Investment Q&A

Q: If you go back in time anywhere from today to a few months, a lot of stocks have a previous low whereas with NVDA and AMD it is not the case, they continue to make lower lows for a lot longer than a few months ago. Have you got a reason why? SW has been performing very well for quite some time but I didn't buy it because 5i has not been too fond of it. Is this still the case? Thank you

Q: Good Morning. In your response to Mike this morning you stated: "NVEI is slightly cheaper than a large-cap tech name such as GOOG (one of IYW's top holdings), but NVEI has a much stronger growth profile, but at the cost of longevity uncertainty." Did you mean that NVEI has a much stronger growth profile than GOOG or IYW ?
Thank you,
Dennis

Q: Hi Peter,

Everything is down these days…..

I have a bunch of Shopify, and FB

Your thoughts on getting rid of SHOP and FB and move that money to GOOG ?

Do you think SHOP and FB will come back ?

Your suggestions on what to buy on selling SHOP and FB ? Something that is down and has more upside and better fundamentals….

Thanks

Q: hi, 5i
I hold these 4 in my USD account. META is down 28%, PFE up 48%, other 2 are break even. thinking of positioning for an eventual recovery, and surviving any further downturns, do you like these? would you sell any, and if so, what would you replace them with? cheers, chris

Q: Hi Everyone at 5i!! I was considering adding the following to my dividend/growth retirement portfolio: APD, AOS, and GPL. I would value your thoughts on the suitability of these stocks for such a portfolio and the stability of these stocks in a recession. Cheers, Tamara

Q: What’s the fair value for Apps and Upst? I’m down 80%, very small positions, should I average down? Thanks always

Q: Hello

I am underweight in tech, overweight in Financials and have a few stocks under 1% in the portfolio. I am low on my US holdings

Thinking of future 5 years.

Sell NVEI, MU and TSU and buy IYW.

Your comments or suggestions most welcome.

Thank you

Mike

Q: Dear 5i,

Do you like RSG or WM as a 2% position long term hold in a TFSA.
If so, which one would you pick between the two and why?
Are the balance sheets solid for either one?

thanks

Q: Pinterest and Docusign have recently replaced CEOs suggesting a need to change strategies. They, and companies like Enghouse seems to be facing uphill battles to regain the positive outlook they had a couple of years ago.

Is it worth sticking with these companies to see if they improve, or is it wiser to take my lumps in small positions in these companies and consolidate into bigger positions in companies that offer more promise going forward like GOOG and BAM?

Q: Can I have your comments on microns earnings and guidance and how that may bode for other chip stocks? I also own Nvda, mrvl and amd and am down on all. Thanks.

Jason

Q: Please comment on the earning.

Q: I have an interesting question regarding value vs growth. I don't have exposure to MSFT and still feel bad for not having bought it in the 2009 crash. With a 5 year time frame please rank the above from top stock to least stock performance (prediction, prediction). If you were to sell one of the above to buy MSFT which would it be?

Thank you

Yves

Q: With the anticipated increase in demand for travel what are your thoughts on this travel ETF? Thanks.

Q: I just watched the most recent Kevin Oleary you tube plug on the above. He was promoting Bitbuys investment in Montana. Do you have a recommendation for a Data Centre / Data Collection position strategy ?
Amazon AWS ? or other ?

Q: Hi 5i
Just read an article about ‘ synthetic biology’
Sounds interesting. Do you know anything about the industry? If so do you see any companies that look of interest.
Thx
Gerry

Q: For aggressive growth investors what 5 small/mid cap stocks in the U.S. are you bullish on right now. Lots of time on my side.
Thanks

Q: An excerpt from Oaktree's quartley letters,concerning the US power grid, states:

The entire power grid needs to be updated and reimagined in many ways – some obvious and some that take more expertise to appreciate.

For example, substation equipment will need to be upgraded to handle renewable capacity additions. Tens of thousands of miles of overhead conductors will need to be replaced, and new lines will need to be built. And new distribution equipment, such as transformers, will need to be installed and serviced. In short, we believe investors should focus on the entire electric power value chain – from generation through consumption.

Could you please list some companies that you feel would benefit from the above changes.

Q: Hi group would you add to ATZ (or hold/sell) before results are posted on July 7th what are you expecting on bottom line ?

How do you rate the Fang stocks if you were going to buy only one who would that be? -

what would be a good entry point for Tesla and why

Q: Please rank these for a 3 year hold. I'm down in all of them, except AAPL, ISRG & TSLA

Thanks!

Q: Can I get the valuations of LRCX and KEYS
Are they profitable companies that I can hold for long term