Investment Q&A

Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?

Thank You

Q: Any idea why this one is selling off so hard and fast? Does it have to do with AI competition from google? It seems it fell right out of favour about the time i bought it.

Jason

Q: Is there an ETF that has all these 7 companies pls?

Q: Is Unity worth buying back in at these levels? Got a nice shoutout from Apple yesterday

Q: Palantir stock has almost doubled over the past couple of months. Do the fundamentals warrant at least a starting position at this point or is it better to let it settle down for a while. What are the insider holdings and has there been much insider activity over the past six months. Thanks.

Q: Can't find any news, is there something up?

Q: US banks have been struggling for a while now. What needs to happen to change investors’ sentiment towards the US banking sector?

Q: I am considering adding to my current position in ABBV.

The stock is down close to 18% since the last earnings report. I'm sure the whole Humira thing had been priced in all along, but as of the last report, has the company outlook really changed that much to justify the size of this pullback? Are you comfortable with adding at this point, or should one have patience? I think the debt continues to be reduced quarter by quarter, which should help.

Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective

Q: For an income investor, do you recommend these stocks, and what is a good entry point? Is it time to buy or wait? Thank you.

Q: I read an article that suggested MPW is improving with its issues. Do you think this is the case? I am an income investor and have half a position that is underwater. I am wondering if I should add at this point? What would you recommend?

Q: Is PLTR a stock to buy and if it is a buy what do you think it will go to? or is there something better out there.

Q: Is Yeti a buy sell or hold in your opinion? I love their products but the stock isn't acting well. Thanks.

Q: two questions - for CDN. investor with CDN dollars what ETFs do you recommend for the semi-conductor space and us technology - thanks

Q: Further to my earlier question regarding covered calls, can you please suggest some higher volatility US names that would be suitable. Your 2015 CMS article advises the use of companies with no debt and excess cash that are more volatile than the market. I would imagine this points mostly to mega cap tech names, but some diversity in the list would be appreciated. Thank-you.

Q: Hi All At 5i!
Is it too late to invest In ASML? It has increased in price quite substantially. What would you consider to be a good entry position?

Cheers,
Tamara

Q: This weekend’s WSJ quotes Sun Communities as saying that while there are 11.2mm RV-owning U.S. households, there are only 1.7 sewer/water/power hookups for them to park at. Do current North American demographics suggest a strong future for SUI? If so, is it the strongest option in the Snowbird/alternative residence space?

Q: I hold SNPS at a 2.01% weighting in the total portfolio. And in the US only portfolio, SNPS weighting is 5.04%. The other two individual portfolios are Income and Balance.  SNPS has risen quickly lately....and my reading is that it is related to AI as its "software automates the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution" But there is chatter that the current price, $449, is way above the fair value that might be as low as $310. Question for me....do I trim back or just ride this out??
What says 5iR??? Thanks for your insights..............Tom

Q: again thanks for smci.
where do you stand now on smci,do you think it has more room to run. dave

Q: Hi All at 5i!!
I was reading an article in the National Post by Barbara Shecter and it made me a little uneasy. The article was about Shadow Banking and its potential risks. She mentioned Blackstone and Brookfield. My question... I own both, but I am more concerned about Blackstone and its exposure to poor corporate loans and office real estate , among other things it dabbles in. I am up in the stock and wondering if I should take a profit. Is the company in for some trouble ?
Thanks,
Tamara