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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: Can you list out a 5 securities (US or Canada) which you feel are mispriced (ie. where the price is substantially lower than its true value)? I know folks that 5i are generally growth investors, but also know that Warren Buffet's approach is also widely respected.
Read Answer Asked by Mike on July 18, 2023
Q: I recently shorted some puts on VZ with the idea of locking in a "decent" ($34) purchase price and making a few $$ in advance of the next dividend. The lead wire scandal seems to open up VZ and the other telecom carriers to punitive lawsuits akin to the situation with MMM and the earplugs. Given the seemingly inevitable assignment of my puts and the grindingly long-term nature of U.S. group personal injury claims, and the words of the Clash, "Should I Stay or Should I Go?". I am a retired income investor who, at 62, still needs inflation resistance.
Read Answer Asked by David on July 18, 2023
Q: Inmode's share price recently had a sizeable increase, presumably due the guidance it released. Would you expect a further increase based on that guidance? What are the prospects for the company going forward and where do you see the share price going from here, for the short as well as long term? Many thanks for your excellent service.
Read Answer Asked by Leonard on July 18, 2023
Q: PJAN— Innovator U.S. Equity Power Buffer ETF (not in your data base). This ETF sounds fascinating. The fund sheet demonstrates the manager’s fondness for complex word choices and I am not sure that I understood the fund info. Would you be good enough please to explain the ETF’s strategy and tactics?

Is this a security *you* would buy and in what market conditions? Your reasoning with a bit of substance would be very valuable. Thank you.
Read Answer Asked by Adam on July 17, 2023
Q: We have small positions of the above stocks in a well diversified portfolio. Which would you recommend holding and adding to vs eliminating completely?

Read Answer Asked by Stewart on July 17, 2023
Q: It's hard to beat a Reese's Peanut Butter Cup, but can you please provide your updated thoughts on the Hershey Company as a long term hold. It seems to have decent revenue and earnings growth for a Consumer Defensive stock, but I am concerned about its debt level. The stock price has really pulled back since early May.
Read Answer Asked by ROB on July 17, 2023
Q: On Jun 21st, you responded to A regarding stocks for a TFSA. My son has a smaller TFSA but a longer time frame. He currently holds ZSP in his TFSA and we have been looking at adding some stocks. We like all the ones you suggested, but some of them are also in the top ten holdings of ZSP. Would you suggest adding the individual stocks anyway? Or selling ZSP and holding only stocks? Our initial plan was to make ZSP about 20% of this TFSA and then hold 8-10 stocks. Also, what do you think of adding AXON and AMD to his TFSA at this time? Thank you.
Read Answer Asked by Kim on July 17, 2023
Q: Hello, I own VMW, and could you help me understand the take over price from AVGO? The current take over price is at $ 61B or $ 142.50/share in cash, and today the stock is at trading at ~ $ 157.00 ..

Also, we can elect 0.250 of Broadcom share. If this is correct, at today's price of AVGO at $ 900.00 , I can get ~~ $ 225.00/share for VMW...
I appreciate if you can clarify my options.
Thanks
CR
Read Answer Asked by Carlo on July 17, 2023
Q: Peter and crew; I currently hold positions in both CIBC and TORONTO Dominion banks. Both have sat in my portfolio to give balance to a tech heavy US investment program. As a growth investor my thinking is to sell both banks, and add to my U S stocks. Can you share with me your one year opinion on Canadian banks and as well suggest 3 or 4 US growth stocks for a1 to 5 year hold.. I have a fairly high risk tolerance and patience
Read Answer Asked by John on July 17, 2023
Q: Hello 5i Team,

I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.

For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).

Feel free to deduct as many credits as you see fit.

Thanks in advance for your always helpful advice!

Read Answer Asked by Keith on July 17, 2023
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