Q: I am either going to buy into NVDA or TSM. Which might be the better option for two year growth. Or might it be prudent to buy both in equal measure. It appears the chip manufacturing will heat up with global shortages. Thnks
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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.
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Alphabet Inc. (GOOG $323.10)
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NVIDIA Corporation (NVDA $185.41)
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Roku Inc. (ROKU $85.85)
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Pinterest Inc. Class A (PINS $19.60)
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CrowdStrike Holdings Inc. (CRWD $395.50)
Q: Hi 5i Team,
What would be your top 5 U.S. growth pics to buy today? Irrespective of sector, risk or size.
So many thanks for such a great service.
What would be your top 5 U.S. growth pics to buy today? Irrespective of sector, risk or size.
So many thanks for such a great service.
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Broadcom Inc. (AVGO $332.92)
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Cisco Systems Inc. (CSCO $84.82)
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NVIDIA Corporation (NVDA $185.41)
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AbbVie Inc. (ABBV $223.43)
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AT&T Inc. (T $27.13)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.91)
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Capital Power Corporation (CPX $58.46)
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Labrador Iron Ore Royalty Corporation (LIF $29.49)
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goeasy Ltd. (GSY $131.36)
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Exchange Income Corporation (EIF $98.63)
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Enbridge Inc (ENB $50.32)
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Algonquin Power & Utilities Corp. (AQN $6.49)
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Mistras Group Inc (MG $14.67)
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Restaurant Brands International Inc. (QSR $70.90)
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Redfin Corporation (RDFN)
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Thomson Reuters Corp (TRI $88.07)
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Ultra Clean Holdings Inc. (UCTT $48.29)
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Bank of Nova Scotia (The) (BNS $76.34)
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Nutrien Ltd. (NTR $68.61)
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Pinterest Inc. Class A (PINS $19.60)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Celsius Holdings Inc. (CELH $50.57)
Q: This is my margin portfolio, all position weightings are between 3%-5%.
The projected yield is 3.31% with a 3-5 year hold.
I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?
What positions would you add to the portfolio?
Take as many credits as needed.
Thanks for the great service
The projected yield is 3.31% with a 3-5 year hold.
I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?
What positions would you add to the portfolio?
Take as many credits as needed.
Thanks for the great service
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NVIDIA Corporation (NVDA $185.41)
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Toronto-Dominion Bank (The) (TD $131.99)
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Enbridge Inc. (ENB $68.74)
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Algonquin Power & Utilities Corp. (AQN $8.90)
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Kinaxis Inc. (KXS $127.42)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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WELL Health Technologies Corp. (WELL $4.05)
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Pinterest Inc. Class A (PINS $19.60)
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Palantir Technologies Inc. (PLTR $135.90)
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FuboTV Inc. Class A (FUBO $1.58)
Q: My question is regarding Shopify being down today almost 5% with 6 days to earnings call. The following stocks are in my TFSA, and wondering if you’d consider trimming parts of this portfolio to add to SHOP in a potential great buying opportunity if it keeps dropping post earnings call?
Would you add to another “power house” like NVDA instead ?
Thanks for your insight!
Nick
Would you add to another “power house” like NVDA instead ?
Thanks for your insight!
Nick
Q: The use of block chain technology looked to me like a valid technique but its successes appear to have been limited. What is your opinion of the technology/technique, do you consider it has a future, have there been outstanding successes, and are there attractive investments in this space? Thank you.
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Alphabet Inc. (GOOG $323.10)
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NVIDIA Corporation (NVDA $185.41)
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Salesforce Inc. (CRM $191.35)
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Pinterest Inc. Class A (PINS $19.60)
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CrowdStrike Holdings Inc. (CRWD $395.50)
Q: Thanks for great service 5i research provides. Please give me names of some US and Canadian companies which are good buy at this time to hold for next 5 years in non registered Investment account, which is about 40% my total portfolio. Thanks again.
