Investment Q&A

Q: This is a follow up to Dennis‘s question on the number of stocks to hold in a portfolio. You have suggested that about 20 (15-25) is all that you need. This may be correct for a conservative investor, but I feel your client base is a little bit more aggressive. Hence 20 conservative stocks, and a dozen more aggressive ones. I have used your advice to help me invest in a dozen smaller or unknown companies of which some have done great, some have done well, some are treading water and some have done poorly. I have started all these at a quarter position, which has worked well over the years. My biggest problem is knowing when to trim the great stocks as a fourfold increase only brings them to a full position. A great problem to have. Thanks for your advice over the years.

Q: Hi 5i Team,
Pls comment on Celestica 1st qtr earning result.
Thanks.

Q: What % is a good split between holding hardware vs software names? Barbell approach? Do you think the sasspocalypse is over? We've seen these names bounce off the recent lows and you have days where they are leading and days like today where sentiment swings the other way. I believe the names I hold are of good quality and can be patient while I wait for them to bounce. But then you have the opportunity cost of not buying more AI leading names with positive momentum. For example, do I sell some CSU/LMN/TOI and buy more CLS? Or sell some AXON and buy more NBIS? What would be a good approach? Thank you1

Q: If YOU were starting a portfolio right now in this market, which 10 stocks (more or less in order) would you buy with pure growth on your mind? Ignore diversification for the purpose of this question. 3 - 5 year hold. Canadian or US Stocks.

A brief explanation for each.

Thanks so much!

Q: Using the baseball analogy in what inning would you say we are in as far as the buildout of data centres? With what's going on in our crazy world, would you say the build out will slow down or speed up over the next year? Finally, what would be your top 3 picks 5i investors should own if wanting to participate in data centre buildout? As always, thanks for your valuable guidance.

Q: I’m looking at starting a position in Celestica. Aggressive growth in my TFSA is the goal. One concern I have come across is the potential fraud case about Google switching suppliers. I realize these potential cases are a dime a dozen but after my recent GSY experience I am extra vigilant about potential malfeasance on the part of management, either real or imagined, as either scenario is bad for the company. Could you please offer any insight into this situation. I’m fine with short-term noise but if there’s potential for lingering issues I’d rather put the money elsewhere. Thanks for your insight.

Q: Hi team,
Broadcom (customer of Celestica) seems to be making a lot of large deals/partnerships lately with Hyperscalers. This being said, do you see fruits of these deals trickling down to Celestica in the form of more contracts and business for CLS? Can this be a catalyst for CLS that doesn't currently seem to be being talked about?

Thanks,
Shane.

Thanks,
Shane.

Q: Hi,

If I own CLS (1/2 position) and MU (1/2 position) already, would there be too much duplication to take out a 1/3 position in VNP as well?

Thanks very much, Michael

Q: One of the members mentioned feeling bad that he had missed the boat on the rising tide. I am also in that boat. I had planned to buy something but kept putting it off. That being said, are there still some bargains around? I am thinking of the usually favoured stocks such as Shop, Google, CSU etc.
Thanks for the greatest service

Q: I am looking to deploy cash sitting in my TFSA. I have "full" positions in NVDA, SHOP and GOOG. "Partial" positions in BN, CLS, BANK, NBIS, RKLB and PNG. And finally, "starter" positions in HOOD, GLXY and App.

1) Would you be comfortable with the overall balance in the account?
2) Would you deploy the funds into 2 or 3 of the existing holdings and if so, which ones?
3) Would you start a new position(s) to increase diversity and if so where would you go?
4) Would you eliminate any of the current position dues to overlap or other reasons?

Thanks,
Terry

Q: Nebius has hit 10% of my total portfolio today. What % would you par this back to? And what top 5 alternative names in sequence of priority would you consider re investment? Assume portfolio is currently diversified in a balanced manner. This would be a long term hold > 5 years.

Q: I asked question last Sunday past regarding top 6 sectors (in order of preference complete with top 2 picks in each sector along with reasons behind the picks again everything in order of preference please. No sure what happened but no answer was given...thanks

Q: Good Morning, I’m looking to round out my TFSA. Excluding Celestica, Shop, BN and Kraken what Canadian company would you recommend for a 3 year hold.
Thank you

Q: What does the market expect from Celestica next week?

Thx

Q: I have held Shopify for some time and it is down 30% this year, I am thinking of selling and buying CLS. I would appreciate your thoughts on such a move. Thank You.

Q: How large is YOUR AI exposure? Obviously I’d like to maximize my return before it takes a big hit. What will you be looking for when considering moving on from this theme? Should I choose a different approach and hold for the long term regardless?

I have NVDA, CLS, NBIS, MU And TER. Each being 5% of my overall holdings.

Your overall thoughts on my exposure ?

Thank you

Q: Which of the following would be good to build on for long term investments for a 30 year old? This is for a TFSA. Looking for medium to high risk.

Q: Which would you keep in order to potentially provide a boost to a conservative blue chip RIF? Both are small holdings, 1.5% each. Also have AAPL, MSFT, TER and NVDA for the same reason.

Q: Hello 5i

Would you think a switch from KXS to CLS be a better long term winner.
CLS prospects seem to be gaining strength again.

Cal

Q: Hello, the question is for listings only on the TSX

1: For a TFSA what would be your top 5 stocks to buy in order right now.

2: For a TFSA what would be your top 2 ETFs for growth and top 2 ETFs for dividends.

3: For a RRSP what would be your top 2 ETFs for growth and top 2 ETFs for dividends.

Thank you