Q: Can you tell us your top 3 companies in the world that you would buy if valuation was not important. What i'm looking for is your favorite 3 companies that have too high of a valuation right now but if they pull back further they would be a definite buy? Thx
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Among other holdings in my TFSA I have BN, T, RY, CNR, ATD and NVDA (ATD and NVDA at half positions) all for long term holds. Given current valuations and long term total return prospects, of the listed holdings, could you rank in which order you would direct extra funds to? Thanks.
- Adobe Inc. (ADBE)
- Intuit Inc. (INTU)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- Berkshire Hathaway Inc. (BRK.B)
Q: Hi Peter/Ryan I would like to add some American names as I haven't any in my RRSP or TFSA. Which of these would be best in these accounts. MSFT, NVDA, BRK.B and can you give me one or two other suggestions. Thanks
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
Q: Could you please rank the above in terms of 1. Upside potential, next 2 years, assuming a significant recovery. 2, Risk
Q: So, this is quite a mess we find ourselves in. However, we will eventually come out of it. I'm curious, where do you think the best money will be made going forward? Which 3 or 4 sectors do you think might lead us out of the situaltion and what is the absolute best company, on most all metrics, in each of the sectors. I'm open to etiher Canadian or global companies. Thanks for your opinion.
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Topicus.com Inc. (TOI)
Q: My Tech holdings are getting too high, thanks to your good advice. Would you please provide your current ranking of the stocks listed? I've included GOOGL, even though I believe you place it in the comm/serv sector.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
Q: Good Morning
Artificial intellegence now seems to be next at the top of the agenda so for investment purposes are you able to make a 3 suggestions for investing?
What are your thoughts on AI is this the next big thing or is their already to much HYPE?
Thks
Marse
Artificial intellegence now seems to be next at the top of the agenda so for investment purposes are you able to make a 3 suggestions for investing?
What are your thoughts on AI is this the next big thing or is their already to much HYPE?
Thks
Marse
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- 3M Company (MMM)
- Pfizer Inc. (PFE)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- CrowdStrike Holdings Inc. (CRWD)
Q: hi, I hold the above in my USD account. I was thinking of trimming NVDA now and see if there is a pullback to repurchase, over the next few weeks/months. MMM not doing much, and you mention not much growth. dividend is nice, but I don't need it. do you think trimming or selling MMM and adding to any of above (?BABA, down again). or do you have any other ideas for the USD account ( growthy, but low-low mid risk). thx, chris
- Meta Platforms Inc. (META)
- NVIDIA Corporation (NVDA)
- Twilio Inc. Class A (TWLO)
- DocuSign Inc. (DOCU)
- Evolve Innovation Index Fund (EDGE)
- Coinbase Global Inc (COIN)
- iShares Exponential Technologies Index ETF (XEXP)
Q: Hi there, I have EDGE and curious about XEXP. I know you don't normally go for new / low AUM ETFs but could you provide some analysis on whether you might make the switch from EDGE to the new Blackrock fund? I think hoping to get your thoughts as follows (charge multiple questions if warranted):
1. please compare the two products ignoring the differences in track record / AUM
2. If an investor likes XEXP better from a product design perspective, when might you be comfortable moving in (6 months and 100m AUM? less, more?)
Thanks!
1. please compare the two products ignoring the differences in track record / AUM
2. If an investor likes XEXP better from a product design perspective, when might you be comfortable moving in (6 months and 100m AUM? less, more?)
Thanks!
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Kinaxis Inc. (KXS)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.
Q: Dear 5i
What is your opinion of ALGM . Would you consider it a good investment and would it be one to consider in place of NVDA ?
Thanks
Bill C
What is your opinion of ALGM . Would you consider it a good investment and would it be one to consider in place of NVDA ?
Thanks
Bill C
- Costco Wholesale Corporation (COST)
- NVIDIA Corporation (NVDA)
- WSP Global Inc. (WSP)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi Team,
Understanding that weightings are personal, what is the highest weight that YOU would be comfortable with before trimming the stocks above?
Thanks
Understanding that weightings are personal, what is the highest weight that YOU would be comfortable with before trimming the stocks above?
Thanks
Q: Nvidia has had a nice run in 2023, but price targets are all over the map $175-350. What are your thoughts on buy/sell/hold NVDA (if a full 5% position in one's portfolio)? Does the AI opportunity justify the valuation?
Q: I have been letting Nvidia run and it has been doing so nicely, thanks 5i. It's almost a 6% portfolio weight for me now. I am 71 and it is held in a RRIF. If this was your account would you pare it back and if so to what level. Thank You
Q: For a 3 to 5 year hold, would you prefer ASML or NVDA?
What would be your reasoning?
Thanks!
What would be your reasoning?
Thanks!
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- American Tower Corporation (REIT) (AMT)
- Chevron Corporation (CVX)
- Mosaic Company (The) (MOS)
- Morgan Stanley (MS)
- NextEra Energy Inc. (NEE)
- Jacobs Solutions Inc. (J)
Q: Hi Peter,
You had this qn on Jan. 23, 2023:
My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.
Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?
Please deduct as many credits as necessary.
Thanks a million.
You had this qn on Jan. 23, 2023:
My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.
Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?
Please deduct as many credits as necessary.
Thanks a million.
Q: Comments on the recent quarterly results please. Thank you all for your great service.
- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: In your opinion, in order of strongest to weakest - please list the following companies to excel in the next 3-5 years and if you had to choose one, which would you go with ?
Thank you
Thank you
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Advanced Micro Devices Inc. (AMD)
- ON Semiconductor Corporation (ON)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello Peter,
I think the market either goes down some or takes a breather for a couple of weeks as it digests the probability of a higher peak interest rate. I would like your opinion please.
In that context I am thinking of taking some profit on some of my long term positions that have rebounded with the intention of raising cash and legging in again as the rebound happens. At the same time I like them a lot and do not want to keep chasing after I sell. Just want to manage my risk without options.
In the semiconductor space I have a full position in NVDA and QCOM and half positions in ON and AMD. How would you suggest I trim, or should I go along for a bumpy ride?
As regards CRWD, I am in a conundrum. I like the space and it is my only holding there. It is also expensive. How would you suggest I manage the risk from here- I do not trade options.
Looking forward to your suggestions.
Regards
Rajiv
I think the market either goes down some or takes a breather for a couple of weeks as it digests the probability of a higher peak interest rate. I would like your opinion please.
In that context I am thinking of taking some profit on some of my long term positions that have rebounded with the intention of raising cash and legging in again as the rebound happens. At the same time I like them a lot and do not want to keep chasing after I sell. Just want to manage my risk without options.
In the semiconductor space I have a full position in NVDA and QCOM and half positions in ON and AMD. How would you suggest I trim, or should I go along for a bumpy ride?
As regards CRWD, I am in a conundrum. I like the space and it is my only holding there. It is also expensive. How would you suggest I manage the risk from here- I do not trade options.
Looking forward to your suggestions.
Regards
Rajiv
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Fortinet Inc. (FTNT)
- C3.ai Inc. Class A (AI)
Q: Hello Peter & Team:
I would like to added some growth stocks into my current defensive ones. Which of the above stocks represents a good growth prospect within the next 3-5 years, from most prefer, to least prefer.
Secondly, From an AI perspective, are there additional names which is also a good candidate in addition to the above mentioned?
Thank you as always
I would like to added some growth stocks into my current defensive ones. Which of the above stocks represents a good growth prospect within the next 3-5 years, from most prefer, to least prefer.
Secondly, From an AI perspective, are there additional names which is also a good candidate in addition to the above mentioned?
Thank you as always