Investment Q&A

Q: Please rank them based on their moat, starting with the widest moat. Thanks.

Q: Hi Peter and team,
Could please share your thoughts on the growth path in between SHOP/AMZN and TESLA, seems like you 've been having totally opposite views on theirs valuations, growth, a bit confused. is Tesla at stage of SHOP /AMZN 3 years ago?
Thanks

Q: Both now and when we emerge from Covid 19 online sales are improving... People who in the past who did not use it are now saying " Sure beats going out shopping " . It also appears that China may be a leader in the economic recovery. Which brings me to AMZN and JD.COM .... JD.COM seems like it is trading at the better value and may have more growth.... On the other hand when I leave my apartment today at least two doors in the hallway will have AMZN packages leaning against them ..... Which would 5I's preference between the two be and why ? ..... And 5I's view of JD.COM's prospects would be interesting ?......

Q: Hi 5i,
Long time share holder of BB and currently at breakeven position. Given the current environment and latest news on Amazon teamup, what are your expectations for earnings? Would you continue to hold going into earnings tomorrow?
thx
jim

Q: Hi Team,
A report was published this past week indicating Jeff Bezos is concerned about Shopify's rise and is contemplating of building a competing service. May I please have your thoughts on this news and how is this going to affect Shopify's share both in short and long terms.
Cheers,

Q: When Peter last appeared on BNN Market call, I’m sure he mentioned that in fact stocks that are more expensive to buy outperform stocks that are cheaper. Could I get a clarification and if true, an explanation for that statement. I know some folks may stay away from an Amazon or Shopify simply because the price for one share seems so high. Thanks

Q: Could you please recommend 10 US and 10 Canadian stocks which have a good upside potential of approximately 50% increase in stock value during next 6 months

Q: I have 2-3% position in DSG, VEEV, WELL, NVDA and BYD and would like to add few more names in RRSP. Please suggest your 5 favorites growth names for Canada and US for long term hold (10 years or more) irrespective of sector that you would feel comfortable buying today in RRSP.

Q: Good morning
If I want to add to each of those positions which one would you chose considering actual valuation and future potential
Thanks
CDJ

Q: This question is about valuations and growth. How do you determine when a valuation is too high? To me it seems extremely hard to me.

I've owed KXS since $80 (thank you btw) and still have most of my position at the current price, but isn't the valuation like 150X earnings and 20x fwd sales or something?

Same with PLTR: my cost base is $22/share, and it seems like it has tremendous growth prospects... but a really high valuation (what is the fwd valuation btw?).

At what point would you sell (KXS and PLTR for example) just on valuation alone even with amazing growth?

Sorry if this is poorly worded... but I think you get the idea of what i am trying to say.

Q: Which companies (CAN/ US) and/or ETFs would you recommend to buy today for the best exposure to AI? This would be for an 80 year old investor who wants to allocate 8% of his portfolio to AI.
Thank you for your guidance.

Q: What are your thoughts on ONLN ETF. Would you recommend holding the ETF or do you prefer another one in the same sector? Is there ETF in CDN dollars.

Thanks for the great service
Hector

Q: Hello team, Shortly I will have $100K CDN and $100K U,S, to deploy for a long term hold ( 10+ years).
Could you recommend a few high quality, value & growth stocks? And what % would you buy now? I am not trying to time the market, but are you anticipating a correction during tax loss? Also, how many stocks (CDN & U.S) would you suggest?
Thanks
Carlo

Q: Good morning, I am looking to invest in Amazon, but if I was to buy 5 shares, what would be more than US$15,000 and represent 15% holding. What would an alternative way to invest as I assume this is too large of a position, even for Amazon.

Q: Hi 5i
Blackberry had a large move up this morning...do you have any insight as to why.
Current share holder finally in a break even position.....depending on the reason for the move up would you continue to hold or sell and move on.
Thx
jim

Q: Would like some recommendations for both Canadian and US large cap stocks where capital appreciation is more important Than any degree of dividend. Could you recommend five for each country? Feel free to charge more than one question. Thank you, Bill

Q: In your reply to Dan regarding Amazon and high valuations you mentioned being cautious on companies with “commodity like” businesses receiving high valuations.
Could you give a couple of examples with a couple of explanatory comments so members will have a guideline on these things and know what to watch for.
Thank You for your great service
Clarence

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.