Investment Q&A

Q: Hi, Eddy Elfenbein mentioned Waters Corporation in his latest newsletter, and there hasn't been a recent question on it. What do you think of it at current valuations for a long term hold? Do you see any red flags? Many thanks, Michael

Q: I want to buy Amazon and was wondering if it would be better for me to buy in Canadian through the neo exchange. I wanted to avoid having to pay currency conversion fees. Also wonder if this would prevented me from paying 15% withholding tax?

Q: What are your updated thoughts on these two companies as long-term investments?

Q: In light of the market backdrop & the poor Q on Aug 8 resulting in a 14% haircut that day along with your comments,I humbly and painfully think it will take time for PLTR to recover.Have a 50% loss. of which 66% of shares in my investment a/c & balance in Tsfa.Thinking of selling & replaced it by better stocks like Goog,Amzn,Bam.a,Atd.Please provide u opinion & rank the above stocks starting with best.Please feel free to provide 2 or 3 stocks that u prefer. Please comment on Mgni Q2 results released today.In After Hours it was at $8.61, a drop of 6.82% Again its it timely to sell at some 53% loss in investment a/c and replace with above stocks.Please comment. Txs for u usual great services & views

Q: I purchased VZ about 6 months ago. The thesis was that it was a safe stock to hold during a market correction and it also paid a great dividend. Since then, the stock has plummeted 15% - not much of a safe place to be.
In your opinion, is VZ now a hold in an income portfolio, and is the dividend safe?
Many Thanks

Q: hi 5i,
can you give me your top pick for a semiconductor stock for long term hold. and if your pick is not Intel (which I assume it will not be ), can you advise re intel as a long term investment (I like dividends ). also, can you provide advice on Camtek ltd. (CAMT) please (it won't auto populate the "enter company" box above. cheers, chris

Q: I want to thank all of you at 5i for this excellent service that you provide. This question is concerning the takeover offer put up by applovin. Is this a low ball bid? Is it a possibility that another company might give it some loving and bid on it as well (bidding war)? I’m under water so I’m just contemplating when to crystallize the loss. Please deduct as many credits as required.

Q: Noticed some insider buying by the CEO and the recent pop in the price despite lots of negative news headlines….could you go through the long term and short term pros and cons for this stock

Q: Hello, I saw that there are seven new CDRs from CIBC: Verizon, McDonald's, Nike, Starbucks, Coca-Cola, United Health, and Cisco. Without going into the CDRs versus buying on American exchanges debate, I am curious to know if some of these stocks are worth buying today, which ones, the reason why and in what order (from most compelling to least)., presumably for a 5-year holding period. Thanks.

Q: Everyone, I need to sell GOOG to crystallize losses and buy back in 30 days. What would you buy as a substitute? Clayton

Q: Please give your thoughts on LOGI and HOOD at their current valuations. Thank you.

Q: Assuming we are due for a rebound, can you provide your top 5 Canadian and top 5 US growth stocks that you would be buying today for a 3 year hold. Any commentary would be helpful.

Thanks for all your great advice.

Q: hi folks, thoughts/opinion of Q1/23 results for Digital Turbine Apps/q....like most beaten tech stocks...numbers & guidance seemed okay..not great...but they are profitable, & company seems to be doing better than others in their Sector...took full positon at $20sh and very happy to hold thru the tech rout...merci beaucoup for all you do...jb Piedmont QC

Q: Does the recent earnings release provide some clarity on EPAM short and longer term? Would you consider it a buy? Thank-you

Q: I was just stopped out of CG on today's ex-dividend date. The stock took a precipitous drop, apparently, due to the announced departure of Kewsong Lee. I realize that this kind of thing happens all the time; however, is there a materially negative issue that should preclude my re-purchase of CG?
Thanks,
David

Q: MPW pays a dividend of some 7%. I do hold a small position and am wondering if I should maintain or exit. I like the yield but in the past I have not had capital appreciation success with "high yield" stocks and usually ended with a net loss. I don't see any reason to exit except the high yield is telling me the market knows something I do not. Am I "over-reacting" ? Thanks John

Q: Is starbucks stock a good investment

Q: Can I please get your view on the takeover bid for Atlas (ATCO). As a shareholder I'm tempted to sell but would appreciate your thoughts.

Thanks

Q: My daughter opened her first TFSA a few years ago. She is planning on using it to save for retirement, so has a very long time horizon. She has 25% in ZSP (S&P 500 ETF) and 15% in XIT (Canadian technology ETF). Together we chose some fun stocks to complete her portfolio. We are happy with most of our picks – Disney (DIS), Crowdstrike (CRWD), Intuitive Surgical (ISRG), Snowflake (SNOW) and CN Rail (CN). But we are wondering about four – Twilio (TWLO), Etsy (ESTY), Paypal (PYPL) and Upstart (UPST). All have dropped since she bought, but what do you think of the longer term potential of these? Would you swap any out? If so, for what?

Thanks,
Kim

Q: Hi, I am looking for quality US stocks that do not give out a dividend like BRK.B and GOOG and are unlikely to start issuing dividends in the next years. Can you suggest 4-5 other names?