Investment Q&A

Q: What are thoughts on this stock, like most recently it is under "water" but the fundamentals appear solid?

Q: You had previously given the following criteria to judge momentum stocks: "For momentum we like a rising stock price with increasing volume, positive earnings surprises, accelerating earnings, analysts' upgrades and target prices. "

Would I be correct in assuming that in the current markets, we need to think more like value investors, however, than momentum investors? If my observation is correct how does one then analyze value stocks?

Appreciate your insight.

Paul F.

Q: Hi Peter, Ryan
Could you name a few Candian and US companies that are great capital compounders? Which ones, in your opinion, have a "Reinvestment Moat", i.e. they have a moat and also have a long runway of opportunities to deploy incremental capital at high rates into the foreseeable future? As a next best alternative, companies with a good moat and exceptionally strong capital allocators.
Thank you!

Q: Hi I asked this question earlier. You answered with dividend paying stocks (thanks). but if your were not considering only dividend payers, what would be your choices?
thanks

thanks as always for your level headed thinking. I have a number of CAN dividend stocks as the core of my holdings. I now have cash that I want to deploy over the next couple of months. what are your top 5-10 US stocks (no regard to sector) that you recommend based on a 5 year hold.
Michele

Q: I realize that in a recovery as you’ve noted, individual stocks will do better than ETF’s. If I’m looking for growth over a three to five year time frame would you suggest buying both SMU and XLK Or a list of individual stocks that could include MSFT JPM V WMT INTC ? I suppose a combination of the two options is also possible. This is for US exposure and it’ll be in my TFSA account which is presently sitting in cash. I believe you’d also suggest buying back in gradually. Thoughts. Thnks

Q: Hi Peter and Team,
Hope you're all staying safe!
I believe there is a secular push for clean energy around the globe and I also want to expand the global exposure relative to Canadian markets in the portfolio so I'm thinking of adding some ETFs like ICLN to help me in both these regards. How do you feel about this for new purchases for planned long term holding.

Q: Which three robust Airlines and Cruise lines or travel ETF's internationally will be a good buy in current situation for long term investment.
Your opinions are valuable. Thank you.

Q: Goldman Sachs downgraded SYK from Buy to Sell and slashed TP. I'm sure this is because of SYK pulling their guidance for Q1. A Sell seems quite radical especially in light of the fact that Citi maintained a Buy but also cut TP. Your thoughts.
Carl

Q: Hello friends,

Is it possible to run a screen on all 4 major NA markets TSX, S&P 500, DOW and NASDAQ for the top 10 companies of which stock prices have appreciated in the past (dreadful) month? Perhaps make this another blog subject? It should be interesting.

All the best.

PS Kudos to Peter for his astounding patience with everyone! It's something I'm trying hard to achieve every day, but Peter leaves me in the dust. Much to learn from his example.

Q: Hello 5i
PayPal or Square for growth? Why?
Thanks
Dave

Q: Thinking about investment implications of this crisis. In a recent investigation by Assoiated Press it was reported that " The critical shortage of medical supplies across the U.S. (Canada?), including testing swabs, protective masks,surgical gowns and hand sanitizer, can be tied to a sudden drop in imports, mostly from China". Do you think there will now be a new emphasis on domestic manufacture and if so where might one find the companies that would benefit?
Thanks
Mike

Q: Hello,
I am currently waiting out this deep downturn in the market. At some point the market will start recovering. I have followed your recommendations in the Portfolio Tracking and Analysis tool.

If you had $500,000 sitting in cash which you want to deploy once the market turns around, which sectors would you look towards investing in for the eventual upward trend? Would you be able to provide your favourite stocks /ETFS which you would use to cover the sectors you think will be first to recover?

Thanks for all your help.

Q: Pls comment on Seagate Technology earning , outlook, and future growth.
The stock looks cheap, is it a value trap? How had it done on dividend increases in the past 5 years. Would you recommend a buy?

Q: After the merger, United Technologies share owners will receive 0.5 of a share of Otis and 1 share of Carrier for each share of UTX common stock. I do not know much about these companies. Are Otis and Carrier shares worth keeping?

Q: The merger is to occur in the second half of this year. RTN would receive 2.3 shares of UTX, after this company’s Otis and Carrier spin-off. Considering the current reduction in both stock values, would a Raytheon or UTX stock purchase be more favorable at this time?

Q: Just wondering your general opinion on these 4 stocks that were rated 5 stars by Morningstar. Do you think any of them are interesting and how would you rate them. Thank you

Q: Hi,

May I get your opinion on EGHT?

Thanks,

Q: Hi 5i team,

I follow the DOW stocks a lot as they are a barometer on the market. They form the core of my portfolio and I add and trim around them. You mentioned in an earlier question that big caps are likely the quickest to recover. Earlier I lightened up on some high beta tech names and have some dry powder. On the Dow, which ones do you see as are the top 3-4 names having the potential for the strongest recovery over the next year or so. I manage my portfolio closely, so I am not concerned about sectors or weightings here. There are a lot of candidates and some have really been beaten up and others not so much. The financials have been beaten up, but I stay in Canada for those anyway, and I have no interest in the oils.

Thanks again for the insight on the DOW stocks. Thanks for your great work, as some days you are turning out answers faster than I can read them.

Dave

Q: I am considering selling my shares in ENB and using the funds to top up my holding in BAH. What are your thoughts on this move?
This would be in a registered fund. There is no tax loss advantage. I am interested in total return whether it be dividend or capital gain over the next 2-3 years.

Q: I thought that a drug had to be on the market for years before generics were allowed to enter the market. Help me understand what’s happening.