Investment Q&A

Q: My tech holdings consist of CSU, KSX, TOI, QQQ, XIT, & TEC. What other equites would you advise looking at so I am covered in all things tech related including AI, Cyber and Semi-conductors? My preference in this order is 1} ETF 2 } Mutual fund 3} Individual stocks.

Thank you

Paul

Q: If I own shares of this both as a CDR and Nasdaq holding are they treated as having a different capital cost for tax purposes?

Q: What are your thoughts on BITCOIN. What is best way to play it or is there one.? I do not understand the future of Bitcoin Who uses it ? Do countries use it, do Corporations use it. Do Banks use it ? What is benefit of using it,

I know criminals use it extortion payments Trump and Harris were backing it. Was this because 80,000,000 U S Residents use it so they were both saying Yes to get their vote ?

RAK

Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David

Q: Hello

What is your view on starting a new position for long term, in Constellation Energy, after Monday's 12.5% decline ?

The quarterly results and the guidance, as reported today morning, seem to be impressive, handily beating street estimates. What are your thoughts ?

Apparently most nuclear energy stocks were down today, in response to FERC decision to reject a proposal from the grid operator to ramp up the amount of power supplied to Amazon's data centre by Talen Energy. The FERC said in its filing Friday that it rejected the Amazon nuclear power agreement due in part to concerns that it could threaten the reliability of the power grid and raise energy costs for the public.

How could this impact CSG's 20 years power deal with Microsoft, which still needs approval from the NRC ?

Thank You

Q: 1. Please Rate As a "Buy Today" that you would hold for 5 years or more...
- GOOG, MSFT, AMZN, META, APPL
- 1-11, 10 being Good, 11- Must Buy/Own and Hold...

2. Which on the List is Cheap or Over Valued at this Stage...

Thanks,
M

Q: Has Microsoft become a company that is Too Big To Fail?
- They have so many tentacles that seem attractive going forward...

- I own a small position, but want to Add more...

What do you see as Potential problems going forward, If Any...Other than normal market blips...

Thanks,
M

Q: Hi There,

I own the first 3 companies in equal weightings and have done reasonably well with each. I’d like to buy AVGO but I need to sell one of the three.

All things considered which 1 do you think I should sell with a 5 year horizon.

Thank you!

Q: What would be a good entry point for MSFT, in your opinion ?

Q: Hi Team,
I am a bit perplexed about why the last couple days NVDA has been trending down after earnings releases such as Meta, GOOG, Msft which all seem to show massive spending on AI. You would think this will translate into high demand for NVDA chips which hopefully will bold well for NVDA earnings. Any thoughts on the outlook here for NVDA earnings estimates? I assume the correct answer as usual will be to hold the stock into earnings. I am also surprised Meta and Msft are dropping after great earnings.

Thanks,
Shane.

Q: Hello 5i:
I want to add to my AI exposure with a 3 – 5 year horizon.
I already have sufficient TSLA and AAPL, and moderate positions in NVDA and MSFT, and a starting position in PLTR.
What would be your choice(s) for adding to any of these, and/or starting new positions such as AVGO, DELL , TSM, or others? I have avoided GOOG due to possible breakup legislation.
Many thanks for your ongoing great service.

Q: I hold NVDA (7.5%), VRT (7%), MSFT (5.5%), AMZN (7%), and GOOG (5%)- all up significantly in registered accounts. Question #1: what is the maximum weight you would be comfortable holding of each of these five stocks? Question #2: I also hold LMN (2.5%), which is barely above water. Deeply disappointed in its recent performance and considering replacing it with either ISRG or AVGO. That said, I'm concerned that adding AVGO puts too many eggs in the AI basket, given my other holdings. If this were your portfolio, would you opt to replace LMN with either ISRG or AVGO? Please explain why.

Q: What are your top 10 Canadian and top 10 US stocks for a long term hold?

Q: Hi,

May I request your expertise in assessing the Risk VS Reward IF I were to buy one of the following stocks, (plan to buy and write covered calls on) :
NVDA/GOOG/AMZN/MSFT/VRT/CRWD/INTC

If this strategy is profitable, I plan to hold this stock for a long time provided it doesn't get called away!

Low Risk/Low Reward =1.
High Risk/High Reward=10

Thanks in advance.

Q: Hi folks,
I hold BCE and Telus in my RRSP. Would like to reduce my weighing in BCE. With that money I am looking at adding to one of... GOOGL, MSFT, AAPL or VISA which would bring one of these to a 9% weighing which I'm okay with. May I have your opinion as to which one you would add to and why.
Thanks

Q: Same question with some US names:
If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following US names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
MA
NVDA
GOOGLE
Microsoft
Mercardolibre
BRK.B
Thank you very much for your service. I have done well using your advice.

Q: Hello,

Given the anticipated AI growth could you provide some names of companies with the largest short to long term growth potential in the following categories:

1. Chip Design
2. Data Processing
3. Business Application Design
4. Data Centers
5. Power Supply (for the Data Centers)

Thank you!

Q: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?

Q: Greetings. Seeking a TSX traded in Cdn dollars ETF non-hedged that holds as a majority of its portfolio US equities the likes of AMZN AVGO MSFT PALO ALTO NETFLIX GOOG META NVDA or most of them and similars since wishing to sell a variety of these types of equities currently held as hedged CDRs in a registered account. Methinks the CDN dollar is destined for a fall at some point so wishing to remove CDR hedging. Please comment if this doesn't agree with your view aside from the difficulty in predicting currency moves. Thank you for any suggestions.

Q: I have positions in these companies. some of the names have pulled back recently. Would you be adding to any of these names? What entry point would you be adding?

Thank You
Tim