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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: Hi,

What is your perspective on the travel industry, and what are your recommendations on stocks or ETF US or Canadian or international for 5-10 hold?

Best,
Matt
Read Answer Asked by Matt on June 05, 2023
Q: With no tax implications; if you had a significant short term profit in META would YOU be inclined to take profit and move to another name(s)?
If so what would be your 2 or 3 stocks highest conviction names for a 1 to 3 year hold and why?
Thanks, Hugh
Read Answer Asked by Hugh on June 05, 2023
Q: Peter,

You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?

Thank you

Paul
Read Answer Asked by paul on June 05, 2023
Q: I already own Honeywell and BAE Systems but want to increase and diversify my holdings in Industrials. I know you like ROP, but I am also looking at PAYX, MMM and EMR. I am tempted by MMM, because it is so beaten up and is quite different from my existing holdings, but I worry that it is beaten up for good reason. Could you rank these four industrials in terms of quality for a long term investment, taking into account their current valuations?
Read Answer Asked by David on June 05, 2023
Q: Which of JNJ and GILD do you think is the better quality company for a long term investment? In response to other readers questions, you seem to like GILD, but I worry about its dependence on HIV drugs. Is it diversified enough? JNJ seems more diversified, but I worry about its talc liabilities and slow growth. Will JNJ be a stronger company after the Kenvue spin-off?
Read Answer Asked by David on June 05, 2023
Q: What are your 10 top momentum plays?
Read Answer Asked by adam on June 05, 2023
Q: Please provide an update on POOL.

I am holding it at a 25 % loss in my TFSA.
What are its prospects? Do you still like it?

I understand you love CROX currently, of
Which I currently own a 1/2 position.

Would it make sense to sell POOL, take a loss (with no possibility of harvesting the loss to offset other gains) and consolidate it into CROX?

Please advise.
Thank you.
Read Answer Asked by Amir on June 05, 2023
Q: I would like to get exposure to the semiconductor industry but am reluctant to buy NVDA because of its recent runup. I am considering SMH or SOXX. Do you have a better idea or would it be wise to stay on the sidelines for a while? This may not be relevant but I do hold Fortinet. Your thoughts and comments would be appreciated. Thank You.
Read Answer Asked by Brian on June 02, 2023
Q: Recently ran into some $. Much to my surprise. Was thinking about putting it into IEP. Leaving it and not looking at it for 10 years. Is this a binary bet on high risk/high reward opportunity. How would the dividend be taxed in a non registered account? Over time I may look to move it to TFSA if it bolds well. Thoughts?
Read Answer Asked by Chris on June 02, 2023
Q: Which company to buy at this time for near term price appreciation. Any other suggestions in consumer staples. Your PA suggests I should increase consumer staples (no staples in my portfolio at this time).
Thanks
Read Answer Asked by satish on June 02, 2023
Q: Hi 5i team. Can you please provide your current opinion on BIG ? It is currently take an historical correction.

Is there a serious risk that this company goes to bankruptcy ?
Is the dividend sustainable ?
Is the current correction is accurate or exaggerated ?, amplified by the current market ?


Thank you,
Read Answer Asked by Luc on June 02, 2023
Q: 1.We have a bit of a debate going on regarding the merits of shorting stocks and doing so when they have the kind of pop such as Nvda had last week.

If someone shorted $10,000 of Nvda at the close of business last Friday, how much would be lost as of the close of business today ( Thursday)?


2. AVGO Same type of situation: buy AVGO end of business yesterday….and loss as of today ( Friday ) close ?

Thanks.

How would that person minimize his loss ( other than by NOT shorting it in the first place )?


Thanks
Read Answer Asked by Donald on June 02, 2023
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