Investment Q&A

Q: If you had a bit of money today to buy a small basket of 5 stocks you consider to have the most potential for growth in the next four to five years, what would you buy?

Q: Hello 5i,
I am looking for income and found these two. I am up with BAC and PRMW and would sell these and buy ICHR and IEP. I know there is no comparison but would be fine with the change for income. I am 76 with a good pension and a balanced portfolio value investor in all sectors. I also have covered call ETF's ZWC, ZWE, ZWH, ZWT, HDIV AND HYLD. The other forty-two stocks are blue chip equities in all 11 sectors with ten ETF's doing well with ZAG to balance it all. I am not using the principal and reinvesting excess dividends and using some for travel. Is there a downside to selling BAC and PRMW and buying ICHR and IEP or is that too excessive with the covered call ETF's now in play? Please take as many credits as needed.
Stanley

Q: Hello 5i

Could I have your current thoughts on CGNX please ?
Are increasing costs and inventory an issue (considering recent price action) or more likely just general market malaise / sell on news ?

Would adding to an existing holding seem premature at this stage ?

Thanks

Q: Hi 5i,

Amongst other pricey cybersecurity companies, CHKP seems very reasonably valued. It it 'cheap for a reason', or is it a solid stock to pick up now?

Also, do you still like RPD after its recent report?

Is there anything else (besides CRWD) that you prefer in this space?

TIA!

Q: Based on your review of 1st q earnings and company’s outlook, is this stock hold, sell or buy more to reduce average cost.
Thanks

Q: This mornings earnings look like a disaster and the stock is down heavily and their margins are out of whack - but the management commentary indicates things are just dandy. What gives? Lumpy order recognition, shipments ........ ?? Appreciate your observations and outlook.

Q: Can you comment on the latest earning? It looks like a beat but why drop so much, 20%?

Thanks

Q: I've had a decent run with WMT over the past few months. I'm considering a switch to Constellation. Thoughts please?

Q: Hi,

I own Unity & Etsy. Both are down more than 60%. Should I keep holding or cut my losses?

Thanks

Q: Terrible markets with NQ in bear space. NVTA,PATH, PLTR,BL are at/near new lows. Reportedly PLTR reports before open,May 9. All in Investment a/c.,except BL in Tfsa. Thinking of selling at a loss before they get worse,which maybe offset by potential capital gain of other stocks at a later date. Appreciate u short view on each. Txs for u usual great views & services.

Q: Could I get your comments on Palantir, please? I see that it has dropped 20% today. (Feel free to delete the question if others are asking, too.)

Q: Hi 5i,

I was looking forward to the US part of the answer to Aleem’s recent question.

Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.

Thanks as always,

Kevin

Q: Is there an ETF would would recommend for global shoreline protection? I'm looking for something that's specifically focused on this type of activity, rather than something that's a basket of large engineering construction companies?

Q: INMD looks cheap at this price. What am I missing? Why is it being hit harder than the markets?

Q: For the companies listed, do you believe any are at risk of fully going out of business with respect to the current market and recent/anticipated stock pricing effecting their ability to continue to operate? thanks!

Q: In one of your responses you stated "But, there are good signs, such as 20% of biotech companies in the US now trading below cash levels". If this is net cash (i.e. after debt), wouldn't these be great buying opportunities, assuming the companies are solid. They would eventually trade at their cash position (at minimum, I would have to believe). If my thesis is correct, can you name a few of these companies. I think this may be pretty much a sure thing?

Q: Are these stocks still expensive? In what order would you buy them today?

Thank you for great service.
Milan

Q: Can you please comment on earnings for UPST, the 50% down day, and whether you still view it as a Risky but potent buy notwithstanding market backdrop.

Q: These two companies are incredibly innovative and have developed the vaccines that save us all. They are very profitable with Moderna selling at a PE of 5 and BioNtech at a PE of 3.2. Yet they continue to go down. They also have quite a few medicines in their pipelines. I have 65 shares of MRNA in my TFSA. Your thoughts?

Q: Hello 5i,
Could I have your assessment of SNEX recent results and comments on the company in general please?
Thank you
Dave