Investment Q&A

Q: Can you recommend 2 cybersecurity stocks with decent earnings profiles.Also, what is your favourite Cybersecurity etf?
Thanks for the great work.
Phil

Q: Hi Team,
What's your current views of MED and SWKS? I have been underwater pretty much on both these I bought them. Should I continue to hold or is there other stocks I should be replacing these with instead that stand out as screaming buys as of today? I particularly don't understand the weakness of SWKS. From what I can see it trades much cheaper valuation than most chips stocks, has good growth, has a partnership with Apple (which I know some view as a negative), is in the 5G business as well which should be a highly growing sector. The lack of interest is a bit confusing. Would it be a takeover target? You would think if chips are so hard to come buy perhaps apple would just buy them with their pocket change one day to bolster their supply chain? Thoughts? Thanks

Shane.

Q: QRTEA and TGTX have declined quite a bit recently. can I have your opinion on these stocks? are they value traps? Would you prefer one over the other?

Q: Peter, my son asked me about buying shares in Vacasa, vacation rental company based in Portlant. It IPO'd on Monday (SPAC) with an inauspicious beginning! Down as much as 12% today. The vacation rentals space looks interesting and this co. may be worth looking at later as a reopening play (whenever that really occurs), but so far the company is losing money every quarter from what I can gather.

I recommended holding off for now and have put it on a watchlist, but I'd be interested in hearing what you would look for before you would actually consider actually buying shares in this company.

Q: What company do you like better today for a long term growth investor?
Thanks

Q: Amazon, seems to be trading sideways for a while now. Is it still worth it to stay in or do you think it makes sense to existing buy some other big tech to diversify?

Q: Hi Peter & team,

For US Heathcare, I’ve ABBV. I want to add one more wide moat, stable growth healthcare company. Thinking of either SYK or ISRG. Based on their current market valuation, balance sheets, and future revenue growth, which is the current preferred choice and why. Or is there another better choice? What’s the suggested entry price? Thanks.

Q: Hi 5i
What are your thoughts on DIS ($153) and VR? Is it a significant new revenue stream and how many years away?
Thanks,
Greg

Q: At what % of a total portfolio would you feel it is reasonable to let these two stocks run to before starting to pare back ? A range for low-med-high risk would be useful.
Also, any opinion on what you see in the year ahead for them ?
Many Thanks.

Q: Could you please rate the above best to least for growth in the next few years
Thank you for all your great advice.

Q: I'm lacking in Consumer Defensive, Industrials, and Basic Materials. Please provide some names you like in each of those sectors.

I'd prefer safe income stocks but I'm open to hear a couple growth suggestions.

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: What are your thoughts on TDOC? Would you purchase at these levels for a higher risk investor? Do you expect a bounce in January? Would you prefer another stock with more potential upside?

Thanks for your service?

Q: Your thoughts on the company? And any suggestions on solid companies that you prefer in the robotic space?

Q: Morning... Could you compare WMT and TGT and let us know which company you'd prefer and why?

thx, M

Q: I have been hearing regularly BNN market call guest select payment stocks as their top picks over the last month. What is your opinion of these stocks? are they good value right now and do you think they are facing any headwinds?
thanks

Q: Hello 5i team!

Your thought on adding ARKF (Ark ETF Fintech) versus buying Zillow or Open Door. With ARKF, I will add some bitcoins & fintech to my portfolio that I didn't own as well real estate selling/buying online. Zillow is down significantly after retreating from buying real estate, is it time to step in at today pricing. Thank you!

Q: My virtual 'conservative growth' portfolio has the above 10 stocks in equal wights. What two stocks would you add to round it out please? Please assume that I have 45% outside of this portfolio in fixed income. Are 12 stocks enough in your view? I know there are many factors but please answer the best that you can ... maybe assume it is you.

Q: 5i
Can you please provide me with 3 stocks you would consider 'Bargain Prices' today!
Thanks

Q: Looking to buy the dip and start positions in these names.

Could you rank these and suggest a reasonable target buy-in price or advise if you feel they are buyable now?