Investment Q&A

Q: Good Morning. I am selling off some of my more volatile US tech stocks in my RRIF and am looking to redeploy the proceeds into US stable Dividend payors. Can you please suggest 5 or 6 US Dividend stocks ( other than US Tech) to look at? Thanks

Q: Hello Peter et al,

You have mentioned in the past that Amazon needs Shop or it runs into monopoly problems and that Shop has a strong moat.

When I look at the size difference Amazon has 14x the market cap and 1500x the employees.

When I look at stock price Amazon has been a steady climber with a minimal hit over the past 6 months vs Shop being more than halved in mkt cap.

If I were CEO of Amazon reviewing the co. dashboards and heatmaps - I think I would look at the Shopify roadmap and see either noise or an opportunity we could setup for and pre-empt (if that business is on our roadmap).

How scalable is Shop given that Amazon has a long track record, the most money and supply chains to the best strategic minds?
How sustainable is the Shop competitive advantage?

I ask this wondering how likely Shop is to regain the lofty $2000 level.

Thank you for sharing your insight.

Q: Would you add to the current position on AMZN given that it has risen over 10% last week ?

Q: Hello 5i
A few months ago months in a reply to a member's question you suggested $200 would be a good price to purchase SNOW. I realize a lot has changed since then but the stock has dropped into the $200 range. Do you still feel it is a good entry price?
Or are there others you like more?
Thanks
Dave

Q: What is your view on Aspen (AZPN)

Q: Can you comment on earnings ?
Is there compelling value here to initiate a position? If yes, how compelling would you rate it on a scale of 1 to 10 ( 10 being lost)
If you prefer other US non tech names trading at a discount, please offer your suggestions.
Thank you

Q: I own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?

Q: I understand that JPM is processing Russian bond interest payments. Please explain JPM’s role. Are they supporting the Russian economy by doing this? I am considering selling my small position in JPM. Does this make sense or is it simply naive? Thanks as always

Q: Good afternoon,

What is your current view of First Solar and will it have difficulty appreciating( ie do you deem it a "growth ' stock ) in a rising rate environment?

Thank you

Q: Given the recent price jumps in some of the US recommendations you have been making, can you give me your top 5 long-term holds in terms of their current price?

Thanks

PS. I understand your timelines, but if you could answer quickly because tomorrow morning will be my last buying opportunity for the next week.

Q: Hi 5i, After close to a 40% drop, I’ve initiated a position in NVDA through CDRs. My avgerage cost is $22.75 as of today. I assume after this pop in an oversold market, the stock will retrace further as rates go up and earnings and the North American economies go down. I plan to increase my holdings at target prices in the underlying security. Is this a sound strategy?

Q: Looking for income in a RIF account. And “ safer” companies in terms of stability.

These two stocks appear to meet the criteria. The dividends are in the 10-12% range

What do you think ?
Would you have a preference given the similarities in holdings?

Thanks.

Q: What is your opinion of the value of asset managers as an investment in the current market? Which asset managers are the best priced with the most lucrative/sustainable dividend? Thanks!

Q: What is your opinion on Sentinel's earnings? I already own CRWD, I'm thinking of starting a small position in S as well. What do you think? Better to own both, or just stick with CRWD, your favourite.

Thanks

Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.

Q: These shipping companies seem to have like GSL,GNK,EGLE seem to have high payouts.What is your opinion of the shipping liness ?

Q: Dear 5i,
At todays prices, March 15, 2022 are these good valuation for TFSA and
+3 year hold? If yes, which one would you prefer and why?
Can you help explain why historically HD trades at a higher PE than LOW
even though historical EPS seems better with LOW?
thanks

Q: Seems like almost everyone thinks GOOG represents excellent value at current prices. Makes me wonder why it's not trading higher,
What is the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.

Q: Hi Peter

What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio


Thank you
Howard

Q: Looking to add to staples. 1. Currently have COST and would be willing to add - at what price? 2. Please advise which Food and Beverage staples you would recommend based GARP/ total return. 3. For personal services, again on GARP/ total return how would you advise. Names listed simply for illustrative purposes, please advise with rationale for selection.
Thank you.