Investment Q&A

Q: Hello, I've made 12% gains in delta airlines, 60% gains in JP Morgan and 41% gains in Wells Fargo. Do you think there is more upside in those position ? I wan't to get more cash in my margin account and look for more growth quality stocks. What do you recommend I do with those stocks ? Thanks !

Q: Hi! Wondering about your thoughts regarding the potential of MWA... especially compared to XYL. Thx. M

Q: During these times of what we all hope is an economic recovery, would you choose Palantir or Visa for growth over the next two years?

Q: Do you have any idea when they might be bringing Paysafe to the market and would appreciate your thoughts on this Spac thanks

Q: CEO is leaving after a relatively short stint, they guided down, but were they overly conservative? Yes, they can handle on-line, but these types of sales benefit greatly from the in-person experience, so shouldn't this company be a beneficiary of the re-open trade, regardless of their having guided down?
Your thoughts, please?

Q: Hello 5i team. I am just curious on your thoughts of these 2 companies and when you think would be a good time to invest in them for my TFSA.

Q: What is a good price range to initiate a position in Roblox?

Q: Please share your thought on this company in a long-term view. Thank you!

Q: Hi Folks,
I am looking to update my RRSP - I currently hold PG, TD, BNS, MFC, ABBV, PFE, T, BCE, AQN, BIP.UN, ENB - I am thinking of swapping PG with Verizon ( or can you suggest another with a dividend ) to add some "torque".
Thanks

Q: Everyone seems to hate the technicals on semi charts. Cramer thinks they are expensive. I look at both Broadcom and Qualcomm and think they are cheap on a forward PE basis. Yes there are short term supply issues. But double digit growth and these companies with forward PE in the teens. How are these companies not a table pounding buy for dividend growth?

Q: Hello Peter,
Could you please comment on curaleaf's earnings and their reach into Europe? I would have thought their numbers and their global reach would have caused the stock to surge but it was tempered.. Also, given that US is not federally regulated, i thought US companies could not go international as I would have expected them to acquire outside USA at an earlier date. Any comments. Finally, since Curaleaf trades on cdnx, and if it is to move to Nasdaq or NYSE (with federal changes), what would happen to my shares. I know if it is TSXV to TSX or NYSE, it is non-issue. I just wanted clarity if shares traded on neo or cdnx, if same applies. Thanks very much.

Q: For a play on e-commerce delivery, which would you prefer (or do you have another recommendation). Thanks for all your advice.

Q: Hi Guys,

My portfolio is still too heavy on technology (+ 30%), what do you think of BLDR as a infrastructure play inside my balance/growth portfolio?
Full or half position? I already own WSP, J (jacobs) and MLM (martin material).

thanks

Jim

Q: What is your viewpoint on this SPAC, TSIA? I see the target co. Is involved in real estate technology with high tech locking systems and clients include Brookfield, so this seems to me to be a strong product endorsement.

Q: How come PFE is muddling along despite having one of the top covid vaccines? How much of their revenue/growth does it make up - or are they just too massive to it to move the needle? What's PFE's growth outlook and valuation?

Q: Hi,
TDOC has taken quite a beating recently and the stock was down ~40% off its high. Do you think the selling overdone and is it a good time to start a position?

Thanks

Q: What is your opinion on coupa game?

Q: Can you comment on the earnings report, its prospects moving forward, and if anything positive or negative that stood out during the conference call (if you listened).

Thanks for everything you and your team do!

Q: I am going to sell my Flutter shares for tax reasons and either repurchase them or buy another gaming stock. Can you provide me a list of your current favourite gaming stocks to choose from. I have a long time frame. I haven't traded OTC shares before and I believe you have advised just hitting the bids.

Q: Hi Peter...I bought the warrants in January and sold them last week for a 100% gain and I bought MG with the proceeds. The NGA warrants are still below what I sold them for. Do you think it worth chancing a rebuy? If the warrants are basically a coin toss...ie a 50% chance of either going up or down... then in all probability the chances of making another profit are more remote the 2nd time around. In reality all short term stock purchases are in essence a coin toss even though day traders may take issue with this comment. The probabilities of success are better with a good company over a long term holding. The account is not registered so capital gains taxes will be required. Any thoughts you have would be appreciated.
Jim