Investment Q&A

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: At today's current valuation and forward outlook which do you prefer? A short explanation would be great, plus how long do you thing these "picks and shovels" stocks have to go before spending slows down? Would you prefer the companies with the access to the "data" to be more of a longer term AI strategy? Thx.

Q: There is an article that says this - [Toronto Star] Why it won't be long before you hear the 'pop' of the AI bubble bursting.....What metrics or other signs do I have to look to so that I can downsize my holding in AI related stocks???....thanks muchly....tom

Q: A couple of questions.
1. Do you believe we are in an AI bubble with all these high P/E ratios and continued media coverage of AI.
2, That said what would be your top 3 AI stock picks and top 3 AI ETF choices.

Thank you,
Richard

Q: Any news for the drop today (24 june)?

Q: My grandson's TFSA has done very well, in large part due to excellent advice/info from 5i Research. He now needs to raise some cash to make a down-payment. Of the following stocks (ordered by size, i.e. NVDA is his biggest holding and LMN is smallest), which would you be most inclined to sell, given he is in his mid-20s and has a growth focus? Top 5-7 sell candidates would be sufficient.
Thanks again for the excellent service!

XQQ:CA
IUSG:US
VFV:CA

NVDA
GSY
CSU
TOI
TECK.B
SHOP
BYD
TOU
KXS
ATZ
HPS.A
ISRG:US
REAL
BEP.UN
BEPC
LMN

Q: I am retired
Looking for income with some possibility of growth
Please rank rio, Russell, Cisco, aqn
Any other suggestions appreciated
Many thanks
Peter

Q: Good day. Today (June 20, 2024) nvidia stock dropped about 3.5%: however, the Nvidia CDR that we acquire in Canadian dollars dropped almost double this amount. Normally the ADR stock moves pretty much in line with the US stock. Is there any reason for this difference today? I believe I saw something similar a fews days ago with some other stock (or etf?). Thanks again.

Q: AMD’s share price has been going downwards, a direction opposite to most other major semiconductor companies. AMD’s business model seems sound and its newer chips, expected later this year, are said to be slimmer, more heat-efficient and much faster. Those chips should thus be in higher demand by manufacturers of PCs, and servers. Newer AI-equipped PCs need more powerful semis, and AMD is major supplier. Although AMD’s share price was up significantly in recent years, I have a rather large holding and large loss (down 22% in months-- unusual for semi companies). I read numerous analyst reports, 10Ks , other SEC filings and miscellaneous financial reviews. AMD sounds like a great business , so I wonder what I am missing. Granted, the business’ recent financials were poor , and unexpectedly below expectations. I am undecided whether to add to my position or harvest a tax loss. I am reluctant to sell just for tax reasons. Could be hard to get back in as good , high growth companies tend to run away from you.

1. I would appreciate your insight (substance please).
2. Financial ratios I have seen vary more than usual , surprisingly so, including data in otherwise reliable sources. Please, what do you show for :
Trailing P/E,
Forward P/E,
PEG ratio
3. Are you reasonably confident in AMD’s business model, and demand for its upcoming products-- the company's prospects?
Many 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: Good Morning - I need to trim Nvidia a little. Can you please suggest a few high conviction names for TFSA (US or CDN) with a similar risk profile. Thanks!

Q: Would you buy this today or would you add more nvda? I also have avgo in the semi space along with smci. Maximum growth potential is my primary consideration followed close second by not wanting undue risk. Thank you.

Jaso

Q: Ross Healy on BNN reports that he has sold all his NVDA shares. Would you comment on his thesis?

Q: Would you please explain stock prices that move up sharply or down sharply for a short period, perhaps only one trade, before resuming the previous price trend? An example would be NVDA that moved sharply down to $133.50ish from the $1.35s at the close yesterday before moving right back up to the $1.35s.
How does this happen and who benefits from it?
Thanks for being there for us to ask questions like this.

Q: Hi 5i, I have the following stocks (NVDA CSU LMN HPS.A BN XDIV RY CNQ JPM BRK.B VDY ENB) equally distributed in my rrsp, these stocks are generating 75% of my dividend-income goal. What changes would you suggest to get the last 25% , I do not mind selling my gold-stocks (the first 3) , but I would prefer to keep them. Hope it makes sense. Thank you 5i.

Q: I understand that XL K will be rebalancing on Friday after market closing. Currently Nvidia has a 6 to 7% weighting in the XL K. This will increase with the rebalancing given the large increase in Nvidia’s value.
will this necessarily mean that the XLK will open at a significantly higher price next week. And would that justify adding to XLK now. Thank you.

Q: Good morning,

BEP,UN is classified as energy in portfolio analytics, should it not be under utilities?

Thanks for the unique service you provide followed your suggestion on NVDA after 2 splits my cost base is 3.80$ only problem is the taxman with clawback at 91 000 already reached and at 107 000 combined rates plus clawback in quebec is 65 % ????
I put all the money, work, risks for one third of profit!!
I see no way around this do you have any suggestion or resources to address this.
I won't ventilate to much as my language would not be proper.
Thank you !

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

Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.

If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.

• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials

Q: Could you please explain what would/should have changed with the split, if you held NVDA CDRs rather than the regular shares.
Thank you.