Investment Q&A

Q: I have been investing for a long time, and have always looked carefully at the p/e ratios and other valuation metrics of stocks that I have bought. I've always felt that the valuation of a stock matters. I read 20 or 30 years ago that the ultimate value any stock holds is the long term ability to generate profits and return these to shareholders in the form of dividends. Lately, it seems that a lot of that is being ignored. There are so many well owned, highly regarded stocks that aren't even profitable on a GAAP basis, and p/e ratios are non-existent in many cases because the company is losing money. I like growth stocks, but it just seems to me that there needs to be some kind of reasonable valuation factored in as well. Many of these high flying tech stocks are now trading at multiples of sales instead of non-existent earnings, and many of those at 20, 30 or more times sales. I know that you like a lot of these, so no need to specify any particular stock. I can see that these companies are growing revenues rapidly, but it can't be as simple as that can it? The revenue is going up 40% or 50% or more a year, and it's a good business, without a ton of debt, so it's a buy? Isn't there some kind of limit? Not trying to be critical - I own some of these high priced tech stocks myself. Some of them, I just can't get my head around what looks like astronomical valuations. Thank you for any comments or insight.

Q: Do any of the mega tech names stand out as good buys ? I’m contemplating buying MSFT.

Q: With recent vaccine development and big price drop on Monday , I am wondering what stocks are good to buy . Can you please rank them according to potential. Thanks a million.

Q: Hi Peter and the gang,
Please give us your top 10 'keeper' stocks in Canada and US.
Thanks a million

Q: Brett asked a question today. You mentioned 20 “keeper stock”. You mentioned 2. What would be the others?

Q: Hello,
Would you consider the following 6 stocks as beneficiaries that could benefit should the Covid situation worsen?

If not, what stocks do you consider that will benefit?

Thanks

Q: With all these lawsuits, tariffs and inquisitions going on these companies due to their overall dominance / killing competition etc..How much is it affecting their ability to conduct business.. or the costs are so small, it is just a cost of doing business for these companies? Is it really impacting their revenues, profits etc..I can see it affects their ability to buy new businesses.. Thanks. Regards, Shyam

Q: I see that ARK invest is selling some of their holdings of SE. I currently own a small portion of SE. Do you see any immediate risk? Is it still a good stock to hold today?
Also I have a little bit of SHOP. How is SE compared to SHOP? Should I keep both or get rid of one of them? or should I even sell my SE/SHOP and get AMZN? Thanks a lot

Q: Good morning 5i,
I notice that you give lists of stocks. So, I will ask a similar question but perhaps more difficult. If one were interested in building a socially responsible portfolio, I hear that 15 to 20 stocks would do, what would you choose, given the need for domestic, US and International?
thanks

Q: Are there any companies i should look into that are in the machine learning and A.I. space. I believe there has been and will be great opurtunity here

Q: Good Morning Peter & team,

so... As per your comments couple of days ago referring to a positive outlook for ATZ being dependent on the Oct 14 earnings call, I am assuming??? the very positive move today (up over 8%) is a result of a good report yesterday?

If you could please provide your opinion of the recent ATZ Earnings Call and any forward looking opinions you may have.

Also, in consideration for the very negative a brick & mortar report (malls primarily) which I saw yesterday along with the very positive on-line shopping results reported, are there any other companies which are related to on-line shopping you think we should consider moving forward in 2021come as we/if we come out the other end of Covid? Also, please confirm ATZ & LSPD are considered Industrials.

ps... presently my portfolio has a 5% position ATZ & 4.8% LSPD

Thanks for all you do

gm

Q: What are your best HIGH Growth ideas in Canadian and US stocks.
I'm willing to accept high volatility and RISK.

Thanks

Q: Interesting question/answer on Oct 1 "I would like to have a little fun with this question. Imagine a boxing match between Canadian companies and American companies". Can you please answer the winners among Netflix/Disney; Amazon/Shopify; Union Pacific/CP; AirCanada/delta. Thanks

Q: Hi! I would like to build a portfolio of 20 stocks that include both Canadian and US holdings that contain a mix of growth and defensive names with a stronger weighting to growth(say 70%/30% growth to safety). What names would yo allocate to create the portfolio. Thanks very much.

Q: What three companies would you recommend for growth and safety in USA?

Thank You.

Q: What's your opinion of these ETFs as income generators?

Q: I am looking at investing a small amount in Amazon, just for the heck of it and because I use it regularly (I am retired and living off Canadian dividends). Despite the stock growth in 2020, is this a good time to do so? Is there a seasonality pattern I should be aware of, e.g. around Prime day, Thanksgiving, etc.? Thanks.

Q: Would you have a strong preference for one over the other? Which do you expect to have the best growth potential?
Thanks,
Barry

Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.

Thanks in advance.

Thanks,

Q: What do you think about competition Roku will face from Amazon in particular given especially Amazon's new firestick reveal today? I've done well in Roku (thanks to 5i) and would like to hold it but am worried about the company getting it's lunch eaten by Amazon. I'm interested in hearing your views on this point - the competition from Amazon. Thank you,

Jason