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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: Hi Peter and 5i,
Would you please comment on GRMN earnings?
With regards to their future guidance for next year - Sales $5.0B up to $5.5B, GM% - 57.5% down from 58.0% (also down more so from previous years), Pro forma EPS $5.90 basically the same as this year at $5.82.
I like their $3.1B cash position.
Do you think supply chain issues are the main driver for their GM% reductions and thus their EPS in 2022 guidance? And do you see GRMN returning to their steady growth (single and sometimes low double digit) beyond 2022 and would you continue to hold this stock for the long term (5 years +)?
Read Answer Asked by Dennis on February 17, 2022
Q: Do you think that DIS share price will be more sensitive to 1) Disney+ performance, 2) theme parks/cruises or 3) theatrical and linear TV businesses? There is likely still some re-opening upside for 2) but I suspect that they will find it difficult to continually achieve lofty expectations for 1), and I assume 3) will be under pressure as well. I'd appreciate your thoughts on holding DIS or selling. Thanks.
Read Answer Asked by Ben on February 17, 2022
Q: Hi Peter, Ryan, and Team,

I know you like GOOG, and am wondering if the following story is further reason to buy some/more, and perhaps a reason to lighten up on MSFT?

https://www.thurrott.com/mobile/chrome-os/262838/google-wants-to-turn-old-pcs-into-chromebooks-with-chrome-os-flex


Thanks as always for your insight.























Read Answer Asked by Jerry on February 16, 2022
Q: I am used to thinking of dividend stocks in terms of 1. yield relative to historical yield, 2. payout ratio, 3. years of consistent dividend payout without cut as the major deciding factors what would be equivalent factors be to consider in the tech sector stocks.
such as Google, apple, Microsoft, please provide an analysis in terms of what to consider that would influence buying / ranking one over the other.

thanks

Ernie
Read Answer Asked by Ernest on February 16, 2022
Q: If looking for stability, some growth and a growing dividend, which of the aforementioned would be your pick? Are there similar firms you would prefer?Also, what is causing the relatively more precipitous current decline of TROW?
Read Answer Asked by David on February 16, 2022
Q: Im over weight energy. And with recent run up and knowing you cant time tops and bottoms was thinking selling whitecap in a registered account to improve my balance. Im under weight us and international exposure and underweight (in order of percentage underweighted, most -least) consumer def, consumer cyclical , healthcare, industrials and tech . Was thinking of adding to topicus but like both growth and dividends. Not looking to fix all deficiencies but any suggestions of 1 stock that i can add to begin to improve my mix? Thx as always for great service.
Todd
Read Answer Asked by Todd on February 16, 2022
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