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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! The tech rout continues this morning. I previously was able to trade this rotation when it happened in 2021 and they seemed quite short lived. This feels a little more permanent because of the imminent end of tapering and lift off of rates. Impossible to predict, but do you see this rotation as lasting longer than the others in 2021 and if so is it too early to start nibbling at some beaten up names like SHOP and NVEI and GSY?

Also, I'm not sure why GSY is getting thrown out lately. Good valuation with good earnings and a recession doesn't seem likely.

Thanks,
Jason
Read Answer Asked by Jason on January 11, 2022
Q: I sold DND , DCBO, LSPD in my TFSA prior to Xmas and replaced same with TFII, TSU, and TOI. I sold DND prior to both new acquisitions and LSPD in the $63. dollar range. After this NVEI was hit by the short report and still in my TFSA. Do I pick 1 of DBD, NVEI or LSPD for my 2022 contribution or do you have a better suggestion?
Thanks David
Read Answer Asked by David on January 10, 2022
Q: I am considering adding LSPD or TOI to my TFSA. I know that you are favourable on both and that LSPD is higher growth, higher risk. I would appreciate that being quantified: what is the future % revenue growth and forward sales multiple for each company and at their current price, which do you consider the better risk/reward choice.
Also, when are they each scheduled to report earnings?
Thanks...Glenn
Read Answer Asked by Glenn on January 10, 2022
Q: Hi 5i Team - Could you provide some insight into the shortage of chips and the disruption this is causing. In particular is the lack of supply due to raw materials and if so which materials, manufacturing capabilities, transportation holdups, or any other factors. Also do you have an educated guess as to approximately when the situation could start to ease up. Thank you.
Read Answer Asked by Rob on January 10, 2022
Q: I bought a small position of lspd at $78, watched it rally to $150. Did nothing which in hindsight I should have sold but I'm in it for more. Dropped to days price of $45. It has kinda of a 'blood is in the streets' feel right now. . Doubled the still small position to average $62. I can hold this one for a really long time. Am I crazy or am I sitting pretty?
Read Answer Asked by David on January 10, 2022
Q: I am a little overweight techs in a well diversified portfolio. Considering valuation contraction where do you see a new normal forward P.E. the S&P in 2022 and for those stocks highlighted?
Please provide forward P.E. and multiples for those that make profits and guestimate where the low end could be for the others.

Thanks

Yves
Read Answer Asked by Yves on January 09, 2022
Q: The above is for a long term hold in a non registered account.

1.Please provide a break down of MER, AVERAGE TRADE VOLUME daily or monthly, Assets under management (is this the best indicator of safety)
2. Are they all tracking the nasdaq 100?
3. What are the differences between them? (I believe them to be unhedged purchased in Canadian dollars)
4. What should influence me to purchase one over another?

thanks

Ernie
Read Answer Asked by Ernest on January 09, 2022
Q: Conventional wisdom seems to be that growth stocks, esp. pricey hi-tech names, are being hit due to fears of interest rate increases. But some of these names don't seem to be directly vulnerable, with low/no debt, strong balance sheets to fund growth without borrowing, and products that wouldn't be especially vulnerable to rate increases for consumers (e.g. retail like shop or lspd). So what am I missing? Could you suggest 2 or 3 growth names that should be relatively safe, or at least bounce back quickly?
Read Answer Asked by John on January 09, 2022
Q: hello 5i:
Took some profits at an opportune time in AVGO and PANW. I'd like to stay in the tech space with the proceeds (still have half positions in the 2 sold) and was considering some stocks you like. I left out NVDA as AVGO is in that space. Which do you like best between ADBE and QCOM, assuming they are 2 of your favourites, and why.
thanks
Paul L
Read Answer Asked by Paul on January 09, 2022
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