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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: Can you suggest an AI
play at this stage. A little late to the game perhaps??
Read Answer Asked by Bill on March 13, 2024
Q: With the advent of AI talk is about the energy and infrastructure needed to support Ai ie the plumbing behind A1. What companies in Canada and US will benefit from the surge in A1. Is it energy companies or utility companies? Can you name a few stocks to investigate,
Read Answer Asked by Helen on March 13, 2024
Q: Hello 5i,

On Feb 28th 5i provided answers to Jacques and David on the top 10 US and CAD stocks to own in a TFSA. Thank you for that answer.

Can you please provide the top 12 stocks overall (CAD or US) in order of priority that should be in a TFSA? We have both US and CDN funds + CDR's. Diversity is not important at this time and we are anticipating that US stocks will outnumber CAD stocks in the top 12. Funds are not required for 6 years or more.

If this was your TFSA, would you have equal weighting or will one or more of the stocks have a higher weighting compared to other stocks? If yes, can you identify the stock(s) and the % of weighting? We can equal weight the remaining stocks.

Thank you

D&J

Read Answer Asked by Jerry on March 12, 2024
Q: I have made money on TTD but am getting bored with it. It goes up and down like a yoyo and does just fine but I'm wondering if there is something with a clearer path to growth if I am okay with volatility? If it was a simple question of owning TTD or buying something different would you keep it? If not, which two stocks would be good to keep growth exposure with a bit of diversification?
Read Answer Asked by Tim on March 07, 2024
Q: Hello 5i,
Could you tell me what the expected growth rates are for these three companies over the next year?
Thank you
Dave
Read Answer Asked by Dave on March 05, 2024
Q: Hello 5i,

Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.

Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?

ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT

Thank you

D&J
Read Answer Asked by Jerry on March 04, 2024
Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.
Read Answer Asked by sam on March 04, 2024
Q: Hi,

One of the larger holdings in my portfolio is NVDA ~5%. I trimmed some NVDA last week and bought some VRT ~1%. Thinking of buying some SMCI as well. Do you think owning all three would be too correlated or would it be okay? Thinking of adding ~1% position to SMCI (seems to have settled down a bit here). If it were you, in what % would you allocate to each of the three names?

Also long AXON (nice results yesterday). Would like to add more but looks pricey at 68x p/e and 11x p/s. Thoughts?

Thanks!
Read Answer Asked by Keith on February 28, 2024
Q: For a TFSA, what are the 10 U.S. stocks that you would recommend ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on February 28, 2024
Q: Missed the recent webinar. Is it posted somewhere? Curious what the 4 picks were. Thanks
Read Answer Asked by John on February 28, 2024
Q: Of the 4 names which one would you be a buyer of this week?
Read Answer Asked by Sal on February 28, 2024
Q: looking for small to midcap Ai stocks might be referred to as adaptors.
would CTS be considered?
Read Answer Asked by howard on February 27, 2024
Q: How would you rank the named companies for inclusion in a balanced portfolio today? Would the rankings shift for a growth portfolio?
Read Answer Asked by Andrew on February 26, 2024
Q: Are there alternatives to MITK and BKNG that you feel would be better to have in a portfolio today?
Read Answer Asked by Andrew on February 26, 2024
Q: Its likely this has been asked before but I couldn't find it... Besides the big guns NVDA, MSFT etc what smaller AI players providing the picks & shovels look good forward ? Which ones would make good targets for the big guys ? Thank you.
Read Answer Asked by Paul on February 23, 2024
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