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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: Hi Team,
Social media stocks crashed today based on SNAP's earnings. Meta (-7.5%) GOOG (-5.8%). To me...the logic of crashing shares of companies like Meta and GOOG as they are being compared to SNAP is just insane. Did this similar instance not just happen last earnings season? Only to have GOOG crush earnings? I guess my question is...do you agree that SNAP is no where close to being in the same league when it comes to its current business model? And if so...this should be a great buying opp for companies such as GOOG and META? It's days like today that make a person really question the integrity of whatever goes on on the floors of Wall Street. Any comments would be appreciated. Thanks

Shane.
Read Answer Asked by Shane on July 25, 2022
Q: Hello 5i team:
Without editorializing or getting too “grumpy old man”, it seems we have a productivity issue in Canada, and now a labour force participation and perhaps also a work ethic issue. Every employer where I reside is bemoaning “people problems”.
I’m wondering if you have done any work on identifying companies that generate high free cash flow with relatively fewer employees? I know you have mentioned ATA in the past as maybe a way to play the theme, but I’m thinking of companies that are already there because of the nature of their business.
Thanks
Read Answer Asked by Stephen R. on July 25, 2022
Q: I recently read that Wealthsimple was firing staff and cutting back on some services. I do use Wealthsimple Trade and have been very happy with its simplicity and ease of use. Should an investor be concerned about bankruptcy for a firm like Wealthsimple as opposed to investing/trading with a bank like National Bank or one of the big banks ?
Read Answer Asked by Robbie on July 25, 2022
Q: Hi there,

I'd like to start a concentrated version of your balanced equity portfolio that is focused on growth. What are your top 6 ideas from the portfolio are you most bullish on, sector agnostic? The purpose would be concentrated growth.

Thanks!
Read Answer Asked by Michael on July 22, 2022
Q: i am negative on above 5 companies. Do you recommend I keep all 5 or should I sell all or some, resp. sell and replace with other companies in the sector, such as Whitecap, Parex, SU and others?

I am primarily looking for growth.

Alternatively to energy companies what are the best Canadian growth companies you recommend. Thanks. Klaus
Read Answer Asked by Klaus on July 22, 2022
Q: With growth and upside being the case for buying stocks with no earnings and having a lot of them losing 80% in value over buying a stock with good earnings and less growth, is it the same story now for investors to buy the growth stocks that they may be down 80% and hope that the stock can come back when the market gets overpriced again, or lower your greed and be happy with a 10% yearly return.
Thanks again
Read Answer Asked by eugene on July 22, 2022
Q: From my years of investing, I can say that whenever I take a position larger than 5% of my portfolio, I have come to regret it. The larger position occurs either because I averaged down or became so enamoured by the company that I bought more shares. There are so many unknowables about a company that is not run by yourself, that pleasant and surprising adverse events are equally possible. The beauty of the stock market is that you can invest in 20 good conviction companies at 5% position each and really limit the damage of the adverse events. And if you can't find 20, keep the powder dry for the next nice find.
Read Answer Asked by Murray on July 22, 2022
Q: Hi Peter, could you list 5 Canadian and 5 US growth stocks with solid fundamentals that you consider the most unjustly oversold and that represent great buying opportunities at these levels?

Thanks for your great service,

David
Read Answer Asked by David on July 22, 2022
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