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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: Based on today’s price and multiples, how would you rank Amazon vs Google vs Nvidia. I have 6% in Google and Nvidia. I only have a 3% position in Amazon. If it were you’re account, would you trim to add to Amazon or just add to Amazon. 5 year+ timeframe
Read Answer Asked by Don on July 19, 2024
Q: If you believe there is a rotation happening in the market from mega caps and the direction of interest rates is lower (speculation US rate cute in september), what are your favorite CDN and US names (2-3 names each) that may outperform in that environment?

Thanks as always,

Dave
Read Answer Asked by David on July 18, 2024
Q: I have a small position purchased quite a while ago. Since purchasing it has been up and down, most of time was under water, now it is up about 30%. I am thinking of switching it to a better one with potentially more growth and stable. Could you please provide your comments?

Thanks,

Lin
Read Answer Asked by Lin on July 18, 2024
Q: Thank you for your wise answer last week: Sentiment toward the company is fairly poor right now and toward the discretionary sector more widely. FIVE remains a strong company fundamentally with a long runway for growth via store openings but we might give them one more quarter for a bit more clarity/visibility before adding to the name.

The stock tumbled 25% yesterday and the CEO is out and the stock is at 76$ now. What would you do now ? Is the decline an overreaction ? Thanks again !
Read Answer Asked by jean on July 18, 2024
Q: Hello,

Can you please compare each of these companies using the valuation metric you believe to be the most appropriate given their business models?

Thank you
Read Answer Asked by Keith on July 18, 2024
Q: Looking to initiate 1/2 positions in LLY, IFC, and DOL, all for long term holds (5+ years).

Regarding your conviction to buy today, please comment, rate (1-10) and suggest a target buy range [great, okay].

Thank you,

Peter.
Read Answer Asked by Peter on July 18, 2024
Q: Hi 5I, my question is more about portfolio construction. I have moved both AMT and CCI to the communications sector of my portfolio to raise the percentage in that sector and to decrease the financial sector or REITS. It it fair to do such things as it does feel like they belong in the communications sector.
Thanks
Read Answer Asked by Mark on July 18, 2024
Q: I am currently only hold MG in the consumer discretionary sector and need to increase my exposure to the sector. MCD, SBUX and LULU have all dropped over the last few quarters with worry of the US consumer pulling back their purse strings. What are your thoughts on those three and what Canadian stock in the consumer discretionary sector interests you today? Long term buy and hold investor.
Read Answer Asked by eric on July 18, 2024
Q: In the "rotation" that is moving through the market what would be your top 5 stocks in each of the US and CDN markets that stand to benefit most (listed in order of conviction if relevant) and a brief note as to why.

Thanks,
Terry
Read Answer Asked by Terry on July 18, 2024
Q: Hi 5i,
Both are supposed to be economically equivalent, with the A shares having 1/10 the voting power. I would think that the A shares would be more liquid, but that is not the case. The premium for the regular common (non-A) is much larger. I currently have the non-A class; would it make sense to sell and by the A class to capture the premium? Or am I just overthinking it?

TIA
Read Answer Asked by Wayne on July 18, 2024
Q: I am down about 19 percent on MU and thinking of selling as it seems to be out of favor these days. Could I have your opinion and what would be a better growth option or two. Thanks
Read Answer Asked by Bruce on July 18, 2024
Q: Hello, of these 4 , which ones would you buy today for a 5 year time frame, and why?
Thank you
Carlo
Read Answer Asked by Carlo on July 18, 2024
Q: Is the negative book value a concern for the company. I see some online people claiming the stock is undervalued, however, how can that be if it has a negative book value. Is the dividend safe?
Read Answer Asked by Dominic on July 17, 2024
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