Investment Q&A

Q: I have doubled on GOOG - now 12.5% of portfolio. P/E kind of high? hold or reduce?? Thanks Jim

Q: Hi Peter,

From a risk-return perspective over the next five years, which is the better investment option? Purchasing an equal weighted investment in the magnificent seven, SPY, or QQQ? Please explain your rationale.

Thanks George

Q: Uber for quite some time has been stalling out in this $61.00 range. HPS has been stalling out in the $81.00 range. Could this go on for quite some time before it moves up, if it moves up? Meanwhile, on my radar 2 securities you are familiar with have been getting a lot of attention lately being ZM and SNAP. Would you recommend them? Wishing you the best of the season.

Q: Gentlemen:
Estee Lauder missed on their bet in China, but is now about one half of their high for the year. In your opinion, can they make a comeback in the next two years, or does it totally depend on the Chinese and world economies? Please provide your comments.
Thanks, Ben.

Q: Hello 5i,
Seasons greetings to Peter and your team!
The service you provide has been life changing for our family, thank you.
Could I have your assessment of Oddity(ODD) ?
Thank you
Dave

Q: SMR

Small Nuclear Reactors . Is company getting any orders. Sounds like a great idea for Small cities and Towns. or large Manufacturing Companies with large Power Demands or Bitcoin Stations What do you think ? RAK

Q: What is your outlook for CGNX? Is it truly the market leader in machine vision technology? Would you categorize it as a technology stock or an industrial stock?

Q: Hello, would this be an opportune time to buy the dip at Nike for a long term hold and if so, why? Thanks and best wishes for Christmas and the New Year to all of you. Martin

Q: Hello:
Even though it is a highly competitive market like everything else in this big world, it would seem to me in my little world that footwear is more of a necessity than a luxury. Nike is at a reasonable price now. Will it make a comeback and when? All the details you have time to provide.
Thanks, Ben.

Q: With the economy seemingly starting to settle down and with the cruise industry thriving would this be good time to buy ccl

Q: What country is your favourite emerging market today for the next five years?
Which ETF would you reccomend based on this answer?

Thanks very much

Q: What are your thoughts on water etfs or stocks? Should I use 1 or more in this sector? Using C$ or US$ to invest, which etf(s) or stock(s) do you recommend based to have the best potential?

Q: Could you please describe ESTC’s business model and any competitive advantages that it has. As well, could you provide your comments on their last earnings report, which looked pretty good. Would you be confident in their future earnings guidance?

Q: Hi, I have a large capital gain from TMO which I have held for many years. I plan to sell some of this to offset some capital losses. Which alternative company(ies) would you recommend to replace it? I am principally interested in holding stocks for growth.
Geoff

Q: Hello, I am down 25%+ on all of these companies and looking to do some tax loss selling prior to yearend. Can you order these companies in terms of what you would sell first? Would you rank these companies as Sells or Holds (or even Buys)? I am a long term investor, not a trader, so I'm hesitant to sell only to rebuy later, or to average down. I have some ability to do a tax loss carry back to recoup some of my losses from prior years (plus minimize my 2023 taxes).

Q: hi, in my USD account I currently hold: PFE, MMM, CRWD, NVDA and GOOGL. I want to add the IJT etf. any thoughts on positions size ( half, full) right now, based on current price of IJT? if you had to sell from my list of current equites, what order would you do it in - and would you sell any completely in exchange for IJT ?
cheers and happy holidays! Chris

Q: If the US pundits are correct and we are moving in a "peak" interest rate world this would bode well for the various forms of accommodation construction. Projections seem to suggest supply will remain tight until mortgage rates ease, and I believe that is likely as we move into the latter half of 2024.

Given that, my first question to you is do you feel that now, or soon, is a reasonable time to look into companies who would benefit from an expanding US housing market? If so, I would be interested in your take on a "top 3" home builders to invest in and then a "top 3" within the home construction supply chain. I already own a couple of lumber producers and am interested in mid-stream suppliers.

Thanks very much; Merry Christmas to you all.

Q: Hi 5i Team - If you think any or all of these three software companies are worth buying today could you give me a brief update on their fundamentals. Thanks.

Q: I have a friend who has $20,000 to invest in a relatively safe group of stocks, hoping to gain about 8% a year; his plan is to leave the funds in for at least two years. He has no preexising stocks. Please recommend one or two groups of stocks for him to invest in.

Q: I have done well with boeing in a short period and while double checking it one of the rating services called it a five . In the same report it called textron a ten , they are both US so not your mandate but if you have any opinion on possibly switching from ba to txt I would appreciate it.