Investment Q&A

Q: Portfolio Analytics suggests I need to increase my U.S. holdings and communication services allocations as it current says I have no comm. services. 2 part question to help address this gap in my portfolio (feel free to take 2 credits):
1) I currently hold TTD. Do you consider TTD a communication service? Your platform labels it as technology (software) whereas BMO Investorline labels it a comm. service.
2) Can you please provide me with your favorite 3-5 U.S. names in communication services (in order) that you would start a position in today. This would be bought in either my TFSA or RRSP. I am a younger investor that has 20+ years until retirement (defined benefits pension) so would be focusing on growth. A dividend is not a requirement.

I have scanned past answers to look for names you have mentioned recently (somen noted above) but there was never a focused question on just communication services.

Thanks for the fantastic service! I cannot understate how much I have learnt since becoming a member.

Q: I'm wondering if you have strong feelings about the prospects of any of these or similar mega cap tech stocks, in terms of their values against each other or others similar. I own most of these but on their own they are fairly small holdings. Could you please rank, and which would be worth trading up for the others? Also how many would you recommend holding?

Q: I have MDT whose shares have been in a muted trading range for more than a year. Understandable reasons— e.g. postponement of elective surgeries &c.). However I then checked the 10-year performance of the medical equipment ETF , IHI.us, with that of MDT. To my surprise, MDT has not outperformed IHI in ANY part of an entire decade (I used charts at Scotia’s FlightDesk for this).

Several analyst shops seems to favor MDT, as do you. Has something changed in recent months to boost the prospects of MDT?

If this is a good time to add to one’s holding in MDT, please comment on whether the following metrics from GuruFocus are correct:
TTM P/E : 42.98 and ROE less than 7%. Further, I see y-y EBITDA Growth Rate % of [gasp] minus -30.10 and PEG of 11.45.
Can this be correct for a well-regarded company ? Kindly give your data for forward P/E , PEG , and please confirm whether cash flow from operations is adequate for operations and to meet debt obligations.

Q: Do you know of a company that is ready to roll out the 5G technology. Thanks. Ernie

Q: Good afternoon 5i Team!

I would like to get your opinion on Mitek versus Crowdstrike. If you were to purchase one of these today for a one-year hold, which would you prefer?

Thank you.

Brad

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: Hi 5i,

I hear lot's of hypes around Solo, last review was Nov 2020 with now support from your group, have your perspective changed?

Q: Hello 5i
Could I have your assessment of OSTK please?
Also who are their peers/competitors?
Thank you
Dave

Q: Following the recent pullback in a few of these stocks, for a 3+ year time horizon, which order would you purchase at current levels in a TFSA account? Thanks

Q: Hi,
Can you please tell me which companies make EV chips?
Thank you.

Q: Is there something about NEE that might make you lean towards it as opposed to the Canadian alternatives (BEP, BLX, NPI, etc.)? How would NEE rank against the Canadian options listed? Thanks.

Q: Would you start to buy CELH / TIXT now or do you foresee the opportunity to buy either of them at lower price from here? Other than market fluctuations, anything specific in the near future that might be a headwind for either of them. Thanks.

Q: I've been eyeing qcom for a bit. Given today's drop, what would be a good entry point?

Q: Could you please comment on their results and outlook.
Would you buy it today?

Thanks,
Milan

Q: Your thoughts on earnings, outlook and stock going forward. Thanks

Q: I am interested in starting a position in 1 or 2 of the companies addressed. PINS was at the top of my list but I’m uncertain if I’ve missed my opportunity after their impressive earnings report. Can you please rank these companies in order of growth potential for the rest of the year / best value at today’s prices.
Thank you.

Q: How do the above two 3D print companies compare? Do you feel the 3D print sector is becoming a better area for investment after past hype? Is the industry experiencing higher, more stable growth than in the past? Any other companies you like in this sector. Dm for example.
Regards Greg

Q: Can you please comment on earnings. Is it still a buy or rather a hold.
If you have a more compelling idea, I am open to suggestions.
Thank you.

Q: "UK And EU To Open In-Depth Probes Into Nvidia's $40 Bln Acquisition Of Arm - FT "

What is triggering the probe? Any comments or concerns?

Carl

Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.