Investment Q&A

Q: Hi,
In your recent blog on 5 investing principles, you say it is important to distinguish between permanent and temporary market losses. However, you do not say how to do that. DOCU, PTON and NFLX all did great in the pandemic. All are floundering now. So, do you view the market losses in DOCU, PTON and NFLX as permanent or temporary and why?
Thanks.

Q: Are there any compelling reasons NOT to buy META at these prices (under ~$160 USD) for a long term investor? Very profitable, ~11x PE, ~7x cash flow. It is the same price as 5 years ago but the company has doubled revenues and profits since then. They are spending a lot on metaverse development and AI but Zuckerberg has always sailed the ship in the right direction. Huge user numbers and WhatsApp is barely monetized. It feels like all the bad news is baked into the price today (revenue decline of 1%, Sandberg leaving, metaverse capex). They are also buying back about 1% of the company per quarter at this valuation.

Q: Morning 5i team, thanks for all the great advice you supply to the members.
I have $50K to invest and would like your advice. This is what I’m currently holding in my non registered account.

Canada
AC, BYD, GSY, LSPD, SHOP, TDB3098, TOI
US
AAPL, SQ, CRWD, CSX, ETSY, MA, MSFT, NVDA, PYPL, UXI, ROBO, U

Considering my high exposure to Tech and your last market update, I might need to consider more consumer cyclical and financial stocks as well as others to balance the portfolio. I’m looking to have a mix of growth and value holdings.

I would appreciate your recommendations on new Canadian or US acquisitions and possible entry points. Can you recommend one of two of the US Tech stocks to sell and replace it with GOOG.

Please take as many credits a you see fit.

Thanks
Joe

Q: Travelling this summer I have noticed the hotels are full and very expensive.
What companies or ETFs would you reccomend in what has to be a large increase in revenue.
Thanks Terry

Q: i notices on barchart's that there are 2 google stocks one that offers dividends and one that does not. Alphabet CI A and Alphabet CI C . Which one is the better choice here.

Q: Hi Team,
With many high growth tech names down 50,60,70% over the last year, the question comes up …are these ever going to recover ? That being said , I think some will. Some will end up being the “buy” of the decade. And some probably not. My question is which 3 names would you bet on today to buy, which might end up being the “buy of the decade” in a few years from now? Thanks !

Q: How do you determine what the total holdings are of this and other etf's above and beyond their top 10 holdings. Also is their an easy way to determine whether an etf's payout is partly return of capital. Thank you

Q: This LNG related (FSRU) company went public in April. May I please get your thoughts? Thanks.

Q: As a diversifier an investment in farmland seems interesting. Looked at Acretrader but wondering if there are 3 or 4 ETFs Cdn or US that you would recommend to invest in this theme. Are there any individual stocks in this area that you like. Do you agree this could be a worthwhile piece of the investment puzzle for a longterm position. Thanks for your anticipated input.

Q: Hi,
Your outlook for this company in the rising interest scenario. Is rising rate will be headwind or tailwind for this company? Companies past financial figures are good form investors point of view. In last 10 years it is buying back shares (share count down 50%), increasing dividend (dividend increased to 400%), sales are rising (almost doubled). Can It be considered as a good investment? If not then can you suggest some good alternative?
Thanks

Q: I hold NVDA AMD and MDB in registered accounts and they are now down 47% - 18% - 39% respectively. As there is unfortunately no tax benefit to selling, should I continue to ride them out or bite the bullet and redeploy to recoup some of my losses within a 3 yr time frame. If redeploy is the answer, some suggestions please.

Thanks.

Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?

Q: I'm keen to add to the above US stock positions.
With that in mind, what would be a good entry dollar price for each of these stocks? And do you have a preference which to enter first to last?
This list of stocks is numerous. Please deduct the credits as you see fit..........Tom

Q: I have held ULTA for some time and is up nicely. It hit a new yearly high on Tuesday, I am considering selling half and adding to AAPL/AMZN/GOOG/MSFT. I feel confident that when the market turns these 4 will do well. I am not so confident about ULTA. Could I please have your thoughts? Would you sell all/half/none? If you agree, in what order would you add to the others?

Q: I am down significantly in both Lightspeed and Upstart. I am considering replacing some or all of them with something more promising.
Perhaps you could comment on the prospects of these companies in a better market and suggest which two or 3 from this list might have better performance potential :
CRM TTD MRVL SNOW CHPT
Thank you!

Q: So what is up with this stock? It seems bullet-proof.
I want to be part of this sector for the long-term but never seem to get a chance to enter as it barely retreats.
What would you suggest as an entry point for half a position?

Q: Hello 5i,
Zim. once the darling of the stock reporting media now seems to turn out to be a goat.

1. Was it a "pump and dump" scheme or does it still have legs after this present mist clears?

2. Is there any news as to why it has dropped so much so quickly?

3. Should I just move on or leave it and collect the dividends until its resurrection?

Please take as many credits as needed.
thank you
Stanley

Q: To my knowledge cancer is showing no signs of going away and yet these companies and others in the field have been punished with the rest of the market. Can you please provide an attractive entry point for each and state which 1 or 2 would be your favourite and why? If you can add one additional name that you think has tremendous potential in this field I would be appreciative. If that requires a second credit go ahead and take it!

Q: Can you comment on this Company please
Thanks Gord

Q: I have recently redeemed some mutual funds that I have held for 20 to 30 years that will produce a significant capital gain for me in 2022. I have several stocks and an ETF that have been purchased in the past few years that are showing losses in the range of $5k to $15k. This includes TOI, U, SOXX, SQ, NVDA, MFI, MSFT, WSP and AMZN. Would you suggest selling these stocks to provide a capital loss that can be applied against my capital gain in 2022? It is my understanding that I will need to wait 30 days to repurchase shares to avoid the denial of the capital loss. If you would suggest selling these stocks and ETF, should I sell now or wait until the end of 2022? And if the stocks and ETF are sold to create a capital loss before the end of 2022, do you see some future in these investments and if so, which stocks would you suggest that I repurchase after 30 days? Thank you for your insights.