Q: Hi Peter and Team
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance
Peter
Q: I am down significantly in the above three stocks. 43 any of these worth holding or is it time to take the loss and move. Where should I invest Although I am also down on well health, I could add to it and average down.
Thanks
Q: Hi, Do you think NVDA is too high to start a long term position 5+ years? I am late to this.. I used to have this in my margin account but had to sell it to raise cash a while ago. Now I want to buy in my RRSP..Thanks.
Q: Given the recent run up in certain semi conductor and chip stocks, would it be prudent to use an ETF such as SMH to better diversify risk right now if only one position available in a portfolio? Or, going the individual stock route, how would you rank the following in a moderate risk portfolio QCom, AVGO, TXN, NVID, AMD, SWKS, INTC?
Q: Although it is a US equity, it is mentioned here often enough that perhaps you will answer a question about it. APPS has received many favourable comments from 5I; can you explain why you like it? It recently has a noticeable reduction in share price.....is this a buying opportunity or a change in momentum? In a growth oriented TFSA, I am thinking of trimming some NVDA, CRWD, and AMZN to create some funds to purchase a small position in APPS. Those 3 have grown but are not (yet) too high of a weight , this would be to try to boost results. Is it a move you would make, or would you just stay the course? Many thanks for your excellent service.
Q: NVEI, MAGT, and UPST have come down drastically since their highs a short time ago. Is this another AT because unfortunately I bought it at $22. I am concerned that these three seem to be doing the same thing.
While I have seen some of my picks recommended by 5i go up drastically of late - NVDA, AFRM CELH, NET and GOOGLE, I would appreciate your thoughts on the ones above-noted going down. Thanks again,
I am considering selling what is left of My ROKU & LSPD holdings to buy NVDA with the proceeds. ROKU & LSPD are each just less than 1 % of my stock portfolio). Do you think this would be a reasonable trade ?
Q: I read your answers to questions every day. I know you really like NVDA. I know they make great chips which are used in many things such as autos, computers (so many variations), games, etc etc. It is unbelievable what they are doing in so many areas. My question is how can they possibly keep up with chip production? Isn’t that the bottleneck on growth?
Thanks again. Dan
Q: Hello 5i
I have been considering how to improve my TFSA in the New year and am asking you to advice on this. Currently I hold Bam, Magna, Boyd and Microsoft there,among others. I can replace these with Nvidia and Google. Which ones would you replace?
Thanks
Q: Hi group what 3 stocks and why? would you suggest assuming with are stuck with extreme inflation for the next several years.
Also is it too late to start a position in NVDA and if so can you suggest another chip maker that has more room to run and why so. Thanks for your guidance
Q: I currently own MSFT and NVDA in my technology group. I would like to add one position as a 5% weight in my technology holdings. What large cap stock would you add to compliment MSFT and NVDA as a long term hold.
I already own AMZN and GOOGL under communication sector. Best, Don