thoughts on the possible merits of bringing these two positions into balance?

Thanks,

Brad

Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.

VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT

Q: Is now a good time to start picking at some of the Magnificent 7 stocks or wait?

Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim

Q: This sentence comes from an Goldman Sachs article. What are some examples of the “Utilities” companies referred to here? ….he sees more room for the AI theme to run and expects AI beneficiaries to broaden out beyond just Nvidia, and particularly to what looks set to be the next big winner: Utilities.

Q: How do you think the mistake will change the revenue and growth of CRWD.
Thank You

Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 25 stocks portfolio would you recommend that includes both.

Do you think you would create new balance portfolio in the future that includes CDR.

Thanks for the great service

Q: Hi 5i,

Provided the long term business models for these stocks remains intact, and seeing a sale happening now, what would be attractive sales prices for each going into earnings?

Thx

Q: What are your five favourite software opportunities in Ai, with a brief reason why for each? It would help if you could list or rank them in terms of upside as well (most upside first).

Q: We have held BCE for many years in a RRIF account, generally for income (position size about 2%). Yes the dividend is great and likely to continue, but our position is now showing an unrealized loss close to 25%. I am thinking of selling and moving on to another opportunity that will provide better growth and returns. Comments please. Maybe the money is better placed in GOOGL, also in the communications sector? Or possibly into another USA dividend position? In our two RRIF's we hold ABBV, MSFT, PAGP, BTI. Rio Tinto, along with Canadian companies: MFC, WCP, BNS, TD, LIF, BIP.UN, AD.UN and USCL (for income). Growth may be a higher priority than income. Overall portfolio weightings for all six accounts combined is approximately 50% Canadian and 50% USA plus International. RRIF accounts are relatively small in value compared with non registered accounts

Q: I know this is outside 5i's wheelhouse, but I am going to cheekily ask it anyway. I am contemplating a 50% drawdown of my investments (to purchase a cottage) and want to determine the optimal way to do so. 50% of my investments are in a cash account, and roughly 50% split equally between TFSAs and RRSPs (all of which are maxed out). Almost all my high growth stocks are in my TFSA (NVDA, VRT, GOOG, MSFT, AMZN), with mostly slower growers and dividend stocks in the other accounts. Considering both tax consequences and the need to continue having a diversified portfolio, where would YOU take the money from?

Q: My portfolio is 35 per cent technology. I own 600 shares of Nvidia which comprise close to 10 per cent of my holdings. I also own Goog Amazon Microsoft and Apple but no Meta. Does it make sense to sell 200 shares of Nvidia to buy into Meta at this time or do I not interfere with the Nvidia momentum.

Q: Everyone, CSU is the best stock in Canada, what is the best stock in the US? Clayton

Q: I hold the above positions in approx equal weights in a non-registered account from which I need to raise some cash for a home project. If you were to sell entire positions, in what order would you proceed, first to be sold through to tenth (ie which positions do you see as having the most potential yet to be realized and would be later in your sell order)? Alternatively, are there some positions you would sell outright while trimming as needed from others, and if so, which ones would be sells - again in what order - and which would be trims? Many thanks.