Investment Q&A

Q: Can you please provide a few US and Canadian companies that are not traditional growth or tech companies, but represent deep value at this time. Bonus if they pay a dividend as well.

Q: You recently quoted some growth stocks at 18 x earnings with net cash on hand.

A. Are you insinuating that there is a "value" aspect to growth stocks?
B. Please name your top 5 growth stocks as defined

thanks

Ernie

Q: MED has been trickling downwards for sometime, announced a pretty decent Q May 2 rewarded with a bump but then back downwards. Today an almost 8% further drop.
Any idea why?
Thanks.

Q: Greetings 5i team.

May I please have your updated assessment of MED given recent Q results and outlook?

Many thanks.

Q: Me, pondering a move or two and would like your take. In a LIRA that is diversified and balanced for stability and with say 20 years to go, I hold BAMR with a weighting of 2.66%. And I'm pondering selling it and replacing with with more GOOG, current weighting of 2.67% as GOOG, for me, has a risk factor of 9 out of 10 and is highly profitable......and that would take the position weighting up to say 4.5%.And then with the remaining cash, buy a starter position in MED, with my risk factor of 6 out of 10 and with both high growth and profitability and seems to be undervalued relative to its food product peers.Or rather than MED, take a starting position in Accenture PLC, with a risk rating of 9 out of 10 and with high profitability and low risk relative to its business support service service peersNow pondering what to do....Go with an add to GOOG and take a start position with MED or ACN......or take equal starter position in both of MED and ACN???....or another option that you might suggest I consider. ........Thanks for the assistance.........Tom

Q: You had listed MED once as part of a portfolio suggestion. The chart looks good right now for an entry. Can you please comment on the fundamentals, growth potential, and whether this type of business has is a bit recession proof? It might be in a good spot right now as people try to lose their "COVID 15"?

Q: With the chaos in the US market in Q1 2022, im considering adding some quality growth names to my portfolio. Which US growth names do you think are attractively valued in the current market environment?

Q: The above companies have all fallen below 1.5% of my portfolio and I am looking to do some cleaning up. Could I get an add/sell/hold recommendation on them please?
Thank you

Q: Could I please get your analysis of the quarterly/year end results for MEDIFAST, Booking Holdings, and eXp World Holdings? Any change on recommendations?
Thank you

Q: Hi 5i Team,

Given the recent pull back in the markets, would you please recommend 3 or 4 US stocks with most upside in each of these sectors:

1) tech sector (excluding FAANG stocks)

2) all sectors other than tech

Cheers,
H

Q: Greetings 5i team.
May I have your updated views on MED please? When do they report next? What is expected? Opinion on current fundamentals as well.

Thanks for your help.

Q: I have 1.4% in Docu in my US cash account with a 44% loss at this time. Should I bite the bullet and sell it to invest in another growth stock for a 3-5 year hold . If so can you suggest a few other than tech.
Thanks for what you do.

Q: Favorite (hammered) growth stock that pays a divy? Bit of bottom-fishing for a long term hold. Thanks Ron

Q: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!

Q: On December 13th, Keith asked you to recommend your top 10 US non tech growth equities. May you rank the 10 in order of compelling buys at today’s prices.
Thank you

Q: What Cdn or U.S. companies would you consider to be the most likely takeover targets in 2022? Can you rank them in terms of quality even if a takeover doesn't materialize?

Q: What are your top 10 non-tech growth stocks in the US that you see currently see as attractive long term? Thanks!

Q: Hi Team,
What's your current views of MED and SWKS? I have been underwater pretty much on both these I bought them. Should I continue to hold or is there other stocks I should be replacing these with instead that stand out as screaming buys as of today? I particularly don't understand the weakness of SWKS. From what I can see it trades much cheaper valuation than most chips stocks, has good growth, has a partnership with Apple (which I know some view as a negative), is in the 5G business as well which should be a highly growing sector. The lack of interest is a bit confusing. Would it be a takeover target? You would think if chips are so hard to come buy perhaps apple would just buy them with their pocket change one day to bolster their supply chain? Thoughts? Thanks

Shane.

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: Hi thank you for all that you do.

I would appreciate your thoughts on a top ten list for growth plays in the US for an RRSP. (1 ETF) Time horizon is on my side as I’m a younger investor, and a dividend is not important.

Also, can you please provide a grade for each stock chosen? Ex A -E as shown in the Report section.

Would this list be any different in a TFSA? If so, why?

Thank you and please deduct points as necessary.

Nick