Investment Q&A

Q: I own 3 of the big 7, Apple, Amazon and Nvda and manage the positions for weighting. I would like to own Microsoft and/or Google. Please suggest if you think it's necessary to expand to one or both of these, and if better to have a half position in both, or full position in one or both considering the other holdings. Thanks!

Q: Vrt announced results, looked strong to me but shares off 10% in premarket. Pls comment on results and reasons for market reaction. Is this an opportunity to get into Vrt at better price, or has bloom come off this rose?

Q: Your thoughts on the earnings report last week for ABNB please. Thank you.

Q: Please help me pair one of the noted consumer discretionary stocks with ATD. I am looking for growth at a reasonable valuation with consistent returns for a 5 year hold. Could you rank the 4 stocks in accordance with my selection criteria. Thank you

Q: Some analysts I follow believe industrials will move as counties turn away from globalization . Reading through your previous answers you seemed to like ph and itw. I am looking for companies that already are positioned well and growing their earnings. Is there any other companies that could do well under this scenario ?

Q: I have a partial position in BN and no position in KKR. Noticed huge run-up in KKR over past year, and good prospects for KKR this year. If you had new funds to invest in one of them, what is your advice.
Thanks

Q: I currently hold XMC in my unregistered account as I want exposure to the S&P Midcap 400 index. However, as you pointed out in your response to a recent question, the MER at 0.61% is quite high. Do you recommend an equivalent ETF that trades in the US that I could buy instead? Are there any disadvantages to replacing a Canadian listed ETF with a US listed ETF in an unregistered account (other than realizing tax on the capital gain upon the disposition of XMC)? Thanks as always.

Q: Can you provide commentary on the earnings for WCN released earlier in the week. The market response has been positive and the shares are at all time highs. If owned, would you recommend a hold.

Thanks!

Q: Hi 5i, and would welcome your review of the recent Quarterly results from Twilio, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the space they operate in? Thanks kindly.

Q: What are the best high quality ideas to look at in the coal space currently. It seems that usage of coal will continue to rise internationally despite the direction being taken in North America.

Q: realizing these companies are much different from each other. Would you recommend all three. If yes, Pls indicate by rank, which ones might show the greatest appreciation over the next 2 yrs.

Q: Roku just dropped 20% today.
. This causes me to be at a loss of 35% ($1750).

My ROLU stake in my RRSP is now 4%

Should I sell my winning stocks and buy the ROKU dip. I was thinking to invest $3100 in Roku so that average loss would go to 17.5%..

Or should just sell Roku at this point and move.on?

Q: HI folks
Sadly, I am down on all of these somewhere between 60 to 95%!!! They mostly but not all started out as somewhat small positions 2 to 4 years ago! I have time to wait longer but: 1)are there any that are absolute failures and therefore should be sold. 2) Would you please rate the selIs from 1 to 10 ..10 being the absolute SELL. 3)How many years should I give these? (tough to answer but just a guess). I will not get much at all for any of them! Please take as many credits as you see fit.
Much Thanks and happy Family weekend

Q: So I've started to travel solo more (thank you divorce) and I've booked 2 different Airbnb at 2 different cities (Montreal, and Nashville). Both were excellently operated remotely and great value by a company named Sonder.

They appear to want to be a premier 5 star Airbnb chain. I saw the hotel run by them in Nashville and booked immediately- so they already have my consumer loyalty.

I looked them up and they're trading on the NASDAQ but at massive lows.

No one here has asked a question about this company, but it looks like a hold at $3 a share (from a high of $200...)

I am not an analyst- what are your thoughts on this company, future estimates for growth. I am guessing they are a victim of high finance rates hitting their profit margins - but then again,, who isn't.

Regards,
Jeff

Q: Hi 5i

Is there anything too concerning with the latest release ? Would you consider this a "Hold and wait for improved conditions" or ... ?

Thanks

Q: Recently, you answeed a question about semis "We think the sector is likely safe for 6 months or so." Could you elaborate on what could go right/ wrong, what you are looking for to signal a drop, and how you would play the sector.
Thanks

Q: Hi 5i. on SMCI

In a previous answer you said "It will do its thing and find a 'level' (whatever that might be) where volatility starts to abate."
Could you hazard a guess at what that 'level' might be - just for fun of course.

On a slightly more serious note - do you think momentum will drive this UP or DOWN in the short term (days/weeks) (and how about 3-5 years) ?

Thanks

Q: SHOP Been a shareholder since it was $15.00 and as I understand Shopify focus is on personal clients, and although different from Amazon platform, which seems to conflict with Amazons over objective. I recently understand that Amazon "Jeff" has recently redeemed a large amount of shares. I am wondering if he is planning a takeover of Shopify. What are 5I thoughts on this and could it happen?

Q: What inning are each of these companies in (in terms of total return for an investor buying today), and are they both appropriate for a 3-5 year holding period?

Thank you

Q: May I have your current thoughts on COHR?