Investment Q&A

Q: Good Morning,
Can you please give your opinion about SANM & PATH
for long term investment.
Thx for your reply

Q: Hello 5i Team,

I'm wondering if you can suggest a higher risk growth stock with better short-medium term bounce potential than Unity. It seems that the shine is off of the metaverse theme for the time being, and I am down about 74% on this stock since it was in favour. Or, do you think I should consider it a hold? Thanks.
Brad

Q: What do you think about buying TQQQ, for a risk-tolerant, long term investor who is interested in growth? The long term charts look very good, as long as one can tolerate the drawdowns. Might be a good time to get in now though.

Q: Can I get your current thought on RBLX?

Q: Can you suggest some US and Canadian high-quality value stocks with attractive valuations and, finally, that meet the "mundane" test. Heard a commentator discuss this recently. I think the idea is that if a high quality business is flashy, etc, its valuation would reflect that (say Coke or Berkshire Hathaway?). Other "mundane" companies would not (yet) have that prominence premium.

I'm not sure if this is the same as "deep value". Your comments and suggestions would be appreciated.

Q: With Rivian increasing production, what are your thoughts on this company? Could it be another Tesla stock story?

Q: Fastly has a 1 year high of $58 but has been in the $110-120 range prior to then. On its way up, services like Motley Fool's "10X" suggested it could be a stock to go up in multiples (from $50+ where it was at the time) with seemingly strong conviction based on their positioning in content delivery and a belief that they would be more in demand as people consume more and more online. It has fallen off a cliff and I am wondering if their analysis was just dead wrong or if it was too early? Is Fastly's offering something we can expect to see capture more market share and create revenue growth or was it all hype? Please analyze.

Q: Hi, what to you think of Volkswagen here? If I understand they used the recent Porsche IPO to raise funds to invest in the EV space - they are gunning to be the lead EV provider in Europe and compete with Tesla. But with recession looming near future looks bleak for expensive cars. Do you like VW for a focus on EV longer term over others? If so, would you hold off for awhile or is there a lot of negative baked in the current price?

Q: Hi Peter and 5i team,
Can you please explain what happened to Abbvie on Friday? It seemed like an Analyst/Investment Company came out with a statement and then retracted it later on it the day. Thank you for the explanation.
Do you still think ABBV is positive going forward?
Thank you.

Q: Hello,

I have roughly $75,000 to invest. I am looking for US base stocks with upside. I have a pretty balanced portfolio so am looking for growth type names or ones with upside. This year i purchased amazon, netflix, disney, and nvidia so please recommend 4-5 of your best ideas other then those ones.

Thanks

Q: Would you endorse a switch from ROST to NKE?

Appreciate your insight.

Paul F.

Q: We all know Disney the brand and Disney+ their latest (yet to be profitable) venture. Is this a good time to invest or is this a seismic shift in the business and the stock too?

Q: Could you please comment on its earnings and future prospects. Buy, sell or hold?

Q: I noted that Warren Buffett recently bought more oxy on the dip. I also noted that some time ago he sold his stake in Suncor. I need to raise my energy sector holdings and was planning on buying Suncor. Because it is a good company and because of the tax credit, versus a US counterpart. But I hesitate when I see Buffet continuing to buy. Does he know something that we don’t know? Or, does he have a special deal that we don’t have access to? I am thinking that if they are more or less equal that I would be better to get the one with the tax credit? But the question is whether they are equal? Or does oxy have an advantage that outstrips the tax credit?
Thanks for the great service

Q: Except for Apple I'm down 40% in the others. Time to sell and wait or hang on for the long term?
I bought Apple at $126 so still good.

Thanks

Q: If you had to choose to buy, would you select aapl or Goog?
Thanks Ruth

Q: msft or nvda
panw or crwd
jpm or your best canadian bank?

and your best recommendation for maximum growth no matter the risk!!
thank you = ed in Montreal

Q: Would you consider Atlassian to be a potentially strong compounder over the next 3-5 years? I like the company, but am also concerned about it operating in a competitive landscape. Thank you.

Q: Down over 50% in NET but really liking the company: Matthew Prince seems very innovative, the company has lots of use cases. Do you foresee strong growth potential for this company over the upcoming years?

Q: Visa has been making new lows.What would you consider a good entry price for starting a position?
I assume visa has been decreasing due to recession and inflation cuting down on spending. Would agree with that or is there soem other reasons for the decline?

Thank you

Steve