Investment Q&A

Q: Hello Peter,

I am leaning towards going all in with my borrowed chips for swing trades. This would be separate from my long term holdings. I would appreciate your opinion please.

Towards that objective, I have short listed the following:
AMAT, TER, ATVI, GNRC, COF, MS, BAC, LSPD, AFRM.

I think diversification does not matter for swing trades and, understanding that this is a crap shoot could you please suggest approx. 5-6 stocks, either from this list or others that you would suggest.
Regards
Rajiv

Q: Dear 5i,
Is it possible that SQUARE/BLOCK paid 10 times too much for AFTERPAY?
(Paid $29B, but value was $3B)
Assuming SQ did pay too much, how long would it take for the company to recover? Is this a broken stock, or company?
Happy holidays to all and thanks for all the great answers.

Q: Hi 5i
If unable to answer this Q that's okay.
Surprised at 7% price decline on VIGI - International Dividend ETF.

One Top holding in ETF is down 11% ( Novo nordisk) but that is all I can see.
It went X-Div today but the Annual Div is only 1% total.

Is there anything visible in your data that may reveal how in one day a 1/2 year of gains has been wiped out in a large cap Dividend ETF?
Current price is $US 82.58 down $US 6.12

Thanks
DAve

Q: Has your position on ALB changed given the recent election results and the fact that Boric has said that he would look to create a state lithium firm and criticized privatization of the sector?

Q: Hi,

I received an offer via BMO to add to my Otis shares to bring it to a position of 100 shares. This is sponsored by Otis. I received the shares when Raytheon split.

Thoughts going forward on Otis?

Q: Great response to Dennis’ Dec 18 question about today’s Tech sector valuations vs. the 2000 Tech bust – one of your finest. I remember it well. I wanted to transfer my 15K Technology mutual fund to something else, but my advisor didn’t think it was a good idea. It eventually shrunk to 2K. Obviously I do my own investing these days.

My question is actually on ARKK. I do like the disruptor make-up of this portfolio. So, besides your above response, I also think that for this reason ARKK is a more solid investment compared to many dot-com stocks 20+ years ago.

However, on the other hand I respect your response to another question that was specific to this ETF. You point out that “The average price/sales ratio of its holdings is 10X, so it needs to be considered very risky.”

Is there any past history on the average P/S that Tech stocks have typically traded at? Or at what approx. ratio would 5i Research feel “more comfortable” in taking a position?

Q: Is Science Applications International Corporation a good buy at this time to add to a portfolio to start a small position? What do you think of the financial ratios for this stock, their history, the industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

Q: What are your thoughts on Calix?

Q: the stock price of this company has come down ( 70$ to 26$) a lot not far from the ipo. What is your opinion ? Is it investable for the long term or to risky ? Thanks

Q: If you were to add just one more stock to the Technology portion of your growth portfolio. Which of these two would you add and why please? Thanks again.

Q: Has Roblox price entered an attractive buy zone?

Q: How do you like BIGC at these levels and its future prospects. Would you buy?

Q: Hello 5i
I want to re arrange my TFSA and seek your advice, I own a lot of Topicus in my TFSA and have been considering selling it to buy something else, for two reasons. First, it is close to CSU and I have a lot of that, too. so, I would like to delute that concentration. Also, I want a US company with high premiums that I can sell options on. My preference would be Nvidia. But, because Topicus has gone down so much, lately, I would like to get someting good that has gone down as much as it. Therefore I was looking mostly at Square. APPs might give me a faster ride. < in both directions, thought!> but Square might be more reliable for a retired person. Appreciate any suggestions and, as always, respect and value your judgement

Q: Is Vertex Pharmaceuticals Incorporated a good buy at this time to add to a portfolio to start a small position? What do you think of the financial ratios for this stock, their industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

Q: SC & MC especially high growth tech cos with no profit have been hammered recently, Today even the big techs were attacked. Now that the Fed stated that it will increase tapering of monthly purchase & rate hike(s) likely sooner than later. Uncertainity is cleared up for now. So is it time to sell the high growth stocks with no profit like my aforementioned holdings. Would appreciate u views on each of them.All in the non registered a/c so can be tax loss selling to offset capital gains. Txs for u usual great services & views.

Q: I remember in the (i.e. Nortel -- I even worked as a contractor there -- one of a lot of tech stocks) days when they participated in a massive sell-off which took years to recover. Is this deja vu so to speak?

Q: If you tune out the noise on this company, is this a decent investment?

Q: Hi Team,
I am just wondering why APPS is not on the Apple platform? Also would there be potential to be in the future, and would this be a catalyst for them? Or is this an impossibility? Thanks

Shane.

Q: I am down a fair amount on Paypal in a registered account. Seeking your opinion on selling, and placing funds elsewhere. Logic being I likely will recoup my loss faster elsewhere than waiting game with Paypal? Thoughts? Please share 2 ideas as a replacement. Thanks, and all the best

Q: Good morning
I have some cash in my TFSA that i would like to put to work before the end of the year and then in early January to complete the position with my contribution for 2022.
What are your 3 favorite picks for a TFSA in 2022 in Canada and 2 picks in the US?
Thks 5i for all your help over the years and a MERRY CHRISTMAS to all at 5i
Thks
Marcel