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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: 5% of my RSP is allocated to a risky/riskier /max growth theme with FB, J, KRBN and NVDA right now. I am looking for 1 or 2 more additions. APPS, U, and CRWD are on my list of considerations. In theory, I could wait 5-10+ yrs for max growth, but knowing my personality, 3-4 yrs is more in line with my expectations. Pls suggest some recommendations (does not have to be from my list) - Thank you.
Read Answer Asked by David on April 29, 2022
Q: Dear Peter and Ryan.

I allocated almost same dollar amount in Meta (FB) (formerly known as Facebook), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), NVDA and others. I invested a bit heavily in tech stocks and got hammered. I was disappointed in the business model of Meta lately. Today after trading hours, Meta released earnings and the price jumped. I think this may be a good opportunity to sell tomorrow and switch to some non-tech sectors. How do you think? What one or two names would you recommend to invest now to diversify away from high growth stocks?

Thank you,
Yiwen
Read Answer Asked by Yiwen on April 28, 2022
Q: Hi, could you please list some Canadian and U.S. technology stocks whose business model/ revenues / earnings are most resistant in a recession or growth slowdown? Thank you.
Read Answer Asked by Gary on April 19, 2022
Q: Do you feel the bigger tech companies will do well or at least weather the storm during the next 6 to 18 months, given rising inflation and potential recession. Other than Google and Microsoft, what would be your top 5 tech names to buy today?
Read Answer Asked by Timothy on April 19, 2022
Q: Looking at these names at current prices for a non registered account. Can you give me your top 5 names for a 7 year hold.. would any of the above names be included?
Read Answer Asked by Don on April 12, 2022
Q: Hi
In response to David's question today, you said that mega-cap tech is a sector that should perform well in recessionary environments. can you give some examples of stocks or ETFs. Also, you recommended consumer staples. Would you be comfortable buying consumer staples at these high prices?
thanks for your help
Read Answer Asked by Mary on April 09, 2022
Q: I hold this ETF in my riff along with canadian BCE and T Its performance and yield are not the best. I initially liked the mix rather than just adding something like verizon or ATT US telecom exposure. Is this worth holding in this enviroment? thanks for your opinion
Read Answer Asked by Tom on April 05, 2022
Q: Have some cash in my US $ portfolio and am considering these 6 stocks.

1) Are there any that you would want to buy at this time ? If so, would you consider them primarily to be a shorter time hold to take advantage of near term bounce, or do you see them as having the potential for both short and long term strength ?
2) Of those you would want to buy – if any - could you rank the order in which you would buy and acceptable price range.
As always, thank you .
Read Answer Asked by Alexandra on March 24, 2022
Q: Hi Peter,

Your thoughts on FB or Shop at these levels?

Any other beat down names with a strong upside ?

Thanks
Harry
Read Answer Asked by HARRY on March 21, 2022
Q: Good day team, I was wondering if you could provide some growth stocks either in the US and Can that have very little to no debt.
Read Answer Asked by Seamus on March 16, 2022
Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
Read Answer Asked by Gerald on March 15, 2022
Q: At the current price of $187.67 FB, according to the company data section, is trading at 3.7 sales and analysts estimates show earnings $14.43 in 2023 for a forward PE of 13. Earnings growth is estimated to be 18.3% ($12.20 to $14.43). The analyst estimate stock target price $225 -450.
Question 1) Do you think the numbers in the company data are reasonable at this point?
Question 2) What would be the arguments against opening a position at this price if the hold was for 3-4 years

Thanks
Mike
Read Answer Asked by michael on March 14, 2022
Q: Looking for a few names in the US and Canada where you think recent market activity has left them with an attractive fundamental to Mr market delta. Thanks!
Read Answer Asked by Andrew on March 14, 2022
Q: Hi Peter

I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!

We cannot all be superman!

Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm


Thanks George
Read Answer Asked by George on March 14, 2022
Q: Dear 5i Team,

If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?

Thank you for your advice as always,

Much appreciated.
Read Answer Asked by Alka on March 11, 2022
Q: Hi Folks,
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
Read Answer Asked by JOHN on March 10, 2022
Q: would you describe these companies now more as GARP? what are there current P/E ratios P/S ratios and PEG ratios for the last 3 years what has been the lowest p/e. lowest p/s. and lowest PEG. please show how you calculate current PEG and why it can be a useful tool when determine value. many thanks Richard
Read Answer Asked by richard on March 09, 2022
Q: What are your favourite stocks at the moment with low PEG ratios, solid earnings growth and strong balance sheets for long-term holds?

Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?

Thanks
Read Answer Asked by Angus on March 07, 2022
Q: Hi!
My question is around what to do with high growth, unprofitable technology companies that were once huge winners. If one has a small portion allocated to these companies, does it make sense to hold and one day things could turn and these stocks can gain again. There is so much talk to switch to value/cyclical/materials and that trade can last for a very long time. My guess is you favour diversification which I have, but of course wonder if these unprofitable tech names can go down another 50 percent and will they ever recover?? Which of the high growth unprofitable tech names would you be adding to or would you only add to profitable tech like Meta, Amazon, Google, etc...
Thank you!
Read Answer Asked by Neil on March 04, 2022
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