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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: I was looking at the PLTR income statement... the TTM R&D is massive at $500M (which is great - build that moat), but the selling and admin expenses is $1.2B... that seems extremely high. Why is it so high and is that a worry? Or do you view that as a positive? Not really sure how to interpret those expenses in general.
Read Answer Asked by Max on December 07, 2020
Q: Hello Peter and Team
I would like to invest in the Russell 2000 ETFs.
In the current and the midium term market conditions what will be your advise for the most appropriate ETF.
IWM or IWO Growth or IWN Value.
Tahnk you, I value your opinion
Raouf
Read Answer Asked by Raoul on December 07, 2020
Q: Good morning 5i,
I am wondering if you think it is still reasonable to be selling covered calls and puts on tech stocks? Are the work from home stocks going to be declining because of the announcement of vacine? If you thing that is still a profitable avenue what stocks might you suggest these days for this strategy. Thanks for your help and all the best on your new venture.
Read Answer Asked by joseph on December 07, 2020
Q: I noticed you mentioned CTG (Computer Task Group Inc.) in a post earlier Friday as a growth consideration with reasonable risk. (At least, that's how I interpreted your ranking.)

Can you explain your reasoning?

This is the first mention of CTG here in over a year. It is not covered by any analysts as far as I can tell, trading volumes strike me as low, and the long-term trend has not been great. On the other hand, Directors have been meaningful buyers recently and the company's fundamentals show some decent value characteristics.

As always, I appreciate hearing your perspective.

Marc.
Read Answer Asked by Marc on December 07, 2020
Q: Please list and rank up to 10 US stocks which you see as having the best potential for capital returns over the next 3-5 years. Also, please provide a risk rating for each, using a scale of 1-10 with 1 being low risk.
Thank you for your highly valued opinion which has proven to be excellent for my investment over the past several years.
Read Answer Asked by Alvin on December 07, 2020
Q: I already own shares in all of these companies but I'm thinking of selling my MSFT due to a decent % held in also owned ETFs but also that I don't think it has as much growth in the next 1-2 years relative to the others. Thus I'm thinking of selling my MFST and putting the $ equally into the other three.

Am I correct in thinking there is more potential growth in U, NVDA and GOOG than in MSFT?

Cam
Read Answer Asked by Cameron on December 07, 2020
Q: If I was to look at a January 2023 Leaps on TSLA what would you recommend or look at? Or should I look at other dates? I now own a Model X and Y and Tesla is worlds ahead on automation, robotaxi and solar. I believe Cathie Wood is right on this one. I own the stock, but wanted to option too. Any thoughts?
Read Answer Asked by Terry on December 07, 2020
Q: If you had $75k US to deploy in a TFSA, what 5 US stocks would you consider given today's market & recent run up? Investor profile is Growth with a 5 year time horizon.
Thank you!
Read Answer Asked by Greg on December 07, 2020
Q: Hi
I bought some DOCU stock just before the March lockdown and the stock is now up by 155 %. I want to know if you consider the stock a pure stay at home stock which will start underperforming once vaccines start to roll up and life gradually goes back to normal? EPS is in the negative sign which is not a good sign.
Or do you see the stock remaining sideways in the 220 $ range when the economy start back up and demand keep on growing?
Do you consider DOCU a good company (similar to MSFT for example) that is a long time hold?

Thanks
Kristelle


Read Answer Asked by Kristelle on December 07, 2020
Q: The above positions are held by my daughter's trade account and I would like to transfer a few into her TFSA. Of these, what order would you do it in, aka rank?.......(For information purposes, she currently holds these US positions in her TFSA...PLTR, ROKU, TTD and VEEV in addition to a diverse group of Cdn positions.)......Please deduct extra credits!!!
........Many thanks for the wonderful advice...Tom
Read Answer Asked by Tom on December 07, 2020
Q: I have noticed that you have started to recommend TT in the last month or so and it has also appeared on your disclosure list when asked about US stocks. Can you tell me what about this company makes you recommend it when it is at close to a 40xp/e in the industrial sector. I am thinking of replacing SIS with it as I am overweight Canadian stocks and underweight US stocks according to portfolio analytics.
Read Answer Asked by Paul on December 04, 2020
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