Investment Q&A

Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you

Q: I have room for 1 full position in my US RRSP. I do not have exposure to US financials and was looking for your opinion for a relatively diversified US financial with the best prospects for CAGR over the next 3 to 5 years. I came up with Paypal, Square, MS, and JPM. I feel that Paypal (with it recent sell off) is the best option. What is your opinion?

Q: This a follow-up to our TFSA question dated August 24, 2021, and specifically relates to the 5i suggested list of 10 US stocks.

Of the 10, we have so far initiated positions in GRMN, LULU and REGN.

As we already have a substantial position in V (and MA), please suggest an alternative, perhaps in payment services, such SQ, AFRM or PYPL. Also, please suggest an entry point.

For the remainder, NVDA, DG, GOOG, JPM, CRWD and APPS, please rank them in terms of conviction and for each, suggest an entry point.

As always, thanks for the great advice!

Q: Good morning again, I just sent the beginning of a question and inadvertently sent it before I finished!
Here it is , hopefully in its entirety,
I am building a long term portfolio, 10 plus years, and would like to add 2 or 3 Large US Technology stocks. I am looking at AAPL , GOOG AMZN and MSFT , I already have NVDA and are not interested in FB. Any thoughts on the above, which order would you suggest buying them in, and are there any others I should consider? Also can you explain the difference between GOOG and GOOGL Thank you

Q: What metal sector(s) would you recommend that will stand to benefit the greatest from the move to renewables. Please provide 3 growth companies to consider.

Would you also please provide 3 value companies that show solid values and good rebound opportunities in the same or similar sector.
Thanks, Peter.

Q: What are you thoughts on thermo fisher for a long term hold. It seems like the magna of health care industry providing products for making drugs without the risk of drugs going of patent . They also make some drugs on limited runs for companies. How do these companies do in a rising interest rate world if that does come to pass.

Q: PYPL just stated that it is not pursuing an acquisition of PINS at this time Please note "at this time" Please comment & should we hold on to Pins. On Oct 22 Pins stated it will report Q3 on Nov 4. Txs for u usual great services & views

Q: Can you rank these US technology stocks? Perhaps based on risk, and another ranking based on growth.

Q: Is Visa a buy today

Q: what are your thoughts on thermo fisher at current prices for a long term hold. I would like some health care exposure without drug specific concerns.
It seems to me that Thermo is the Magna of pharma and biotechs is that a fair comparison ?
As they produce all the products necessary and even produce drugs in small batches for some pharma companies.

Q: Peter; Do you have any thoughts about the Metaverse ,i.e., is it investable and if so how ? Thanks. Rod

Q: Hi,
So at this point do we just assume SNAP is technically 'broken' for now? Better to salvage some capital and move on to a better opportunity? My guess is this earnings miss and selling on heavy volume would indicate a long road ahead to repair the current technical damage - but I would appreciate your thoughts on whether to hold or sell SNAP.
Thanks!
Dawn

Q: Could you provide the names of some companies that have declared their first dividend over the past several months. Canadian or U.S., any size market cap. Thanks.

Q: Hello!

Can you please provide your comments on Camping World Holdings as a longer term stable growth holding? It seems to be rolling out a pretty nice network and leveraging the Good Sam name. Any red flags? Any "more preferred" names in a similar business? I see the theme of camping continuing to be strong.

Q: Whats going on with goog, down big today.

Q: Further to my question.....based on your response, are you confident ROKU would still do well and (the 2nd part of original question) is this an opportunity to add/buy ?

Thank you !!

Q: Good morning team!

Would AAPL's new privacy policy affect ROKU as it has with SNAP? If so, how exactly would it be affected? If not, do you think this is an opportunity to buy/add?

Thank you!

Q: Good morning!

I hold a 1/2 position in Magna. I do believe in this stock longterm. With the shortages and things appearing to be priced in. Is it time to top up to a full position?

On a separate question what are your highest conviction growth pics in TECH for the 4Q.
Preferably US but can spribkle some Canadian names as well.

Thank you for the amazing input and service. It's been immeasurable.

Q: I have a question about the dental health care space. I held onto Danaher for a few years, primarily for its dental holdings, but they were spun off into another company, Envista, in 2019. NVST has not performed as well as DHR since the spin-off, but its product lines are very well-regarded in the field (first-hand knowledge on this point). I believe that the products will maintain their popularity, but I would really like to hear your thoughts on the management of NVST, as well as how you feel the company as a whole will perform in the next few years.

I have been also considering starting a position in XRAY (again, first-hand knowledge of its product lines, which are very good), or pivoting towards distributors, such as HSIC and PDCO. As always, I appreciate your insight, and look forward to your response.

Q: Do you have any insights to share on the US housing market to explain how RDFN may do? We purchased RDFN about 6 months ago but are wondering if we did the right thing since we are down about 35%.

Many thanks for your views.