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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: Hello Peter,
I know both companies operate in difference space, one ecommerce, other more in payment space. However, can you compare the valuations of both as i am having hard time understanding how shopify continues to defy odds where as Nvei just dips daily even though it produced great numbers. Is it being dragged down by PayPal being in same space. I have a 5 percent position in Nvei. Do you think that is too much for this type of company. I am mostly thinking of a 3 to 5 year hold. Thanks very much
Read Answer Asked by umedali on November 22, 2021
Q: So I'm trying to decide what to do with all my positions that are less than 2% of my portfolio. Both LSPD and BLDP are (1.4% and 1.06%, respectively) and I need to decide if I top up to 2%+ or dump them. Remarkably, I'm up 50 and 60% on both.

I've got my own opinions on what to do, but value 5i's input to these sorts of things. Are these stocks worthy of doubling down on, or should I move on?

Note that I still like the spaces these two operate in, so if you suggest I move on, please recommend a replacement for each.

C.
Read Answer Asked by Cameron on November 22, 2021
Q: Hi All, I am looking for a recommendation for for a TFSA at this time. Doesn't matter about sector, etc. as pretty well diversified in RRSP and 2 TFSA accounts, just looking for one or two of your gems. Your service is superb, thanks so much.
Read Answer Asked by ralph on November 20, 2021
Q: Hello,

What 5 Canadian and US growth stocks you can recommend for 5 year hold in a TFSA and non registered account.

Thanks.
Read Answer Asked by sunday on November 17, 2021
Q: Hi Peter,

What is your brief overall take should the following stocks be part of one's investment portfolio?

High risk is tolerable and time horizon is greater than 5 years.

Thanks,

Thanks,
Read Answer Asked by ilie on November 16, 2021
Q: Given the recent run up in certain semi conductor and chip stocks, would it be prudent to use an ETF such as SMH to better diversify risk right now if only one position available in a portfolio? Or, going the individual stock route, how would you rank the following in a moderate risk portfolio QCom, AVGO, TXN, NVID, AMD, SWKS, INTC?
Read Answer Asked by Gerry on November 15, 2021
Q: Hi Team,
Thanks for the great commentary you provide daily. Could I please get your thoughts on FuboTV’s latest quarter? The company reported over a million subscribers and with sportsbetting and expanding their streaming offering to new international markets, what do you think of the company’s prospects long term?

Thanks
Read Answer Asked by Carlos on November 15, 2021
Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim
Read Answer Asked by jim on November 11, 2021
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