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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: Hi Peter and Team,
I recently read an article on bitcoin. In this article, the author identifies a number of companies as equity proxies for bitcoin. Square (SQ), Advanced Micro Devices (AMD) and Goldman Sachs Group (GS) are 3 of the companies mentioned in this article.
Would you please enlighten me on the connection between the 3 above-mentioned companies and bitcoin. Your comments, as always, would be much appreciated.
Cheers,
Read Answer Asked by Harry on December 11, 2017
Q: Hi team,

The stock fell by more than 16% after BTIG downgraded the stock from neutral to sell. Do you think the market reaction to BTIG's report is justified? What do you think of their arguments about bitcoin and tax reform on how they can effect on the stock if they don't work out? Is the stock really worth $30?

Thanks for your unique insight and analysis!
Read Answer Asked by Saeed on November 28, 2017
Q: I decided a few weeks ago to start a position in Square, but cannot decide how to get in, with the stock hitting new highs almost everyday. Are there signals I could use to help me take a decision? You mentionned that you like buying stocks when there is momentum, but are there signals that can tell that momentum is running out? Thanks!
Read Answer Asked by Jean-Bernard on November 22, 2017
Q: Hello 5i,
I sold off NVDA when valuations exploded and didn’t like all the hype around the stock.
I’m guessing with SQ mentioning crypto-currency the stock will pop today. If anyone can make sense of crypto it’s probably Dorsey with his calm approach to building businesses (I’m still gettting my head around hash 256!)
Even with Dorsey as bench strength for Square should I sell some of this one off and top up ICHR where I’m down about 20%? Or sell ICHR and consolidate my SQ position? Both positions are held in a sheltered account.
Many thanks,
Ps great job yesterday Ryan! I really appreciate your frank approach to investing- it’s great that you don’t pull any punches - so refreshing.
Read Answer Asked by Kat on November 16, 2017
Q: Hi team,
I have about a 5% position in SQ (my full is about 7% or so). I watched the earnings closely. They were good. The stock wavered a bit, held and is now moving higher. Yesterday, SQ announced they were accepting bitcoin as a payment option for certain customers. I have not jumped on the bitcoin bandwagon but have not dismissed it either. Is this an indication, albeit a small one, that bitcoin may be starting to go mainstream. Would you add to SQ here?
Thanks again
dave
Read Answer Asked by Dave on November 16, 2017
Q: From what i see in the comments of the last months, these 8 companies seems to be among your US favorite stocks.
1- am I right about those 8?
2- would you like to add a few US names, could be in any sectors
3- I buy companies with a 10 year + timeline. A lot of companies i'm interest in are in the technology sector and I tend to be overweighted in that sector. Its hard for me to imagine technology not directly corrolated to industrial or consumer staples growth for exemple. Does it make senses to you to balance a technology overweight (30-40%) portfolio by diversifying among the technology sub-sectors?
4- I understand that you focus on Canadian companies. I also understand that your are conflicting free and that you mostly invest in US stocks. However, I'm pretty sure that a significant proportions of 5i members would be willing to pay for some form of US stocks advices. Maybe a US portfolio or a US favorise stock list. (maybe with a minimum market cap limit so your decisions would still be conflict free) Your services are unique and are a benediction for small investors. It would be a great opportunity for us to have them for the US market too. I'm sure a survey among members would prove me right.

thanks again for your amazing services
Read Answer Asked by Olivier on October 30, 2017
Q: Good morning,
Been looking at a weekly report at RBC on this industry and read this morning that payments world wide where 85% cash and cheque 10 years ago. Today 83% cash and cheque they estimate 7T$ opportunity for growth!?
There is a long list of players sharing the business.
What is your take on it and could you provide 2 of your favorites (each)in the US and Canada.
Thanks again for making your special skills available thru this channel.
Read Answer Asked by Denis on October 25, 2017
Q: Hello 5i,
Could you please comment on the above mentioned companies from a strictly growth perspective. Possibly rank them also, although I am more interested in your view of each.
Thanks for all your help!!
Dave
Read Answer Asked by Dave on October 12, 2017
Q: Like many others, I really appreciate this site and the help you give us.

I have a half position in both Fiserv and Vantiv in my TFSA, mainly because I couldn't choose between them. I know you like Square and am considering adding it as well but it seems like it is in the same business as the other two. Is this correct?
Assuming it is, does one of the three stand out as being better or worse in terms of potential return or risk? Is there any point in owning all three?
Read Answer Asked by Todd on September 29, 2017
Q: Looking through Visa financial statements for last few years and noticed that they had a 1.5 billion extra tax expense for Q316. It was explained as a non reccuring, non cash and related to visa Europe acquisition. So I calculated the p/e without that 1.5b non cash expense and got 31x, which seems much more reasonable than 39x. Is my assumption correct? And do you consider V better investment long term than MA or SQ(which I am might go half position on)?
Read Answer Asked by Jerry on September 19, 2017
Q: Dear Team,
While I am aware that these stocks are quite diverse, I am interested in your assessment from a growth and momentum perspective.
Thanks, as always!
Read Answer Asked by Sigrid on August 09, 2017
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