Investment Q&A

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

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

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!

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.

Q: Comments on the recent quarterly results please. Thank you all for your great service.

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

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

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

Q: In my TFSA, these are the stocks I would "like" to buy (CDR, NEO), probably in the order I have listed them, unless you have a suggestion: GOOG, NVDA, MSFT, AMZN, AAPL. But I will need to sell some positions to raise the cash to do so. These are my options to sell, probably in the order I have listed them, unless you have suggestions: EGLX, LSPD, TOI, NVEI, ATS. The goal is growth over a very long period (TFSA will go to my children). I am open to eliminating any from the buy list in order to keep any from the sell list. I just don't know how to compare the American names to the Canadian names. Thank you: I realize this may not be an easy question to answer, but it will help me a great deal.

Q: Please rank these in order of preference for the long term? Greater than 10 years. A reasoning for each please.

Thanks

Nick

Q: Could you please rank the above tech stocks. I am trying reduce the number of stocks i have and I can't decide which of the above i should sell or trim.
Thaks

Q: Which would you prefer for a 5-year hold in a TFSA?
Thanks for the great service.

Q: If one wishes to invest in the Artificial Intelligence sector, what are the best stocks (growth) to consider w/ 3-5yr horizon?

Q: From all the CDR's currently available what would be your top 3 or 4 for growth today?

Q: WHAT IS THE CHOICE BETWEEN NVDA AND AMD AND WHY? ALSO WHAT ARE THE ENTRY POINTS FOR BUYING WITH NVDA AND AMD?

Q: I’ve finally broken even on NVDA. Their Q4 comes out later this month and I’m nervous since it’s up substantially from the dramatic low in October. Any disappointments and it will probably be hit hard.

If you owned NVDA what would you do? Ride out the report and hold on or sell, watch the reaction and reassess?
Thanks

Q: If 5i had 3 US model portfolios (income, balanced, and growth), which model portfolio(s) would you put NVDA into and what weighting would you currently have it around or where would you start trimming? Would you consider it one of those ones where you let it keep running as a winner and trim it along the way (e.g., year to date of 30+%)?