Investment Q&A

Q: Is Zoetis a buy right now?

Q: This stock has come off quite a bit post earnings and down from its high. What impact do you expect the lock up period expiry to have on the stock and would you initiate a position now or wait until after?

Q: Can I please have your thoughts on this company and any explanation for its recent strength. Do you see potential here?
Thank you.

Q: I hold both these companies.

Mastercard has been pretty flat for the last 12 months. Do you see things picking up significantly for them when people start booking tickets for flights, hotels, concerts and Disney Land or will papal process more of these payments as well. PayPal has grown to a size in my portfolio that I wouldn't want to add to it. I know Mastercard isn't a "weed" but can't decide if it's a "flower" that could use some water ;)

Would you add to Mastercard (or maybe start a position in Visa) today or look for something else? (In the payments space I also have a full position in SQ)

....PayPal passed Mastercard in market cap today. (mind blown emoji)

Cheers

Q: Hi 5i, BNGO
This company is not currently in your data base. I am considering a 1/2 or 1/4 position is this genomics company and would like your opinion on 2- 3 year hold.
Is this a company you would have any interested in at the current price. Why/why not.
Any suggestions for similar strong candidates in this space.
Thx
Jim

Q: Hello 5i,

I have enough money to open a new 1% position in a portfolio that is intentionally a little overweight in tech, but otherwise well-diversified. I currently don't have any pureplay cybersecurity companies or any pureplay fintech/payments companies (although I do own MELI, STNE and SE). Which of these two sectors would you invest in first. I was thinking CRWD for cybersecurity and SQ or PYPL for fintech/payments.

Thanks

Q: Trying to get closer to 30 stocks in portfolio from 42. Which one from communication and one from consumer cyclical might you sell first? Thanks

Q: Good morning. Can I get your thoughts on ADN,,,, Advent Technologies? Thanks.

Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.

Q: What sector would you put Enphase in: Energy, Utilities, Technology, Industrial or a mixture as it seems to touch all of these? It is obviously tied to Renewables but that is not a sector on its own.

Q: I thought CVS was a reasonably good value at or below its recent price in the mid-70 dollars. It reported results today February 16, and tumbled ~ 5%. Before release of those latest results, I had calculated ROE just under 15% and PEG at ~2.4. (1) Do you have updates to key metrics, in addition to the above-noted ones (incorporating the latest results). (2) CVS’ acquisition of Aetna did cause indigestion, but I thought things were much better now. Not so? (3) I had also thought CVS’ participation in the administration of vaccines would very likely enhance impulse sales also. I am wrong on that too? ( So far, I am scoring zero out of 10, yes?)

Am I wrong about CVS? If it is not worth adding to my position, should I sell or leave my half position in peace for now and just monitor?

Q: Why is this warrant spiking so much?

Q: Appreciate your comments on the latest earnings reports for A, BE, & NUAN, and if you would continue to hold, add or move on. Thank you.

Q: I’ve held Dollarama for a few years now and have a small loss while other stocks in similar space like Five Below performed very well. Is it time to make a switch? I know you generally like DOL but every time it gets close to my break even it drops again. How would you compare DOL and FIVE?

Q: Hello Team,
Could you comment on Visa? I understand it is a good solid holding but it has not gone anywhere in the last 12months... Time to buy?
Thanks!

Q: I have a target allocation of 40-45% for total portfolio US exposure. Which ETFs would you suggest (either currency) to form the core of this allocation? Could you also please provide a handful of individual US picks to supplement. Aiming for long term growth with 20+ yr time horizon. Thanks!

Q: Can you comment on BL earnings. They look good. What do you see for the company over the next couple of years? Is it a buy at the current price?

Q: Hi,
I also held on to the LTRX shares that I rec'd via ITC because they have been in business for a long time, their products are in a diverse range of industries, the SaaS and IoT aspects and a big backlog. I interpret the backlog as partly due to factors beyond their control so this could be a negative.
You stated in a previous answer that good growth is expected this year. Do you still see good growth and what is your take on the recent results? Thank you.

Q: Would like to hear your thoughts on Tufin Software Technologies.

Q: Hi there,

Could you please provide 8-10 companies, preferably in the US that are in the AI and machine learning category and that you think have great technology and a large potential market? No need for in depth analysis so you can keep it brief. I'm looking for a place to start more in depth research. Much appreciated!

PS - I sent a question in awhile back that is probably still in queue as it asked for info on 6 companies that are not mainstream. No rush but please let me know if you didn't get it.