Investment Q&A

Q: Do you see a level where Topicus is attractive.?It’s been pounded badly

Q: What is your view on the downfall of Shopify? It's dropping way more than the market weakness. I believe the fundamentals are solid but this market and shop's performance makes one think twice. What is your take on what's happening? What support level will kick in and stop the bleeding? When does it report next and what does it need to report to be classified as good results? What do you anticipate? I have a small position that is getting smaller each day and am thinking of increasing my position.

Q: For a speculative position in a Tfsa which would you recommend and reasons for choice? Thank you.

Q: Good morning
A question was recently asked concerning your preference between msft and Nvidia. You said you preferred Microsoft. I was wondering if you could elaborate on your reasons for that decision? I ask because I hold the two of them and have been thinking of selling Microsoft in order to reduce my technology component.
Thanks

Q: Hi, There are lots of high growth companies out there with little or no free cash flow. Growth investors accept this because these companies invest aggressively in their own growth, development, market position, etc.

While it's understandable that high growth companies focus on their own growth now, presumably they will eventually need to switch to other forms of capital allocation. I am wondering if you have any insight into how much confidence we should have in which of these management teams will act in the best interest of shareholders when the time comes to maximize shareholder value via other forms of capital allocation. For example, if a company reaching maturity throws most of their resources into R&D despite diminishing returns it would not be in our best interest.

I realize the answer to this isn't completely knowable, so also interested in your general thoughts on this topic.
Thanks

Q: Hello Peter,

You used to love palantir’s prospects. Do you still feel the same way about this company and that it will be a future powerhouse in data and to a large extent are in a league of their own?

If so, at what price are you buying? At what price do you love it? And at what price is it a table pounder. I remember last year you loved it at $18.

Q: Hi Folks,
I've had NVDA now for a year - it has been dropping like a rock the last couple of months, just wondering if this is still one of your favorites AND should I continue to hold this in my non-registered and TFSA portfolios or is it time to let it go ? Appreciate your answer. Thanks

Q: I know predictions are a guessing game, but how well do you think this ETF will perform for 2022?

Thanks!

Q: Which of these two stocks have the most upside, which do you prefer.

Q: Please give me your opinion of WonderFi considering it’s recent purchase of Bitbuy.

Q: Hi 5i,
DND has continued to slide lower after their recent high currently at $39.

What is your outlook for this stock/company going forward and would you be a buyer at this price?

At what price would you consider it a screaming buy where reward greatly out weighs risk..in your opinion.
Thx
Jim

Q: With technology stocks presently going out of favour with buyers what 5 Canadian and 5 US technology stocks would i5Research recommend for a long time hold in a TFSA. Thanks … Cal

Q: On a scale of 1 to 10, what value would you give to both risk and long term growth prospects for each of these companies. Feel free to provide a brief qualitative comment instead if you think that would be more beneficial.

Q: I am considering the purchase of one of the two above securities, Accenture or CGI. Which of the two would you recommend and your reasons. Your overall comments would be appreciated. Thank You

Q: What do you think of pinterest at this price? What are its fwd multiples / growth prospects?

Q: Hi Peter and team,

With the Nasdaq down in the 10% range was wondering if the pros at 5i are starting to nibble or do they see this as a lot deeper in the 20% or more range.

Anthony

Q: Having held SHOP (TSX) for a number of years, it's discouraging to watch it whither away. While this downturn plays out, would it make sense to short the US version of the stock? Obviously, there are considerable risks involved and it would require close attention for entries and exits, but it seems like this might mitigate some of the losses. Or is this a dumb idea? Thanks.

Q: Good morning,

With demand continuing to outpace the supply and availability of semi conductors around the world with no end in sight, would this be good time to add a small position of a Semi Conductor ETF in my US$ Non Registered portfolio as part of my overall Technology sector weighing and if so, which of the two ETFs (XSD and SMH) would you recommend?
Thank you for your thoughts on this.

Q: What would be your #1 stock pick for a TFSA for an 18 year old starting out in the investing world?

Q: I'm presently down 27% on this stock and it doesn't seem to want to turn around ? Any suggestions ? Could you give a breakdown of what you think ? Should I hang on or invest the money elsewhere and what would you suggest ?