skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: It's time to add to my TFSA. I own ADBE, GOOG, AAPL, NVDA, PYPL, QCOM, CRM and TOL in this account, where longterm growth is the investment objective. Should any of these be switched? Please recommend replacements if so and ignore sector/market cap considerations. I wish to add to either NVDA or PYPL, which of these should I add to? Deduct as many credits as required. Thanks, and wishing you all the best for 2023.
Read Answer Asked by Walter on January 10, 2023
Q: I'm looking at your answer to Shane's Jan 5 question about your caveats on recovery of stocks. Do you see any of the stocks listed here whose recovery may be limited and if so, which ones and based on which caveats? Thank you.
Read Answer Asked by William on January 09, 2023
Q: I thought that I had asked this question before, but I went through 6 web pages of "My Questions" and came up empty.

What would you say is the "most" CSU-like stock in the US? Thanks again!
Read Answer Asked by Danny-boy on January 09, 2023
Q: I just wanted to circle back to one of my last questions around META to confirm something. I had a typo in my question where I said $425M shares but had the dollar sign accidentally, making it seem like the buyback was $425M dollars in shares, but in fact its 425M shares, which is obviously WAY more of a spend. You mentioned that there would be no dilution since their recent buybacks outweigh the new share increase. But with the correction mentioned above I believe it would put the 2023 share count a fair bit higher than the 2022 and 2021, which hasn't happened for a number of years for FB since they've been lowering the share count since 2018. Does this add up, and is META in fact diluting a fair bit with this move? Thx. I see 2020: 2,851B
2021: 2,815B
2022: Not sure
2023: With addition of 425M shares, somewhere above 3B
Read Answer Asked by Adam on January 09, 2023
Q: Hi,
Of this list do any of these names have concerns and if so, what might they be? Are there any you would wish to wait longer before buying? Any you do not think appropriate buys in this market? Others you feel are more compelling? If you were to buy these, in what order would you do so? I know - lots of questions - feel free to deduct accordingly! My preference is for stability of future earnings, lower or no debt and the dividend is a bit of a bonus, but not something to rely on. Many thanks!
Dawn
Read Answer Asked by Dawn on January 09, 2023
Q: Hi 5i happy new year! I believe its time to step into US perpetual preferred shares due to interest rates. I'm having problems finding these and I'm hoping you can help. Quality needs to be high to the highest as this is for my retirement. I am an advocate of diversification so please if you can have a few stable sectors listed, thanks!
Read Answer Asked by Mark on January 09, 2023
Q: I noticed that your position on Google has changed in the past couple of months. Previously, you were always recommending it as #1 stock for growth/risk combination, lately I don't see this recommendation anymore. At the moment, it is the worst performing stock in my portfolio and I am down over USD $20K on it. Unfortunately, it's in TFSA portfolio, so I cannot sell and claim cap loss. Do you still believe in bright future for Google considering the challenges (e.g. Microsoft combining efforts with Open AI to integrate chatGPT in Bing and challenge Google search dominance and, by proxy, ad revenue)? Considering that the stock is held in TFSA, would you keep it or sell and replace with something else? If you recommend selling, please list your suggestions. What is your current recommendation on the US market for better growth/risk equilibrium? Thanks!
Read Answer Asked by Michael on January 09, 2023
Q: Happy New Year to all at 5i.

It's time to once again figure out how to invest this year's TFSA contribution in my growth orientated portfolio. Like most Canadians, I probably have quite a home country bias so I thought for 2023 I would look at US companies available through CDRs to avoid currency conversion expenses. (I do already own GOOGL, CRWD & PINS). I wonder if you can suggest 3 or 4 USA growth companies that are available as CDRs.
Thanks
David
Read Answer Asked by David on January 09, 2023
Q: Good day,
I own NVDA, which is down quite a bite, as is the case with all tech stocks. However, I came across this report in Entrepeneur which I thought was worrisome. Now, I know nothing about this magazine. I'm wondering if you might comment on it. I noted that you did answer a question on November 23 that partially addressed these issues.

"For the fiscal 2023 third quarter ended October 30, 2022, NVDA’s revenue declined 16.5% year-over-year to $5.93 billion, and its gross profit fell 31.4% year-over-year to $3.18 billion. Its total operating expenses increased 31.4% from the year-ago value to $2.58 billion, while its non-GAAP operating income declined 54.6% year-over-year to $1.54 billion.

In addition, NVDA’s non-GAAP net income and non-GAAP EPS decreased 51% and 50.4% from the previous year’s quarter to $1.46 billion and $0.58, respectively.

In terms of forward EV/Sales, NVDA is currently trading at 13.43x, 420.8% higher than the industry average of 2.58x. Its forward EV/EBITDA multiple of 58.10 is 364.6% higher than the industry average of 12.51. In addition, its forward Price/Sales ratio of 13.47 is 429.4% higher than the industry average of 2.54.

Analysts expect NVDA’s EPS to decline 39.3% year-over-year to $0.80 for the fourth quarter (ending January 2023). Its revenue estimate of $6.02 billion for the current quarter is expected to decline 21.2% year-over-year."

Thank you for all your excellent work.
Read Answer Asked by jeff on January 09, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!