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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: Which companies (CAN/ US) and/or ETFs would you recommend to buy today for the best exposure to AI? This would be for an 80 year old investor who wants to allocate 8% of his portfolio to AI.
Thank you for your guidance.
Read Answer Asked by Yvonne on December 03, 2020
Q: Hi there
When you took ENGH out of model portfolio I bought OTEX which has outperformed it by quite a bit in the last 3 years. I still really like ENGH too and it has come off quite a bit lately. I am wondering looking out another 3 years which you would prefer, in terms of current valuation and prospects, if you could just buy one of these stocks. And your rationale.

Much thanks

Stuart
Read Answer Asked by Stuart on December 03, 2020
Q: Hi 5i team,
The market is not very impressed with either CRM’s guidance and/or purchase of WORK. This pits CRM directly against MSFT in the work collaboration space. Is this a wise move by CRM? Is this a good entry point for CRM or is MSFT the better long-term bet?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on December 02, 2020
Q: Hi, any comment on their decline to $21.60 today. I'm wondering if I should hold. Morgan Stanley down graded them to $15 today citing - "With Palantir up 155% since listing with very little change in the fundamental story, the risk/reward paradigm shifts decidedly negative for the shares". Any guidance appreciated. Thanks
Read Answer Asked by Glenn on December 02, 2020
Q: Reading your answer/comments on their latest quarter where you say, "we see no real concerns from the quarter"; by using the word "real" this statement implies to me that there are some concerns as opposed to saying; "we see no concerns..." . If that is the case that there are some minor concerns, what might they be? Thank You
Read Answer Asked by Stephen on December 02, 2020
Q: Room in my TFSA for only one of the above-noted stocks. Please rank in order of preference and offer a brief explanation as to the ranking. Thank you.
Read Answer Asked by Maureen on December 02, 2020
Q: I would appreciate your outlook for CHKP. I thought that the last qtr was decent with revenue, EPS, and earnings up somewhat. Nevertheless the share price seems stagnant since July. The P/E is quite low for this industry which suggests that the market is not expecting much growth. I was expecting that the "working from home" and "virtual learning" phenomena would be tailwinds. Since the company doesn't pay a dividend, if the price isn't going to grow, I should move on.
I look forward to your thoughts.
Thanks
Ian
Read Answer Asked by Ian on December 01, 2020
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