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NVIDIA Corporation (NVDA $185.41)
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Block Inc. Class A (SQ)
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Tesla Inc. (TSLA $411.11)
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Roku Inc. (ROKU $85.85)
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ARK Innovation ETF (ARKK $70.41)
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Enthusiast Gaming Holdings Inc. (EGLX $0.05)
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Pinterest Inc. Class A (PINS $19.60)
Q: I currently have a 4% (total portfolio) position in ARKK in my TFSA. Down some 4.5%. Considering replacing it with equal positions in two other US techs, possibly PINS and NVDA. I already hold GOOG, CROWD, ADOBE, MSFT and AMZN.
1) Would you hold the course with ARKK?
2) If not, which two US techs would you replace it with today?
And on an unrelated topic, I own (and am exceedingly happy with) EGLX. Like GOOG, it is considered to be in the Communications sector. For my portfolio purposes, I would like to assign all or part of EGLX to consumer cyclical. Does this make sense?
Thanks.
Maureen
1) Would you hold the course with ARKK?
2) If not, which two US techs would you replace it with today?
And on an unrelated topic, I own (and am exceedingly happy with) EGLX. Like GOOG, it is considered to be in the Communications sector. For my portfolio purposes, I would like to assign all or part of EGLX to consumer cyclical. Does this make sense?
Thanks.
Maureen
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Alphabet Inc. (GOOGL $322.86)
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NVIDIA Corporation (NVDA $185.41)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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goeasy Ltd. (GSY $131.36)
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Veeva Systems Inc. Class A (VEEV $183.65)
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Brookfield Asset Management Inc Class A Limited (BAM $49.61)
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CrowdStrike Holdings Inc. (CRWD $395.50)
Q: What are your Top 3 cad and top 3 US stocks regardless of sectors /risk. please provide brief explanation as why you like them Thanks for your recommendations they are much appreciated
Q: Looking for potential capital gains in the next year in the technology sector. Which would you buy? NVDA OR SHOP. If you have a better choice in the sector I would appreciate the guidance.
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Photon Control Inc. (PHO $3.60)
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Applied Materials Inc. (AMAT $322.51)
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Micron Technology Inc. (MU $394.69)
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NVIDIA Corporation (NVDA $185.41)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $348.85)
Q: What is the best semiconductor stock for growth going forward? Are they as a g group over priced now?
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NVIDIA Corporation (NVDA $185.41)
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goeasy Ltd. (GSY $131.36)
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CrowdStrike Holdings Inc. (CRWD $395.50)
Q: Can you list 3 companies you would initiate a buy today for growth and why/thesis?
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NVIDIA Corporation (NVDA $185.41)
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Starbucks Corporation (SBUX $99.45)
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Nike Inc. (NKE $63.92)
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Kinaxis Inc. (KXS $127.42)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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lululemon athletica inc. (LULU $172.85)
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Real Matters Inc. (REAL $7.01)
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The Trade Desk Inc. (TTD $27.04)
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Roku Inc. (ROKU $85.85)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
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CrowdStrike Holdings Inc. (CRWD $395.50)
Q: I'm looking at the rebound in these tech and consumer discretionary stocks and wondering whether you have a preference for some of these companies over others. Could you please rank your favourites based on risk/reward to buy now, and would you recommend trading any to exchange for others? I have holdings in most.
Thanks for your thoughtful review.
Thanks for your thoughtful review.
Q: Would you buy this company today and why or why not?
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Alphabet Inc. (GOOG $323.10)
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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Starbucks Corporation (SBUX $99.45)
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Sea Limited American Depositary Shares each representing one Class A (SE $108.54)
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The Trade Desk Inc. (TTD $27.04)
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Roku Inc. (ROKU $85.85)
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Pinterest Inc. Class A (PINS $19.60)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Trane Technologies plc (TT $454.76)
Q: Hello,
I sold my shares in Alphabet a few months back (which I now regret!) and have some U.S. cash sitting in my RRSP account. I have purchased SBUX and MSFT but want to add some U.S. holdings. I am near retirement, however have a DB pension plan so I can tolerate average to above average risk. I would appreciate your suggestions.
