Investment Q&A

Q: Greetings 5i,

Can you list your 5 best managed US and 5 best managed Canadian publicly traded companies. Also please briefly explain why they make your list.

Cheers!

Q: Hi 5i,

I have a question about currency as it relates to investments made to the TSX or US stock exchanges.

I am embarrassed to ask given this was likely a rookie move; posting publicly in case it helps others.

I have made investments via my TFSA, LIRA, RRSP and self directed investment account in some US equities (above).

What I perceive now to be a "problem" is that all purchases of US stocks (including those with dividends) were made out of my CA account of said RRSP, TFSA, LIRA etc. given I did not hold any USD$ in my investment accounts.

Yesterday there were a few questions around Norbert’s Gambit approach (which I am not familiar with) and I have since realized the error of my ways. Here are my questions - knowing you cannot personalize responses - but if it were YOU :

- 1) As a Canadian, should the purchase of any US equity always be purchased using US funds in said investment account? OR when available - should you purchase on the CA stock exchange?

- 2) What is the best way to transfer CAD from said investment account into the US corresponding account if one wants to be mindful of fees, exchange rates etc. (is that Norbert's approach?)

-3) What would you suggest I do for the US equities I currently own in CA accounts? Is there anything to do?

Please use any credits you see fit.
Thanks a Million.

Q: Considering the (excessive?) rise of stock based compensation and the evaluation of how management treats their shareholders vs how they treat themselves, who would you recommend as a management team that consistently behaves and demonstrates respect for their shareholders, please, thanks.

Q: Hi Folks,
I trimmed some of my NVDA and now
looking to add to CSU, MSFT, AAPL or GOOGL. May I have your opinion as to which two you would recommend I add to today.
Thanks

Q: Thanks to your sage advice, I am up significantly (again) on NVDA. Last year, I let it run up to 10% of my holdings, sold half and purchased VRT (now up 30%). NVDA has now increased to 8% of my portfolio. I understand there are multiple drivers currently at work turbo-charging the price of this stock (earnings, stock split, upcoming DOW listing, forced acquisition by ETFs, etc.). All this prompts three questions. How large would YOU let your NVDA grow as a percentage of your portfolio before trimming? Assuming you wanted to trim, when do you think the stock price will start leveling off (assuming the absence of black swan events)? If you wanted to take some profit and invest it outside tech, what would be your three highest conviction US stocks today? AMZN, MSFT, VRT, GOOG, V, and J already held. Thank you.

Q: Thanks to recently learning about CDR's, I've been able to add NVDA (already up 20%) and LLY to my portfolio, which otherwise is dominated by TSX-listed stocks.

I'm interested in five other CDR's. Please rank them from your highest conviction pick to your least favourite: Amazon, Alphabet, Apple, Microsoft and AVGO.

Thank you very much for your service and advice. Pete.

Q: Everyone. If you were 30 years old today, what ten stocks (Canada or US) would you buy? Clayton

Q: Hi Team,
I had to trim some Nvda today to manage weighting size in my portfolio. What are some of your best idea “forever holds” today that are standing out as strong buys at current levels ? Either cnd or US. Or is it recommended to hold some cash for a while if it looks like the market is due for a pullback??

Thanks,
Shane

Q: I do not have a position in Microsoft , but I still have what hs become a relatively modest position in AAPL. I don't really want to increase the amount I have in technical stocks nor do I have the cash at this time. So , I am considering selling half my Apple shares and buying Microsoft with the proceeds. This would be in a registered account. Would you consider this advisable at this time ?

Thanks in advance,

Q: Why is the price of MSFT dropping so radically since May 29th, 2024?

Q: I would like to add another tech name. With software being weak as of late, I was thinking of either ADBE or CRWD but would be open to another suggestion or two as well. I currently own GOOG, TSM, AMZN, and MSFT.. VRT and BKNG as well even tho they aren't really tech names. Thank you.

Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!

Q: What electric and what gas utilities stocks will benefit from rising electricity demand from IT and data centres?

Q: Hi Team,
Given Nvdas recent euphoria, is it time to take profits here or do you see this rise warranted and likely to hold its gains? Looking at market cap it looks set to pass apple and possibly take top spot over Microsoft soon if the stock keeps up this pace of rising. How are valuations looking here compared to the other magnificent 7 and how much possible upside can we possibly gain from here given current valuations ?

Q: I read about this company recently and bought a 1/2 position.
In reviewing a 1 year and a 3 year and 6 month chart fix out performed apple, MSFT,meta,AMZN . Which for an industrial company I found interesting.
My question , did something unique occur in the past 3 years for this outperformance and if not does the future look as bright

Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.

Q: Everyone, my tech portfolio is as follows: AAPL, AMZN, CSU, MSFT and NVDA. Is VRT a company to buy and hold forever or a stock buy for a few years and reassess. I.E. is its moat (people, technology, business plan, etc) wide enough to keep ahead of its followers Clayton

Q: I'm losing patience with Open Text. Do you see any reason to hang on?
And, considering replacing it with CGI or Microsoft.
Please rate these re growth prospects and safety.

Q: Hi,
I'm just reading about Gates joining Buffett in selling what seems to me to be a large amount of the above noted stocks, and I'm wondering if you've any thoughts on it. Is this typical for these two powerhouse guys to do this every once in a while, or might this time be different? Given the political situation in the US and other, global issues, I have to wonder if they are in a better position than most to have insight on something. I realize this is a speculative question, but would still value your opinion - many thanks!
Dawn

Q: Hi,

Are there any utilities that will benefit from AI that you thinkares a good long term hold? Can you give me 2 US and 2 CDN?