Investment Q&A

Q: What are your current thoughts about which United States companies you would recommend in a growth oriented portfolio. Some risk OK. Could you list and rank five of your favourites (apart from the FAANGs) and give an indication of risk.

Q: Thoughts on CRCT?

Q: Hello,

What are your thoughts on AMH. I'm wondering with the recent down turn in home builder stocks I'm not sure if I should sell CCS and purchase AMH instead.

Thanks,
Raj

Q: With all this record heat, I am wondering if there are any good public companies that are involved in selling air conditioning systems. Thanks

Q: Roku has run up a lot in 2 months, at least partly due to a takeover rumour. I’m thinking an offer will likely not materialize because the cat is out of the bag making the company more expensive. If you held a small position, would you sell? At the current price do you consider Roku a buy, sell or hold?

Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry

Q: Hi Peter, we own CRWD and are wondering re: NET which is also breaking out. Your thoughts on NET ? Thank you.

Q: For someone who is bullish on gun stocks, do you have a preference between RGR and SWBI? Is there any metric you would watch and compare to find a time that would be worth moving weight from one company to the other?
Are there any other gun stocks you would consider?

Q: Thoughts on HL:US?

Q: I had bought this when the SPAC mania was high with the belief that this SAPC from Goldman Sacs would be a good investment and provide a decent gain as well as an Initial buy-in into a great company as people like us just cant get in any decent IPO..
Unfortunately, this too has dropped and I'm almost 20% down. Is there any news as to which company they are pursuing and please advise if I should hold or sell this and invest in a growth stock, as they are back in favor.

thank you as always your advise and guidance.

Q: Any thoughts on the CNH purchase of Raven? If you owned Raven, would you wait for the deal to complete?

Q: Hi, looking to high grade my portfolio and swap QSR for MED. Small gain currently with QSR. Can you compare the two fundamentally and do you see MED having higher growth potential? Which would you rather own?

Can you rank these for long term growth? BYD, QSR, DOL, DIS, SBUX, MG, ATZ

Thank you!

Q: In the coming reopening I'm thinking that Darden may be a good place to put some $. On an industry basis the debt level seems reasonable but I would appreciate your overall thoughts on the company. Thank you.

Q: Hi Team,

I didn't see any news to account for these moves today? Is there anything you know of?


Thanks

Q: Hello, what are you thoughts on Asana? Since their earnings announcement the stock has taken off and wondering if I should wait for a pull back before purchasing.

Q: Would like to invest in the health sector, looking for growth over 1-2 years. Could you comment on the above stocks

Q: I am looking to add 1/4 positions in my growth portfolio with AT and NVEI. Or I could add to my half positions in U, CRWD or NVDA. I would like your thoughts on which is better at this time for long term growth. I am underweighted in US stocks. Thanks

Q: Hi 5i, I'm considering selling Oracle for something a bit more rewarding, would you sell / hold ? Can you recommend for a 3 year hold one or two stocks.

Thank you

Q: A family member would like to build a US dollar portfolio with US stocks. My thought would be to do it along the lines of the 5iR Cdn Balance Portfolio. For example, JPMorgan would be the US stock for the BNS. With this in mind, and being able to tolerate risk and for a long-term intention, like 10 years, what would you suggest the 15+ position US portfolio would look like?....Thanks...Tom

Q: Hello. KRBN
I like the carbon credits area but don’t understand it well, how would this ETF make money for investors.
Any insight is appreciated thankyou