Investment Q&A

Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon

Q: My question relates to Tesla's auto division and indirectly, Toyota :
My son predicts that most major auto manufacturers will go bankrupt or become mere shadows of their former selves by the end of the decade. He cites Tesla's manufacturing innovations as the cause (gigacasting, vertical integration, constant design iteration) as a few of the unassailable competitive advantages that no other manufacturer is even trying to copy at this time.
How does a debt-laden, auto company like Toyota expect to be able to be competitive in the EV marketplace and is this a good time as any to move into TSLA stock?

Q: What are these Single Stock ETFs all about? There is also AAPU & AAPD. Are they worth investing in?

Many Thanks!

Q: I'm considering taking a position in one or more of the following EV infrastructure roll out companies most of which have been around for a number of years now. How would you rate them, first, in terms of business plan and management effectiveness as well as potential future growth prospects but but also in terms of their financials, safety as an investment and finally in relation to technological superiority if that is a relevant consideration?
Thank you

Q: Hi Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George

Q: Hey Team, thanks for holding strong during this rough time to be a portfolio manager. I have one ticket to add to the above list that didn't show up in your database, its EVVTY (Evolution Gaming) out of Stockholm. Anyway I consider many of these to be high quality compounders, with strong mgmt teams. Could you rank for me which companies you would add to now? Or if anyones you would avoid, let me know. Thx

Q: Canoo Inc NASDAQ: GOEV does this company have the potential to be another Tesla? Any insider buying and how good is management?

Thank you.

Q: Hi there, I'm thinking of adding the following stocks to my portfolio to make up a total of 3% to 5% of my overall holdings - so a relatively small amount overall. Can I please have your thoughts on them and if you'd rate them as buy, sell or holds? And if sell or hold, which names would you replace them with?

Thank you!

Q: I live in a city where every other car seems to be a Tesla. I noticed on teslas loan page that they only deal with the three banks mentioned above when it comes to financing.

Will this materially move the needle for any of these institutions in the long run?

Thanks

Q: Hi group would you add to ATZ (or hold/sell) before results are posted on July 7th what are you expecting on bottom line ?

How do you rate the Fang stocks if you were going to buy only one who would that be? -

what would be a good entry point for Tesla and why

Q: Please rank these for a 3 year hold. I'm down in all of them, except AAPL, ISRG & TSLA

Thanks!

Q: I am curious as to your current opinion on APPS. I hold both TSLA and APPS in my TFSA account w/ TSLA now being around 4x in weight. I was thinking to even up their weighting and was wondering if you could get behind this move.

Q: Your thoughts on initiating a long term position in Tesla with these market conditions?

Q: Do you feel the bigger tech companies will do well or at least weather the storm during the next 6 to 18 months, given rising inflation and potential recession. Other than Google and Microsoft, what would be your top 5 tech names to buy today?

Q: Hello Peter and team,

What is causing Topicus and Gladstone Land Corp to surge today (Friday April 8th) and Lithium Americas to decline when the recent news from USA was very positive on the metal. Thanks very much

Q: Hi
In response to David's question today, you said that mega-cap tech is a sector that should perform well in recessionary environments. can you give some examples of stocks or ETFs. Also, you recommended consumer staples. Would you be comfortable buying consumer staples at these high prices?
thanks for your help

Q: Morning ,

What are some ideas to invest in autonomous vehicles for the future ?

Thanks,

Greg

Q: What do you think of Tesla, they are just stretching such a big lead on the next guy and it continues, the first quarter numbers are up and its insane, they put out 310000 cars in the last quarter, mustang put out 58000 all of last year, this year they want to triple it but already they are out of chips. Tesla spends 3 times the RD per car that other builders do. They had 14 cars left in inventory at the end of the last quarter. They are sold out until 2023. Two huge additions will come on line this year, Giga Berlin ( already going and putting out a "sold" car every 150 seconds, Giga Texas coming in the next few months. They are secure in their access to nickel. Seeing Giga Berlin build cars is just fantastic, incredible automation, the giga press. It seems all is roses and just starting to ramp up, do these incredible numbers make a statement for the stock? buy, sell or hold?
thanks, Jean

Q: What are your current thoughts about Telsa in the short term given the price rise in March?

As always thanks

Q: Hi 5i Team - Besides companies such as Tesla and the large auto companies, are there any smaller auto companies that may have some upside in the EV space. Any geographic location is fine. Thanks.