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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 Peter and Staff
I've learned that sector reallocations can sometimes be cured by changing your allocation % to sectors or by moving a hybrid company from one sector to another. Having said that what would you say a proper allocation between technology and consumer discretionary is for Amazon?
thanks for all you do
Dennis
Read Answer Asked by Dennis on August 30, 2021
Q: I was looking at a list of your past picks that haven't been mentioned for awhile but they seem to be doing quite well. In fact, they have as good a track record as some of the US stocks you mentioned recently. Mastercard which I own is under water over the past year, I am thinking of selling it and the above 2 look like good replacements. Preferably, ZS. Do you still pay attention to these 2?
Read Answer Asked by Dennis on August 30, 2021
Q: Would welcome your interpretation of the recent Quarterly Results reported from Roblox, and your opinion on the merits of holding a position in the stock as part of a technology growth-oriented portfolio, or identification of any peers that may offer a better risk/return for a 5-year hold. Thanks as always to you and your staff.
Read Answer Asked by Michael on August 27, 2021
Q: Hi. I'd like your opinion on SHAK as a long term investment. With its strong brand and small(ish) number of locations, over the next 5 years do you think they can deliver similar/better/worse revenue and eps growth numbers that LULU and CMG achieved over the past 5 years. Thanks a lot.
Read Answer Asked by Clinton on August 27, 2021
Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.

Any chance you’ll be adding US companies to the Reports one day?

Thanks

Nick
Read Answer Asked by Nick on August 27, 2021
Q: I'd like to invest (5 year time frame minimum) in one or two leading companies that are benefitting from the drive to optimize water resources. Could you rank the best opportunities in this list considering growth, valuation, moat, and stability? Any names missing from this list?
Read Answer Asked by Thomas on August 27, 2021
Q: Hello Peter, Ryan and 5i Team,

I have held a small position in Crawford for a number of years, mainly for its dividend, low price/volatility, and as a hedge for extreme weather impacts due to climatic change. It tends to do well when there are events that trigger large volumes of insurance claims, as insurance companies can't handle enough claims with in-house staff and then outsource to Crawford & Co. Can I please get your take on this investment thesis and the company? Do you think it's a reasonable hold or do you have a better suggestion in the sector. Thank you.
Read Answer Asked by Bradley on August 27, 2021
Q: Retired I am a growth inclined investor. I have AAPL and PYPL in my taxable account for over a year and have bought and sold AAPL twice in the past 5 years. AAPL has been very good to me. The current evaluation I find is expensive. There would be a tax impact but I have no other choice but to sell either PYPL or AAPL to make room for APPS. Would you make the switch or not and if so, which security would you sell?

Thank you for your very helpful service.
Read Answer Asked by Yves on August 27, 2021
Q: Good Morning, For a 2-3 year hold, which two of these stocks listed would you consider adding to at this time. Thanks. Brad
Read Answer Asked by Bradley on August 27, 2021
Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.
Read Answer Asked by Simon on August 27, 2021
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