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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: I own half positions in all three and am trying to decide what to do. Over the past 12 months ENGH has materially underperformed KXS and DSG, so I'm considering dropping it. At this time, do you feel the underperformance gives ENGH a greater potential to rebound, or is it the one to cut while increasing the other two (or adding different name in the sector)?

Thanks


Read Answer Asked by Stephen on April 21, 2022
Q: Where would you rank APPS right now in relation to the above companies for a buy right now?
Read Answer Asked by Neil on April 21, 2022
Q: What would be your top 5 US picks based on current value and long term growth?

Thanks as always.

Kevin
Read Answer Asked by Kevin on April 20, 2022
Q: hello 5i:
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).

Question 2:
AVGO vs QCOM; which do you like and why?

thanks
Paul L
Read Answer Asked by Paul on April 20, 2022
Q: 2 questions? 1).Any reason why Equitable Group has been plunging lately ?
2) Paypal has come down a lot. They have been changing there target for long term growth and the CFO has recently resigned .It is still not cheap with a p/e 28.6. the forward p/e is 21.9 is not bad. Buy, sell or hold. Thanks
Read Answer Asked by Frank on April 19, 2022
Q: Hi, could you please list some Canadian and U.S. technology stocks whose business model/ revenues / earnings are most resistant in a recession or growth slowdown? Thank you.
Read Answer Asked by Gary on April 19, 2022
Q: I'm holding this one at a loss - and I see that it was downgraded today by Citi. Can I have your thoughts on the name? I liked it for the high buyback yield, and relatively low p/e ration and ev/etbta and the fact that they were into chips for electric vehicles. I like it less now that I'm holding it at a loss though. Thanks,

Jason
Read Answer Asked by Jason on April 19, 2022
Q: Do you feel the bigger tech companies will do well or at least weather the storm during the next 6 to 18 months, given rising inflation and potential recession. Other than Google and Microsoft, what would be your top 5 tech names to buy today?
Read Answer Asked by Timothy on April 19, 2022
Q: We have money put away for a 17-year old's growth portfolio (long time horizon of over 10 years, no need for income and willingness to take risk).
Portfolio already has VTI, SKYY, BYD, TSU & SHOP. Thinking of adding DCBO for the balance of cash. Would you endorse this? Or would you recommend a different holding?
Read Answer Asked by M on April 19, 2022
Q: What is their balance sheet. Would you buy them today and in what order?

Thank you,
Milan
Read Answer Asked by Milan on April 18, 2022
Q: Hello 5i team,

Based on growth of revenue and income and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed
Read Answer Asked by Edward on April 18, 2022
Q: Any reasons for this dog to drop 5.11% on Apr.14.It is in a big downturn. Has the cash to make acquisition but did not do so in up or down markets.In my humble opinion,magagement is not performing & may have lost its touch.The consenous is that it has to make good acquisitions for growth. Is it timely to switch some better stocks,& please suggest some alternatives. Txs for u usual great services & views
Read Answer Asked by Peter on April 18, 2022
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