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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: Can you comment on earnings ?
Is there compelling value here to initiate a position? If yes, how compelling would you rate it on a scale of 1 to 10 ( 10 being lost)
If you prefer other US non tech names trading at a discount, please offer your suggestions.
Thank you
Read Answer Asked by Karim on March 18, 2022
Q: I own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?
Read Answer Asked by Peter on March 18, 2022
Q: I understand that JPM is processing Russian bond interest payments. Please explain JPM’s role. Are they supporting the Russian economy by doing this? I am considering selling my small position in JPM. Does this make sense or is it simply naive? Thanks as always
Read Answer Asked by Frank on March 17, 2022
Q: Given the recent price jumps in some of the US recommendations you have been making, can you give me your top 5 long-term holds in terms of their current price?

Thanks

PS. I understand your timelines, but if you could answer quickly because tomorrow morning will be my last buying opportunity for the next week.
Read Answer Asked by Kevin on March 17, 2022
Q: Hi 5i, After close to a 40% drop, I’ve initiated a position in NVDA through CDRs. My avgerage cost is $22.75 as of today. I assume after this pop in an oversold market, the stock will retrace further as rates go up and earnings and the North American economies go down. I plan to increase my holdings at target prices in the underlying security. Is this a sound strategy?
Read Answer Asked by Bob on March 17, 2022
Q: What is your opinion of the value of asset managers as an investment in the current market? Which asset managers are the best priced with the most lucrative/sustainable dividend? Thanks!
Read Answer Asked by David on March 16, 2022
Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.
Read Answer Asked by Michael on March 16, 2022
Q: These shipping companies seem to have like GSL,GNK,EGLE seem to have high payouts.What is your opinion of the shipping liness ?
Read Answer Asked by terrance on March 16, 2022
Q: Dear 5i,
At todays prices, March 15, 2022 are these good valuation for TFSA and
+3 year hold? If yes, which one would you prefer and why?
Can you help explain why historically HD trades at a higher PE than LOW
even though historical EPS seems better with LOW?
thanks
Read Answer Asked by Ian on March 16, 2022
Q: Hi Peter

What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio


Thank you
Howard
Read Answer Asked by Howard on March 16, 2022
Q: Looking to add to staples. 1. Currently have COST and would be willing to add - at what price? 2. Please advise which Food and Beverage staples you would recommend based GARP/ total return. 3. For personal services, again on GARP/ total return how would you advise. Names listed simply for illustrative purposes, please advise with rationale for selection.
Thank you.
Read Answer Asked by sam on March 16, 2022
Q: I hold TTD, NVDA, UCTT, VEEV, APPS abd AFRM in the USD section of my RRSP. TTD and NVDA are still green, the others are down, 30-50% with AFRM down 76%. Do you see any holdings that should be sold and added to the others?
Read Answer Asked by Kim on March 16, 2022
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