Investment Q&A

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.

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?

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

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

Q: What do you think the impact of AIG's Corebridge IPO to its stock price in long term? thank you.

Q: Butterfly Network (NYSE:BFLY) Cathy Wood bought it. Would you?

What is it's potential?

Can you explain in layman's terms what it does & who buys this stuff?

Thank you.

Q: I have a loss in VEEV of 30%. Was thinking of ROKU as a buy. I am equal weight between Consumer discretionary and healthcare with better diversification in HC.
Which as better growth ahead? Which do you prefer?

Q: Is Adobe a screaming buy today, Thursday, as it is now down 12.7% today as I keyboard this email to you???.......or wait until it settles down???.....Tom

Q: I'm looking at increasing my exposure to quality small cap companies. This company seems to be run by strong capital allocators, and I'm wondering if you can foresee strong compounding potential in its future?

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

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?

Q: Refineries seem to be in a sweet spot with no new refineries being built recently and anticipated strong demand in the near future. Would investing in this sector be prudent in these volatile times and if so what company would be your best pick. Thanks

Q: Which company(s) would be a good way to play biotech via the picks and shovels method (A, TMO, etc.)? Thanks

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.

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

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.

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.

Q: Morning 5i team, thanks for all the great advice you supply to the members.
I have $50K to invest and would like your advice. This is what I’m currently holding in my non registered account.

Canada
AC, BYD, GSY, LSPD, SHOP, TDB3098, TOI
US
AAPL, SQ, CRWD, CSX, ETSY, MA, MSFT, NVDA, PYPL, UXI, ROBO, U

Considering my high exposure to Tech and your last market update, I might need to consider more consumer cyclical and financial stocks as well as others to balance the portfolio. I’m looking to have a mix of growth and value holdings.

I would appreciate your recommendations on new Canadian or US acquisitions and possible entry points. Can you recommend one of two of the US Tech stocks to sell and replace it with GOOG.

Please take as many credits a you see fit.

Thanks
Joe

Q: Travelling this summer I have noticed the hotels are full and very expensive.
What companies or ETFs would you reccomend in what has to be a large increase in revenue.
Thanks Terry

Q: i notices on barchart's that there are 2 google stocks one that offers dividends and one that does not. Alphabet CI A and Alphabet CI C . Which one is the better choice here.