Investment Q&A

Q: Good Morning Peter & Team,

Financial Performance has been mentioned as strongly profitable with a net profit margin over 45%. Year-over-year Quarterly revenue grew by almost 60%. Everything looked great. I took on a position and am now down over 10%. I know you never comment about personal rules one of which for myself is if it drops 10% below MV sell because only the pigs get slaughtered on wall street.

You're advice regarding what I should do (buy/hold/sell), is there any explanation you can provide why there there was a precipitous drop today, and would you remain bullish on this name?

Thanks for all you do

gm

Q: ABBV has had a good run recently. So good that it is now trading at a PE of approx. 32 from what I see. I see revenue has been consistently climbing, and P/CF appears to be a bit lower than it's historical numbers. However, according to Morningstar it I see that it is trading at approx. 1.2 above fair value - historically high for ABBV.

What are your thoughts on this stock? Will the revenue drop a year or two once the Humira patent cliff is hit? I'm assuming this may all be priced in. Just wondering if in your opinion the valuation has become stretched, or can be justified.

Thanks,

Q: Is this a good price to buy at today? What is your view on the Multi-year deal with google. How do you feel this will impact future growth and profitability. Day of the announcement saw an early morning +10% , only to erode by end of day. Reason for such impact?

Q: I've got room in my TFSA to move in shares of either ADBE or CRWD. Which would you think would have further upside from here?

Thanks so much for your valuable service.

Q: Hello, Just came across this ETF and it looks like an intriguing way of investing in the EV and battery ecosystem. I note it is off its highs and wondering what you thought of this ETF. Thank you as always and Happy New Year.

Q: How do you see the airline industry objections to the rollout of 5G by companies like Verizon affecting VZ's stock? Also, how is it possible to invest what sounds like so far billions to just now get to this potential non-starter? Why wasn't this 5g conflict with aircraft uncovered by the telcos in early days? Thank you.

Q: Considering the purchase of one of these two companies.
Both have had a nice pullback recently and Oracle has made a big purchase. Could you give me your opinion of both (plus and minus) and which would be your favourite for a 4 to 5 year hold.
A happy new year to all and a healthy and a prosperous year.
John

Q: Hi guys,

Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim

Q: Looking to increase industrials in my US TFSA account, would you recommend F or J or a combination of both for a 3-5 year hold?

Q: Is this a good entry point for CRWD:US?

Q: I have done well with TEAM over the years but the stock appears to be dropping. Any change in fundamentals? Hold,sell?

Q: It's time to make my annual TFSA contribution. The goal of my TFSA is long term capital appreciation utilizing a concentrated, high-conviction portfolio of US equities, with risk profile somewhere between that of the 5i Growth and Balanced portfolios.

Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.

Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.

Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.

Q: As the Electric Vehicles become more mainstream I was wondering if its time to buy into the market. Have you been watching any of the EV players such as Tesla, Rivian or Lucid?
Also, what are your thoughts on Lion Electric her in Canada?

I was thinking of buying a small position in one or two of them just to not entirely miss the opportunity to be in on the beginning.

Thoughts?

Thanks
Warren

Q: Peter, would appreciate your current thoughts on these names. Big thanks to you and your team for another year of great service, Safe Holidays and Merry Christmas to you all. Paul

Q: QCOM, AVGO, TXN

Your thoughts on which of these would be best in the new year.

Thanks

Q: What is your current view on UPS and FedEx going into 2022? Do you prefer one over the other for a new position?

Q: Looking at transferring one of these stocks from a margin account to TFSA. Which one would you suggest? I know both of them have risen to great heights during 2021 only to settle low, but am looking for your opinion on where their growth story standsy.

Q: What are thoughts on HireQuest, Inc. (HQI). The share price seems to have broken out this year. Their niche seems to be quite timely given the labour market situation in the U.S. They also appear to be consolidating a highly fragmented industry (which is something I always like to see). Any thoughts or aspects which I may be missing?

Thanks,
Scott

Q: this spin off from realty income has crashed and trades at 6 x ffo. your opinion of this reit please

Q: Happy New year to the 5i Team,

Nice to see the CEO and other insiders buying on Dec 29th, same day I decided to take a position.

My request is, please provide comparison metrics to their piers in this space. In a past post you mentioned it could be a takeover candidate, who would possibly be interested if you had to guess?

Thanks again for your valuable service!