Investment Q&A

Q: In your response to Marco's question on March 11 you mentioned you felt there were better opportunities in the US. Could you mention your top choices. Thank you.

Q: What are your thoughts on google at todays prices for a 5 to 10 year hold ? thanks Steve

Q: Hi, What s your opinion on Affirm?

Q: At the current price of $187.67 FB, according to the company data section, is trading at 3.7 sales and analysts estimates show earnings $14.43 in 2023 for a forward PE of 13. Earnings growth is estimated to be 18.3% ($12.20 to $14.43). The analyst estimate stock target price $225 -450.
Question 1) Do you think the numbers in the company data are reasonable at this point?
Question 2) What would be the arguments against opening a position at this price if the hold was for 3-4 years

Thanks
Mike

Q: I have been watching UPST for quite a while, and I do own some (not a lot...yet). I notice that there has been consistent insider selling for quite a while, and can't help but wonder if this persistent selling (over months) is what is causing the stock to plummet. Does it suggest that there is a problem with the stock/company? I do understand there are many reasons for insiders to lighten up, even if the stock is solid, but the amount and persistence of the selling here does worry me. I'd like to get your impression of all the insider selling.

Q: Looking for a few names in the US and Canada where you think recent market activity has left them with an attractive fundamental to Mr market delta. Thanks!

Q: Is there any particular news about why the Trade Desk (TTD) continues to decline? I thought the last quarter was quite strong. I also read there are rumors that Netlfix is considering ads which I would assume TTD would benefit greatly from. Can you comment on your thoughts moving forward.

Thanks for the fantastic service!

Q: Hi there, are you aware of any particular reason why Apps is falling a lot each day or is it just the overall market in your view? Thanks,

Jason

Q: Hi Peter

I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!

We cannot all be superman!

Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm


Thanks George

Q: Could I have a proxy for APPS:US and GH:US? Would you buy back in 30 days or would you recommend another stock, if so, which ones? Same risk level and APPS/GH.

Thanks for your service?

Q: I am looking to add a US blue-chip industrial company. How would you rank MMM, HON, ITW and ROP for management quality and overall business prospects? Given their current prices, how would you rank them for total return potential if purchased today for a long term hold?

Q: You used to be quite positive on GILD in response to subscriber questions asking for recommendations in the US Healthcare sector. Have you given up on the GILD turnaround story? At what price would you buy in?

Now, your top choice seems to be ABBV on the basis that it is performing better and your belief that Humira patent issues are well-known and baked into the stock price. However, ABBV is trading at an all-time high (not just a 52 week high) and GILD is trading at a price that is a 52 week low and lower than its closing price in 2013. Which stock has the better risk-return profile and why? Even if you think ABBV is the better long term investment, I am still nervous buying in at all-time high prices - what would be a good entry point on a pull-back?

Q: Hi 5i!
Would you mind giving a bit of comparitive information between these 2 companies? And would you prefer one over the other (if so, why) or invest equally for a bit of diversification within the sector? Are there others in the sector that you would recommend?
Thanks!

Q: Just can't catch a break on this one. SP is back to where it was 10 years ago. Any thoughts on long term prospects ...any hope for share appreciation after the merger with Warner ?? I know this is a tough market but am I better selling this for an alternate ...if so what ?

Q: Do you think it is worth continuing to patiently hold NVTA in my RSP or is it time to sell ? Of course with no tax loss available for an RSP.

I thought the NVTA Feb report and guidance was encouraging.

Also, do you see NVTA moving to profits in the next couple of years, or at least convincing investors that growth is sufficient to entice 'growth investors' while waiting for eventual profits.

Thanks!

Q: I remember when GUD went public you were in love with it, well maybe not the right choice of words. We know now what happened since. With PLTR, same kind of love at first, as per your current answers not so much. I worry this may become another GUD story. Do you like Peter Theil, and do you think he remains a good asset for PLTR. He is controversial, so that makes we worry. Your thoughts please .

Q: Hello,

After GOOG does their split - do you think the demand/trading volume for the CDR will dry up?

And in a worst case scenario that likely will never happen - if the CDR winds up and liquidates....would the holders get cash returned or would they receive proportional equivalent of US listed GOOG?

thank you and have a great weekend.

Q: Hi Folks,
just wondering if ATVI would be good to buy at this price. I understand that MSFT is offering $95 to buy them with the deal closing in 2023. Do you see the potential for the Feds to nix the deal? A $15 dollar premium until the deal goes through looks pretty good right now ? Your opinion is greatly appreciated.

Q: I am looking to start a position in the semiconductor sector given the recent pull back. What stocks would you favour today and why or would you suggest an ETF? Please rank them from best to least.

Thanks.

Q: Ah Paypal, by far the worst holding in my portfolio that ive held on to far too long despite a significant capital loss. I was initially intrigued by the practical application of the technology, its solid profitability and what i was sold as a good growth story with good room for revenue/profit expansion. Is it fair to say that these is totally broken? I would be very grateful for any insights you have into the current state of this company and whether you think its time to move on even though its held in a registered account.