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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: If an investor is expecting a potential 10% market pullback in the coming weeks and they want to "partially" hedge their portfolio without selling or shorting their holdings, what percentage of an inverse ETF like PSQ would you recommend holding versus the value of their long position? In other words, in a $1,500,000 portfolio, what dollar amount would you hold in PSQ shares? Thank you!!
Read Answer Asked by Greg on February 04, 2021
Q: My advisor has suggested I average down buy these two stocks PEP and K (underwater on both). I'm hesitant to proceed that way and would rather look at consumer discretionary ideas with more growth. What would you suggest? I consider myself an aggressive investor. Looking for a 2-3 year hold.

Thanks, as always for th great advise.

Dave
Read Answer Asked by David on February 04, 2021
Q: Seems like the stock is going to open much lower in reaction to their latest quarter. May you please comment on their quarter and is it a good entry point? I already hold some NVDA per your strong recommendation, but if I wanted to diversify in the sector.. would QCOM be your second recommendation as of today? Thank you !
Read Answer Asked by Michael on February 04, 2021
Q: Hello Peter, with Alphabet's huge cash hoard and pressure on the company to control expenses, do you expect they might institute a dividend soon? Should they? Would the market reward that decision with a price increase, do you think?
Also, despite paying a premium of several extra dollars when I bought GOOGL (not GOOG) several years ago, I'm chagrined to see that my GOOGL shares now trade at several dollars less. Given that the GOOGL shares have voting rights that the GOOGs don't, I'm a bit puzzled. Do you think the old premium will return at some point?
Read Answer Asked by James on February 04, 2021
Q: Hello 5i Team,
I have a couple questions where I'd appreciate your expertise.
First, I've been holding BRK.B long term, and even after shaving my position last year, and the year before, due to its performance, it's currently 28% of my total non-registered portfolio. I'd appreciate your thoughts on whether I should continue to pare down my position (it's up 170% at present).
Second, I would like to add some international equities to my overall portfolio. As Scotia iTrade is limited to US and Canada, can you recommend a solid, and cost-effective online brokerage for global markets?
Thank you! Aaron
Read Answer Asked by Aaron on February 04, 2021
Q: Going through the ETF section but can’t find which etf would be invested in square, PayPal and the fang stocks. Can you direct me to a few to research.
Read Answer Asked by Helen on February 04, 2021
Q: VXRT No news about this, but opened at $14 yesterday and closed at $23.....now down to $12??? Why the volatility?
Thanks so much!
Read Answer Asked by Austin on February 03, 2021
Q: Would you consider PEP a re-opening security? It reports on February 11, 2021 . Do you expect performance above consensus?
Do you have Forward P/E and PEG? I have PEG at 6.6 . But ROE *seems* over 50% . Is that the correct correct ROE? If yes, PEG at 6.6 does not look right.
Analysts are awfully lukewarm on the business. Is PEP worth holding on to if one is looking for for both modest growth, and dividend, or do you expect PEP to act more like a bond going forward?
Read Answer Asked by Adam on February 03, 2021
Q: I am a longterm holder in GPN wondering if it is time to gradually move on within the electronic payments space. Perhaps recent performance is just a stall from frothy heights or are they being pushed out by new entrants? Is GPN still the payments processor for some of the new service providers? I am not looking to jump on the fastest horse more looking for a reasonable expection of steady growth. GPN appears to have low recent growth, low ROE yet good margins. I also own Visa, Paypal and Ipay.

Thanks for your service, stay safe

Darrell
Read Answer Asked by Darrell on February 03, 2021
Q: U want some exposure in the cyber security area, Which ft these two ETFs do you prefer? Or, would you suggest a single stock as a better option? Thanks
Read Answer Asked by gary on February 03, 2021
Q: Hello 5i
I own the four companies listed above and have been hearing some good things about 1Life healthcare(ONEM). How would you rank these five companies, mainly for growth but also how much confidence you might have in them.
Thank you
Dave
Read Answer Asked by Dave on February 03, 2021
Q: Hi Peter,
What would be your today buy recommdation for fundamentally excellent companies ( canadian and US) in the small , middle and large cap categoies and have expected high growth in the near future. Appreciate ranking them by category and risk.
Thanks
Read Answer Asked by Yousef on February 03, 2021
Q: What is your opinion of Maxar Technologies. With the current interest in everything `space'. Maxr has a pretty decent P/S and P/E ratio.
ARK funds are also launching a new fund ARKX focused on `Space exploration companies'. Could you suggest which companies would be included in that EFT ?
lastly. SPCE has seen an absurd jump these last 2 days. Is this due to the ARK ETF or REDIT crowd jumping in and causing a short sqeeze.
Thanks and Have a wonderful day. !
Read Answer Asked by Rajesh on February 02, 2021
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