Investment Q&A

Q: Hello Peter,
IEP looks like a holding company operating various businesses. It has a peak of over $100 in 2004 and 2014, and now it is half of that value. The dividend is high at 16 percent. Is that something to worry about? Also, if i am to invest in this stock, is it better in an RRSP as outside RRSP or TFSA I may have to deal with tax forms as it is an LP in the US? Thanks very much.

Q: I am interested in investing part of my TFSA in cyber security US/Canada stocks/ETFs.
Are Cyber Security ETF (CYBR-T) and Evolve Cyber Security ETF (CAD Hedged) good buy? Are CrowdStrike (NASDAQ:CRWD) and Palantir Technologies (NYSE:PLTR) good buy at their current price levels and are they high risk/high valuation, strong growth stocks?
Please provide the preference of your choices of three cyber security stocks and three ETFs and rank them, and brief reasons why you choose those stocks/ETFs. Thank you.

Q: Hi Peter and team,
While Becton Dickinson and Stryker seem to have a lot in common (medical supplies, joint replacement, etc.) their performance has deviated greatly in recent years; (over the past year, less than 1% gain for BDX but almost 12% for SYK). The one I own (naturally) is BDX, which also has a lower P/E and a higher dividend. Two questions: (i) any idea why BDX has underperformed SYK so much; (ii) would you sell, hold on, or buy more of what many analysts say is a well-run company in a demographically promising business?
Thanks!

Q: What is your view of this company. It looks to be going acquisition. I has cash on its balance sheet and is profitable. Am I missing something? Would you buy as a high risk/high reward opportunity?

Q: With the announcement from Biden yesterday on purchasing half billion rapid test, would you recommend purchasing Abbott Lab?

Thank You and Merry Christmas too all.

Q: My portfolio is low on utilities and industrials at the moment. It also needs more US and international exposure. Any suggestions for a few stocks that might be good additions at the moment? They'd be long term holds.

Q: I believe tech stocks usually go up in January, why is that ? Do you see this happening again next month ? Regarding Palentir, a year ago, you were in love with, now you just like it, what has changed other than the price, what needs to happen for you to love it again.

Many thanks,

Q: Recently VGR spunoff Real Estate unit Douglas Elliman into a stand alone real estate company with 200 million in net cash & cash equivalents. Shares expected to trade on when issued basis on the NY exchange under Doug WI.Will shareholders of VGR get shares or cash from this exchange. Tks 5i for your help

Q: Can you list your potential biggest January bouncers, maybe 5 Canada and 5 US for aggressive investors? Thx!

Q: Would appreciate any info. you have with respect to the takeover of Cerner by Oracle. Thanks and Happy Holidays. Brian

Q: On December 13th, Keith asked you to recommend your top 10 US non tech growth equities. May you rank the 10 in order of compelling buys at today’s prices.
Thank you

Q: Hi, I would like to have some info about this company. Buy hold or sell? I own a good position in my portefolio. Than you

Q: I'm thinking of selling my (small) position in MITK, and using the proceeds to add to my APPS position.

This is in my TFSA, so no tax implications. What do you think about this move?

Thank you and Merry Christmas to everyone at 5I.

Q: I would like your thoughts on the two above referenced companies. I realize that these two securities are quite different but which of the two would you recommend for a 5 year time frame.Thank You and enjoy the Christmas season.

Q: Hello Peter,

I am leaning towards going all in with my borrowed chips for swing trades. This would be separate from my long term holdings. I would appreciate your opinion please.

Towards that objective, I have short listed the following:
AMAT, TER, ATVI, GNRC, COF, MS, BAC, LSPD, AFRM.

I think diversification does not matter for swing trades and, understanding that this is a crap shoot could you please suggest approx. 5-6 stocks, either from this list or others that you would suggest.
Regards
Rajiv

Q: Dear 5i,
Is it possible that SQUARE/BLOCK paid 10 times too much for AFTERPAY?
(Paid $29B, but value was $3B)
Assuming SQ did pay too much, how long would it take for the company to recover? Is this a broken stock, or company?
Happy holidays to all and thanks for all the great answers.

Q: Hi 5i
If unable to answer this Q that's okay.
Surprised at 7% price decline on VIGI - International Dividend ETF.

One Top holding in ETF is down 11% ( Novo nordisk) but that is all I can see.
It went X-Div today but the Annual Div is only 1% total.

Is there anything visible in your data that may reveal how in one day a 1/2 year of gains has been wiped out in a large cap Dividend ETF?
Current price is $US 82.58 down $US 6.12

Thanks
DAve

Q: Has your position on ALB changed given the recent election results and the fact that Boric has said that he would look to create a state lithium firm and criticized privatization of the sector?

Q: Hi,

I received an offer via BMO to add to my Otis shares to bring it to a position of 100 shares. This is sponsored by Otis. I received the shares when Raytheon split.

Thoughts going forward on Otis?

Q: Great response to Dennis’ Dec 18 question about today’s Tech sector valuations vs. the 2000 Tech bust – one of your finest. I remember it well. I wanted to transfer my 15K Technology mutual fund to something else, but my advisor didn’t think it was a good idea. It eventually shrunk to 2K. Obviously I do my own investing these days.

My question is actually on ARKK. I do like the disruptor make-up of this portfolio. So, besides your above response, I also think that for this reason ARKK is a more solid investment compared to many dot-com stocks 20+ years ago.

However, on the other hand I respect your response to another question that was specific to this ETF. You point out that “The average price/sales ratio of its holdings is 10X, so it needs to be considered very risky.”

Is there any past history on the average P/S that Tech stocks have typically traded at? Or at what approx. ratio would 5i Research feel “more comfortable” in taking a position?