Investment Q&A

Q: Based on todays prices, which of the beaten up tech is the "best" (most likely to do well moving forward, best monopoly / moat safety, most safe earnings, best books today, best P/E) to buy for a long term hold (over ten years)?

qualifying them on the above characteristics would be appreciated or any other variable that you feel is important.

If my list missed any other tech considerations, please let me know.

thanks

Ernie

Q: please provide the current P/E ratios for these stocks please show the historic p/e high and historic low. please also show the current price to sales ratio of each company and the historic p/sales high and low also are the current p/e ratios based on trailing earnings or rather forecast future earnings thanks Richard

Q: Can you explain why Apple’s privacy policy affects the ad revenue of FB but not GOOGL‘s?

Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:

US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI

Do you like this list or are there changes you would make to my list?

Q: What are there pros and cons of buying CDR’s on the NEO exchange ? Is it better to buy on the US exchange and accept the initial fees to move money to a US account ?

Q: Hi 5i Team,
I know these two are totally different. If I am only focusing on much better upside potential, which one would you suggest, Facebook or Garmin. What do you expect these companies going forward.

Pls deduct credits as necessary.

Thank you for your hard work.

Q: We know uncertainty helps the markets drop. With Russia saying they are drawing back troops and NATO and USA say they are building up, one could anticipate uncertainty ahead. With this in mind, is there any advice for which type of stock might be the best to buy on a future dip?

Q: How would you rank these for adding to my TFSA today? They have all been beaten up, but are good stocks. Thanks as always!

Q: Hello 5I.
I have a 4 percent position in FB still up 20% from buying a couple years ago. Just wondering should I move on as it could be dead money and buy something “better” that is down? If that makes sense what would you consider buying?

Q: After Apple changed its AD settings and stagnation in numbers of users, do you think FB has a good future.

Q: I have a full position of Fb and am thinking of dumping and taking advantage of other tech stocks that have sold off dramatically. Could you give some names that you think are near the bottom with lots of upside? Thanks

Q: Hello,
How does 5i feel about talking up a position in PYPL and/or FB given its recent pullback ?

Q: For a 5 year hold, With the 23% drop in FB, is it better to sell at a loss in a registered account and buy stocks such as Roku, afrm, upst, Netflix, Shopify? These stocks are also down lately. Would you make the same decision for a 2 year hold?

Q: Hi,
We have a 1.7% position in FB. What’s your take on the earnings? After hours is showing a 20% drop. Were earnings and outlook really that bad? Is this anticipated drop a good opportunity to add?
Thanks,
Kerri

Q: Is there an etf that has google facebook apple and microsoft that trades on tsx in canadian funds.
T Steve

Q: For the 6 big techs listed above, could you please list in order of best to "least best", for a buy and forget 10-year hold. Can you also list the 6 from least risky to highest risk. If you were going concentrate on only 4, what would they be at this time?
Thanks!!

Q: I am currently down ~42% on both of these having bought them 1 year ago. Are there some better options for me to move into or should I just keep holding on?

Q: I have positions in APPS and CRWD which have seen significant declines recently. Would you shift into a large cap name like FB now?
Which ones of these would bounce the most in a recovery?

Q: Hello Peter,
I think of your investment style as growth oriented long-term investor. But at the same time, you have been a portfolio manager and adjusted portfolios to manage yearly returns as well. You have experienced and managed similar downturns as they go through corrections in a rising rate environment. I would appreciate your opinion on how to adjust the portfolio in the current environment.
With the US (and Canada) central bank expected to raise rates about 4 times, the dollar index should be strong? That should not be good for commodities, particularly for gold and silver. But then inflation is going to be high too. What does it mean for gold/silver stocks and how would you adjust the portfolio weight as of now; and the bias between large (AEM, FNV,PAAS) and small caps such as KRR, MMX and WDO.
And the growth stocks, in particular technology stocks- FAANNGS (including NVDA) and other very high valued stocks such as AFRM,UPST,CRWD, DOCU,ROKU,TTD etc. I feel they will rebound but not much. Would you hold them through to the year end or rotate into traditional financials, commodities, and cyclicals in the near term. If rotating, would you do it immediately? Would be grateful if you could include your suggestion for the individual stocks too.
Finally, the persistent downward drift of ATVI – am I missing something? Did we learn anything from the microsoft call yesterday?
I know this has multiple questions and you deduct credits accordingly. I am very interested in learning from you - how you would go about portfolio adjustments and beat the market come December 2022.
Regards
Rajiv

Q: Do you see any opportunities that are amazing at this point? Just seeing if there is anything out there that is super misspriced.
Thanks