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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 5i Team,

With small and mid-cap stocks at very low valuations what would be your must owns for stocks in the US and Canada for solid growth over the next 1-5 years with the core characteristics that you look for including solid growth in revenues, strong balance sheet and etc.?

Over the course of the next 6 months would you be a buyer of small to mid cap stocks or large cap stocks? I'm a long-term investor with a medium to high growth risk tolerance.

Thanks as always,
Jon
Read Answer Asked by Jonathan on October 17, 2022
Q: AMT has been beaten down badly. I have some funds in US $ that I thought I should put to work. This should be fairly recession resilient but will sharply higher interest rates hurt this company when they have any of their substantial debt coming up for renewal? I am never sure what drags down the value of utilities, telcos, reits, etc when interest rates go up. Is it the fact that TINA is no longer true or is it the big debt loads become too big when they have to be renewed at higher rates? Or is it a combo of the two? AMT has not had a particularly high dividend at least recently so I am not sure the TINA effect applies in this situation. What is your take?
Read Answer Asked by Paul on October 16, 2022
Q: In a potentially inflationary, or even a potentially stagflation environment I like the composition of this small cap ETF since it is slightly overweight on industrials and materials - Would you agree?

It appears quite cheap. Is that mainly because of the cyclical nature of a lot of their holdings?

I'm seeing a 5.67% yield. Would this be sustainable in the mentioned potential economic environment? On one hand these are small caps, which perhaps puts that yield at risk. On the other hand, one would think that the materials and industrial make-up would help hold it up. Thoughts ?
Read Answer Asked by James on October 16, 2022
Q: I am looking at one of these three to add to my TFSA for better than average returns for when the market returns to better times over the next two years.
Please discuss the strengths/ weaknesses of each and list in order your preference. Thanks.
Derek
Read Answer Asked by Derek on October 16, 2022
Q: Hi,
I'm curious about these two stocks. I came across LNG and am thinking they could be well positioned to grow profits based on their LNG terminal and NatGas marketing - however, volumes seem low, so I'm obviously missing some key info here. Then there is FLNG which ships NatGas, but - and it's a big one - there seems to be lots of red flags here - starting with the very high yield. Am I correct in thinking both of these are too good to be true?
Thanks!
Dawn
Read Answer Asked by Dawn on October 16, 2022
Q: Hi 5i Team - I hold the above stocks in three small U.S. accounts. I plan to keep NVDA, QCOM, AMZN, GOOG. My holdings in the other six are minimal due to the general sell-off over the past year: CRWD, UCTT, U, APPS, ROKU, UPST. I would like to combine these 6 into two, three at the maximum. Could you suggest which two or three should be kept. Or might it be best to sell all six and start over with a couple of different ones. My investment focus is growth with a three year timeline. Since it's the end of the week the answer can wait until sometime next week.
Thanks.
Read Answer Asked by Rob on October 16, 2022
Q: I’m a Canadian invested with a dividend focused portfolio in my retirement account. I’ve help Morgan Stanley for a while and have more than a 20 percent loss. I started to wonder whether my holdings in Canadian banks gets me enough exposure to the Is capital markets (like through TD bank) that I should sell MS and maybe look for a U.S. alternative in tech or healthcare. Does TD or other Canadian banks have enough capital market exposure that moving my investment out of MS would make sense to improve diversification?
Read Answer Asked by Gerry on October 15, 2022
Q: Back in July when Unity Software announced the acquisition of Iron Source, you felt it was the "right move". I am wondering if you had more time to digest the acquisition and information provided for the recent special meeting. If so, do you still feel that it was the "right move" and will benefit Unity for the long term and get it back on track after such a big drop. Anything in particular you really like and don't like after further consideration?
Read Answer Asked by Justin on October 14, 2022
Q: Hi 5i,

Today, mid-day, October 13, 2022, CMCSA seems to have popped +5%.
This stock seems to have been on a steady decline for at least 1 year. Do you have any ideas what may have cause it to jump suddenly today?
Can you please also provide your thoughts on why it has been out of favor for at least a year and whether you like it or not.

thanks
Read Answer Asked by Ian on October 13, 2022
Q: QCOM has been dropped a fair amount more in recent weeks, perhaps due to news about a US policy about chips to China. While big on chip manufacturing, does QCOM in fact have more (eg IP assets) that would make the large drop because of the US policy announcement overdone?

In any event, does QCOM have good potential for a recovery in the next short while? Otherwise, I might take a tax loss and add to, say, MSFT; any comment about that move?

thank you for your excellent service
Read Answer Asked by Leonard on October 13, 2022
Q: I read an article last night talking about if you had purchased AAPL stock on it's IPO 42 years ago at 22$ and invested 10G at that time and held until now the value not including the small div they pay would be roughly 14Million$ after all the splits your share count went from 400+ to over 100,000+ shares.. I know it is a tough call and this is more of a fun exercise but could you name a few companys/stocks that one day may return something like this over 30-40 year time block Canadian or USA..

Thanks
Read Answer Asked by Kolbi on October 13, 2022
Q: SEDG is down a lot. ENPH is holding up. Could you provide your thoughts on what's happened here and briefly compare with your preference, all things considered.

ENPH seems to be the leader in the space. Do feel it will continue to outperform or that SEDG could catch up? Leader vs laggard?

thanks, M
Read Answer Asked by Mark on October 13, 2022
Q: In your answer to a question on BAM.a today you indicated that it is a company you are least worried about. What are a few other companies you are "least worried about"?
Read Answer Asked by Les on October 13, 2022
Q: Hello,

I've had these three healthcare companies on my watchlist for some time. Can I get your up-to-date assessment of each re: growth prospects and balance sheet stability? Would you consider any of them to be a buy and if so, in what order and is the current valuation reasonable?

Thank you, Doris
Read Answer Asked by Doris on October 12, 2022
Q: I have some $US to invest. What would you recommend? And why?

Thanks for your help
Read Answer Asked by christianne on October 12, 2022
Q: why has MITK had such a run recently?
Apps,GH,Pins,Mitk....which ones would you sell for tax-loss and what would be you favorite replacement in the tech sector.
I am looking at SHOP and ROKU
Read Answer Asked by Josh on October 11, 2022
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