Investment Q&A

Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.

Q: Hi 5i Team,

With small and mid-cap stocks at very low valuations what would be your must owns for stocks in the US and Canada for solid growth over the next 1-5 years with the core characteristics that you look for including solid growth in revenues, strong balance sheet and etc.?

Over the course of the next 6 months would you be a buyer of small to mid cap stocks or large cap stocks? I'm a long-term investor with a medium to high growth risk tolerance.

Thanks as always,
Jon

Q: QCOM has been dropped a fair amount more in recent weeks, perhaps due to news about a US policy about chips to China. While big on chip manufacturing, does QCOM in fact have more (eg IP assets) that would make the large drop because of the US policy announcement overdone?

In any event, does QCOM have good potential for a recovery in the next short while? Otherwise, I might take a tax loss and add to, say, MSFT; any comment about that move?

thank you for your excellent service

Q: Hi 5i:
I've been away for a while and not keeping up with Questions, so this may already have been asked and answered. if so, please provide a link to the answer.
I'm hoping you could advise what sectors you think will reverse the current trend and begin to appreciate in value more quickly than others and, also, if you could identify three or so names you would expect to 'lead the charge' in each of those sectors.
If time and space permit, any commentary you might have regarding each identified sector and/or name would be appreciated. Thanks!
Peter

Q: In your answer to a question on BAM.a today you indicated that it is a company you are least worried about. What are a few other companies you are "least worried about"?

Q: I have some $US to invest. What would you recommend? And why?

Thanks for your help

Q: For a market bottom/rebound, which 6 US growth stocks would you buy (as opposed to value) and would there be any ETFs you would use? Thanks

Q: msft or nvda
panw or crwd
jpm or your best canadian bank?

and your best recommendation for maximum growth no matter the risk!!
thank you = ed in Montreal

Q: Hello, thinking of selling these stocks for tax loss reasons (10-15%). Although one would think a very possible recession with the related decrease in earnings is already baked in share prices, I am afraid it is not entirely so. I intent to buy these stocks back in a month, hopefully with a lower SP. Is the tradeoff between tax loss and the risk of share prices jumping much higher worth it? Thanks

Q: Understanding that we are currently seeing significant negative sentiment and volatility, can you please rank your current top Cdn and U.S. quality-name buying opportunity candidates that will reward patient investors with 3-5 year time horizons?

Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.

Q: Both GOOG and MSFT have broken the lows of June. Do you see a likelyhood for significant downside from here?? I had reduced holdings in both and am looking for a re-entry point. Thanks Jim

Q: With the latest recession news I am considering some lowball offers for several companies and would appreciate your thoughts on my selections.
MSFT - $228 GOOG - $96 NVDA - $120 MS - $75 PANW $169
Would you change any of these selections or add a couple of others that you
think would be also great lowball possibilies. Ed in Montreal

Q: NVDA has dropped over 25% since 21 July, of which there was a 9.7% drop on 13/09.
MSFT has dropped 13.5% since 8 August, of which there was a 5.5% drop on 13/09.
For one, both or none of these stocks, would you recommend taking a tax loss now with the intent to buy back in a month?

Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?

Q: I'm keen to add to the above US stock positions.
With that in mind, what would be a good entry dollar price for each of these stocks? And do you have a preference which to enter first to last?
This list of stocks is numerous. Please deduct the credits as you see fit..........Tom

Q: I have held ULTA for some time and is up nicely. It hit a new yearly high on Tuesday, I am considering selling half and adding to AAPL/AMZN/GOOG/MSFT. I feel confident that when the market turns these 4 will do well. I am not so confident about ULTA. Could I please have your thoughts? Would you sell all/half/none? If you agree, in what order would you add to the others?

Q: 3 questions

What is the annual return for ENB since it went public when you include dividends & largest drawdown?

Would a 20% position in ENB for a retired person looking for income make sense?

What are the 5 safest Canadian & US stocks that would provide the best protection against drawdowns?

Q: I have recently redeemed some mutual funds that I have held for 20 to 30 years that will produce a significant capital gain for me in 2022. I have several stocks and an ETF that have been purchased in the past few years that are showing losses in the range of $5k to $15k. This includes TOI, U, SOXX, SQ, NVDA, MFI, MSFT, WSP and AMZN. Would you suggest selling these stocks to provide a capital loss that can be applied against my capital gain in 2022? It is my understanding that I will need to wait 30 days to repurchase shares to avoid the denial of the capital loss. If you would suggest selling these stocks and ETF, should I sell now or wait until the end of 2022? And if the stocks and ETF are sold to create a capital loss before the end of 2022, do you see some future in these investments and if so, which stocks would you suggest that I repurchase after 30 days? Thank you for your insights.

Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks