Investment Q&A

Q: Just read Peter"s latest article in the Financial Post "Five blockbuster deals that would inject some excitement into markets during quarantine". So with a limited amount of cash on hand which of these possible deals is the most likely? A list of 1 to 5 woiuld be great. And should I be buying the predator or the prey?
thank you

Q: I want to buy two stocks from above selection. What would be your prefrence.
andrew.

Q: I just tried Portfolio Analytics and have concluded my portfolio needs some work. I need to increase US and international exposure and I need more weighting in Communication Services, Consumer Defense, Healthcare and Technology. Please recommend US/International stocks for me to consider in these categories for a five year hold. Thank you.

Q: I am looking for companies that should do well in the work from Home economy. Im also looking for companies such as $REAL and $DOCU that provide support to businesses.
I currently own $TDOC, $REAL, $ROKU, $VZ, $BCE. I would appreciate a few names that 5I likes in Canada and the US.

Thanks Valter

Q: Hello you Guys,
My question is as follows :
A number of years ago (3 or 4?) on a portfolio review it was suggested I buy VOX as I had no telecommunications exposure. It has been up and down and currently down. Would it make sense for me to sell the VOX and swing into either Telus, Bell or any other holding you would suggest at this time? And while I have you, is there 1 particular stock you would say is a diamond in the ruff? I'm pretty well diversified so sector stuff not so important, just a really great company that you guys really like. Bet you hate these questions but you never disappoint!
many thanks.

Q: Which stocks (US or Cdn) in your opinion may serve as something of a hedge during the virus scare. Kinaxis, for example, doesn't seem to be getting beaten up (yet). I'm thinking of online shopping support stocks, streaming networks, or other businesses that won't be affected, and may even see a boost, if people choose to stay in.

Q: Hi,

Is there an ETF that focuses on the streaming wars - Disney, Amazon, Apple, Netflix, etc.

Q: Hi Peter and Staff

Which sectors would they be in if on TSX?

Thanks for all you do
Dennis

Q: A first question on this Discovery, which has a fairly stale chart over five years. However, they have some significantly subscribed to channels including Discovery, Animal Planet, TLC and HGTV. With Apple, Amazon, Netflix and Disney vying for space and content, how would you rate DISCK as a takeover target? With a $15B market cap, I know APPL and AMZN could afford it, what about the others?

Thanks.

Q: Hello Peter
I have 2 questions on Tax Loss Strategy:
1. Would they be good tax loss candidates as I am down 22% on SQ and down 25% on NFLX , then buy back after 30 days, or would you leave them where they are.

2. When selling stock to crystallize a loss how much can one allowed to moving stock
up before the back buying price offsets benefits of tax loss.
example: Bought NFLX at $358.98 sold at $269.40 which is 25% loss.
What max price could I back again after 30 days before it offsets my benefits of tax
tax loss.

Thanks Andrew

Q: I currently hold a full position in NFLX. But competitors, like DIS. with stronger balance sheets are or likely to undercut Netflix’s prices. NFLX shares are down in the past three months after falling short of subscriber growth targets in the second quarter. With this change in business circumstances for NFLX, should I continue to hold NFLZ long term or switch to DIS or take a half position in both..........thanks for your take..........Tom

Q: Thoughts on earnings and potential for the stock going forward?

Q: Which companies do you prefer for a long term hold from the list of names provided and why ? Also could you list them in order of preference. ( deduct as many credits required )

Q: Good morning 5i, there isn't much talk about Netflix on this site so I am wondering if you can give me your outlook on it as a growth stock for 10 plus years.

To me it is so well priced for what you get that I will never cancel it. They are currently winning the streaming wars with 148.8 million subscribers globally. They have a ton of competition coming but I don't think any competitors even Disney will be able to compete with them and would anticipate most consumers not canceling Netflix for Disney but adding Disney to their list of streaming services and cutting cable... They have a huge lead (subscriber wise) already and continue to grow, I don't think even Disney will be able to compete with the amount of NEW content they release, not the quality of content but but quantity of content which is what will help grow and maintain subscribers. Foreign content and subscription growth is huge for them as well and where they need to grow anyways. I view them as the leader in streaming and with a global growth outlook they seem to be the best bet to maintain they dominance. The global video streaming market size anticipated to reach USD124.57 billion by 2025, according to a new report by Grand View Research, Inc. Looking ahead if they maintain and grow dominance worldwide do you not see this stock as being one of the best options for growth?

They as you would surely point out have a ton of debt and burn cash etc. Morgan Stanley predicts they become free-cash-flow positive in 2021 and reach over $10 billion in free cash flow in 2025. Thank you for your thoughts!

Q: Good morning,

If you had to keep 3 of the 6 listed companies, which ones would you choose. The goal is for pure growth over next 10 years assuming all companies continue to grow and execute on their existing business and outlooks etc. No sector concerns but I want to keep 1 Canadian and 2 US companies. Thank you for the continued advice!

Q: I need a push to just sell this stock and be done with it. Can you provide said push. I'm basically even at this point. (Looking to replace with Fiera Capital)

Thank you!
Harrison

Q: Do you think we will see significant retraction in this one to the December lows? I don’t know whether to sell it or buy more.

Q: What is your view on NFLX at this point? The recovery has been very nice, but I am wondering it is getting close to pull-back again. The increase in pricing will help earnings, but could they be doing that to offset a slowdown in sign-ups? Also, competition seems to be coming fast and furious now. Your thoughts?

Thanks

Q: I have some US funds I'd like to put to work in one or two of the mentioned names taking them from a half weight to a full 5% position. Regardless of sector weightings, which 2 do you like the most at current market valuations for capital appreciation over the next 5 to 8 years in a growth oriented portfolio? Thanks!
Greg

Q: HI again 5i (third try). We are a mid 70's couple needing to increase our monthly div. income slightly to satisfy our monthly RIF payout. Please suggest your best ideas to increase our low cash position and which monthly div. payers to add. We could take some profits or sell from among nflx, vmd, xhc, itx, vun, toy, iyt, zuh, atd.b, aem.
We have half positions in your income portfolio excluding cpd, cvd, plc, tcl.a, xhy.
We realize our fixed income is very low for our age group but with 10% of our 425k portfolio in slf and our 700k home adds some safety. Please deduct as many credits you see fit. Thanks so much.