Investment Q&A

Q: Hi,
I thought the earnings were great and so was the guidance.
Is there something wrong with this stock that maybe I can’t see.
It’s down almost 5%.
Thanks

Q: Dear 5i,

do you like any of these TXN, ADI, TSM?
If yes, how would you rank them from best to least favourite.
Can you give general reasons for your selection please.

thanks

Q: What are your thoughts on this company?

Q: Earnings came out last week and looked great to me but the stock got pummeled.
Comments, please.

Q: Hello 5i,
With all the recent changes at AT&T is it still a good hold? I've had it for a number of years and am still about level. The dividend has been good which helps but less now.
Thanks for your excellent service.
Greg

Q: Decision time...all because WIR.UN is being acquired. When WIR.UN was bought in Cdn loonies, I flipped it to the US dollar side of the account. Now will have US dollars to top up one or more of 44 US positions. But which ones? Like BLK, a very large asset manager with exposure to index ETF that has held up well. Or a specialty retailer, DG. Or TDOC that looks to have a bright future but is down at the moment market price wise. Or finally, XYL with it's water machinery and it has market momentum at this time. Me, looking for your take....like which one or some of these at this time or any others US ones you are excited about. Many thanks for your insights, aka guidance to me.........Tom

Q: Some random musing (ramblings?). In a few-years-old article on Stella-Jones (currently in my portfolio thanks to you), Canadian Business remarked that Brian McManus, CEO of SJ, in respect of SJ's acquisitions strategy, "straddled the fine line between paying a fair price and never overpaying" for acquisitions.
I'm trying to wrap my head around that terrific concept in the context of the sometimes apparently exorbitant prices being thrown around for acquisitions these days (e.g. IPL/PPL/BIP, and lately especially MG/VNE/QCOM) -- which leads eventually to my question:
I can understand why MG would want to acquire VNE -- they are in similar or complementary businesses -- but fail to see the business reason why Qualcomm, a wireless-telecommunications-focused company, would be interested in VNE? And especially at those seemingly-inflated prices?

Q: I hold all of these stocks and want to add to one. Could you rank in order which ones you would be adding to today. TEAM, TTD, U and PLTR

thanks Dave

Q: What are your thoughts on Lyondell Basell? Just saw their results and they were good, it has low PE, good dividend, but looks like no one cares much. I'm not looking for a home run but a stable stock with a good dividend.

Q: Would you buy MED on this drop? Any information on what has caused the decline? Thanks

Q: Hello Peter, Ryan and your amazing team!

Wondering if you could please give me your current take on Guardant Health considering their recent earnings and news about Covid testing. Are you still a strong advocate of holding this stock patiently, with the hope that a significant advancement will eventually propel the SP? Thank you.

Q: Want your opinion on valero, was a recommendation from Wilsey asset management thx

Q: Comments on the quarterly results Friday?

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.

Q: Can you speak to the legal challenges unfolding around PYPL? Legit concerns? I just picked up some shares.

Thanks for this service!

Q: Hello Peter and team:

Do you have an opinion on this stock?

Regards
Rajiv

Q: Hi 5i,

Can you comment on the Q out of TTD?

Thanks!

Q: What does the future look like for these two stocks and with earnings around the corner, which one is a better investment today?

Q: Hi Peter, the earnings beat looked good. Thoughts on the action ? Thank you.

Q: ALB has gone parabolic recently. Is this supportable or time to take some profits?