Investment Q&A

Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?

Q: I'm keen to add to the above US stock positions.
With that in mind, what would be a good entry dollar price for each of these stocks? And do you have a preference which to enter first to last?
This list of stocks is numerous. Please deduct the credits as you see fit..........Tom

Q: I have held ULTA for some time and is up nicely. It hit a new yearly high on Tuesday, I am considering selling half and adding to AAPL/AMZN/GOOG/MSFT. I feel confident that when the market turns these 4 will do well. I am not so confident about ULTA. Could I please have your thoughts? Would you sell all/half/none? If you agree, in what order would you add to the others?

Q: I am down significantly in both Lightspeed and Upstart. I am considering replacing some or all of them with something more promising.
Perhaps you could comment on the prospects of these companies in a better market and suggest which two or 3 from this list might have better performance potential :
CRM TTD MRVL SNOW CHPT
Thank you!

Q: So what is up with this stock? It seems bullet-proof.
I want to be part of this sector for the long-term but never seem to get a chance to enter as it barely retreats.
What would you suggest as an entry point for half a position?

Q: Hello 5i,
Zim. once the darling of the stock reporting media now seems to turn out to be a goat.

1. Was it a "pump and dump" scheme or does it still have legs after this present mist clears?

2. Is there any news as to why it has dropped so much so quickly?

3. Should I just move on or leave it and collect the dividends until its resurrection?

Please take as many credits as needed.
thank you
Stanley

Q: To my knowledge cancer is showing no signs of going away and yet these companies and others in the field have been punished with the rest of the market. Can you please provide an attractive entry point for each and state which 1 or 2 would be your favourite and why? If you can add one additional name that you think has tremendous potential in this field I would be appreciative. If that requires a second credit go ahead and take it!

Q: Can you comment on this Company please
Thanks Gord

Q: I have recently redeemed some mutual funds that I have held for 20 to 30 years that will produce a significant capital gain for me in 2022. I have several stocks and an ETF that have been purchased in the past few years that are showing losses in the range of $5k to $15k. This includes TOI, U, SOXX, SQ, NVDA, MFI, MSFT, WSP and AMZN. Would you suggest selling these stocks to provide a capital loss that can be applied against my capital gain in 2022? It is my understanding that I will need to wait 30 days to repurchase shares to avoid the denial of the capital loss. If you would suggest selling these stocks and ETF, should I sell now or wait until the end of 2022? And if the stocks and ETF are sold to create a capital loss before the end of 2022, do you see some future in these investments and if so, which stocks would you suggest that I repurchase after 30 days? Thank you for your insights.

Q: I see the premium valuations of FRC and SIVB have fallen substantially. Would you recommend starting a position in either of these two (niche) banks at these levels? Which one would you prefer and why? Thanks!

Q: Dear 5i,

Is this starting to get interesting at a P/B of .53 ? If not, at what price would you consider it a BUY ? Do you consider the 4% yield safe and if so, on what metrics do you base your reasoning ?

Many thanks !

Q: Hi,
I own all these 3 and down so much on PINS and U that I was thinking of selling them and adding to my NVDA position. My thinking is that over the next 3 years NVDA has the most upside and is the most solid. Without getting personal would you think this is a smart move?
Thanks

Q: Can you please provide some analysis of this company and whether you would find it investment worthy at these levels? Is the growth story intact or is it a broken company and a story that will end badly? An attractive entry point if you see one would be nice too.
Thanks!

Q: Your opinion on buying Fleetcor or Square going forward ?

Q: Would you still endorse OKTA? Can I have your thoughts on earnings and longer term prospects? Thank-you.

Q: DEA seems like a low beta US REIT with a tenant that will never default and a generous dividend - would appreciate your view of the upside and downside here.

Q: Can you give your opinion of LHX and would you be a buyer at this valuation? Thank you.

Q: I'm looking to put a small portion in some beaten down stocks so I can benefit if they shoot up so high in my TFSA.

What are you thoughts on starting a position in FUBO as a long term hold with growth as the main goal?

Q: Hello Peter and company,

Aside from Costco, can you recommend other U.S. retail stocks that you like for a long term hold?

Have a great long weekend
Angelo

Q: Hi 5i team,

From the current list NEO CDR's, what would be your top 7 table pounding buys, irrespective of sector, for a 5+ year hold? Put in TP just for a little humour ;)

Thx.