Investment Q&A

Q: On May 19, 2021 you suggested that those who hold AT&T should continue to hold. Do you still recommend holding this stock? I own this stock for more than 10 years and I am wondering whether to sell and cut my losses.
You also suggested that the dividend could be cut in half. Has AT&T decided what would be the new dividend?
Thank you for your insight.

Q: This one looks like a great pick - thank you for bringing it to my attention. It looks like it has nice growing earnings and yet appears to be cheap when looking at some basic metrics. What is the risk on this one? Is this a case of the market not picking up on the value or is there a reason why it is cheap? I once bought research in motion instead of apple because it looked cheaper. Hence I stopped looking at the cheapness factor awhile ago. Thank you,

Jason

Q: Hi Peter, Cornerstone has been a solid holding for us this year and yesterday popped with its division sale to Nucor for $1B in cash. Seems a big deal for a Co with a $2.4B market cap. What do you think ? Is it a good deal or did they give up too much ? Continue to hold or sell ? Thank you, Paul

Q: Hi,
I've noticed what appears to be a large drop in both FDX and UPS stock today, but can't seem to find any news as to why. Maybe your sources reach farther than my searching the web? Thanks!
Dawn

Q: Hello,

Can you please comment on recent results? Would you recommend purchasing this stock at current levels?

Thanks!

Q: Following Celsius for a while now , Many Thanks !
They seem like they have a very popular product with lots of momentum . How does valuation compare vs Monster and Red Bull ?

Greg

Q: BL has been slowly losing ground the past couple of months after a strong steady run up. Seems to be a laggard now. Do you see growth or is it time to move on to something else that offers more growth prospect. If so, what are your recommendations (US based).

Q: I find this ticker(shell company etc..) quite interesting. Could I please have your perspective and view of it and it's strategic direction. I understand volatility will be part of the journey. Just looking at what the prospects look like. TY.

As always- fantastic service!

Q: Hello again your thoughts on Brinker International
Thanks again

Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

Q: When was the last time Roku issued new shares and how much? Would you consider them a "shareholder friendly company"?

Thanks

Q: Could you tell us why 12% drop with high volume yesterday ? I did not find any news. Is this a time to buy???
Thanks!

Q: I wrote to you about US utilities on July 20,2020. Included in my question were : AEP (with DUK and SO).
AEP dropped about 4% this morning. I didn’t see any news today that is bad enough to affect the share price that much. All news items are two or more days ago. Do you see anything what caused the price drop? 4% is not trivial for a steady bond proxy.

In particular , would you change or update your answer to my July 20 question please? Thanks.

Q: Avis as a reopening play today?

Q: SAFT seems an excellent dividend and diversification prospect to me. However, is its extremely low P/E indicative of extreme value or a marked lack of interest by investors. What, from your perspective, are SAFT's prospects 5 years out?

Q: Good Morning Peter & Team,

Can you please a recommendation for a U$ ETF with a good dividend, reasonable MER & some growth.

Thanks for all you do

gm

Q: Your views on AMGN. The price is moving in the range between US$230 to US$245. Pays a dividend yielding 2.5% plus and increasing dividend year over year. One bad thing is happening with its new drugs. They are failing and not getting approval. Your views. Should exit the position? What's your choice? Do not own any drug company but own BAX-N as 10% of my portfolio. I run very concentrated portfolio based on individual companies and ignoring sectors.

Q: What is the future of Dupont? The company did acquisitions then merger then sold some business and finally split in three but company never grew? Your suggestions. Should I switch to DOW-N which I got when DWDP (DowDupont) split or APD-N which is betting on new $7-bil Hydrogen plant project?

Q: I already own AAPL, AMD, AMZN, CRWD, J, AND MS.
I was looking at CRM, FB, GOOG and AVGO. I would appreciate your recommendations and am looking at adding 5 companies.

Thank you.

Donna

Q: Hello 5i team,

I'd like to say I enjoy this first class product. The questions obviously are one of the pillars of this service. Offering fantastic insight and vision for all who read.

Looking for confirmation and guidance.
Without specific weights etc is this a sound plan to stick to longterm?

Non registered account is now growing and will be holding CDN stocks.
Former holding was XIC

RRSP is in USD and holds VTI and VXUS
I like the currency diversification and funds. And norberts gambit reduced the cost.
I also pay into an employer matched pension.

TFSA growth stocks in both CDN and USD
I am looking at mid to longterm ETF'S for growth. Without regard to sector etc.
My portfolio is balanced.

My selections are:

SMH
VTWO
BOTZ
MTUM
IWO
QQQJ
ARKK


Could you please rank these in terms of your conviction on success. If one stands out and comes to mind that isn't here please add it.
I would like to add 2 funds.

Thank you very much.