Investment Q&A

Q: Could you please describe ESTC’s business model and any competitive advantages that it has. As well, could you provide your comments on their last earnings report, which looked pretty good. Would you be confident in their future earnings guidance?

Q: Hi, I have a large capital gain from TMO which I have held for many years. I plan to sell some of this to offset some capital losses. Which alternative company(ies) would you recommend to replace it? I am principally interested in holding stocks for growth.
Geoff

Q: Hello, I am down 25%+ on all of these companies and looking to do some tax loss selling prior to yearend. Can you order these companies in terms of what you would sell first? Would you rank these companies as Sells or Holds (or even Buys)? I am a long term investor, not a trader, so I'm hesitant to sell only to rebuy later, or to average down. I have some ability to do a tax loss carry back to recoup some of my losses from prior years (plus minimize my 2023 taxes).

Q: hi, in my USD account I currently hold: PFE, MMM, CRWD, NVDA and GOOGL. I want to add the IJT etf. any thoughts on positions size ( half, full) right now, based on current price of IJT? if you had to sell from my list of current equites, what order would you do it in - and would you sell any completely in exchange for IJT ?
cheers and happy holidays! Chris

Q: If the US pundits are correct and we are moving in a "peak" interest rate world this would bode well for the various forms of accommodation construction. Projections seem to suggest supply will remain tight until mortgage rates ease, and I believe that is likely as we move into the latter half of 2024.

Given that, my first question to you is do you feel that now, or soon, is a reasonable time to look into companies who would benefit from an expanding US housing market? If so, I would be interested in your take on a "top 3" home builders to invest in and then a "top 3" within the home construction supply chain. I already own a couple of lumber producers and am interested in mid-stream suppliers.

Thanks very much; Merry Christmas to you all.

Q: Hi 5i Team - If you think any or all of these three software companies are worth buying today could you give me a brief update on their fundamentals. Thanks.

Q: I have a friend who has $20,000 to invest in a relatively safe group of stocks, hoping to gain about 8% a year; his plan is to leave the funds in for at least two years. He has no preexising stocks. Please recommend one or two groups of stocks for him to invest in.

Q: I have done well with boeing in a short period and while double checking it one of the rating services called it a five . In the same report it called textron a ten , they are both US so not your mandate but if you have any opinion on possibly switching from ba to txt I would appreciate it.

Q: Giving the need for improved and expanded electricity grid, are these still your main choices? Anyone else?

Regards
JR

Q: What is your opinion on Revvity, including their forward PE. Is there any other company in this sector that you prefer. Thanks for your advice.

Q: Hi 5i
How do you view FDX earnings, it is down today over 10%....
Would you consider this drop an opportunity for 1-2 year horizon and why?

Not sure about this but Would CJT be considered a proxy, its down today also.. what is your opinion on this one...opportunity or no.

Thx

Q: I have been holding this for 2 years and it has not done much and is still down 20% even with the recent upswing in the market. Can I have your opinion on this stock and on healthcare in general (minus Canada)? if I decide to sell for a loss, what do you think about replacing it with a healthcare etf such as XLV- would XLV have the same upside potential as SNN? if not, can you recommend a replacement?
thanks

Q: Could you list some Canadian + US stocks that you would consider "among the safest" , including in case of an economic slow down .thanks for your always excellent reports.

Q: Everyone, large cap tech stocks have had an amazing year. So going into next year and next year, will managers sell some and redeploy cash or sell lots and deploy cash or will they keep there current amounts hoping for an average gain next year? If they sell this will put a downward momentum on the Nasdaq 100. Clayton

Q: Hi 5i, I believe Microsoft and Google are going to start designing their own AI chips? And maybe sell them as well. Is this going to affect Nvidia’s business?

Q: Peter and His Wonder Team
GVP is crashing 40% earlier today. Your thoughts please...
Thank you for your valued insights!

Q: I have just sold UL to garner a small tax loss. I would like to buy back in the new year but which is the better investment for dividend growth and growth UL or PG or should I hedge my bets and buy a bit of both ? Is there anything else in this sector that looks more promising?

Q: Grateful for information on why this stock got hammered so much in the last six months, as well as your views on its debt, cash flow and growth expectations.

Thank you.

Q: I am low on Consumer Cyclicals. What portfolio percentage do you advise to allocate? I have broken down the sector into sub-categories: housing, e-commerce, retail, personal services, lodging. Am I missing a sub-sector that shoud be included? Which ones have the most potential? I have listed some names - but am not tied to any. Apart from AMZN [owned], what are the top 5 or more that you would buy today and any others to keep on watchlist with buy targets? Please rank.

Q: Hello 5i,

I sold for tax loss VZ and the 30 day period is over. Ignoring that VZ has since increased in price I am starting to change my mind about buying back. Certainly a change in sector but would ABBV be a better replacement since my health care exposure is low? If not can you let me know if VZ is worth buying back.