Investment Q&A

Q: I have owned blackstone for years and done well with it. Do you think I should take advantage of the run up in the Share price recently and sell it or is the company still fairly valued and poised for continuing its run? My position size is not unreasonably high so not to worry about portfolio weight. Thanks

Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!

Q: Hi ,
I hear about Bitcoin, Dogecoin and all sorts of other coins and names. The complication of understanding them kept me on the sidelines, not to mention the wild daily fluctuations. I was wondering if an easier way to get some exposure to Bitcoin, directly or indirectly, would be to buy some shares in Square?
Your thoughts are appreciated.
Thanks

Q: Hi team,

Looking for cyclicals with strong growth. What do you think about the three stocks above ? Would you buy now or would you suggest better alternatives ?

Gratefully,

Jacques IDS

Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!

Q: hello 5i:
can you comment on PANW's earnings?
thanks
Paul L

Q: Any thoughts on what is happening to the solar industry? TAN was at $120 in January and now at $77. Was it just overpriced? What does your crystal ball say about its future please. Thanks.

Q: Hi, having just sold my TD Balanced Index Fund, I am looking for a suggestion of a few ETFs to cover my under-weightings in the Consumer Cyclicals &/or Consumer Defensive industries, preferably in the US or International Regions as i am overweight in Canadian region. This is for an RRSP with 10+ years holding.

Thanks for this great service!

Q: What do you think of this company? Is it a good long-term investment and a good buy today? Thank you !

Q: Do you have a strong preference for one of these stocks over the other? Which do you prefer and why? Thanks!

Q: Long time holder of V since the IPO and have done well with this name as a core position. Currently have a 3% position. Have some more USD to invest currently, what are your thoughts on reducing V down to 2% and allocating 1% to start a new position in either PYPL or SQ for more growth or add more to V? Looking for long term growth. Would you pick PYPL or SQ today? Thanks!

Q: I am planning to purchase equal amounts ($) of the above. Do you consider these companies do be reasonably safe investments over a 3-5 year period?
Would you suggest a replacement or deletion for any of these companies? I am over 80 and am hoping to have a reasonable return from this investment.
And hopefully I will still be around to spend the gains.

Q: Service Now has had quite a drop in price. Why ? Do you think buying now is good timing ? Thanks.

Q: Which stocks like Cruises,Airlines,Hotels,Accomdation,Travel do yoe Recommend?

Q: RH Corp is off it's high by ~$130. Has anything changed with the company?

Q: I know you do not usually average down on stocks. That said, you do seem to like both QST and U:US. I am underwater on both and we appreciate your opinion here. Thx.

Q: Your preference please between RS and NUE and why ? Also, any entry point thoughts. Preferred alternatives - Canadian or US ?
Many thanks, as always.

Q: Upstart has been extremely hot lately. Its up about 45% in a week; and up 11% today alone. all on pretty good volume. Do you have any idea what could be causing this sudden surge in the share price? No complaints, mind you, just trying to understand what is going on....

Q: Hi 5i,

I know you like TEAM and have been holding for a while (Thanks!). However, I'm beginning to worry that with CRM bulking up and trying to compete with MSFT in the enterprise collaboration space, that TEAM will start falling behind. Especially, as the other two do more and more acquisitions and bundling. Do you think that will be the case or do you think TEAM has still got good growth? I currently hold TEAM and MSFT. Should I continue to hold TEAM or maybe swap it out for CRM? (I also have ADBE and VEEV if that make any difference).

TIA!
Wayne

Q: I'm curious about BRK. Is Berkshire kind of like an etf? Is the value of its stock the equal to its underlying investments minus a management fee? Or does the market arrive at its stock value based on some kind of discounted cash flow analysis. Are all its investments publicly disclosed?