Investment Q&A

Q: I hold small, equal positions in both AMT and CCI. I'm down on both and I'm thinking of doing some cleanup. Of the two, is there one you prefer at this time? I'm thinking of selling one and moving the funds over to the other,,,

Q: Good morning;

I own the 4 stocks referenced at a 4.5% weight in my portfolio. ILMN was purchased as a turnaround candidate so I wish to keep it. XLV to hedge. UNH I have my initial investment out; it has bounced around quite a bit lately with no clear path but a target +/$75 above current price. May 1st you commented CVS is not one you would add to and it could be a value trap. I've owned it since prior to COVID and missed my opportunity to sell it off.

I want to stay exposed and grow my exposure a bit to the US (and maybe Canadian) health care sector. Other than a very occasional flare of positive results this sector has not been very beneficial to my portfolio other than a bit of modest income. I could part with (in order) CVS, UNH, XLV to build better growth exposure. I would appreciate your top 5 recommended options along with why you would put them on the list.

Thanks very much.

Dave

Q: I am wondering if you can share your insights on recent developments with Lulu and whether you would be growing a position as price is down from their high, or sit and wait considering the less than ideal news lately.

Q: I see the ZM trades at a decent valuation and has a fair bit of cash. P/B, P/S, and P/E are presently much cheaper than the past.
For a value investor, is ZM a decent investment? Morningstar labels is it with a Narrow moat, although it is rated a Hold. How competitive is the industry? With all that cash, could it not add on other areas of growth.
Technically it appears to have good support around $59.
Your thoughts?

Q: Hello Peter,
I am thinking of investing in Berkshire class b shares in a TFSA account. Do you see any issues with this approach? I am just wondering if the sad day comes when Warren Buffet is not around, and if the company gets split etc if there will be tax consequences to deal with .. thanks again

Q: I own this stock, have bought it at a low price so I'm still even on it. Don't need the cash but don't want a dog either. Do you think this has long term upside ? Buy, sell or hold ?

Q: Why is Datadog falling over the last couple of days? What's the longer term outlook for the company and the industry it serves? Is it a buy sell or hold? Thank you.

Q: QQQ is not a tech-ETF, yet is made up of mainly tech. Do you think QQQ is a better long-term investment than pure tech ETFs? Explain your reasoning.

Q: UBER Can I have your analysis on the report. Buying opportunity or hold ?

Q: Hi,
In a response to Joseph on BRK.B yesterday you stated
"Lastly, a 5% risk-free yield does look attractive here. "
When you say yield I assume you mean dividend? I thought there was no dividend on BRK.B.
Can you please clarify? Thanks

Q: My question has two aspects. One genral and another one specific
First. numerous analysts and professional investors (and not necessary professional short term traders) use to claim a golden rule saying if a company following poor results in the earnings season, slides 10% or about, you sell immediately and the sooner the better. What is your position on this issue?
Second. What kind of application could be envisaged in the specific case of a stock like Cloudflare with a recent splash of more than 17%?

Thank you very much in advance

Q: For a retired senior needing income, which would have more safety and growth NTR or ACO.X or would you suggest another stock?

Q: Some really smart investors hold positions in this company. What are the growth opportunities for this business moving forward?
Thanks

Q: Hi,
We have held a small position of PLTR since the IPO. Could you please comment on PLTR’s earnings? Street is obviously not happy. Thinking about switching to VRT. Which company do you think is better going forward PLTR or VRT? We already own NVDA, Google and Meta.
Thanks!
Kerri

Q: If less than a 1% positioin held would you add to it today?

Q: Hi, I would appreciate your current view and level of conviction on this company. Based on numerous comments, it's been a 5i favorite for quite some time, although, stock pulled back from its highs, during the month of April. Stock price seems to stabilize a bit for past week or so. Utilities ( Power producers, specifically) also seem to be slowing finding some favour, possibly due to expectation of incredibly large demand for electricity/power from Data centres, over next 10 years or longer.

Would you consider this co. to be a good fit to have an exposure to this area and if so, whether the recent concerns have been mitigated and what price levels would you suggest to start a position.

Thank You

Q: Peter, the 1/4 & FY looked good to us, your thoughts ? How has it compared to benchmarks over the past 5, 10, 20 yrs ? Is it a 1 stop shop vs S&P 500 ? Thank you as its our biggest holding.

Q: Hello 5i, can you comment on Crocs earnings please. The market seems to like them, but what do you think about the declining Hey Dude revenues? Thanks.

Q: please review the results. is it still a buy after a miss?

Q: Good morning 5i
A number of people have commented on the large amount of cash that Berkshire is holding and worry about it. Mr. Buffet says they haven’t seen much to swing at and mentions that it is not a bad time to hold cash, given numerous unresolved and potentially dangerous situations in the world at the moment. I realize that Mr. Buffet has much more money than the average investor and that makes buying significant assets more difficult. I would be interested in your take on this?
With appreciation