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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: YTD: CSU -20%, NVDA -52%, MSFT - 33%, AMD -57%, AAPL - 22%.

These five were a big part of my best year in '21 and they're a big part of my worst ever year ion '22. So it goes. Having stubbornly ridden them down, not wanting to have locked in a loss, do I assume correctly that you still like all these names and would advise hanging in for the rebound?
Read Answer Asked by Kim on November 08, 2022
Q: Hi Team,
For this question I will reference TWLO, and Unity but really this is more of a general question. Unity used to be a past favorite. Now it seems, that 5i and the rest of the investment world is so negative on it. I am an investor in both these names and have been killed on them so far. Both were bought with a long term view in mind and both were considered at one time to be at the "heart" of future tech in their niche. Unity with the 3-D tech in gaming and other applications, twlo with its digital communication of things. Has this story really changed? Is it worth dumping these names now after 80% haircuts? In 10 years will we look back and say, Dam! Why was I selling these names and not buying? (oil stocks 2 years ago) . I note that Cathy Woods continues to buy both Unity and Twlo almost daily. Today she loaded up after Twlos big sell off. Same with Draft Kings. If she's buying them they must be considered on the forefront of future tech according to their firm. Not sure what her credibility is like these days due to the downturn, but at one time I thought her research was pretty good. Shes doing pretty much the opposite of the market right now. Who will be right in the end? It seems she will either be a hero at the end of this, or her funds will be toast one of the two. The market is a brutal place right now in the Tech sector and very frustrating. It's painful to watch the same analysts now dumping names where only a year or 2 ago they were praising the companies as innovators and pumping them for their future prospects in a growing digital world. It's not a wonder why people get to hate the stock market and trust no advisers. Some say big firms on wall street almost orchestrate this kind of thing, flushing out the little guy scooping up their shares so they can buy them on the cheap, knowing down the road they will make a killing when momentum shifts. (Conspiracy maybey, but sure seems to happen this way over time). Your thoughts on things as a whole would be appreciated. Thanks!

Shane.
Read Answer Asked by Shane on November 08, 2022
Q: Can you please rank the above financial holdings by value, safety and growth. What would you recommend as a top US financial stock that has a significant moat?
Thanks!
Read Answer Asked by Grant on November 08, 2022
Q: You mentioned yesterday you think there any many good companies that have the ability to double or triple in time. At this point could you give 5 US and 5 Canadian names?
Thanks
Read Answer Asked by Tyler on November 07, 2022
Q: Hello 5i,
I currently need to add a U.S. Industrial in a RRIF, so yield is very important - as is overall safety. I need to increase Industrials by about 3.0 % and increase my U.S. holdings by 4.5 % so an equity suitable for a larger weighting would be ideal. My other industrials are EIF and SIS.
I have been looking at Raytheon, Ryder, Lockheed Martin and A.O. Smith but was wondering if you have any other suggestions and how you would rank these for safety? If there is a name with a yield in excess of, say, 4.0% that you would be comfortable recommending, that would be ideal.
As always, many thanks for all of you invaluable assistance - it is always very much appreciated!!!
Cheers,
Mike
Read Answer Asked by Mike on November 07, 2022
Q: Hello:
Appreciate your ongoing honest and open approach. I know many of us find these challenging times. It feels like many "truths" of investing are no longer true. (i.e. how bonds respond to various market periods, whether preferred shares will ever behave as expected and how valuations of growing companies can swing so wildly.)
I need some help (I know, you can't personalize advice...) with SELL strategies. I am tempted to sell part of some holdings at all-time highs such as XOM. Is this ridiculous? If it's down 30% in January I will be kicking myself. I did NOT sell during very high valuations for a lot of growth stocks and I don't mind being patient while those recover but in hindsight selling half positions would have been a great way to solidify paper gains. I have held XOM for a long time as it was under water from my buy-in position, and it swings so widely on demand and oil price.
Is it crazy to be reducing positions in oil and gas now? Any SELL strategy thoughts appreciated.
Thank you!
Read Answer Asked by Marilou on November 07, 2022
Q: What is your outlook for GOOG if we get a "hard economic landing" ? Will their Cloud business help soften the blow?

Maybe 5i can have a bit of fun with this........ Looking out into an uncertain future, what would you currently see as a screaming buy, and what would be a good stink bid (you know, a crazy bid that has a slim, but not impossible odds of hitting)?
I'm not worried whether or not it actually strikes that price. If I get it, it's a bonus.

One other comment. Although I read comments from the odd subscriber voicing their displeasure when things don't pan out, and attempt to hold you accountable for your advice, I am one to realize that not a single investor / advisor / expert on this entire planet has a perfect investment record.... not even close !
Read Answer Asked by James on November 07, 2022
Q: Above are 4 of my poorest performers. Which ones would you be selling? Also, Nov. 4 there were a lot of stocks that were down big numbers even though some of them had a good quarter recently (i.e SHOP, LNTH, NVEE and a few others). Can you give me some insight into what is happening here. Always appreciated.
Read Answer Asked by Dennis on November 07, 2022
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