Investment Q&A

Q: Hello 5i,
Continuing on Pietro’s question posted on Oct 31, 2022, please recommend a few (3 to 6 companies) good buying opportunities in the cyclical sector.

Thanks,
Roger

Q: When you last commented on PDI you said "Okay with". Noting the one year return on fund value is minus 15% but the long term returns seem to be in the 8-10% range. I am in it for the dividend (I'm retired). Do you think the ~ 13% dividend is safe long term ? And how much of that 13% is ROC ? What are your overall thoughts on this one ??

Q: Which sector would you say has the biggest upside going forward? I would appreciate your recommendation of 2 or 3 specific companies in this sector.
Thank you.

Q: Your last direct response on FLGT was Nov, 2021. Could you update your opinion on a value/growth basis, with a focus on "core genetic" testing elements rather than Covid testing. It seems to be growing nicely in core businesses, e.g., cancer NGS, has a very strong cash horde (from covid work) and, to me, ticks both value and growth boxes.
Thx, John

Q: I invested some speculative capital in the above companies last year in a taxable account. Terrible timing. As we near the end of the year, I plan to sell some of these for tax loss harvesting and use the funds to average down in the others. Which would you sell and which would you average down?
Also somewhat related to this is the fact that I feel as much as there’s a good buying opportunities in some U.S. stocks right now, the high U.S. dollar makes it hard for me to convert CAD funds to USD. Am I right to hold off on currency conversion for now?

Q: I have a tax loss to harvest on FDX; would you recommend selling and buying XPO or UPS as replacements? Or just waiting 30 days to buy back. Or stay away from all after the tax loss harvest?

Q: Hello,

Given current price levels would you consider Lumen as a good investment from potential growth as well as dividend perspective.

Thank you!

Q: In an answer, you said a good entry price for META is between here and all the way down to its IPO price of $40. That would be another long way to fall. Sounds like it is very cheap and getting cheaper every day. What is your definition of a value trap and is META now a prime example?
Thanks.

Q: I’m looking to purchase these 3 stocks on the neo exchange. Is this a good time and in which order do you recommend? Thanks for your valued service.

Q: I noticed that luv had a good recent quarter. But, i thought it would come back faster than this. It is still down quite a bit from last year. Do you think that this might be a good time to buy a little or do you think there is good reason for waiting?
Thanks for your help

Q: Hello, I'm up 140% on Switch in an unregistered account. I know they are being taken private. Should I hold it until the deal goes through? Is there any benefit? Will it happen in 2022.

Thanks

Q: I have a half position in The Toro Company. I see that Insperity Inc. is performing well, and is in the same sector as Toro. I am considering selling Toro and buying Insperity. What are your thoughts?

Q: I sold ROKU at the end of Sept to harvest a tax loss and bought NFLX in its stead. Fast forward a month and ROKU is about what I sold it for while NFLX is up about 20% (thanks for the suggestion!)

My question is in two parts. First, does ROKU, in your opinion, still represent a stock with a better longer-term upside than NFLX meaning I should continue with the original plan to sell NFLX and repurchase ROKU?

Second, if the answer to the above is yes, do you think it is best to repurchase ROKU in a month or so as I suspect it will be a target for tax loss selling or might it be best to wait until the new year so as to defer my cap gain on NFLX with the expectation that ROKU likely hasn't appreciated much in the meantime?

Appreciate your insight.

Paul F.

Q: Merchants are now allowed to charge customers a fee if they pay by Mastercard or Visa. I own shares of Mastercard and had been hoping Mastercard would comment on this in their most recent earnings but do not think there was any mention of it. I have already heard from friends opting to pay cash or by debit card to avoid the fee at some fast-food restaurants that have already starting charging. Now I see bigger companies like Telus have announced they will start charging a fee for anyone paying by credit card, so wonder if more people may decide to switch to alternate payment methods. Could you please comment on this. Do you think this could have a significant impact on Mastercard’s business? Thank you.

Q: Down approx 25% in each of Goog, Msft and Amzn. Down 45% in Meta. I have a 5 year window and am looking for total return and less volatility. I am inclined to keep the first 3 and switch Meta for Cost or Aapl. Please critique my plan. Thank you

Q: In a previous comment you stated "Five stocks that we feel will perform well over a long term period are: TSU, NVDA, SHOP, CSU, and INMD." In regards to INMD, what are your thoughts on other competitors in medical aesthetics, such as CUTR, ABBV, SIEN, or others I may have left out? What makes INMD more desirable in your opinion?

Q: Hello 5i Team
I have a small amount of Medifast stock I am down about 40% .Should I hold it and hope for a recovery or sell it now and move on?
Thanks

Q: Hello 5i
I have been wondering whether Meta is a good choice given it’s recent fall. So, i was interested in your response to a question this morning. You seemed positively disposed towards the stock. Shortly after that i read a small piece by Cathy Wood’s Arkk, which is usually seen as willing to take risks. Someone said that she makes all or nothing bets. I was surprised to see that they see Meta as doing just that. I will post a short excerp. And would be very interested to know what you think of it:

In our view, if augmented and virtual reality (AR and VR) were to become the next mobile and at-home computing platforms, the return on investment could dwarf the $10-15 billion per year that Meta currently is spending to secure leadership in the space. That said, if AR and VR do not scale to the mass-market, Meta's current pace of investing could be a colossal mistake.

In our view, if augmented and virtual reality (AR and VR) were to become the next mobile and at-home computing platforms, the return on investment could dwarf the $10-15 billion per year that Meta currently is spending to secure leadership in the space. That said, if AR and VR do not scale to mass-market, Meta's current pace of investing could be a colossal mistake.

thAnks

Q: Good morning your thoughts on Centrus Energy
Thanks again

Q: With all the megacap tech names earnings being released, and seeing the pullbacks and future estimate adjustments etc. If you had to chose one of the above to invest in, which would it be and why? Thx