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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: Hello Peter et al,

From your answers your faith and belief in GOOG seems unshakeable! Would say it is worth nibbling at this price? Or is it worth buying cash covered puts and be ready if assigned? In other words, wade in gradually (DCA as per your recent editorial in CMS!) or use options strategy? If you do hazard a guess, what would be the floor for GOOG? 90$? Your crystal ball is as good as anyone's on CNBC!!

Mano.

P.S. BTW miss you at BNN! You folks may want to consider regular webinars for the subscribers with a Q&A function.
Read Answer Asked by Savalai on April 18, 2023
Q: Hello 5i team
Could I have your thoughts on Green Brick Partners please? If you could highlight what you see as positive and negative. If it falls into a growth catagory and if you would buy it right now compared to its peers (Please mention who has better prospects if you feel that way). If so to what weighting would you buy up to?
Thank you
Jeremy
Read Answer Asked by Jeremy on April 17, 2023
Q: How do you think SU will do in the next couple years and what would be your top 5 favorite energy plays in the Canadian Market? Also, with China reopening, US dollar on a downtrend and noticing several major Metal/Copper stocks gapping up like FCX and VALE, SCCO, how would you rank these and what are your top 5 companies domestic or international to take adv of rising commoditiy/metal prices
Read Answer Asked by Sheldon on April 17, 2023
Q: Hello 5i!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
Read Answer Asked by Etienne on April 17, 2023
Q: Good Afternoon

I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement

Thank you
Read Answer Asked by Marty on April 17, 2023
Q: I hold APPS in a USD portion of my TFSA (unfortuneatly) and am thinking to cut my losses. Do you think there would be better candidates that APPS could be swapped for at this time?
Read Answer Asked by Andrew on April 17, 2023
Q: Good Morning,

For a 3 year hold, in what order might you considering buying these stocks today? If (theoretically) you already held CRWD and were losing patience waiting for its share price to rebound, might you swap it for one of the other two stocks listed or hang in?
Read Answer Asked by Bradley on April 17, 2023
Q: You have generally been positive on QCOM but the share price seems to be range bound. Do you see prospects for the price to move? Any catalyst in sight? I own it as well as Nvidia; is there much duplication there? I am considering switching out of QCOM into CRM; can you please comment on this idea. Many thanks for your excellent service.
Read Answer Asked by Leonard on April 17, 2023
Q: What do you think of Oil as seasonally strong for summer months.? We are seeing some uptick for the past week.

DVN
ENB
XOM
MPC
MPLX
a favourite ?
Read Answer Asked by Daniel on April 17, 2023
Q: Hi 5i, May I pls have your thoughts on latest results and if you would continue to hold or upgrade.

I have few other dogs, maybe LGO also, that I'm looking to consolidate into either GOOG, META, DIS, PYPL or AMZN. Which 2 or 3 would be your preferred choices? PYPL worries me a bit, seems other fintec companies might be eating their lunch. DIS is interesting given old CEO is back and cost cutting the company. Pls give your pros/cons when ranking. Thx for your great advice!

Read Answer Asked by Christopher on April 14, 2023
Q: Good Morning 5i,

We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on April 14, 2023
Q: Hi Peter, Ryan, and Team,

If already owning XHC, would the ETF TDOC serve as a complementary holding, since we're a bit low in the Health Care sector? I like its low (.35%) MER and the 2% cap on any one company, but is its AUM too low to consider? Are there any other Canadian listed ETFs that would be suitable?

Thanks for your insight.
Read Answer Asked by Jerry on April 14, 2023
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