Investment Q&A

Q: What is causing the sell off of Mastercard lately?
What is your outlook on the stock and what would be your entry point ?

Can I also get your view on visa too.
Thank you

Q: Is AMZN.NE a good way to invest in Amazon with Canadian dollars? Thanks … Cal

Q: Hello,

Can you please comment on Affirm?

Thanks!

Q: What are your thoughts on MSFT, specifically their cloud computing sector of their business? I would assume that in the long run, eventually every company will be operating on the cloud. Seems like it's AMZN, MSFT and GOOG as the big 3. Does anything have a competitive advantage in this space at this time?
Thanks for all your great insights.
Marc

Q: Hi Peter and Staff
I've learned that sector reallocations can sometimes be cured by changing your allocation % to sectors or by moving a hybrid company from one sector to another. Having said that what would you say a proper allocation between technology and consumer discretionary is for Amazon?
thanks for all you do
Dennis

Q: NEO-L
Duane recently had a question about Amazon being available to purchase on NEO-L. I don't understand what is involved here; can you pls describe how such CDRs work. I do not know even where / how to purchase them. Also, I am concerned with liquidity; on their website they state "CDRs will reference highly liquid global shares that trade on major exchanges around the world. Generally speaking, where the underlying shares has a high trading volume, the corresponding CDR is expected to have a high degree of liquidity.".
Will shares (units?) be easy to sell if one wants to dispose of a position? I believe these will make otherwise high priced stocks available to small investors. Can you think other advantages or disadvantages to buying? Last any other source of info you can point me to? Many thanks for your excellent service

Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.

Any chance you’ll be adding US companies to the Reports one day?

Thanks

Nick

Q: Good Morning, For a 2-3 year hold, which two of these stocks listed would you consider adding to at this time. Thanks. Brad

Q: Greetings 5i,

I just stumbled upon Amazon listed in canada? Aequitas NEO-L:AMZN?

This could save on currency conversion. Mostly im just surprised Amazon has a duel listing on a CDN exchange. Is this true or am I missing something? Any reasons not to use this as a substitute?

Thanks!

Q: HI, 5i team,
What are a few of your best Cloud Companies.

Ken

Q: Hello Peter

I sold recently almost 50% of my US stocks:ADBE,AMZN,TEAM,NFLX,MA & MSFT from my unregstr. acct. and I do not want to keep cash and I do not want to buy US stocks.

Please provide me with idea of 5 Canadian stocks that are reasonably safe and be kept for 2 to 3 years, or 2 Canadian stocks very safe with little growth.

Q: I have 1.4% of my total portfolio in AMZN in a TFSA. I realize this isn't much of a commitment and am tempted to sell and invest the money instead in one of my other TFSA holdings (all of which are around 3%): LSPD, NVDA, APPS, ADBE or GOOG. Your advice, please.

Q: I am considering buying Amazon by buying CDR's via the Neo exchange. What is your opinion on buying shares in Amazon this way?

Q: Hello,
I am looking to purchase a stock for my RRIF. I would like to have something fairly safe.
With Amazon/Google being so expensive I would only be able to purchase a small number of shares but with Amazon having recently pulled back is now a good time to start a position? Where it is a RRIF would the dividend of IBM be a better choice or TOI for growth?
Thanks very much.

Q: All the four companies have ad revenue and three of them showed slowdown from ad and have provided weak guidance. What differentiates Alphabet from the three?

Thanks.

Q: For the above stocks you tend to be positive on, over the next 3 years please rank them in order with the main goal being capital appreciation (regardless of risk, sector or diversification)

Would your ranking change at all if:

1. Covid is still affecting the world as it is today with international travel somewhat restricted and variants posing a potential problem.

2. Covid becomes more and more contained and the world is as “open for business” as it was pre covid.

Q: Is AMZN a buy today after 5% drop in share price?
Thanks!

Q: Would you think today is a good opportunity to add Amazon? Thanks.

Q: What is your opinion about the new Canadian Depository Receipts (CDR)s being started by CIBC? It sounds like a good opportunity to participate in the American tech boom without paying huge fees to deal in American dollars. Is there any downside that you can see?

Q: Hi Peter,
CIBC launches depository receipts for shares in US companies. The first to launch was amazon.com CDR NEO: AMZN-NE on the NEO exchange.
The shares are hedged to the Cdn dollar.
For Amazon with a cost per share of $3,622 US the cost per share on the NEO is 22.86 Cdn.
CIBC will be launching more of CDRs for more US companies in the next days. What is your take on this method of buying into US companies without spending a lot of US dollars?
Thanks
Ron