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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: What are your favourite US oil and gas names and one ETF. Thanks and Greetings. Peter.
Read Answer Asked by peter on March 08, 2022
Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?
Read Answer Asked by Andrew on March 08, 2022
Q: What are your favourite stocks at the moment with low PEG ratios, solid earnings growth and strong balance sheets for long-term holds?

Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?

Thanks
Read Answer Asked by Angus on March 07, 2022
Q: About 25% of our portfolio is in US stocks - very tech heavy (APPS, CRWD, MSFT, MTTR, NVDA, QCOM, TEAM, U) with only XYL as a non-tech holding. I would like to add GOOG, BKNG but would prefer not to transfer more CD$ to US just at the moment. Would appreciate your thoughts on cashing my XYL (down about 10%) in order to buy GOOG ?
Also, my NVDA and QCOM are at about 4.5% each of total CD/US $ portfolio, with good profit. Would you trim a bit of both to invest in BKNG or leave well enough alone for now !
As always, many thanks.
Read Answer Asked by Alexandra on March 07, 2022
Q: Can you please comment on this company. The stock keeps falling while the company is ready to launch their new SUV. There is a news that it is heavily shorted off-exchange (dark pool). Is this even possible?
Read Answer Asked by Imtiaz on March 07, 2022
Q: Can you please comment on earnings. Was there anything that stood out in the conference call (either good or bad). Portfolio Analytics notes I should increase my exposure to consumer defensive and US holdings. Would you recommend starting a position in COST within an RRSP? Lastly, from an educational stand point, what metrics/factors (financial and non-financial) are good to look at when exploring/assessing a business such as Costco.
Read Answer Asked by Justin on March 07, 2022
Q: Hi 5i team
I'm looking to add 1 stock to my TFSA. I'm considering Kinaxis or Descarte. Which would you add. Also curious as a good price entry point for both.
I am also considering adding Booking Holdings to my RRSP. What are your thoughts and also would appreciate a good price entry point.

Thanks Peter,Ryan and team for your valuable guidance.
Read Answer Asked by Gilles on March 07, 2022
Q: Could I have your best single selection for both US and Canada for a conservative investor in these 7 sectors - energy, global defence, cyber, pipelines, utilities, consumer staples and defensive growth within software tech. Thank you for the help.
Read Answer Asked by Ken on March 04, 2022
Q: Hi!
My question is around what to do with high growth, unprofitable technology companies that were once huge winners. If one has a small portion allocated to these companies, does it make sense to hold and one day things could turn and these stocks can gain again. There is so much talk to switch to value/cyclical/materials and that trade can last for a very long time. My guess is you favour diversification which I have, but of course wonder if these unprofitable tech names can go down another 50 percent and will they ever recover?? Which of the high growth unprofitable tech names would you be adding to or would you only add to profitable tech like Meta, Amazon, Google, etc...
Thank you!
Read Answer Asked by Neil on March 04, 2022
Q: What do you think of Incyte's product line, long term upside/or downside potential is? What are the pros and cons of this stock, concerning the market they are in and where would they rank against their competitors, the financial ratios, insider buying/selling(which alerted me to this stock) and your opinion on the management ? Would you consider it a buy, hold or sell at this time? Thanks
Read Answer Asked by James on March 04, 2022
Q: I am looking to find some software stocks with excellent Net Revenue Retention rates and strong revenue growth that should make for bounce candidates/long-term compounders if the tech market turns. What are some of your favourite CAD and USD names with NRR above 110% and revenue growth of at least 30%?

Do you like any of SMAR, ASAN or MNDY?

Thanks
Read Answer Asked by Angus on March 04, 2022
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