Investment Q&A

Q: In order to get in to the auto sector especially E.V. What is your opinion about Stellantis NV (STLA). which gives access to both U.S. market and European market.

Q: Hello

Can you please give me your outlook on Anthem, whether it is a good stock to hold and what would be your entry point ?
Can I get the company's valuation please.

I has some holdings in Merck and I would like to have your outlook as it has been going sideways for the longest time.

Thank you

Q: A Motley Fool article on Friday described UPST as a meme stock, which it defined as a stock with high short interest and/or gamma squeeze potential and popularity on social media platforms. Would you agree with this?

Q: We are often reminded that one should not try to time the market, and that it is time in the market that counts. But would you be in favour of an investor re-weighting to more defensive positions if one is worried there is a "correction" on the horizon, for example if the Delta variant explodes Covid numbers, there is a gov't policy or interest rate change, an external shock with China, etc, ? If one was going to make that change, can you pls provide 10 names that currently would be more defensive? Thank you for your very excellent service.

Q: ATER This stock has gone crazy ! Up 25% today as I write this. Price now $12.70 , yr. low $3.04 and yr. high $48.99 What exactly do they do and would you buy in ? Let me know what you think and thanks.

Q: I have some new funds to add 2 positions. I wish to do so in some USA companies. Even though the US is not your primary focus here, and you are not aware of the make up of my portfolio, can you pls provide your view on which 2 of these 4 names you would consider best and why? Looking for a long term hold, with dividends being less important. Thank you for your very excellent service.

Q: Good morning! Your thoughts on earnings and the longer term potential for this company? Seems like some pretty big disruption taking place?... thx, M

Q: Could I get your comments on CPRT quarterly results last night

Q: Hi 5i team. Can you comment on BIG. Is this company still in good financial shape for growth and increasing revenues? Or is there something that might negatively affect it? If fundamentals still look fine, would this be a good entry price point?

Q: Good morning Ryan, Peter, and 5i Team,

Given the recent earnings miss and resulting downward momentum of WW shares, are you still confident that the thesis for investing in Medifast holds water? If not, might you suggest which one of your favourite US growth stocks (any sector) that you might currently prefer over Medifast? Thanks for your great service!

Brad

Q: Is ABNB still a long term hold with the lingering concerns with COVID delta variant and likely future variants? Thanks.

Q: What is your opinion of Stelco?

Q: What are the top Artificial Intelligence companies to invest in at this stage, if one is looking for a ten year time horizon and multi-bagger potential with a very high risk tolerance.

Q: Jean Francois tardif chose this one as a top reopening contender to benefit from the reopening trade. It hasn’t panned out. Do you like the company? Would you keep holding ? Thank you

Q: I do not see this company in your data base, please add.
SKIN Beauty Health Co
Can you please tell me a bit about it.
Is it a buy, hold, or sell.
Thank you

Q: What is your take on AI ?would you be a buyer right now?
You see a very bright future for this company?
If you want to buy a stock in a US company what would be your top 3 be,regardless of sector?

Q: Hi,
I was looking in questions and could not find anyone who asked about the last quarterly results.
Could you provide your take on the latest quarter please?
Also, what are analysts expectations over the coming years in terms of growth for revenues and EPS? On a forward basis what is current PE?
Thanks,
Dan

Q: I own the following in my US-denominated TFSA:

ADBE, DAL, FIVE, PYPL, PAYC, TOL, SLQT, GOOG, AL

The goal of this account is high-conviction, long-term growth strategy, focused on eight US equities, with a risk profile somewhere in between that of your Balanced and Growth portfolios.

A) If I had to sell one of the 9 holdings listed, which should it be?

B) Are there any others that should be sold in light of the investment goal stated?

C) Which of these should I add to, if any, or, which new postition should I consider (US market only) that would complement the existing positions well? Please note that I am already fully-weighted/over-weighted in FIVE, GOOG, PYPL, and PAYC.

Thank you. Please deduct the appropriate number of credits as needed.

Q: I hold the US portion of my portfolio in my RRSP. It represents roughly 20% of my total investment. I do not need to convert to RRIF for another 5 years and at that time will be taking the minimum required.
I currently hold ZQQ; ZPAY; ZDY; ZWH; ZSP.
I am thinking of switching my holdings to the following in roughly equal amounts: ZPAY; VUN; ZSP; ZNQ; XSU.
The objective is to get better coverage of the total US market through XSU and VUN. Maintain coverage of S&P 500 through ZSP. For Tech switching to non hedged via ZNQ. ZPAY will still provide good income with perhaps some downside protection through its options strategy.
Your thoughts and recommendations of alternatives.
The rest of my portfolio in my Non-Registered account and TFSA follow a mixture of your 3 portfolios which by the way have provide me with a return of 12 - 15% in the past 6 plus years.

Q: legato merger corp what about this merger with algoma