Investment Q&A

Q: Greetings 5i, for each of these 2 companies, what is the maximum percentage of the portfolio to which YOU would be comfortable letting them run. Thanks!

Q: Do you have a preference between these 2 stocks? Can they both be held?

Q: 1. The drop in UBER’s share price seems overdone. Would you agree?
2. In your view is Uber keeping pace with the deployment of “advanced” AGI in its platform?
3. Is Uber’s management still capable of holding its own in a knife fight with Tesla, BYD, or Waymo?
4. I have used Uber in several foreign cities and am impressed by the superb level of service . Notwithstanding the query in (2) , my concern is not management but more the likelihood of Uber facing challenges from municipal governments and taxi- operators. Uber may not be out of danger from regulatory and other hurdles. Your views?
5. What do you have for forward P/E, and PEG ? (Sites I use depict wildly different ratios).
6. Do you consider Uber a buy ? If yes, what price levels would a buy seem reasonable?

Many thanks. All the best. :ao:sab

Q: Today INMD released another negative update for their upcoming earning release. Rev's dropped again, and they've lowered guidance again. They say due to stronger than expected head winds, again. I know the margins are strong, and they have a ton of cash, but the business keeps declining. Would you consider this one a hold to see if they turn things around or is it time to exit? Thx

Q: Happy new year to all of 5i thank you for all your support over all the years it’s great having such a great team on my side. When it comes to Lilly being down 20% from the high last year is it a decent time to pick up a 1/3 position? (new position and analytics says health care is short)

Q: Hi 5i, can you give me the names of 4 or 5 large cap pharmaceutical companies that are buyable now. Also I'm looking for 4 or 5 Biotech companies with one drug in the market making money and maybe something in the pipeline that looks like it has a good future? for example TGTX.

Q: With all the noise around Mr. Trump I’m thinking your
Canadain dollar could take a beating.
How could someone hedge against this possibility,I
Have been buying two etf’s zmid and vfv thinking that if the cad goes down these two etf’s will go up ?
Thank for the help
Sam

Q: Hi 5i,

Looking for more exposure to the space industry. Currently own MDA but I am looking for additional stocks in the industry for a long term 10yr+ hold.

Would you be able to recommend any other Canadian/US stocks that are similar (and most likely larger) than MDA?

Thank you in advance and Happy new year!

Greg C.

Q: Does APP have a moat at all?
Are there short sellers or is it a candidate for short sellers?
It employs AI but is there much risk that another firm uses AI to knock out its momentum?
What other risks do you see it has?

Q: Happy New Year to all of you,
I am heavily weighted in US.. I would appreciate your thoughts for US investments under Trump, for next two years: what do you think will be the top 3 performing sectors? And, what would your top companies be in each sector? Thanks

Q: I am looking for your top five CA and US stock ideas which capitalize on the AI boon, regardless of market cap. As well, what are your top three US cyber security ideas? Reasons for your picks would be appreciated. THX.

Q: Dear Peter:

Is INTC a value play or Value trap?! Is it a turn around candidate or a potential "taken over" candidate?

QCOM offer seems to have faded!

Just for the heck of it I asked the two of the popular AI apps, Chat GPT 3.5 and Perplexity about this. I got some interesting answers! Perplexity was more "informative" and thought it could have a target price of 40$. A double from it's current price level. Chat GPT3.5 on the other hand demurred! Perplexity also thought Private Equity firms like Apollo, or AAPL/Samsung or some Sovereign wealth funds like Mubadala(Abudhabi) may be interested!

As you well know one can get different answers depending on how one poses the questions to these AI chatbots!
Words do matter with AI apps I have found out.

It is struggling to stay above 20$. Where is the floor?!

Any words of wisdom?

Q: Happy New Year! I like investing in themes (aging population, infrastructure, internet retail, water, security ect) and am wondering if you have 3-4 thematic stock suggestions that you think are interesting here. So ya know, I am chock full of AI names at the moment as you might guess. Thanks

Q: Thoughts on this stock?

Q: Hi I was hoping you could clarify an answer you provided on January 7th about NVDA and trimming below 10%. In past, you have said “ let winners run.”

I’m torn with which approach to take as it seems contradicting. I do hold a very large position in NVDA (exceeding 10%) and need some clarity. Thanks so much.

Q: I would like to purchase a NASDAQ ETF and S&P 500 ETF for a long-term hold 15 years plus in a TFSA account
1. Should I buy in USD (QQQ, VOO)or CAD(ZNQ.TO,XUS.TO) I am wondering how the returns are affected if the cad appreciates in future ?
2. If I buy on tsx am I correct in thinking no tax will be withheld as it’s in Tfsa account ?
My ideas : NDAQ QQQ XQQ.TO ZNQ.TO
VOO. XUS.TO ZSP.TO HXS
Appreciate your opinion as to best ones to own
If you can rank best first
Thank you again

Q: Hi Peter,
I want to invest in a large cap energy stock that is well run, with solid balance sheet and generate increasing free cash flow. Valuation is lower than peers with lots of upside for capital gain. I’m debating between SU, CNQ and CVX. Which one of these would you pick and why? Or if there is another better candidate? Thanks.

Q: Between the two, which would you buy today?

Q: May i have updated analysis of this company please?

Q: there have not been any questions for quite some time

your previous comments were not very favorable

the sp peaked in may and has come off considerably. i would think that oil shipments would be robust given geopolitical turmoil

what is your current view

also, how is a plc taxed in a cash account and tfsa

thank you