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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: When the initial shock at SVB happened, I traded First Republic shares and made enough profits to buy a long position when the shares went into the 12's. I don't believe that the US Govt. will allow these "small" banks to fail. Ex: FRC has over 7000 employees.
Are there any other US "small" banks that you screen that have been hammered but have a good prospect of surviving and flourishing? I have a very high risk tolerance.
Thank you Gordo
Read Answer Asked by gord on April 03, 2023
Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara
Read Answer Asked by Tamara on April 03, 2023
Q: I bought Fpi as a diversifier for my portfolio. and a belief in the potential for farmland values to increase. It has steadily dropped in price….down 20%. Now I am questioning my thesis.

Do you see this turning around and worth holding , or better to bite the bullet sell and look at something like LAND or NTR or ADM/ Mosaic .. I do own NTR and am down a bit but still like it.

Thanks for your thoughts on this.

Read Answer Asked by Donald on March 31, 2023
Q: Hi there,

I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.

I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.


I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.

I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.

What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,

Jason
Read Answer Asked by Jason on March 31, 2023
Q: SCHW is down ~6% today, March 30, after a downgrade by Morgan Stanley. CFRA issued brief research yesterday rating SCHW a “Strong buy”. Although TD owns (I think) a chunk of SCHW , TD:us is up today. I had been planning to buy SCHW thinking it was being overly punished for the sins of others. Granted, deposits are flying out, but its CEO is quoted a couple of weeks ago to say that even if clients demanded all their deposits back, SCHW would still remain liquid. I am going from memory and am now unsure of the veracity or reliability of information I refer to above.

SCHW still strikes me a reasonably good opportunity at today's price. Would appreciate your comments, preferably with some depth, if you would please. Thanks
Read Answer Asked by Adam on March 31, 2023
Q: With all the volatility we are seeing, I am looking at trading a few stocks so I would like a few suggestions from you. These should be names I wouldn't have a problem holding if the trades don't work out. Both US and Canada. Thank you in advance.
Read Answer Asked by K on March 31, 2023
Q: Hello 5i; I would appreciate your thoughts on cybersecurity stocks. I know you like CRWD but asking about CHKP and your take on the best in this space. Many thanks as always. Barbara
Read Answer Asked by Barbara on March 31, 2023
Q: Where can I find a list of all the CDRs available in Canada?

For a growth-oriented TFSA, what would be your top picks (5-10) from this list for a 5+ year hold?

Thank you in advance.
Read Answer Asked by K on March 30, 2023
Q: Hi 5i Team,

I’m down on all the above stocks as follows CRWD Down 36%, ETSY down 40%, PINS down 52%, PYPL down 64%, SQ down 72% and U down 77%.

With a 2 to 3 year horizon which of these are worth holding and which once I should sell and can you suggest US replacements and not necessarily in the same asset class. Just good stable companies that have good growth potential to outperform the indexes.

Take as many credits as you feel necessary.

Thanks
Joe
Read Answer Asked by Joe on March 30, 2023
Q: I have been watching UNH since the Bush years when it was going through rapid mergers and Buffett was buying it up. It wasn’t going up during the Obama presidency at least early on as investors were looking at the impact of public insurance.
Could you please comment on its significant success since and the business model of American health insurers now and in the future?
Read Answer Asked by Peter on March 29, 2023
Q: Hello, I am overweigh Tesla as I love the product and observe it is family of products including EV's, Energy production (Solar) and retail (Supercharging). All with revenue growth potential. My question has to do with trading volume. Over the last few weeks I have observed Tesla's trading volume at multiples of the big guys, say Ford and GM. A few minutes ago, Ford traded about 5 million shares, GM 2 million and Tesla 25 million. Can you comment on the interest in Tesla and how it could factor in the future stock evaluation ? How important is trading volume ? Thanks for your excellent service.
Read Answer Asked by Jim on March 29, 2023
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