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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: Morning 5i Team,

Can you please put the following in order of share price appreciation of outperforming in the next 3 years.
Also, would you recommend selling any of the above names and if so what would you replace them with.

Thanks
Joe
Read Answer Asked by Joe on September 20, 2022
Q: Please let me know your thoughts on US defense stocks. Are any of NOC, GD, LMT RTX or any others a buy right now?
Thanks for your insights.
Read Answer Asked by Ian on September 19, 2022
Q: Do you feel the market is throwing out pitches that look attractive at this time? If so, what are a few of the growth-oriented names in Canada and the U.S you would be swinging for?
Read Answer Asked by Andrew on September 19, 2022
Q: Good morning.

I don’t know much about REITS and there are a lot of choices. Looking out 5-10 years, what do you feel are the best areas to focus on and what would be 2 or 3 Canadian REITS you like best and which one would you choose for a long term hold and why?

If there is a US REIT you like or even prefer, please include.

Also, If there is a primer you could suggest or a previous blog post please link.

Thanks, M
Read Answer Asked by Mark on September 19, 2022
Q: I own shares in these 3 companies and am thinking of adding to one or all of them. Weightings are all still relatively modest. What do think of these stocks, is this a good time to add, and would you suggest adding to one, two or all. If not all, in which one or two would you prefer? With thanks, Don
Read Answer Asked by Donald on September 19, 2022
Q: With the latest recession news I am considering some lowball offers for several companies and would appreciate your thoughts on my selections.
MSFT - $228 GOOG - $96 NVDA - $120 MS - $75 PANW $169
Would you change any of these selections or add a couple of others that you
think would be also great lowball possibilies. Ed in Montreal
Read Answer Asked by ed on September 15, 2022
Q: To be clear, my previous question was to see if you could recommend a company(s) that supply services/equipment/support to biotech companies rather than biotech companies themselves. MTD is more of what I'm looking for - any others?
Read Answer Asked by Michael on September 15, 2022
Q: Which company(s) would be a good way to play biotech via the picks and shovels method (A, TMO, etc.)? Thanks
Read Answer Asked by Michael on September 14, 2022
Q: Growth Stock Set to Soar 163% From Its 52-Week Low, According to Wall Street. Datadog (NASDAQ: DDOG) is one of them,

52-week low of $81.12 in June, and one Wall Street investment bank predicts it could soar to $214 within the next 12 to 18 months. It has already recovered to $103.84

Do you concur?

Thank you.
Read Answer Asked by Ross on September 14, 2022
Q: Hi Guys
I hold a large amount of U.S. stocks, my concern is i have been paying a high exchange rate over the last 4 years purchasing them. If the U.S. dollar falls 20% over the next 5 years or so I'm going to take a substantial haircut on my overall returns if i sell and move the cash proceeds to the CDN side of my Portfolio.
I guess the answer to my question is don't sell them, they all have a great record of dividend increases over the years, and they are in the U.S. side of my non registered Portfolio.
My other thought was to use GLD as a hedge, my thinking is a falling U.S. dollar would increase the value of Gold owned in a U.S. Portfolio
Thanks
Read Answer Asked by Gordon on September 14, 2022
Q: Hi,
In your recent blog on 5 investing principles, you say it is important to distinguish between permanent and temporary market losses. However, you do not say how to do that. DOCU, PTON and NFLX all did great in the pandemic. All are floundering now. So, do you view the market losses in DOCU, PTON and NFLX as permanent or temporary and why?
Thanks.
Read Answer Asked by Dave on September 14, 2022
Q: Are there any compelling reasons NOT to buy META at these prices (under ~$160 USD) for a long term investor? Very profitable, ~11x PE, ~7x cash flow. It is the same price as 5 years ago but the company has doubled revenues and profits since then. They are spending a lot on metaverse development and AI but Zuckerberg has always sailed the ship in the right direction. Huge user numbers and WhatsApp is barely monetized. It feels like all the bad news is baked into the price today (revenue decline of 1%, Sandberg leaving, metaverse capex). They are also buying back about 1% of the company per quarter at this valuation.
Read Answer Asked by Marco on September 14, 2022
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