Q: the prospects look good. WHAT IS YOUR OPINION
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Adobe Inc. (ADBE $356.43)
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NVIDIA Corporation (NVDA $175.02)
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QUALCOMM Incorporated (QCOM $178.29)
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Palo Alto Networks Inc. (PANW $191.69)
Q: hello 5i:
Took some profits at an opportune time in AVGO and PANW. I'd like to stay in the tech space with the proceeds (still have half positions in the 2 sold) and was considering some stocks you like. I left out NVDA as AVGO is in that space. Which do you like best between ADBE and QCOM, assuming they are 2 of your favourites, and why.
thanks
Paul L
Took some profits at an opportune time in AVGO and PANW. I'd like to stay in the tech space with the proceeds (still have half positions in the 2 sold) and was considering some stocks you like. I left out NVDA as AVGO is in that space. Which do you like best between ADBE and QCOM, assuming they are 2 of your favourites, and why.
thanks
Paul L
Q: Hi 5i,
It’s been a while since a question on VIAC. Over the past week or so, I have seen several analysts turn positive on VIAC for 2022. It is viewed as cheap on a PE and PS basis. Analysts say it has a lot of content which is really undervalued by the market and that its streaming service has good potential. It does have a lot of debt.
That’s those guys. What are your current views?
Thanks again.
Dave
It’s been a while since a question on VIAC. Over the past week or so, I have seen several analysts turn positive on VIAC for 2022. It is viewed as cheap on a PE and PS basis. Analysts say it has a lot of content which is really undervalued by the market and that its streaming service has good potential. It does have a lot of debt.
That’s those guys. What are your current views?
Thanks again.
Dave
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iShares Russell 2000 Growth ETF (IWO $332.92)
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ARK Innovation ETF (ARKK $80.39)
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iShares U.S. Insurance ETF (IAK $137.12)
Q: With the market rotation and possible interest rates impacting growth stock valuations.
Is ARKK becoming hit too hard to ignore?
What would be your top ETF plays for today and the next 2-3 years? I've been riding semi's.
This is an added boost for my portfolio which is otherwise balanced.
Thank you very much!!!
Is ARKK becoming hit too hard to ignore?
What would be your top ETF plays for today and the next 2-3 years? I've been riding semi's.
This is an added boost for my portfolio which is otherwise balanced.
Thank you very much!!!
Q: For UPST, what are the consensus earnings expectations for each of the 4 quarters for 2022?
Also, what are the "interesting new initiatives" you referred to on jan 3 of this year?
Also, what are the "interesting new initiatives" you referred to on jan 3 of this year?
Q: good morning- your thoughts on TMUS. It has dropped a lot over the past six months and is the only one of Citibanks top ten choices for both value and growth. Time to buy or stay on the sidelines. I could use more telecom and have a whack of Telus. thanks. al
Q: since the number of hospital surgeries will grow post covid please list your 2 favourite companies that will benefit . please name a pairing of companies with little or no overlap that will benefit under this scenario. thanks Richard
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Open Text Corporation (OTEX $45.70)
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Rapid7 Inc. (RPD $16.35)
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Evolve Cyber Security Index ETF Unit (CYBRB)
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Palantir Technologies Inc. (PLTR $183.57)
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Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
Q: Hi 5i team.
Looking for at least 3-5 year and likely longer hold on cybersecurity stocks or ETF. Would invest about 2 % of my equity funds in this.
Need high conviction for longer term capital preservation though I am quite OK with volatility. (A lot of tech stocks currently are relatively on sale.)
What would be your top 2 stocks and/or ETF recommendation? What price would you consider buying in at for your top recommendations.
Thank you so much.
Looking for at least 3-5 year and likely longer hold on cybersecurity stocks or ETF. Would invest about 2 % of my equity funds in this.
Need high conviction for longer term capital preservation though I am quite OK with volatility. (A lot of tech stocks currently are relatively on sale.)
What would be your top 2 stocks and/or ETF recommendation? What price would you consider buying in at for your top recommendations.
Thank you so much.
Q: Recently, Watsco has increased in value while Generac went into a deep decline. Why the diversion and which is the better company?
Thank you for your analysis and reviews throughout the year!
Thank you for your analysis and reviews throughout the year!
