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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'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
Read Answer Asked by Allan on August 12, 2022
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
Read Answer Asked by George on July 14, 2022
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
Read Answer Asked by Adam on July 13, 2022
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!
Read Answer Asked by Michael on July 08, 2022
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
Read Answer Asked by dan on July 06, 2022
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
Read Answer Asked by Terence on June 30, 2022
Q: Please rank these for a 3 year hold. I'm down in all of them, except AAPL, ISRG & TSLA

Thanks!
Read Answer Asked by Austin on June 30, 2022
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?
Read Answer Asked by Timothy on April 19, 2022
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
Read Answer Asked by umedali on April 11, 2022
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
Read Answer Asked by Mary on April 09, 2022
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
Read Answer Asked by Jean on April 07, 2022
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.
Read Answer Asked by Rob on March 30, 2022
Q: Hello Peter and team,
I hold TSLA in my TFSA. The company has announced that it will do another stock split via stock dividend. Do most companies issues splits via stock dividends? I was wondering if the stock split via stock dividends has any impact on TFSAs other than having additional shares. Thanks very much.
Read Answer Asked by umedali on March 28, 2022