Q: Thank you for your comments this morning on NVDA results from yesterday. Could you comment on starting a position at today's current levels? Would you recommend a half position to start or have enough conviction to start a full position. I know people can be nervous to start a position at new all time high's but also know this is something that does not necessarily deter 5i. Thanks so much!
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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.
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NVIDIA Corporation (NVDA $180.99)
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TFI International Inc. (TFII $144.01)
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ATS Corporation (ATS $38.38)
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TerraVest Industries Inc. (TVK $162.40)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.13)
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Docebo Inc. (DCBO $30.23)
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Boyd Group Services Inc. (BYD $221.56)
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Vertiv Holdings LLC Class A (VRT $159.82)
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Topicus.com Inc. (TOI $125.99)
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Propel Holdings Inc. (PRL $25.60)
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Lumine Group Inc. (LMN $27.08)
Q: What would you consider good entry points for the noted stocks? Is there any you would not purchase at current levels?
Thanks
Tim
Thanks
Tim
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NVIDIA Corporation (NVDA $180.99)
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Booking Holdings Inc. (BKNG $5,393.74)
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Celestica Inc. (CLS $407.37)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.13)
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Vertiv Holdings LLC Class A (VRT $159.82)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
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Lumine Group Inc. (LMN $27.08)
Q: The stock market keeps on climbing ahead. At what point should we be careful due to valuation?
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
Q: Everyone, my neighbour just bought a ‘Back to the Future’ car with spoilers and all - yes he really did - and last night, without his knowledge I used it to go back to 1981. Then I used my life savings of $10000 to buy 125,000 shares of Apple stock. After the market closed that day in 1981 I flew back home to today. Now, I want to buy a stock from the next big growth industry AI. If I could buy just one stock, what stock would I buy? Clayton
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NVIDIA Corporation (NVDA $180.99)
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Roblox Corporation Class A (RBLX $81.94)
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Nextpower Inc. (NXT $88.70)
Q: Hi Team,
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?
Thanks ,
Shane
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?
Thanks ,
Shane
Q: Hi,
I doubt I'm the first (or last LOL) to ask but thoughts on NVDA's quarter and most importantly forward guidance? I thought the numbers were decent. The stock is up 5% after market.
Thank you,
Michael
I doubt I'm the first (or last LOL) to ask but thoughts on NVDA's quarter and most importantly forward guidance? I thought the numbers were decent. The stock is up 5% after market.
Thank you,
Michael
Q: Please comments on their earnings. They announced a split of shares and I hold CDR shares. Is that means CDR shares will be split too.
How does split work if you hold shares on CDR.
Thanks for your great service
How does split work if you hold shares on CDR.
Thanks for your great service
Q: Want to get into the AI space via the ETF route. Might split the available money between LRNZ and BOTZ. Will this give me the widest diversification?
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First Solar Inc. (FSLR $266.98)
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Intuitive Surgical Inc. (ISRG $572.47)
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NVIDIA Corporation (NVDA $180.99)
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Booking Holdings Inc. (BKNG $5,393.74)
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Honeywell International Inc. (HON $199.11)
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RTX Corporation (RTX $182.01)
Q: If Trump wins this election i am considering moving most of my investments into the US market. I think that Canada amongst others will suffer thru his direction (dictatorship) and US stocks will do well. Would you have any stock recommendations should this election play out this way. Thx, James
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Amazon.com Inc. (AMZN $227.35)
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Meta Platforms Inc. (META $658.77)
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Alphabet Inc. (GOOG $308.61)
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Microsoft Corporation (MSFT $485.92)
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NVIDIA Corporation (NVDA $180.99)
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Tesla Inc. (TSLA $481.20)
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Advanced Micro Devices Inc. (AMD $213.43)
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Vertiv Holdings LLC Class A (VRT $159.82)
Q: Is AI becoming big enough to warrant its own category? I'm trying to find out what your recommendations are on AI companies going forward.
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Costco Wholesale Corporation (COST $855.62)
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Alphabet Inc. (GOOG $308.61)
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NVIDIA Corporation (NVDA $180.99)
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Booking Holdings Inc. (BKNG $5,393.74)
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American Tower Corporation (REIT) (AMT $172.41)
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Chevron Corporation (CVX $147.75)
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Freeport-McMoRan Inc. (FCX $49.15)
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JPMorgan Chase & Co. (JPM $317.21)
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Eli Lilly and Company (LLY $1,071.44)
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NextEra Energy Inc. (NEE $79.54)
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Trane Technologies plc (TT $389.84)
Q: In reference to your answer that we should consider being overweight the US at this time, can you give one US name in each sector for modest growth (not dividends) over the next few years? Please take as many credits as necessary with thanks.
