Investment Q&A

Q: Can you suggest some companies with decent premiums that you think would be good candidates for an income generating strategy using options.
Many thanks.
Mike

Q: How high will aapl go in 2021, 2022?

Q: Hi team, I’ve listed my top holdings each representing approx 4- 5% of my total holdings (RRSP). Looking for your top 5 conviction stocks regardless of industry, sector, size, exchange etc. For a 5 year hold. For each suggestion please include the max weighting you would consider reasonable.

As always, thanks for the insights and keeping us grounded in fact.

Don

Q: These 4 companies seems like a good place to start contributing some investment funds. Any chance you can rank these in terms of buy-ability at current levels?

Q: Hi 5i
I have 10K USD on my US Non registered account, I would like to invest it
In this account I'm moderate risk investor, I'm open to other suggestions
Can you rank the following stocks TSLA AAPL BA ABNB for a 3 year outlook, best first

Thanks

Q: I received a large booklet about Sangoma dealings with StarBlue, Is the stock still worth holding? You had previously recommended it.
Apple seems to be a has-been - should I move on to other performing tech stocks?
Where can I look for the dates for upcoming earnings reports? Where are they easily accessible? Thank you.

Q: What are the prospects for Apple over the next 12 months with this market rotation occurring?

Q: hi group - looks like tech+ growth are under attack in the present market (comments please)- ( have about $50,000 to deploy in general would you add to some of my winners (COST+ MSFT +APPL +LSPD +AMZN + KXS+GSY+BYD + IWO or jump into some of badly beaten stocks?
(please list 4 US /CAD of these beaten up stocks in order )
lastly would you wait for market to finish correcting before spending the $. Thanks for your views on this

Q: Which one would you prefer or will they perform similarly over the long term?

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: 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.

Q: Hi, I'm a new member and have this basic question. Analyst recommendation in a company profile shows recommendations such as Buy, Hold and a number assigned to them. For example, AAPL has 16 for Strong Buy, 3 for Moderate Buy. Is the any FAQ section in the website which can educate me on how to interpret these numbers? What it means to be 16 for strong buy? Is 16 out of 100 or something else? Can I filter stocks which have strong buy recommendation above a certain number say 10 on your website?

Q: Do you have any thoughts on who Apple could approach to get their car manufactured?

Q: Has Apple said they are building a car or is this only a rumour. If true would Magna not be a better partner than Kia or others ?
If this was to be true any idea if this moves the stock price of each meaningfully ?
I hear of another rumour Apple may get into crypto, if this happens both crypto and Apple stock goes much higher. If Musk was able to move the needle this week, I am guessing Apple would move it much more, please comment ?
Thanks

Q: Hi team, I need to move some shares in-kind from a registered account to my TFSA, in which order would you move the above into the TFSA. Which ones have the greatest growth potential over the next 5 years. I have quite large capital gains in all of these stocks so I am trying to minimize capital gains as I transition these stocks over time into my TFSA
Thanks

Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!

Q: I'm wondering if you have strong feelings about the prospects of any of these or similar mega cap tech stocks, in terms of their values against each other or others similar. I own most of these but on their own they are fairly small holdings. Could you please rank, and which would be worth trading up for the others? Also how many would you recommend holding?

Q: Do you know of a company that is ready to roll out the 5G technology. Thanks. Ernie

Q: Should investors change their goalpost metrics of valuing companies when investing?
Nowadays many complain about seemingly high valuations of many companies.

In the past, companies with a high P/E ratio would raise alarms - now it seems it's de rigeur - Apple has a P/E ratio of 43 for example! Does this go hand-in-had with investors accepting very low interest rates?

At first I thought it crazy that a company like Apple would earn $1 for every $43 dollars of share price but then realaized the US 10yr treasury currently gives me $1.09 for every $100 of principal .

Should the yardstick of what constitutes fair value be changed in light of these lower interest rates?

I know there are many ways to value companies but what would you say would be a 'fair' P/E ratio nowadays? Benjamin Graham had a formula and I'd like to see your opinion.

Q: The market seems to be shifting to value stocks. I am overweight many tech stocks. Should I sell some of the tech stocks and buy value stocks?