Investment Q&A

Q: You last took a look at this one 5 months ago, and thought at those levels, it could look potentially interesting. Given the shift in market sentiment since then, how do you feel about this now? Far, far less interested?
Thank you as always...

Q: Thinking about investing in a sports betting application like DraftKings. Would you recommend buying DraftKings, or perhaps another listed company(ies)? Which ones would you avoid? Thanks.

Q: Hi,
What is your current opinion on SPOT? It is way off its high like many stocks. Do you think this is a good buying opportunity? How risky is this stock?
Thanks,
Kerri

Q: Wondering about a risk /reward opinion for a long term selling BCE for GOOG , BAM or LIT ?

Thanks

Greg

Q: Have been on a wild ride with Celsius! Is it caught up with high valuation and the market ? Seems like they have a very popular product . Wondering if the time of year to buy ?

Thanks

Greg

Q: Hello 5i
I am a value investor with some growth positions LSPD, LNS). Having learned from LSPD I trimmed some Leon's. The yield of ZIM seems excessive but the company has been improving over the years, dept is improving and it is showing a profit. Is the yield sustainable? Does it fir a profile as a value investor with 10 year outlook in need of industrials and global invesment?
Thank you
Stanley

Q: any chance this has serious upside

Q: Can you comment on their earnings release, valuation with the recent fall and opine on their prospects? Wondering whether this is a decent entry point for what I think is a "pick-and-shovel" company in the semi space? Thanks

Q: Hello 5i
I know that it is a good idea to either have a certain number of US stocks that are not represented in Canada, or an etf for the US market, in order to have a balanced portfolio. Fortunatly, or unfortunatly, I have both. And I am wondering whether I should either get rid of my stocks or get rid of my etf's. The above are the US stocks I hold. in pretty good percentages. If i were to hold only stocks what might you suggest to supplement these? I know that I am probably heavy in tech to really represent the US market and will probably have to trim here, maybe in percentages. any other suggestions appreciated. Most of these are held in tax sheltered accounts, so taxes shouldnt matter too much.
thanks as always

Q: AMT is a long time stallworth being pounded, like many others. But how would you feel about it's valuation in this peculiar market? Wait for it to consolidate?

Q: Can I please have your take on Lam Research's recently announced earnings. Do you consider the stock a buy at this price or is there another name in this industry that you prefer. Your overall view on Lam would be appreciated. Thank You.

Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...

Q: I am buying KEG shares here is Canada and I am wondering if you have any recommendations for dine-in restaurants in the US that will benefit from re-opening. Thanks.

Q: On Wednesday this week I bought a 1/2 position in Netflix. My intention was to view it as a trade rather than a long term investment. I've done this before when the high flying techs crashed and I caught a bounce. Nortel being one example. In reality I'm mainly a value investor that's in the typical stocks that you don't even read the news releases on. Like, who cares that TD bank is handing out bags of candy to the Panda bears in China.

I have a problem now. I think my trade, in less than a day, may have gone long term due to Pershing Square having stepped in and picked up 3.1 m shares of NFLX.

My question isn't about NXLX, it's about Pershing Square. What's your read on their intentions? I'm guessing you have a pretty good handle on their Modis operandi and can give me some insite into what might happen.

I appreciate your opinion and will give it full consideration but realize the final decision and responsibility is mine.

Q: I actually bought Square (Block) at 65.00 but it has dramatically dropped in price. My question is do it hold or sell and buy perhaps a more secure stock like Googlewhich had been dependable over the last 5 years for me. It may recover faster.

Q: Hello Team,
Which would you prefer going forward, Google or Microsoft and why.
Thanks,
Barry

Q: I have held IBM in my RRIF for several years. With dividends, I am about break-even on my purchase price. After the KD spinoff, I thought that IBM would move higher on P/E expansion to reflect higher earnings growth. This seemed to happen after the last quarterly earnings report, but now seems to be stalled. IBM popped up as good value on a P/CF screen you did in response to another client's question, so I am reluctant to sell it. However, you have also suggested in your recent answers to questions that GOOGL is very good value right now, and that the 20% discount from the offer price also makes ATVI good value. So would you wait for a turnaround in IBM and, if so, how long would you wait? Or would you move on and, if so, would you switch into GOOGL for a long term hold or ATVI for a short term profit? If the acquisition of ATVI closes within a year, a 20% return in a year, tax free in a RRIF, seems pretty attractive. The other company I have been considering as an IBM substitute is ROP. But your comments about the attractiveness of GOOGL and ATVI at current prices got me thinking. As always, I would appreciate your insights into the relative merits of these alternatives.

Q: Hello 5I
After the last couple weeks of the sell off are the any higher risk stocks you really like that you could see being home runs over the next 3 years? Thanks

Q: I have positions in APPS and CRWD which have seen significant declines recently. Would you shift into a large cap name like FB now?
Which ones of these would bounce the most in a recovery?

Q: not sure i get the decline in amd from 164 to 104 in 4 weeks.
great ceo in lisa su, the merger with xilinx should close soon, is this overdone or justified.
would you be a buyer. dave