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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: You had listed MED once as part of a portfolio suggestion. The chart looks good right now for an entry. Can you please comment on the fundamentals, growth potential, and whether this type of business has is a bit recession proof? It might be in a good spot right now as people try to lose their "COVID 15"?
Read Answer Asked by Kel on April 12, 2022
Q: following up on question/response about shop, you mention 'there has been a recent increase in announcements'. what were the main ones and how important were they?
Read Answer Asked on April 12, 2022
Q: Hello 5i Research Team,

David Berman's recent article in the Globe suggested that now may be a good time to buy beaten down stocks in the US home building industry (i.e. builders and suppliers). Would you agree? Either way, could you please rank the listed stocks for a 5-year hold for an investor with an above-average level of risk, and add any better names I've missed.

Thanks!
Read Answer Asked by Keith on April 11, 2022
Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.
Read Answer Asked by William on April 11, 2022
Q: Good morning,

Truly enjoy reading your reports and answers to queries asked by members!

In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.

You state: "we might start out with a broad market ETF that pays a dividend"

Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?

Perhaps suggesting a few for high, moderate and low risk tiers.

Have a great weekend!

Art
Read Answer Asked by Arturo on April 11, 2022
Q: Hi 5i,
Farmland is an asset class that seems to be drawing greater interest for diversification. Do you follow the sector and have an opinion on companies like Farmland Partners or Gladstone Land?

Thank you!
Read Answer Asked by Greg on April 11, 2022
Q: In this space at this time would you consider the above an oppportunity to enter. The other option for me might be fast food MCD or equivalent etc. Would you see that world a better place. Your opinion is much appreciated. Thank you. Maureen

Read Answer Asked by Maureen on April 11, 2022
Q: What would be the names of the 3 best company's that supply materials for solar panels?

Thank you.
Read Answer Asked by Ross on April 11, 2022
Q: Hi 5i,

Looking for additional exposure in the semi-conductor market. I currently already have a 3% weighting in NVDA. I am looking to potential start a position in AMD or INTC.

Your previous answers to questions suggest you favour AMD (after NVDA) given the companies recent execution.

However, INTC seems to be turning a corner with there plans to build new plants in Arizona in the next few years and change in management. Based on its current valuation (cheap compared to AMD) the current tailwinds of 'on shoring' it seems to me a compelling buy compared to AMD.

Your thoughts would be greatly appreciated. Appreciate all you do.
Read Answer Asked by GREGORY on April 11, 2022
Q: With this announcement what would you expect in terms of stock performance going forward if approved? Would you have concerns with this if you were an investor? Long term I believe this best of breed company will be fine but if the stock price will drop a fair bit I would rather add at lower levels. I feel like this is a pretty big dilution but what is your opinion? Thanks

Nvidia seeks approval to double authorized shares to 8 bln
April 8 (Reuters) - Chipmaker Nvidia Corp said on Friday it would seek shareholders' approval to increase the number of authorized shares of common stock to 8 billion from 4 billion.
Read Answer Asked by Kolbi on April 11, 2022
Q: Hello 5i,

Would appreciate you thoughts on GOOG growth for the next 5-10yrs.

Your past answers to questions state that you view this company's valuation as 'cheap' and its cloud services and Waymo as catalysts for greater growth.

However, I can't reconcile that against a potential recession scenario in the next few years were ad revenue could decrease and potential anti trust cases being brought against it.

Thank you,

Greg
Read Answer Asked by GREGORY on April 11, 2022
Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks
Read Answer Asked by sam on April 09, 2022
Q: Hi
In response to David's question today, you said that mega-cap tech is a sector that should perform well in recessionary environments. can you give some examples of stocks or ETFs. Also, you recommended consumer staples. Would you be comfortable buying consumer staples at these high prices?
thanks for your help
Read Answer Asked by Mary on April 09, 2022
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