Investment Q&A

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 ?

Q: For someone looking to make a first time entry into the sector, which one of the two would you recommend and why? Are there any others to consider that would rank above these?

Thank you.

Q: Would you give me 5 of your TOP picks CANADA and USA Thank you RAK

Q: Hi I have my RRSP distributed at around 8% or 12% on these stocks, would you change anything , I'm heading to retirement in 7 months from now and like to know if you would recommend any modification. I can sustain drops of 10% , which I handle by doing nothing.
Thank you 5i, you have been good to me!!!

Q: Please rank the magnificent seven from best anticipated performance first to least in the next 5-10 years.

Q: HERE is the DEAL, My wife and i are going to live off grid for 3 years, no internet, no phone, no visitors, oh YEAH, the dogs want to come, we grow are food, hunt and fish, we have a 1 million to invest, we own no other stocks. So could you rate the following stocks for safety and % rating.


APPL
MSFT
AMZN
GOOG
NVDA
BERK/B
LLY
META
SPY
COST
VGT
TSLA
SMH

13 stocks are LUCKY #,
We will prepay for our 5i sub. so we can look back. and not have worry again if a stock goes down 1% in a day.

SO THIS WAS JUST FUN,

Thanks Again

Q: Hello 5i,
I own the following in a non registered account: SHOP TTD GSY HPS NVDA WELL KXS. I'm thinking of adding SCMI VRT AMD.
Could rank these ten stocks for growth over the next two-three years for an above average risk tolerance.
Thanks
Dave

Q: Dear 5i
Are smci and vrt different enough to own both in a TFSA ?
Also i was thinking of buying NVDA for one TFSA and AMD for the other TFSA as a way of not betting just on one or the other . Would you agree with this line of thinking or not ?
Thanks
Bill C

Q: What are your five current favorite stocks for short-term (1 year) gains? They can be either US or Canadian stocks. Thanks,

Q: Dear 5i
Which of the above listed stocks would you place in an RRSP and which in a TFSA and in what order of preference ?
Thanks
Bill C

Q: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M

Q: Could you please give me your assessment of this company. Thank you

Q: In the midst of portfolio rebalancing for the coming year and have another question with regard to composition. I've been reading your comments around the positive prospects for tech in 2024 and want to overweight that sector. I am currently at 18% tech (NVDA, MSFT, LMN). But I also hold GOOG (technically Communications) at 5.46% and AMZN (technically Consumer Cyclical) at 7.39%. Within the context of an alpha-balanced portfolio, would you recommend increasing my tech holdings further, or do you believe I am sufficiently weighted in this sector given my additional holdings in AMZN and GOOG? Thank you.

Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?