skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: With the recent sector rotation from growth/tech and rising interest rate concerns, are there a few Canadian and US companies you feel have been seriously oversold? Please indicate basement level pricing we should keep an eye out for.
Read Answer Asked by Robert on May 14, 2021
Q: As I watch the growth stocks in my portfolio get crushed I can't help but also feel excited at the buying opportunities that are being created for others I thought I had missed. With the Nasdaq only 1200 points off its high and companies like TWST (down 57%), LMND (down to 60%) or BOMN (down 50%) or NVTA (down 55%) it is undeniable that many of these stocks have been revalued.

My question pertains both to these specific companies and smaller caps in general. Do you think companies like these are close to finding a floor meaning that it is time to start buying in tranches as they inch down or do you consider it more likely that we need a major sell off and full capitulation?

With these specific companies, what would be an entry price that makes sense for each for the first 1/2 and then a full position. (ie buy a 1/2 of LMND at 75 and then full at 60 if it gets there).
Read Answer Asked by Tim on May 13, 2021
Q: I am currently looking to rebalance my portfolio taking into account the latest volitilty. I am a long term investor and fairly well diversified. I do need to top up in a few places. Would you suggest your favourite stocks in each of the following sectors: energy, health, telecom and industrials.
Thanks Peter and all of you for this wonderful service.
Read Answer Asked by Cathy on May 12, 2021
Q: Please rate these cyber security companies as your choice to buy for a 3-5 yr. hold. Any others you would choose?
Read Answer Asked by Terry on May 12, 2021
Q: Hi,
I am aware these companies are mentioned, often in a positive light, fairly often in your Q&A section. To be honest, I struggle with what you might be seeing that apparently investors don't seem to be aware of, as these have all sold off quite a bit recently. I am interested in whether or not you still feel as positive on these companies now, as you may have in the past. U gapped down in Feb by about 15% and has since dropped about 40% more. VEEV is probably down about 23% from its Feb high, and ROKU about 37% during the same period. I understand there has been a rotation away from tech but these strike me as having a very long way to crawl back up, even though I understand earnings haven't been all that bleak. Am I missing something here? I would be very interested in your thoughts and these and any others you feel might be really under priced lately!
Thanks!
Dawn
Read Answer Asked by Dawn on May 12, 2021
Q: You have $6000 windfall to invest, a balanced portfolio and comfortable with risk! What stock would you buy today?
Read Answer Asked by Todd on May 11, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!