Thank you!
I sold my shares in Alphabet a few months back (which I now regret!) and have some U.S. cash sitting in my RRSP account. I have purchased SBUX and MSFT but want to add some U.S. holdings. I am near retirement, however have a DB pension plan so I can tolerate average to above average risk. I would appreciate your suggestions.
Thank you!
Q: Wondering if for maximum growth, should I continue to own NVDA or switch to GOOG. Own in TFSA and enjoy some high risk since the low risk income stocks are in cash account. Thanks so much.
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Applied Materials Inc. (AMAT $322.51)
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Broadcom Inc. (AVGO $332.92)
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NVIDIA Corporation (NVDA $185.41)
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Advanced Micro Devices Inc. (AMD $208.44)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $348.51)
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SEACOR Marine Holdings Inc. (SMHI $7.16)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $348.85)
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VanEck Vectors Semiconductor ETF (SMH $401.65)
Q: Can you please give me your thoughts on what stocks or ETF's you like in the semiconductor space? Thanks
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Alphabet Inc. (GOOG $323.10)
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NVIDIA Corporation (NVDA $185.41)
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Aritzia Inc. Subordinate Voting Shares (ATZ $112.56)
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Roku Inc. (ROKU $85.85)
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Boyd Group Services Inc. (BYD $242.94)
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Topicus.com Inc. (TOI $94.72)
Q: Hi.
Could you name 3 Canadian and 3 US stocks that have a very high growth profile irrespective of sector, for a 2-5 year time frame .
Thanks
Could you name 3 Canadian and 3 US stocks that have a very high growth profile irrespective of sector, for a 2-5 year time frame .
Thanks
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Apple Inc. (AAPL $278.12)
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Amazon.com Inc. (AMZN $210.32)
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Meta Platforms Inc. (META $661.46)
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Alphabet Inc. (GOOG $323.10)
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NVIDIA Corporation (NVDA $185.41)
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QUALCOMM Incorporated (QCOM $137.34)
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AbbVie Inc. (ABBV $223.43)
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The Boeing Company (BA $243.03)
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Lockheed Martin Corporation (LMT $623.58)
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Pinterest Inc. Class A (PINS $19.60)
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CrowdStrike Holdings Inc. (CRWD $395.50)
Q: Can you suggest some companies with decent premiums that you think would be good candidates for an income generating strategy using options.
Many thanks.
Mike
Many thanks.
Mike
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NVIDIA Corporation (NVDA $185.41)
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Roku Inc. (ROKU $85.85)
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Ultra Clean Holdings Inc. (UCTT $48.29)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Trane Technologies plc (TT $454.76)
Q: Hi Peter, Ryan and Team,
With the current market environment, what are your top 5 US and Canadian growth picks?
With the current market environment, what are your top 5 US and Canadian growth picks?
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NVIDIA Corporation (NVDA $185.41)
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Roku Inc. (ROKU $85.85)
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Pinterest Inc. Class A (PINS $19.60)
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CrowdStrike Holdings Inc. (CRWD $395.50)
Q: Hello 5i,
It is time for the magical orb to let us know where to invest with a 3-5 year time frame. Everything looks foggy and scary with fairies signaling an impending catastrophe. There may be good deals and then again it could be a mirage and all hell will break loose in coming months. Let's put a happy face on and make a few selections.
Please choose your top 10 stocks in US or Canada to buy or add to today.
Cheers,
Debbie and Jerry
It is time for the magical orb to let us know where to invest with a 3-5 year time frame. Everything looks foggy and scary with fairies signaling an impending catastrophe. There may be good deals and then again it could be a mirage and all hell will break loose in coming months. Let's put a happy face on and make a few selections.
Please choose your top 10 stocks in US or Canada to buy or add to today.
Cheers,
Debbie and Jerry