Investment Q&A

Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.

Would you please either provide the names in your reply or send me another link with a valid url.

Cheers,
H

Q: So here's my predicament. Over the past many years my portfolio largely reflects NASDAQ returns but has much more volatility. I'm thinking of just buying a bunch of QQQ (or XQQ) so I worry less about the volatility while still getting similar returns. I still like picking stocks and was thinking of holding most of my tech in QQQ while trying to pick a few tech stocks to 'juice' returns. If you were to pick 5 NASDAQ stocks that might outperform the NASDAQ over a mid-long timeframe, what would they be? Note these can include large caps (MSFT, NVDA) or anything else.

Q: What 3 US stocks would you recommend for TFSA for 5+yr timeline? Not concerned about sectors. Just the 3 best growth names that YOU would buy. I have GOOG and NVDA at half positions. Thanks!

Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?

Thanks,

Q: Good morning, would it be too late to get on the Nvidia bandwagon for a 2 to 3 year hold, thanks?

Q: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.

Q: You'll probably get a lot of questions on NVDA's earnings. My question is on the announced $25B stock buyback. Is it me, or is this absolutely insane given the price to book valuation? Doesn't this lower the book value per share?

Q: Hi 5i,
These holding are all in my RRSP, 12 months from retirement, I'm planning to sell 80% of TOI, LMN, NVDA (not now) waiting for "better time" if it's possible to catch it. Can I have 2 or 3 suggestions for income + a bit of growth.
thank you 5i for all your great work!!!

Q: I know you like NVIDEA but curious on how you would handle (trading strategy?) all the hype heading into their earnings release on Wednesday?

Q: AAPL has had a great run.

This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?

Q: Good day,

I did some rebalancing based on your response to my Feb question. I bought GOOG which paid off, GXE which sort of didn't (yet), and held the rest, and definitely should have listened on LLY and TFII... Wow.

My NVDA took off, and I believe ZWT mostly gained from it and the mega caps as well. NWH.un continues to wallow.

I'm looking to diversify, as I'm heavily concentrated in tech and Energy. Are there any materials that you expect to have a high demand on the horizon? Similar to Uranium/Lithium

Would you take some NVDA gains, and sell ZWT (I hold AMZN, GOOG, NVDA, TSLA separately), Sell NWH, in the current market, and then where in the above sections would would distribute it? Did I miss the boat on TFII and LLY?

I've also held BNS on and off the last 5 years, would you exit that in the current interest market?

Please recommend a couple options in each of a few sectors that you find most compelling right now, thanks.

[Apologies for the disjointed question, the text box on mobile is pretty small]

Q: In your opinion, is the drop in SMCI having a knock on effect on NVDA stock price today?

Q: Good Evening 5i Crew,
I bought 100 shares of Nvidia about 18 months ago and I am up 95%. I strongly believe in the capabilities of this company and the part it will play in technology over the next 5-10 years. However the noise around valuation is getting pretty loud. Do you suggest selling 50% (getting my original investment out) of the shares and play with the house money? I have a 5-10 year horizon
With thanks for your opinion

Q: Good day 5i,

I currently hold positions in 5 semi-conductor companies: Nvidia, ASML, AMD, Taiwan Semi and Axcelis. I'd like to concentrate the positions in order to make the remaining positions more meaningful. However, I like all of these companies and feel they all have great growth ahead. If you were to concentrate this group, which would you sell? With those funds, in what order would you add to the others? Or would you keep all of them?

Growth-oriented investor, comfortable with volatility.

Thank you for your insights,

Q: 5 must own stocks (US/Canada) in your opinion for long term-10 years irrespective of sectors.

Q: I currently hold these 9 stocks with the noted weight in my portfolio: ADBE (4%); AMZBN (3.5%); CRM (2%); CSU (4.5%); CRWD (1.5%); NVDA (1,5%); QCOM (1.5%); SHOP (2.5%); GOOG (4%).

This adds up to about 25%, and to make matters worse, I recently reduced NVDA from 4% for a temporary wait on the sidelines and I intend to restore that in the next while.

So although most are all fairly different, there is too heavy a concentration in tech and reduction is in order. If you were me, which of these holdings would you sell? Trimming across the board is not impossible but as I wish to add some new ideas and already have more stocks than is probably efficient, so selling one (or more) is somewhat more preferred.

FYI, my goals are mostly growth and capital preservation, dividends are less important.

Thanks for your excellent assistance.

Q: Hi 5i
Can you comment on what’s expected from the “Mag 7” stock price action from Tsla, Amzn, Goog, Msft, Nvda, Meta and Nflx this coming week as the Nasdaq 100 is being re- balanced over the weekend and some of these names could be affected price wise?

Thnx much
Dave

Q: I manage my son's TFSA and have just sold his NVDA shares at a 200% profit. Many thanks for 5i's excellent advice on this purchase! He needs the money next year and I felt - after a good run - it was time to play it safe and cash in. I would now like to reinvest the funds in a less volatile stock - in any sector - that still has reasonable growth prospects over the next year. CSU comes to mind (and I know you're a big fan). MSFT and GOOG already owned. What would be your top three choices for replacing NVDA - Canadian or US? Thank you,

Q: Dear 5i
Which one of AI or SMCI would you invest in and why in keeping with the AI theme ?
Also what do you think of RXRX ?Too high risk ?
Thanks
Bill C

Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?

Thank you,

Mike