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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: Hello
I have 3 x 5i recommendations I should probably move on from AQN (- 68%),
EGLX (- 98%) and ILLM (-81%).

With the remaining combined funds I would need a 350% to recoup the loss back to even - assuming a 5yr min hold what would be 5is thoughts be for sector and position choice to reallocate ? I d prefer these be positions your moderators in fact own.
Read Answer Asked by Brant on January 27, 2025
Q: Hi 5i team,

I'm looking to deploy some new TFSA money for a 15-20+ year hold, ideally for a CAD stock given the current high US exchange rate. I currently have more tech than other industries with stocks like NVDA, SHOP, GOOGL, CSU, MFST, LMN, TOI and TTD.

I'm looking for some non-tech growth CAD options. Can you please recommend and rank 5-10 options in order of their leadership and balance sheet?

For CAD non-tech stocks, I currently own WSP, TVK, GSY, BN, EQB, ATD, BYD, ATZ, HPS, SLF, TD, TFII, LULU, WELL, CS, and ATS. Would you add or start new positions in your recommendation?
Read Answer Asked by Andrew on January 27, 2025
Q: With DeepSeek Chinese open source models being competitive with American models using less compute power, I can see other American tech giants and small players try to replicate the same very soon.

How bad is this new development for companies like NVDA and AMD? Should we cash in some of our profits now and wait for further development?

Will companies like Microsoft, Google, Meta, Amazon... suddenly feel like they have wasted their billions? Will this drive a negative sentiment for their own stock prices in the short term ?

What does 5i recommend if we have large gains in the bive mentioned stocks?
Read Answer Asked by V on January 26, 2025
Q: I have two entirely different endpoints for my TFSA and my RRSP. TFSA is shorter-term funds to pay down my mortgage, and RRSP - its intended purpose, longer-term funding for my retirement. In this case, would you consider the percentage of each account separately when weighting, or use the combined value? Currently I am separating, but because I own a couple of doubles (NVDA and TVK for example), the position sizes are higher than I would normally hold. If considered together, my positions do not exceed my maximum weighting. Thanks!
Read Answer Asked by Kim on January 24, 2025
Q: In a question yesterday - attached - I asked you to recommend one or two US equities and listed those already held. In response, you gave me two equities which I had listed as already owned. Clearly you have not had your morning coffee:-) Please try again.

Yesterday's Question:
VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.

Answer:

In our view, as a company aproaches 10% of a portfolio, the portfolio starts to become a bet on that single name and we would typically prefer to trim the position down. For something with a similar risk profile and growth potential, we might consider NBIS and CLBT, but both are higher risk.
Read Answer Asked by Maureen on January 24, 2025
Q: VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.
Read Answer Asked by Maureen on January 24, 2025
Q: Hi 5i Team, If you could only pick one of the 3 above large Tech companies, which would you choose for a 10 +year hold. Could you please provide your reason for your choice.
Thank you
Read Answer Asked by Mark on January 24, 2025
Q: My current portfolio is heavily oriented towards growth and is very high risk. Over the next few to several months I plan on repositioning towards a more balanced approach. I will be looking to add some growing but steady large caps. Toward that end I have the following short list: TR, BN, GOOG, Canadian Banks, SLF, MSFT, NVDA, BEPC. Is there anything in that list that you would not see fitting into that category? Can you please add a half dozen or so of your preferred other names that fit with this idea. Please exclude defense contractors, the Oil and Gas sector and usurious money lenders.
Thank-you.

Read Answer Asked by Alex on January 24, 2025
Q: It’s now 2025, new Canadian leadership coming and reduced regulations/government in the US. You suggested on a reply today how a 50% US - 40% CAN - 10% Global portfolio mix might be right for today’s environment. Based on this, what is YOUR best ideas for a brand new $1M+ portfolio? Assume average investor, 15 year investment horizon with reasonable risk tolerance and loves when stocks go on sale..aka buy the correction attitude. As always.. you guys rock! Thanks. Don
Read Answer Asked by Don on January 23, 2025
Q: Hi everyone,

I have a hard time using the MARKET DATA to compare similar companies. For example, which ratios would you use for NVDA, AMD, MU, and others in the same space if you wish. It would be nice to have the same info for other industries, so we might be a bit more self-reliant . P/E are sky-high these days and seem not to matter anymore. Thanks.
Read Answer Asked by Denise on January 23, 2025
Q: Hello 5i Team,

Looking into your crystal ball for 2025, is this the year for AMD to finally show some stock price appreciation? I have held it for several years now, and am still underwater by over 12%.

I’m losing some patience, considering the relative growth in NVIDIA (which I’ve done exceptionally well with and still hold, thanks to 5i). I notice that in recent questions, some 5i members also hold AMD, and I’m wondering if you guys are not losing patience, as well?

Do you have three other tech or AI-related picks (any cap size) that you have a much stronger conviction in than AMD, for a three-year hold? Or, is there a potential catalyst on the horizon that might indicate staying the course with AMD?

Thanks very much,

Brad
Read Answer Asked by Bradley on January 23, 2025
Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.
Read Answer Asked by Ken on January 22, 2025
Q: Thanks for the great service over the years. I would like to know your opinion on these two companies and what each of their possible futures look like as the Ai craze and other chip needs keep them in the headlines. If you had to own 1 for the next 5-10years which would you pick and why? I have in the past owned NVDA bought & sold successfully. I currently hold GOOG and AMD with AMD being a bit of a let down so far. Side note if you are interested in a good read or audio book the coming wave by mustafa suleyman has been very eye opening and is a factor in me relooking at these two companies.
Read Answer Asked by Kolbi on January 21, 2025
Q: I see that Fidelity Global Innovators Fund (FINN) shows a very high return over the past year. Could you please provide some commentary/information on holdings, yield, how they have achieved such a annual high return, outlook, and what the risks are of owning this fund. Thank you.
Read Answer Asked by Will on January 21, 2025
Q: I need to consolidate my tech holdings:I own NVDA, AVGO, VRT, CRWD, MSTR, AMZN, META and IYW (about 3% for each holding). Which stocks should I sell and why- for a long term hold?
Read Answer Asked by Graeme on January 20, 2025
Q: Good Morning. I have US dollars that I want to invest for my recently born grandchildren so there is a 15-20 year timeframe. Please advise 5 ideas, US $ stocks or etfs, and rank in order from low risk to high. I will likely purchase a mix and compare how they perform over time. Thank you.
Read Answer Asked by Catherine on January 20, 2025
Q: I'm interested in investing in some U.S. companies by using CDR's. As the years go by it seems the list is getting longer. Based on current conditions and valuations which 8 CDR's have the greatest chance for capital appreciation in 2025? Please rank them from greatest potential to least potential.
Read Answer Asked by Les on January 20, 2025
Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you
Read Answer Asked by Christine on January 17, 2025