Investment Q&A

Q: Which of these three stocks have the best potential for growth over the next year or two, disregarding any risks etc. I do realize it's a short time horizon, thanks?

Q: HI 5I,
A couple of questions, if I might. Please deduct accordingly.
First, regarding CDRs in general - in looking at the listed companies I note that the price of the CDR compared to the US share price for each company varies considerably. E.g.: For NVDA the CDR price is approximately 9.5% of the US price, for AAPL the CDR is approx. 14.9% of the US price, GOOG CDR is approx 17% of the US version, MSFT CDR comes in at about 7.40% of the US price, and the COST CDR is only about 4.7% of the US price.
Is this variance something that a purchaser of CDRs needs to bear in mind in any way or for any reason, or is it meaningless with regard to returns, and how does the significant variation between companies come about in the first place?
And secondly, could you rank the listed companies for total return over a one year period, accompanied by whatever commentary you choose to offer as to why you've ranked them as you have?
Thanks 5i,
Peter

Q: My suggested allocation for Tech is 16% but due to the amazing run up lately of the likes of Nvidia, Amazon Google and Apple, I’m now over 35%. I know how important diversification is but the momentum is almost overwhelming.
Thoughts???

Q: NVDA now compromises 9% of my total portfolio. What's the maximum weight YOU would be comfortable with? Alternatively, would you consider selling - say - 2% of NVDA and buying VRT? If yes, can you please compare potential risk/reward for both NVDA and VRT over the next two years on a scale of 1-10? Thank you.

Q: Hi,
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didn’t want too much AI exposure.

For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. I’m reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think we’re in for each? Still long runways? And I know it’s hard, but what would be good price targets to buy if they pulled back? Thanks!

Q: Can you compare NVDA and SMCI on their valuation? Which one do you expect to do better in the short term and long term?

Q: If you had to put together a portfolio to hold for at least one year for max gain what would they be? No concern for risk or the size of the company. Must be traded on a USA exchange although not necessarily a USA company. I’m guessing you will include smci, vrt, google and amazon. Part two of the question is whether I should sell some smci to lock in a gain? I’ve never in my life enjoyed such a large gain so quick. Thanks.

Q: Hi,

As individual DIY growth investor, what are some of the top things we can we do to maximize up-market capture vs minimizing down-market capture? I have a longer timeframe and am comfortable with volatility in the markets. With the strength in tech, the sector has run to ~26% (SHOP, KXS, CSU, NVEI, CRWD, TOI, NVDA, LMN, INTU), followed by financials 18%, cons disc 15%, industrials 12% and the others all below 6%.

Is it time to trim across the board and re-balance? How do you balance this while allowing strong compounders to continue performing over time? What are the key things to do focus on to beat the market going up while protecting those gains and minimizing downside?

Thank you!

Q: Hi, can you give me your 5 best US growth stocks ideas, ranked 1 to 5 (one being best), with a high degree of safety yet good growth to hold and not touch for 3-5 years? Thank you.

Q: In terms of growth and quality, what is your strongest long term recommendation for each of the following investment themes:

Artificial intelligence
Cybersecurity
Cloud computing
Digital payments
Online advertising
Infrastructure rebuild
Alternative/clean energy
Asian consumer spending
Medical needs of an aging population

My preference is for single stock ideas (US, Canadian or international) rather than ETFs, if possible.

Q: NVDA has a p/e of 83 and AMD has a p/e of 329 according to RBC direct investing. I own both and want to sell one. What do you think? Thank you

Q: Hi, I would like to invest in AI (Artificial Intelligent)
I own: . AAPL.3%, ADBE. 3%, MSFT.3%, NVDA. 3%.
Do you have other stocks to suggest to me or add 2% to the four I currently have.
Thanks
Jean Guy

Q: I own these stocks in my open account and would like to add to my investment in these stocks. How would you rate these stocks on a 5 year hold with a rating of 10 being highly recommended and purchase not recommended rated as 1. Thank you

Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris

Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?

Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?

Q: What AI stock (s) would you consider investing in at this time Which one would be your number 1 pick ?.

Q: Do you see any issues with buying the CDRs for some of the large cap US stocks (i.e. Google, Nvidia) if one does not have a US dollar trading account? Are there any downsides? They seem like a good option as they are USD hedged.

Q: Hi Team,
I hold NVDA and SHOP with some great gains after buying the dip in the fall of 2022 (thanks to 5i!) . My question I suppose is more of a broad market question. I went through the rise of tech in the 2020/21 blistering rally, and also held through the subsequent gut-wrenching fall. Luckily for the most part I held on to most names and am now riding high with my tech heavy portfolio. Are we flying too close to the sun again so to speak with some of these names again? Should I be selling some of the higher flyers such as NVDA? Or should I just ride it out? I have trimmed some NVDA a while back and re-allocated it into BN for some more diversification. After watching my portfolio crumble in 2022 I just don't feel like going through that again (if we feel that the tech sector is overvalued). If valuations are justified; however, I am willing to keep holding. I won't be retiring for another 10-15yrs... unless I really have some massive winners that is! Just looking for an opinion here.

Thanks,
Shane.

Q: Is there an ETF that tracks the s&p but excludes the mag 7 ?