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QUALCOMM Incorporated (QCOM $178.29)
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AbbVie Inc. (ABBV $223.32)
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Pfizer Inc. (PFE $25.85)
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Verizon Communications Inc. (VZ $40.89)
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Williams Companies Inc. (The) (WMB $59.74)
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Methanex Corporation (MX $54.20)
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Algonquin Power & Utilities Corp. (AQN $8.10)
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Magna International Inc. (MG $71.43)
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Vanguard Dividend Appreciation FTF (VIG $222.08)
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Nutrien Ltd. (NTR $86.46)
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Brookfield Asset Management Inc Class A Limited (BAM $53.79)
Q: I have some extra USD money from a small US pension that is used for going to Florida in the winters. Since we have not gone in the last two years, I would like to put some of it in our TFSA. My questions are, if I buy say TD on the NY stock exchange would the dividend in US dollars be subject to 15% withholding tax. Could you please give me several companies I could buy into if this is true. Could you also give me several US companies or ETF's that would give me a dividend and hopefully growth for a long term hold. Thank you for all the help I get for being a member. Gary
Q: Happy New Year to all. With the new pill to help people with Covid 19 do you feel PFE will continue to rise or at least hold steady? The variants may be with us for awhile!
Thankyou for a solid year and here's to a HEALTHY 2022
Thankyou for a solid year and here's to a HEALTHY 2022
Q: This will be an ugly day for Berkeley. Is this a good opportunity gone bad. How do you like it’s future prospects? Would you buy today, being it’s all time low?
Q: hi. can you provide the PE and PEG on shopify (current and forward). I see different numbers on different websites. and do you see any new challenges for SHOP going forward re today's fed minutes? and is this a good entry point? thanks chris
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QUALCOMM Incorporated (QCOM $178.29)
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AbbVie Inc. (ABBV $223.32)
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McDonald's Corporation (MCD $316.72)
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Pfizer Inc. (PFE $25.85)
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Verizon Communications Inc. (VZ $40.89)
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Williams Companies Inc. (The) (WMB $59.74)
Q: Happy New Year from Panama!
I will be receiving RRIF payments at the end of each month going forward.
My question to the team is could you please give me a couple of US and CDN stock ideas? looking for safety of principal, with some growth,and monthly payouts? or quarterly?
Thanking you in advance
Stephen
I will be receiving RRIF payments at the end of each month going forward.
My question to the team is could you please give me a couple of US and CDN stock ideas? looking for safety of principal, with some growth,and monthly payouts? or quarterly?
Thanking you in advance
Stephen
Q: Hello Peter,
Could you please give me your opinion of the stock at current price levels? I have been holding on to it through the decline and am wondering if it should have a place in the risky portion of the portfolio? With the rotation out of growth providing opportunities at now lower valuations, where would you place OSTK in the spectrum?
Regards
Rajiv
Could you please give me your opinion of the stock at current price levels? I have been holding on to it through the decline and am wondering if it should have a place in the risky portion of the portfolio? With the rotation out of growth providing opportunities at now lower valuations, where would you place OSTK in the spectrum?
Regards
Rajiv
Q: What do you see as potential growth prospects for this company? I’m considering selling my shares in it, in favour of a business with greater growth potential longterm. Thank you.
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Xylem Inc. New (XYL $137.10)
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NV5 Global Inc. (NVEE $22.56)
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Evoqua Water Technologies Corp. (AQUA)
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Tetra Tech Inc. (TTEK $34.56)
Q: Happy New Year 5i. I'm looking for an investment in the water space. Would you select an industrial like AQUA or XYL or favour the engineering side with a company like TTEK? Are there any other companies you would suggest in this space?
Q: Xylem is rated a 'sell' by Raymond James. 'Sell' ratings are not too common among analysts so I would appreciate your opinion of the company. Would you recommend an alternate water stock to replace XYL?
With appreciation,
Ed
With appreciation,
Ed
Q: Please provide your current comments on whether these two companies are good investments at this time. What is their potential for growth and what risks do they face in an inflationary environment?
Thank you and a happy new year to all at 5i
Stella
Thank you and a happy new year to all at 5i
Stella
Q: Peter; All the best in 2022- Covid free . Could you update your opinion on Thermo ? Thanks. Rod