Investment Q&A

• AbbVie Inc. (ABBV)
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• Pfizer Inc. (PFE)
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Q: I would like to increase my health care sector and am considering adding to ABBV or start a new position in PFE. The valuation of PFE looks good in comparison. For a long term hold in a LIF, which one would you select? Thanks
Gary

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Read Answer Asked by Gary on May 19, 2023

• HubSpot Inc. (HUBS)
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• Datadog Inc. (DDOG)
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• Palantir Technologies Inc. (PLTR)
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• Snowflake Inc. Class A (SNOW)
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Q: Which of the above appeals the most for a five year high-risk AI play?

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Read Answer Asked by Michael on May 19, 2023

• StoneCo Ltd. (STNE)
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Q: Hi,

Your analysis of Stone's latest results ?

Thanks

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Read Answer Asked by Guy on May 19, 2023

• NVIDIA Corporation (NVDA)
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Q: Is it too late to get into NVDA? There is talk about AI being a new indusrtial revolution and NVDA is the significant chip player. That being said, the stock has already had a significant run upwards. Am analyst today suggests that NVDA could rise five fold in the next ten year. Is this one to buy, even with a higher stock price than preferred?

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Read Answer Asked by Gerry on May 19, 2023

• NVIDIA Corporation (NVDA)
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Q: NVDA shares have been increasing in value recently by leaps and bounds. I am happy to be up >100%. (A shout out here to 5i's excellent advice regarding this stock.) What is causing this meteoric rise...and, more importantly, is it sustainable? Wondering here if I should let this winner run (it's 6% of my total portfolio now)...or start to divest.

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Read Answer Asked by Maureen on May 19, 2023

• Intuitive Surgical Inc. (ISRG)
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• Stryker Corporation (SYK)
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Q: Which would be your choice to initiate a new position. $ISRG or $SYK?

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Read Answer Asked by Valter on May 19, 2023

• Verizon Communications Inc. (VZ)
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Q: What’s up with Verizon? It’s fallen by about half over the last few years, but doesn’t appear to have ever cut its dividend which is now north of 7%. Is it all debt concerns? Is this an opportunity currently or trying to catch the falling knife?

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Read Answer Asked by Mark on May 18, 2023

• Intuitive Surgical Inc. (ISRG)
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Q: I have been slowly accumulating ISRG. It has just gone above its 52 week high. Considering another small purchase based on hopefully continued momentum. Is it still a good long term plan or time to pause and wait for a pull back and better valuation? Thanks

Mike

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Read Answer Asked by Michael on May 18, 2023

• Miscellaneous (MISC)
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• MGM Resorts International (MGM)
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• PENN Entertainment Inc. (PENN)
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• Boyd Gaming Corporation (BYD)
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• DraftKings Inc. (DKNG)
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Q: Are there any Canadian and/or American small to mid cap companies in the same field that Score was, that have the potential to do well over the next two to five years. Thanks.

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Read Answer Asked by Rob on May 18, 2023

• Sea Limited American Depositary Shares each representing one Class A (SE)
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Q: Hi, Can I get your take on Sea Limited’s recent earnings? I thought they looked pretty good but this morning’s market reaction, not positive.

I’m at a loss on this one in a registered account but I still like the long story. Am I wrong? Would you hold, sell or add at this level? I understand it’s a personal decision…

Thanks,

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Read Answer Asked by Doris on May 18, 2023

• Dollar Tree Inc. (DLTR)
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• Dollar General Corporation (DG)
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• Datadog Inc. (DDOG)
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Q: 2 Questions :
1) Datadog recently came off of a bottom and is now on an upward move. What do you think of this company and would you initiate a position now ?
2) Which dollar store would you suggest owning ? DLTR or DG or none of them ?

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Read Answer Asked by Frank on May 18, 2023

• The Trade Desk Inc. (TTD)
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• Magnite Inc. (MGNI)
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• PubMatic Inc. (PUBM)
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Q: Please treat this as three separate questions for credit purposes. Thanks
I am interested in your current impressions of the above stocks. Could you compare them and their present market valuation and would you buy any of them at this time?

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Read Answer Asked by Terry on May 18, 2023

• Medtronic plc. (MDT)
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Q: What are your thoughts on MDT these days? Worth investing at current levels? thanks

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Read Answer Asked by alex on May 18, 2023

• iShares Russell 2000 ETF (IWM)
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• Royce Micro-Cap Trust Inc. (RMT)
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Q: Not having a lot of personal expertise in U.S. small caps, I thought a closed ended fund or index ETF might be the way to add some U.S. small cap exposure. Can you comment on the value of Royce Micro Cap Trust or the Russell 2000 for 5-10% of an otherwise reasonably diversified portfolio?

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Read Answer Asked by David on May 18, 2023

• Intel Corporation (INTC)
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• Honeywell International Inc. (HON)
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• STMicroelectronics N.V. (STM)
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• Ericsson (ERIC)
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Q: Can I have your best ideas for industrial powerhouses that play in smart infrastructure

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Read Answer Asked by Kyle on May 18, 2023

• TJX Companies Inc. (The) (TJX)
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Q: Can you comment on their earnings and your opinion of the company and its outlook? Thanks.

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Read Answer Asked by Michael on May 17, 2023

• Home Depot Inc. (The) (HD)
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Q: I've been interested in HD for a while...what are your thoughts post-earnings and is a an almost 19x forward p/e multiple still too expensive? What do you feel would be a good entry point? Thanks.

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Read Answer Asked by Michael on May 17, 2023

• PayPal Holdings Inc. (PYPL)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Gen Digital Inc Com (NLOK)
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Q: We are bombarded with the negatives of going long with, PYPL, NLOK and LSPD, can you please highlight some of the positives, that argue for considering some or all three of these, thanks so much!

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Read Answer Asked by MG on May 17, 2023

• Block Inc. Class A (SQ)
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Q: Hello 5I
I would like your opinion on SQ, if it’s worth while hanging in or just move on. I’m in the red and wonder if I can put the money to better use.
Thanks
Maurice

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Read Answer Asked by Maurice on May 17, 2023

• Intuit Inc. (INTU)
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Q: Your thoughts on buying Intuit and is it a good time to buy at this price

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Read Answer Asked by Nick on May 17, 2023