Investment Q&A

Q: Hi Peter,
I asked this question several yrs ago; If you became a fund manager again starting this week, what would be the first stock you would want to buy? Your answer was CSU:ca

Now that you are becoming a fund manager again, what would be the first stock you plan to buy? That's if you can answer. Thanks

Q: Good afternoon and Happy Friday,

I would like to discus 4 stocks. Feel free to take four credits if you like. First of all I have 4 main drivers of my account now propelling it to new all time highs. They are SBUX, DIS, ABBV, and MEOH. As for AD.UN I simply am just wondering if you know when they may announce their next dividend?

Starbucks for the next 3 to 5 years out looks like an amazing investment. It represents 11.57 % of all my accounts. I am comfortable with the large weighting considering the outlook. My cost is $18.27 and I have been told to trim and sell but have never done so. What is your outlook for Starbucks and do you see a split in the near future?

As for Disney the outlook looks great as well. It is hard not to want to sell a stock that has risen so much so quickly but its only 6.75 % of my accounts. With the latest streaming developments and once the parks get back to normal I cant help but think there is a ton of more runway to go. What is your outlook on DIS and do you think they will bring back the dividend anytime soon? I bought the stock for dividends but I am very happy with the share price.

What is your opinion of ABBV for a long term hold?

I bought MEOH at $45.00 a share. Considering I watched it go all the way to approximately $9.00 and back I am tempted to sell now considering I am almost back to even. But considering methanol prices and the future of the company maybe I should hold for the long term and watch the economy recover.

Thanks
Jimmy

Q: Hi guys,
Thanks for your great service. I was wondering what you think of the ABNB pricing in the IPO and whether this is worth chasing after a first day doubling.
If you were to rate this opportunity compared to other high multiple companies such as SQ, TTD, U, SHOP, LSPD, XBC, DOCU, VEEV, AMZN, NVDA, and CRWD, where would you say that it fits in? Is it worth a swap to buy?

Q: These companies have been drifting off their highs and am wondering if there is a particular reason for this; wondering if this is a good time to buy, or hold, and which you think have the best value and potential? Thanks!

Q: My understanding is that RTX is down because of its aerospace division and covid. was wondering if company is good buy. Can't find it's P/E. Was It's merger with UTX good or bad timing in relation to the pandemic.

Q: Hello, can I get your views on Arconic Corp. Also, I own some shares in Alcoa, would you trade them for shares in Arconic? Thank-you.

Q: What are your thoughts on NGVT?

Q: Hello and Good Morning,
In the recent months, many analysts have become bullish and more confident about the company, and have expressed confidence in the new CEO. The high debt has always been a concern for this company but it appears that the new CEO is taking prudent steps to reduce this and is his priority for the turnaround.
The share price has seen a very good appreciation in the recent weeks. What are your thoughts about this now, in the medium to long term ?
Appreciate your advice.

Q: Hi

The Globe and Mail mentioned potential Cloud investment ideas today. CLOU-Q, WCLD-Q, SKYY and a new Canadian name DATA-T. I currently own Microsoft which gives me some Cloud exposure. I am wondering what your opinion would be to invest in this space?

Kim

Q: Would FSLY and NET benefit from the present and future growth in IOT or is there little connection between them?
Thanks

Q: Could you please comment on their outlook and balance sheet? How safe is dividend?

Thanks,
Milan

Q: I recently purchased Qualcomm as it seems to be a frequent recommendation of 5i's.
I'm around the break even point at this time due to its decline on Friday after news came out about Apple making its own chips, replacing those of Qualcomm.
This represents about 11% of their revenue.
Do you still recommend holding the stock or switch to something like Nvidia?

Q: QCOM took a big hit Friday. Do you still like QCOM after Apple's plans to develop its own Iphone modem chip? What percentage of QCOM's business is tied to Apple?
Best,
Don

Q: Hi guys. Would you be able to tell me your ratings on these medical stocks for growth and risk please. It would be a 3 year time frame minimum. Thks again for the great job you do.

Q: I have the above U.S. tech companies thanks to your help.
Medtronics hasn't done much in the past year - should I hang on to it?
Am wondering about purchasing VEEV or Unity Software.
If I were to add to the above positions, in what order would you do this?
Thank you so much for all your valuable help!
Margaret

Q: Hello 5i
I’ve owned LHX for almost two years. I’m getting impatient and wondering if you would endorse a move to TT for more growth? Or any others in the same space.
Thank you
Dave

Q: Hi team,
Grateful for your views on these two stocks.
BJ seems a good competitor to Costco, more risky, more growth ? Is it likely that SONOS be an acquisition target for GOOG, AMZN, or AAPL ?

Best greetings for the season,

JD IDS

Q: Hello 5i
Could I have your opinion in PNSL please?
Also who would their competitors be?
Thank you
Dave

Q: Hi Peter, can I get an update thought on Colony please. It's had a nice run up. And what's your view on REITs in general moving forward? Thanks.

Q: Good morning. Broadcom results seem fine yet Morningstar report has then as a sell?
Comments please. Stephen S