Investment Q&A

Q: Hello Team. I got a position in SVB Financial after being identified by the team as a good value at that time. It has done extremely well however it has corrected about 20% recently.
Last quarter seemed to be very good. What do you see going forward. Buy, hold or sell.
Thanks

Q: Could you provide an evaluation of these two US based, related companies, particularly concerning their potential regarding infrastructure spending.

Q: Hope you and yours have so far successfully avoiding covid-19.
Our portfolio is below
Cons Discr 5%: US:NIO, US:CELH
Cons Stpl 3.8% - US:COST
Energy 6.2%
Fin Svcs 38% - BNS, GSY, RY, SHOP, SLF, US:BAM, US:JPM, US:MCO, US:V
Health 4.2% - US:MDT
Ind 5.8% - US:RTX, CNR
Real Est 2.7% - US:RDFN
Tech 13.4%
Telcom 5.7%
Util 7.4%
Cash 8%

All the fin svcs are up nicely but V and BAM have only small gains. We like both but think we should reduce this overweight sector and re-balance among the Industrial, Health and Real Estate sectors.
We are down 41% on NIO and down 12% on CELH but we are prepared to wait unless you think their prospects aren’t worth the wait.
We’d appreciate your view on what to sell in fin svcs and what to buy in Ind, Health & Real Est.
Many, many thanks.

Q: I am interested in investing a portion of my portfolio USA market. It seems to me that the safest way to do this is through good quality ETFs with minimal dividend payout. Their stock market is far too large for me to consider managing individual stocks.
It is my preference not to buy a broad market index with thousands of stocks, rather to purchase ETF’s covering specific sectors that together more or less cover the major components.
At this time, which ETFs would you choose for ...
1.Health Care
2.Industry
3.Cyclicals
4.Value
5.Small Cap
6.Technology. ?
Financials and Resources are well covered in Canada.
Thanking you in advance.

Catherine

Q: I tend to like boring predictable companies. As far as U.S. self storage companies go, how would you rate NSA on the NYSE. Are there others you would prefer.

Q: I have a 5% position in Visa and 2% position in Lightspeed. I am considering adding a position in PayPal or Square to my TFSA.Which would you prefer today? Or should I diversify into something like Shopify?
Could you rate the above stocks in terms of risk and also include Crowdstrike?I have a long time horizon.

Q: What are your thoughts on this company for a long term hold? Thanks as always for your great service!

Q: Have owed now for several years and up about 50%, with stimulus about to hit in US, good to stay here, maybe another bank/financial tool for higher dividend and some growth or maybe in some other area to get what im looking for?

Q: Happy Easter everyone, I wanted to get your thoughts on the recent earnings for LULU if you would be a buyer at the $300 level . Additionally with the reopening in view what are your thoughts on Nike and Under armer as well? I feel that with the nicer weather and lifting of restrictions people might start thinking about getting back into shape before everything reopens.

Looking forward to your insights,

Q: I've been holding Visa for a few years but would appreciate your comments on starting a position in PayPal as an additional investment in the sector at this time. Thanks.

Q: This was a recent top pick by Credit Suisse and seems to have a positive outlook from other analysts as well. Your thoughts?

Q: Do you like SPG ? Is it a good time to buy now? Thank you.

Q: Hey guys,

ARK invest just recently released there new ARKX ETF. I have been waiting for a while for it to be released. What are your guys general opinion about this ETF. Would you guys be okay with taking a small position in this.

With ARK's recent performance when you be a little skeptical with taking a position in todays market?

Thanks

Q: I want to pick one of these companies for a small position in my TFSA for a long term hold. I know 5i likes all these names but what company would you pick today? Also why it over the other two?

Thanks!

Q: Hello Folks:
I am considering dropping Verizon and adding T-Mobile. TMUS does not have a dividend however their future appears brighter, particularly with their google hookup. Verizon seems to have been treading water the last couple of years.
What are your views and if we were to purchase TMUS what weighting would you recommend?
Thanks for your great service
brian

Q: Can you suggest some companies with decent premiums that you think would be good candidates for an income generating strategy using options.
Many thanks.
Mike

Q: Hi Peter, Ryan and Team,

With the current market environment, what are your top 5 US and Canadian growth picks?

Q: Would you have a preference, or even recommend either of these US industrial stocks? Seems Jim Cramer on Mad Money in US is a big fan but I would like your perspective. Thanks.

Q: Can you please comment on the outlook for autodesk.
Would this be a good infrastructure play?
Thanks Cal

Q: CLF Thoughts on this company with the Biden infrastructure plan coming out later today, stock seemed to get a “shot in the arm” 😁 on this announcement!