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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: Hi team,

Grateful if you could provide a list of what you see as the best canadian and the best U.S. blue chips at this time for building a solid portfolio with a growing future. It would help to know what guided your choices.

Deduct as many credits as you see fit.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on April 02, 2024
Q: Can you please provide Market Cap for each of these 3. The Cap when they started on the market and what the current Market Cap is as of today. Just trying to get one version that it is accurate. P.S. Thank you for calling this group out.
Read Answer Asked by Chris on March 28, 2024
Q: WTS-CONSTELLATION 31MAR40: I have 22 of these in my TD SDRSP account. I have tried to figure out what to do with them by looking at previous question ... mostly from last September. Any suggestions? Thanks Dan
Read Answer Asked by Danny-boy on March 25, 2024
Q: I have enough funds to add a half position. Which of the following options would prefer today:
1)Top up LMN to 5%
2)Start a new position in CSU
3) Start a new position in TRI
4) Start a new position in TVK
5)Divide funds between LMN and HPS.A , bringing each up to around 4.4%
Looking for growth with moderate risk. Thank you.


Read Answer Asked by Maureen on March 22, 2024
Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!
Read Answer Asked by Pat on March 19, 2024
Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you
Read Answer Asked by Neil on March 18, 2024
Q: Thanks for all of the great information you provide!
I have been fortunate enough to follow your information and belief in these three companies. I'm sure I am far from alone in having them make up a relatively large percentage of my portfolio due to their recent performance.
Should these 3 be considered separately or do I need to combine them as a percentage of my assets. I'm certain bad new for one will bring down the others at least temporarily but can they act on their own?
Thanks as always
Richard
Read Answer Asked by Richard on March 12, 2024
Q: I currently have HCAL in a growth orientated TFSA and I don't think this is a good fit.
Currently, I hold Goog, SHOP, LMN & CLS. Do have a few ideas for a stock that could replace the HCAL ETF?
Read Answer Asked by David on March 07, 2024
Q: It's not really a question but a testimony, I bought $10,000.00 worth of CSU several years ago. When it spun out TOI, I sold some of my CSU to buy more TOI, and when they spun out LUM I sold some CSU to buy more LUM. I have also sold some CSU to consolidate profits (this was probably a mistake). I now have $88,000.00 from my $10,000.00 investment. Thank you 5i for my 1,000% investment.
Read Answer Asked by Bryan on March 06, 2024
Q: Please provide me with your 5 of your best Industrial companies and Tech companies
Read Answer Asked by Donna on March 05, 2024
Q: Nvidia, Constellation Software and Broadcom (in that order) have pulled away from the other stocks in our portfolio. We know how you view NVDA and CSU and wonder how you would rate AVGO to overweight in the portfolio as well? We hold AVGO in two registered accounts for the nice dividend.
Thank you
Read Answer Asked by J on March 05, 2024
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?
Read Answer Asked by Neil on March 04, 2024
Q: Are there a few Canadian and/or US companies that are “hiding in plain sight” that have the potential to be long term compounders similar to a CSU, MKL, ROP etc?
Read Answer Asked by Peter on February 28, 2024
Q: Hi Peter & 5i,
Q1 - CSU and VGT values have caused my TECH sector allocation to be overweight. Knowing you can't personalize weightings and keeping in mind the theory of letting your winners run. Would you see a trim of CSU and VGT and putting those proceeds into GSY as good switch for future growth? Or would I be just shuffling future growth from one sector to another?
Q2 - In showdown of TIH and EIF which one would you recommend for overall future returns? Do you have concerns about the debt levels of EIF versus the EBITDA? No such concerns with TIH.
Thanks always for your great insight and advice.
Read Answer Asked by Dennis on February 26, 2024
Q: 3-5 years from now who would you expect to have more growth?...LMN or CSU.
Certainly like the fact that LMN's majority shareholer is CSU. I would think CSU spun them off as they expect more growth from them as well?
Read Answer Asked by Michael on February 24, 2024
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