Investment Q&A

Q: I heard today that Meta announced (rather quietly) that they will be diluting shareholders by printing $425M more shares to give employees in SBC to try to keep them after the big price drop over the last while. I was continuing to hold META because I think it still has a decent shot at growing in some of its rev streams and the metaverse could be successful for them. But this dilution irks me more than the the price drop. What are your thoughts on this? Do you see this as being more of a reason to maybe exit a position in META?

Q: Hi 5i,
Can I please ask your opinion on Darling Ingredients today?

Q: I have no Healthcare companies in my portfolio. What names are you presently recommending; Canadian and/or US $. Thanks.

Q: I recently sold CRWD and bought PANW for a tax loss, would you recommend repurchasing CRWD or stay with PANW?

Thanks for your service!

Q: Happy New Year to the 5i crew. A question regarding EXLS, it's had a very nice climb since early 2020 and has more than tripled. The PB and PS look reasonable for a growth company but the PCF looks quite high. Is there more gas in the tank over the next 1-2 years?

Q: Thoughts on Mara as an investment? Crypto could be poised for a bounce here. I’m not thinking Long term with this company though.
Have insiders been buying/selling?

Q: A recent Financial Post article stated larger-cap, profitable and good cash flow stocks will be the place to invest in 2023. Would you please suggest 5 Canadian & 5 U.S companies that meet those conditions. Thanks … Cal

Q: I had asked a question about a year ago about companies of interest for EV investing and I had not mentioned WBX but your answer came back as ranking it #2 out for 4 companies. Since then it has tanked more than 80%. Could you update your opinion on this company and share your insights of why it has faired worse than the others despite your ranking,

Q: Happy New Year !
A bit of income, a bit of growth. For a long therm retired 79 is the whole thing sustainable?
Thanks
Dan

Q: Thanks to the 5i team for all the great work amongst a very tough 2022! I wish you and yours all the very best for the new year.

I really appreciated and learnt a lot from the various indices/metrics that you used in your market update emails, especially circling back in the most recent one to update the trends. Looking at the various indexes you explored last year, it made me wonder if there was an index or metric that tracked digital advertising to look at trends through time (e.g., have things bottomed and more are spending on digital advertising). As a holder of companies like Google, Digital Turbine, and The Trading Desk, I am interested to know if there is an index/metric out there to follow trends in digital advertising. If there is, could you use it to suggest what the general status of digital advertising is and how it might help inform adding to positions of GOOG, APPS, TTD, and others (if you have higher conviction names to suggest).

Thanks so much for all you do and wishing everyone a strong investment year in 2023.

Q: Your thoughts on AFRM? Would you put some money to work here if you assume the Fed 'pauses' in a couple of months?

As alway, thanks for your great input.

Dave

Q: HI Peter and Team,

Any thoughts on what is causing CF industries to get smashed the last few weeks? It's down something like 20% since mid-December or so.

Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!

Q: Hi Peter, following the merger of MNRL and STR we now own STR. Please offer your opinion of the combined company and whether you would continue to hold. Is there an alternative you like better ? All the Best to you your 5i staff and to all the members here for a prosperous and Happy 2023. Paul

Q: Which one do you like more for 3 to 5 years. ASML or ANET?

Q: when momentum was in vogue price to sales was a favourite measuring stick for valuing tech companies. so it would seem to make sense to apply this metric in the current environment. accordingly what are the historical metrics for MSFT GOOG. AMZN and what are the latest price to sales metrics for these 3 companies. thanks Richard

Q: What are a few non-tech, non-financial stocks that you are high on right now?

Q: hi. can you rate these as a buy, sell or hold please. long term investor
cheers, Chris

Q: what is the best stock for a.i. investing in?

Q: Would you recommend investments that invest in shares if individual art? Any in particular?