Investment Q&A

Q: Hi,
I was looking in questions and could not find anyone who asked about the last quarterly results.
Could you provide your take on the latest quarter please?
Also, what are analysts expectations over the coming years in terms of growth for revenues and EPS? On a forward basis what is current PE?
Thanks,
Dan

Q: I own the following in my US-denominated TFSA:

ADBE, DAL, FIVE, PYPL, PAYC, TOL, SLQT, GOOG, AL

The goal of this account is high-conviction, long-term growth strategy, focused on eight US equities, with a risk profile somewhere in between that of your Balanced and Growth portfolios.

A) If I had to sell one of the 9 holdings listed, which should it be?

B) Are there any others that should be sold in light of the investment goal stated?

C) Which of these should I add to, if any, or, which new postition should I consider (US market only) that would complement the existing positions well? Please note that I am already fully-weighted/over-weighted in FIVE, GOOG, PYPL, and PAYC.

Thank you. Please deduct the appropriate number of credits as needed.

Q: I hold the US portion of my portfolio in my RRSP. It represents roughly 20% of my total investment. I do not need to convert to RRIF for another 5 years and at that time will be taking the minimum required.
I currently hold ZQQ; ZPAY; ZDY; ZWH; ZSP.
I am thinking of switching my holdings to the following in roughly equal amounts: ZPAY; VUN; ZSP; ZNQ; XSU.
The objective is to get better coverage of the total US market through XSU and VUN. Maintain coverage of S&P 500 through ZSP. For Tech switching to non hedged via ZNQ. ZPAY will still provide good income with perhaps some downside protection through its options strategy.
Your thoughts and recommendations of alternatives.
The rest of my portfolio in my Non-Registered account and TFSA follow a mixture of your 3 portfolios which by the way have provide me with a return of 12 - 15% in the past 6 plus years.

Q: legato merger corp what about this merger with algoma

Q: looking for a fintech growth company with a 1-2 yr investment horizon. Could you pls comment on each.

Q: A number of years ago I did some due diligence on NOC and have successfully owned it at times since then. The stock had a bit of a pop this spring but has been going sideways in recent months. If I was a technician I might think it was consolidating or building a base. The company could benefit from US stimulus or it might be impacted by supply chain issues.
I would appreciate your thoughts on the company's prospects going into it's next earnings report in late October.
Thanks for your insights.
Ian

Q: Hi 5i team. Can you comment on ADSK. It’s been on a downtrend lately since last earnings announcement. Is this company still in good financial shape for future growth or should be concerned about cash flow headwind with their recent changes to subscription payment plans? If fundamentals still look fine, what might be a good entry price point for this stock? Would recent news cause stock to go sideways for a while before picking back up from its current level?

Q: can you think of any drug and addiction centres that are publicly listed that could have some growth and up side going forward ? thanks

Q: Hi, Can you please provide a brief update on SMG: Current valuation, possible reasons for the recent drop (~20% YTD) and growth potential ?

Thank you,

Q: Hello 5i,

I would like your thoughts on this company. Is there any resemblance to UPST?
As always, thank you very much for your insight.

Marc

Q: Hello Team

Heard this company on BNN and kind of caught our eye. Can you provide some information and thoughts on this company, We would buy and hold for longer term (5 years)

thanks again for your valuable insight.

cheers
K&C

Q: Abbvie keeps getting sold off. Down another 2.5% today. Do you think it has bottomed after the steep slide over the past 10 days or so? Would this be a good entry point?

Q: What are your 5 US non-tech stocks, in order of preference?

Q: I have three 1 percentage type holdings in trox, ichr, and uctt. I am trying to get down to 25 holdings as well. I was wondering if you think consolidating the three positions into a 3 percent holding in UPST would be a decent play with your current bullish outlook? Thanks as always for this tremendous service.

Q: I have new US $ 20k to purchase US listed stocks. Please rank buying order of the above stocks for long term growth and reasons if possible. Thank you kindly. Bill

Q: Could you provide comments on this company?

Thank you

Q: Can you comment on their earnings report yesterday? Did you listen to the call and if so was there anything of interest (good or bad) that came up?

I have to echo the thanks to you and your staff for the great service you provide. My portfolio and understanding of investing would not be where it is today without your help and fantastic service! So thank you very much to you and your team!

Q: With the drop in Chewy today, how would you rank it with the above Consumer Cyclical stocks?

Q: Can you please provide a list of your top 5 growth US stocks that are must have if we were to purchase today?
Thank you

Q: Good morning, any news regarding ROKU roller coaster? Any thoughts on all the recent volatility?

thanks, Mark