Investment Q&A

Q: Just read a very interesting artice by Tony Seba regarding his prediction of a humanoid disruption in the not too distant future where robots and AI repalce much of the labour market, starting with more basic functions and developing into more complex. He believes its not as far off as we may think. He believes this to be of critical importance for the success of countries moving forward. Thoughts on his theme? Which individual companies do you think may benefit from a prediction such as his, as well as are their ETFs which invest in a basket of such companies (both AI and robotic)?

Q: Good Morning,


It seems like the market has recently decided that the AI investing theme has peaked, and somewhat earlier than expected. Would you agree, and is it perhaps time to consider selling some winners?

It’s unlikely that SMCI will return to its highs from earlier in the year, and it’s a very different company, but is the current market sentiment likely to continue pulling down other AI-related winners like Vertiv and even Nvidia?

Thanks for your thoughts on this.

Brad

Q: good afternoon,

Heard the news about a delay in putting out they're new chip, Time of writing
sp dowm another 6% going on 7. Is there some other problem or is it just the casino players at work (traders)?
Aug. 7 at 5PM.

Thanks for the update,

Denis a grateful member

Q: Hi Group i am treating the above stocks as core positions. I am concerned that some of the list are taking big hits so should i take profits while there is still some $ left in the black . FFH is an example where my profits was 40% now less than 10% ? (this is my worst performer so please answer specifically what you suggest buy, sell or hold). . Please advise if I should take some profits or just ride it out. List in order of preference...Buy sell ,or hold Thanks for your thoughts on this dilemma

Q: A rather timely question this morning for 5i clients. If you wanted to add on the big pullback this morning, what would be the 3 names you'd add to? Thx

Q: Hi 5i team
With the recent downturn in the stock market, being a relatively new investor, how long would you expect stock to drop or do you believe have we already reached close to the bottom? And what are your thoughts on tech companies such as Nvidia and Microsoft going forward (what would you consider a good buying point to look for)?
Thanks!

Q: Thank you for your calming market update!!

I do have cash to deploy, given the volatility in the market and the significant pullback, what would be your top 5 Picks in Canada and the US with growth potential during the next 2 to 3 years?

Thanks
Tim

Q: If I had a little cash today to buy in my RRSP, which has a ten year horizon and generally follows your balanced portfolio, what would you think would be a good name to purchase based on todays activity?

Q: Read the Q&As almost daily for several years now.
Senior, retired and living on government pensions.
My question is about a growth-oriented TFSA cash allocation of about 10k or less than .75% of total equity portfolio. Will not need the funds for another 34 months.
Understand you cannot indicate position size or provide personal advice.
Current TFSA holdings in order of largest %age gain to biggest losers in TFSA is: TFII, TRI, DIR.un, DSG, KXS, LMN, TOI, TVK, EQB, DOL, DOO, PMZ.un, TIXT, REAL, S, HOT.un, EGLX. Top 10 are in excess of 1.50% of position size. Bottom six are headed for exit ramp in due course.
Across entire non-reg and TFSA portfolio am underweight Cons Cycl, COMMS, Industrials, Healthcare and international multi-sector.
Pondering adding to existing or a new TFSA position to add to the 40-plus I already have. So how would YOU allocate this 10K today?

Q: Hello, in an answer to a question back on March 8th of this year you indicated some attractive entry prices for the Canadian CDR's of the Magnificent 7. What would be your current attractive entry prices given the changes over the past few months and the recent reporting season?

Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in

also what your general thoughts (short comment will suffice) on the markets going fwd

Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Q: Is it time for a switch from NVDA (even a partial) to AMD and/or INTC? If a switch or addition, are there others to consider?

Q: Hi Team,
Under current market conditions, could I have your top 3 sectors to invest in today along with 4 (2 cnd and 2 US) of your favorite names from each sector.

Thanks,
Shane.

Q: Is now a good time to start picking at some of the Magnificent 7 stocks or wait?

Q: hi, if I sold about half of my SHOP, what would be your top 3 US and CDN stocks to consider as replacement? this is in my RRSP. cheers, and thanks! Chris

Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim

Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?

NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT

Q: Does this selloff in tech concern you at all to take down the broader market? Seeing big down moves lately in tech, such as SHOP, GOOGL, NVDA, SMCI, VRT, etc... Tech is my largest weighting for sector, should we be repositioning at all or how would you approach this to maintain profits. I've had a very good run, but hate take the stairs up and then seeing the elevator go down fast. Thanks!

Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.