Investment Q&A

Q: The above stocks have declined significantly from 2021 highs. I would like to make 2 or 3 purchases from this list. Please remove any you think are unlikely to resume upwards momentum over next 12 months and show the rest in a priority list for purchase consideration from highest priority to lowest for growth or growth/dividend return. Many thanks. Jane Norton

Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks

Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon

Thanks

Nick

Q: Hello Peter and team,
Is it a good time to initiate positions in Paypal and Square (block) for minimum 2 to 3 year hold? What are the PE ratios for both and would you consider them as value stocks at this point? Thanks very much

Q: 2 questions? 1).Any reason why Equitable Group has been plunging lately ?
2) Paypal has come down a lot. They have been changing there target for long term growth and the CFO has recently resigned .It is still not cheap with a p/e 28.6. the forward p/e is 21.9 is not bad. Buy, sell or hold. Thanks

Q: The above names are the laggards in my US TFSA (I hold TIXT via NYSE).

Would you recommend holding them or are there any that you would suggest replacing with something else?

Q: In a taxable well diversified account would you take a loss on SQ to buy PYPL or any other US stock in which case please make 3 suggestions. Currently hold AAPL, GOOG, CRWD, CROX. Looking for growth with medium risk. I'm a patient investor but could use some capital loss this year.

Q: Can I get your outlook on these companies going forward

thank you

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

Q: Ah Paypal, by far the worst holding in my portfolio that ive held on to far too long despite a significant capital loss. I was initially intrigued by the practical application of the technology, its solid profitability and what i was sold as a good growth story with good room for revenue/profit expansion. Is it fair to say that these is totally broken? I would be very grateful for any insights you have into the current state of this company and whether you think its time to move on even though its held in a registered account.

Q: Like many people. I'm currently down quite a bit on a lot of growth stocks even though I bought them well below their all-time highs. For example, I'm down 50% on PYPL, 45% on Roku, 35% on Shop.

I have decades before retirement (and I do have a pretty balanced portfolio) so I'm not worried about my investments over the long-term, but it still hurts to see quite a bit of my positions so deep in the red.

I know it's impossible to predict (and it's always possible that some of these growth stocks will never recover), but in your experience how long do you think we could reasonably expect it to take before some of these growth stocks recover?

For example do you think it's reasonable for us to expect it to take 3 years, 5 years, 10 years for the above mentioned stocks (like PYPL, ROKU, SHOP) to recover?

Q: Hello 5I.
Just wondering if there are any payment/fintech stocks out there that are actually cheap? I know many have had big falls? Please add names I missed. Thanks

Q: Pypl continues to fall. Its P/E is now approx. 30. Although you haven't been too keen on the company recently, in your view what would be a compelling entry price? Thanks.

Q: I find myself In a losing position in Paypal for the second time this year, currently down 35%. I had previously taken a loss in it a few months prior.
I was considering writing it off as a loss, once more. I would use the proceeds to add to losing positions in the following: CSV/RCII/CCS.
Is this a sound idea? If you deem it to be, which of the aforementioned holding would you add to currently? Please rank if possible.
Thank you.

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, looking at potentially adding a fintech stock to round up my portfolio. With that said which do you think has the most upside but is a decent company? Please add other options if i missed some names. Thanks

Q: I bought into Paypal about a month ago and it seems to be in freefall. Is it time to get out? Thanks.

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

Q: It looks like investors are disappointed with Paypal for another quarter. What are your thoughts? Is this a good company that just got ahead of itself in valuation and returning to earth or is there maybe a problem here. I've held shares for about 3 years and wondering if it's time to move on from this name. 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: Which of these, if any, are compelling buys at their current levels?

thanks, Hugh