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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: What are currently your two favourite consumer staple companies (either US or Can)?

Thx as always for terrific service
Read Answer Asked by Brian on January 17, 2022
Q: Can you please explain your enthusiasm for ROKU? Every time I think of following your advice and buying I can’t help wondering how long it will be before Google and Amazon and the TV manufacturers squeeze ROKU out. I see it similarly to my reluctance to buy into Bombardier when hey were trying to manufacture jets…it seemed like only a matter of time before “the big boys” (Boeing and Airbus) squeezed them out of the business. And they did.
Read Answer Asked by Alan on January 17, 2022
Q: I have full positions in banks: Scotia, TD, and a US bank, European bank and South American bank. They all pay generous dividends, and are doing well.
I worry about fintechs ultimately eroding their strengths. Can you recommend an ETF focussed on fintechs?

John
Read Answer Asked by John on January 17, 2022
Q: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!
Read Answer Asked by David on January 17, 2022
Q: Hi 5i Team,

I currently hold FSLY in my RRSP (3%) and Non-reg (5%) accounts. My average holding cost is approx. $65. I have only been a DIY investor for approx 2yrs and I purchased this stock with the intention to hold 5-8 years.

I would appreciate your opinion on FSLY at this point in time in terms of Risk/Reward and whether my funds would be better deployed elsewhere.

I am beginning to question my original thesis on the company due to high debt ratio and the possibility of bigger market players targeting FSLY should they continue to succeed on a larger scale. The past/future volatility in the stock price does not concern me as much.

Thank you in advance.
Read Answer Asked by GREGORY on January 17, 2022
Q: A couple of showdowns for you — which of the following would you pick today for a 5-year hold with an eye toward growth?
- RDFN vs. EXPI
- UPST vs. ARFM

Thank you!
Read Answer Asked by Andrew on January 17, 2022
Q: Hi - it's been a while since I've seen comments on SHW so wanted to know your current thoughts as it approaches its earnings release in a couple of weeks. Does it seem to be a bit pricey based on it's historical valuations? Do you have any concerns about this qtr and their possible upcoming commentary? Is it a price taker or setter. Bottom line...any concerns in near term and especially since market seems to be in mode for beating down high multiple stocks. Thanks as always
Read Answer Asked by Doug on January 17, 2022
Q: I have always been hesitant to invest in the auto industry for various reasons but I am thinking with all the shortages of new cars which will continue for quite some time that perhaps now might be a good time to invest. Would you agree with this line of thinking and would it be better to invest in the car manufacturers or the parts makers like Magna?
Read Answer Asked by Ronald on January 15, 2022
Q: Please rank for growth in 2022. Thanks!
Read Answer Asked by Austin on January 14, 2022
Q: ACMR could I have your take on this company? I believe it is the ground floor of chip supply and looks promising to me.

Dave
Read Answer Asked by Dave on January 14, 2022
Q: Can I get the valuation on the four companies and your thoughts please

thank you
Read Answer Asked by Kristelle on January 14, 2022
Q: I am down on average 50% on all of the 5 above noted US stocks. I am wondering how many of these you would consider averaging down on to buy more and hold for a recovery and which you would cut your losses on and sell now ?
I am prepared to hold all of them if their prospects of returning to previous highs are reasonably good within the next 12 months or so and as always value your opinions.

John
Read Answer Asked by JOHN on January 13, 2022
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