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Costco Wholesale Corporation (COST $855.62)
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Microsoft Corporation (MSFT $485.92)
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NVIDIA Corporation (NVDA $180.99)
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CVS Health Corporation (CVS $77.72)
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Eli Lilly and Company (LLY $1,071.44)
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McDonald's Corporation (MCD $315.84)
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Zoetis Inc. Class A (ZTS $122.24)
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Toronto-Dominion Bank (The) (TD $127.99)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,540.97)
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Constellation Software Inc. (CSU $3,375.08)
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Restaurant Brands International Inc. (QSR $96.65)
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WSP Global Inc. (WSP $245.16)
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TFI International Inc. (TFII $144.01)
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Alimentation Couche-Tard Inc. (ATD $74.15)
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goeasy Ltd. (GSY $131.71)
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ARC Document Solutions Inc. (ARC)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $26.88)
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Berkshire Hathaway Inc. (BRK.B $494.53)
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Boyd Group Services Inc. (BYD $221.56)
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Topicus.com Inc. (TOI $125.99)
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Lumine Group Inc. (LMN $27.08)
Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this
Q: do you recommend waiting till earnings release to buy the stock or what percentage chance do you place on better then expected results and a significant rise again?
Q: What do you think of this company and its future? Is it a buy hold or sell.
Thank you
Thank you
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Alphabet Inc. (GOOG $308.61)
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Intuitive Surgical Inc. (ISRG $572.47)
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Microsoft Corporation (MSFT $485.92)
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NVIDIA Corporation (NVDA $180.99)
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Eli Lilly and Company (LLY $1,071.44)
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Aspen Aerogels Inc. (ASPN $2.96)
Q: hi 5i! 7K US to invest in an rrsp - top 3 options? 10 year time frame.... thank u.
Q: Hi Team,
This earnings season has seen many growth stocks , especially tech; get absolutely smashed for not exceeding expectations. This being said, would it be wise to sell some Nvda before earnings as I am overweight? I am wondering if this will be any other name that drops 20% because it didn’t beat analysts estimates quite enough ? Or do I just ride the wave being my investment time frame is 10yrs plus?
Thoughts ?
This earnings season has seen many growth stocks , especially tech; get absolutely smashed for not exceeding expectations. This being said, would it be wise to sell some Nvda before earnings as I am overweight? I am wondering if this will be any other name that drops 20% because it didn’t beat analysts estimates quite enough ? Or do I just ride the wave being my investment time frame is 10yrs plus?
Thoughts ?
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Intel Corporation (INTC $36.82)
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Microsoft Corporation (MSFT $485.92)
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NVIDIA Corporation (NVDA $180.99)
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Advanced Micro Devices Inc. (AMD $213.43)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $288.95)
Q: I own this stock, have bought it at a low price so I'm still even on it. Don't need the cash but don't want a dog either. Do you think this has long term upside ? Buy, sell or hold ?
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Microsoft Corporation (MSFT $485.92)
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NVIDIA Corporation (NVDA $180.99)
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Celestica Inc. (CLS $407.37)
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Descartes Systems Group Inc. (The) (DSG $123.64)
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ATS Corporation (ATS $38.38)
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Kinaxis Inc. (KXS $176.95)
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Alimentation Couche-Tard Inc. (ATD $74.15)
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Premium Brands Holdings Corporation (PBH $100.90)
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goeasy Ltd. (GSY $131.71)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.86)
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Veeva Systems Inc. Class A (VEEV $221.86)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.02)
Q: Help me!
My wife and I have a competition running in our TFSA accounts, which we started a few years back with the same cash balance. She is using the classic passive ETF strategy, except we got pissed off with bonds and moved that portion into QQQ/ICLN (TDB900, 902, 911 & QQQ, ICLN)
I am actively (quite low turnover) trading CDN and US stocks and ETF's
She is handing me my ass!
My current holdings in the CDN account are ATS, BAM, BN, GSY, KXS, XIT, PBH, WELL, WSP and US account AAPL, TFII, VEEV
Ignoring sector allocations (which i still need to look into), please advise any Buy, Hold or Sell recommendations for my current holdings with a 5 year horizon
My wife and I have a competition running in our TFSA accounts, which we started a few years back with the same cash balance. She is using the classic passive ETF strategy, except we got pissed off with bonds and moved that portion into QQQ/ICLN (TDB900, 902, 911 & QQQ, ICLN)
I am actively (quite low turnover) trading CDN and US stocks and ETF's
She is handing me my ass!
My current holdings in the CDN account are ATS, BAM, BN, GSY, KXS, XIT, PBH, WELL, WSP and US account AAPL, TFII, VEEV
Ignoring sector allocations (which i still need to look into), please advise any Buy, Hold or Sell recommendations for my current holdings with a 5 year horizon
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Microsoft Corporation (MSFT $485.92)
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NVIDIA Corporation (NVDA $180.99)
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Alimentation Couche-Tard Inc. (ATD $74.15)
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Black Diamond Group Limited (BDI $14.40)
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goeasy Ltd. (GSY $131.71)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $173.77)
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Global X S&P 500 Index Corporate Class ETF (HXS $97.27)
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EQB Inc. (EQB $102.63)
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Lumine Group Inc. (LMN $27.08)
Q: The above holdings are in an RESP that won’t be required for at least 7 years. For new money, which sectors to add and a couple of suggestions please.
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Alphabet Inc. (GOOG $308.61)
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Microsoft Corporation (MSFT $485.92)
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NVIDIA Corporation (NVDA $180.99)
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Advanced Micro Devices Inc. (AMD $213.43)
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Super Micro Computer Inc. (SMCI $31.11)
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Dell Technologies Inc. Class C (DELL $126.42)
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Vertiv Holdings LLC Class A (VRT $159.82)
Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.
I already own MSFT and GOOG.