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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: 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!
Read Answer Asked by Keith on July 25, 2024
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.
Read Answer Asked by Jim on July 22, 2024
Q: I have TER in my portfolio for many yrs and doing very well. I would like to take 1/2 position in an other semi. Could you comment on the four company mentioned above
Read Answer Asked by ray on July 19, 2024
Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 25 stocks portfolio would you recommend that includes both.

Do you think you would create new balance portfolio in the future that includes CDR.

Thanks for the great service

Read Answer Asked by Hector on July 19, 2024
Q: Hi 5i,

Provided the long term business models for these stocks remains intact, and seeing a sale happening now, what would be attractive sales prices for each going into earnings?

Thx
Read Answer Asked by Christopher on July 19, 2024
Q: Based on today’s price and multiples, how would you rank Amazon vs Google vs Nvidia. I have 6% in Google and Nvidia. I only have a 3% position in Amazon. If it were you’re account, would you trim to add to Amazon or just add to Amazon. 5 year+ timeframe
Read Answer Asked by Don on July 19, 2024
Q: I am down about 19 percent on MU and thinking of selling as it seems to be out of favor these days. Could I have your opinion and what would be a better growth option or two. Thanks
Read Answer Asked by Bruce on July 18, 2024
Q: Hi Everyone!! Kathy Wood was interviewed by Amanda Lang recently and her crystal ball says that the areas to be in, which will do well ,are robotics, energy storage , Ai, block chain and multiomic sequencing. Do you agree? And if you had to chose a company which best represents these five fields, what would they be??
Cheers,
Tamara

Read Answer Asked by Tamara on July 16, 2024
Q: Could you please recommend 5 US stocks (any sector but tech) that have a good outlook for the next few years. I am not adverse to risk as this would be for my TFSA.
Read Answer Asked by Maryon on July 16, 2024
Q: I have some cash to deploy. Do you think yesterday's shift into 'other' stocks is a meaningful moment? I am not looking to sell any of the big US firms (GOOG, NVDA, etc.,) that I hold but wonder if it is an opportune time to put some of this money elsewhere. I am specifically looking at the US market and the move yesterday into RH and the like. Any sectors or specific stock suggestion that might fit this theme would be appreciated. I am thinking of US mostly, but not exclusively. Thank-you.
Read Answer Asked by Alex on July 15, 2024
Q: What are the best companies in the following sectors you would invest in for maximum profits.
Thank you.
Chipmakers
Lithium
Uranium
Canadian gold mining
Arms Manufacturers
Auto Parts
Energy
Quantum Computing
Read Answer Asked by Helen on July 12, 2024
Q: Hi Group can you please give me your top 3 picks for TSFA ( I am 74 years old but do nor require a dividend unless it fits with your recommendations ( i also have room for $50,000 Cad)

also what your top picks c/w short reason for the picks. for the leading 6 sectors as of today. regardless of US or CAD Thanks for your help it much appreciated
Read Answer Asked by Terence on July 11, 2024
Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.
Read Answer Asked by Esther on July 11, 2024
Q: I know this is outside 5i's wheelhouse, but I am going to cheekily ask it anyway. I am contemplating a 50% drawdown of my investments (to purchase a cottage) and want to determine the optimal way to do so. 50% of my investments are in a cash account, and roughly 50% split equally between TFSAs and RRSPs (all of which are maxed out). Almost all my high growth stocks are in my TFSA (NVDA, VRT, GOOG, MSFT, AMZN), with mostly slower growers and dividend stocks in the other accounts. Considering both tax consequences and the need to continue having a diversified portfolio, where would YOU take the money from?
Read Answer Asked by Maureen on July 10, 2024
Q: I am up 140% on NVDA and 65% up on DRX ( DRX has lost some gains recently

I am looking to maximize gains for the next 2 years.

I am planning to sell half of my NVDA shares and all my DRX shares to buy MU and AVGO.

The thought is that I want to cash some gains from NVDA and DRX might not grow much after the recent insider sale.

Does this sound like a good plan? Or do you think that NVDS, AVGO and MU are in similar markets and would suffer once AI-hype dies down in the next 2 years?

Do you have other alternatives for a 2 year hold? I am buying with Canadian dollars. So stocks need to be listed on TSX or NEO.

Thanks
Read Answer Asked by v on July 10, 2024
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