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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: Hi,

As a follow up to your answer to Curtis's question. What are some of the better companies in the data analytics space?
Thank-you.
Read Answer Asked by Alex on June 10, 2022
Q: I need to increase telecom portion of my portfolio, so I am considering buying one of these four: BCE, Telus, VZ, and VOD. Can you please rate these companies at the scale of 1-10 in terms of anticipated total return and safety (I am a conservative investor) over the next 5-10 years. Please disregard tax credit and US withholding tax consideration as I am in a high tax bracket and, if needed, can free up some room in RRSP. Thanks.
Read Answer Asked by Michael on June 10, 2022
Q: These stocks are in my portfolio and are way down from my cost. Are these worth holding, adding more or to sell and move on.

As these are in my non-registered account, I can use the capital loss to offset previous year year's gains. Could you suggest proxy for these in case I sell now for capital loss to buy them later.
Read Answer Asked by satish on June 10, 2022
Q: Good morning. What would you recommend for an investment Canadian and US data analytics company or space? Thanks again.
Read Answer Asked by Danny-boy on June 10, 2022
Q: Hi Gang,
Wondering your thoughts on DocuSign earnings out today. I didn't think so awful, all though I do think the market wants to see actual profitablity now and docu did not deliver..again...is that your read?
Is the 20 percent off today a hint to buy or would you wait to see if future earnings reports turn around? They are cash flow positive which is a plus.
Thanks

Allan
Read Answer Asked by Allan on June 10, 2022
Q: Which of these companies do you think have the best growth potential going forward for a long term hold, looking at their current valuation, fwd rev and earnings growth rates, etc.. How would you rank them? Thanks!
Read Answer Asked by Keith on June 10, 2022
Q: Hello 5i,

For tax-loss selling looking for 30 day proxies for NET, SNOW and PINS.

Thanks
Read Answer Asked by Lee on June 10, 2022
Q: Hi Peter and team.
Significant losses in all of these over last 3-6 months. Would you bail out on any of them and what could I reinvest in 3 CDN and 3 US that have been similarly beaten down but have a better growth outlook ?
Personal account with a fair balance of 40% US securities currently.
Thanks for all the advice
Peter
Read Answer Asked by Linda on June 09, 2022
Q: Hi 5i,
Do you put any weight at all on takeover rumours? This morning a Seeking Alpha article said that ROKU employees had a cease trading order put on them internally in the past couple of days. NFLX is rumoured to be circling. What do you think is the likelihood here?
Read Answer Asked by Dave on June 09, 2022
Q: Hi Peter/Ryan I don't have large American companies such as MSFT, GOOG AAPL or AMZN in either my RRSP or TFSA is there any benefit to having some in a RRSP or TFSA? Which of these or other suggestion would you recommend for either. Thanks Nick
Read Answer Asked by Nick on June 09, 2022
Q: I already own Nutrien (NTR) in my Canadain portfolio and am looking to add an agricultural stock in the US. Which would you prefer among Archer Daniels Midland (ADM), Bunge (BG) and Corteva (CTVA)?
Read Answer Asked by ROB on June 09, 2022
Q: It looks to me that some good stocks are being thrownout because of fear if you agree which stocks are good buys,not only technologies but others too.
Read Answer Asked by Nizar on June 09, 2022
Q: There are several opinions and blurbs in the media (Barrons, WSJ, CNBC, Bloomberg, and the London Financial Times) that opine on, or point to the probability of, semis having been over-ordered by OEMs in the last couple of quarters. The thinking, if I have understood correctly, is that the revenues of semi conductor companies (designers and foundries alike) will rapidly slide down for the next 9 to 12 months.

What is your own view on this? Would the above— if true— not be priced into stock values already? I am overweight in semis but am reluctant to trim in down markets. Nevertheless I would definitely do so right away if you believe it more prudent to trim (even in taxable accounts).

Read Answer Asked by Adam on June 09, 2022
Q: Hello,
I have lost about 55% on qrtea. In your opinion, is there any chance it could recover? Should I sell and invest in something else? if so, any suggestions?
thanks
Read Answer Asked by Mary on June 09, 2022
Q: Hi I’m a long term investor, and currently very heavy on Tech. I’m currently searching for a non tech name for an RRSP for a long term hold. I’m more focused on growth as I have time on my hands. Outside of tech, I hold ATZ, HON, BAM, GSY, SQ, COST. Can you please list your top 10 favourite US companies?

Thanks for everything
Read Answer Asked by Nick on June 09, 2022
Q: Pennymac would, at first glance, appear to be on the "road to nowhere" in terms of stock price and prospects. However, in Point & Figure terms it is currently in "Triple Top Breakout" mode since May 24 and its cash flow seems more than adequate to meet dividend payout requirements. Is this a decent income stock?
Read Answer Asked by David on June 09, 2022
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