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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Morning, I have done well on NVDA these past two years and it has become just over 7% of my portfolio. In light of the current positive news on AMD, should an investor (like myself) consider trimming NVDA by 2% and buying some AMD. I know you like to let your winners run, and previous answers show that some members of the 5i team own both of these stocks. Do you still have more confidence in NVDA or has your opinion changed? Taxation is not a concern as NVDA is held in a registered account. Thanks very much. Brad
Read Answer Asked by Bradley on November 10, 2021
Q: Hi,
Can you please rate these separately for highest growth and lowest risk. 5-10 year hold.
Thanks
Read Answer Asked by Marco on November 09, 2021
Q: I already own GOOG and FB.

I wanted to add one more stock among AAPL MSFT CSU NVDA

If I had to choose one, which one would you choose among these ?
Read Answer Asked by HARRY on November 09, 2021
Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!
Read Answer Asked by Cory on November 08, 2021
Q: Which one do you prefer or both? Your opinion is much appreciated, Thanks
Read Answer Asked by Saad on November 08, 2021
Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?
Read Answer Asked by Graeme on November 08, 2021
Q: Good Morning

Could you please provide your top 6 US picks regardless of sector.

Thank you
Read Answer Asked by Marty on November 05, 2021
Q: Is there a reason why TSM has been flat while other semi's like NVDA, AMD, AVGO have been on fire. I wanted to buy NVDA but missed the recent move higher and looking for another semi that will catch up to these other names. Is TSM a good candidate? Thanks!
Read Answer Asked by Keith on November 04, 2021
Q: I am holding a small position in TSM that is currently at a 2% loss. The share price has been trading sideways for some time. I also own SMH which has TSM as one it's top holdings. I am inclined to sell TSM and use the money for something else. I plan to keep holding SMH which has made good gains for me. Both are in the same taxable margin account. Should I keep holding TSM for the longer term, or should I let it go? I am also holding MRVL, AMD, QCOM and NVDA for the long term.
Read Answer Asked by Maureen on November 04, 2021
Q: Recommendations for USD growth stocks with a 10 year investment horizon please. Thanks
Read Answer Asked by Peter on November 04, 2021
Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks
Read Answer Asked by Ben on November 02, 2021
Q: Hello 5i,
Do you think Metaverse is a better investable theme compared to Crypto?
Facebook seems to be allocating capital to Metaverse.
Can you suggest some stocks in US or Canada that give exposure to this theme. Can you suggest any ETFs other than META that invest in this theme? Do you think this is best held in a TFSA or NonReg account?

thanks
Read Answer Asked by Ian on October 28, 2021
Q: Q1: I have QCOM for quite some time. I am thing to sell it and buy higher growth NVDA and CRWD. What is your opinion? What other US growth company do you suggest?
Q2: I have PKI and AQN which are going nowhere. I have TRP also which has gained recently but is still down from its high. I am thinking to sell all three and buy higher growth GSY and NVEI. What other CDN growth company do you suggest? What order should I sell PKI, AQN and TRP?
Q3: What growth companies will be impacted positively from high energy prices and higher inflation? Thank you.
Read Answer Asked by Dev on October 28, 2021
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