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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: That was a fantastic Santa Clause rally.
Thank you to all at 5i and a Merry Christmas to all.
Read Answer Asked by Peter on December 24, 2020
Q: Seasons greetings, everyone.

Question: I am trying to get my head around ENGH's eps expectations. Thomson Reuters has ENGH's 2021 consensus estimate at $1.75 with the high being $1.93. Thomson Reuters also has 2022 consensus estimate at $1.83 with the highest estimate being $1.99. However, on Scotia's ENGH report, they have their 2021 estimate at $1.95 and their 2022 eps estimate at $2.37, both higher than what Thomson says is the highest ENGH estimate. Any insight as to this inconsistency?

Also do you think consensus estimates or Scotia's 2021 and 2022 eps estimates will prove to be more accurate?

Lastly, what weighting would you be comfortable with, if you were presently building a position in ENGH?

Thanks.

John
Read Answer Asked by john on December 24, 2020
Q: Hi 5i:
It appears Caldwell Partners is now looking to utilize the capital markets to grow by issuing some stock in an acquisition valued about US$11M with today's purchase of a high growth US AI tech firm in talent search. Do you think the market will begin to look differently at CWL going forward given the tech angle which would allow the stock to trade at higher revenue multiple then 30% of sales it has traded at for the past many years while being profitable and debt free.
Read Answer Asked by Charles on December 24, 2020
Q: I currently hold SJR.B and thinking of switching to Telus..
Would Telus be a better buy at the current price from total return perspective?
Any better recommendation in this sector - Canadian or US ?
Thank you very much for providing excellent independent views and recommendations to the investment community.
Merry Christmas and Seasons Greetings
- Raj
Read Answer Asked by Raj on December 24, 2020
Q: Hi,
Is it a good time to start a position in ENGH? Half or full position? Long term hold in registered account.

Also, would you have some buy recommendations / favorites for mid to large cap names. 4 to 5 names, no specific sectors, 10 year+ hold. Thank you.

Best wishes to the team for the holiday season!
Read Answer Asked by Pierre on December 24, 2020
Q: Hello Peter and team,
Thank you for your valuable advise on this platform.
Could you please give top five each growth picks in both Canada and US for 2021? (no sector preference). considering best would be first.
Thank you
Merry christmas and Happy new year
K
Read Answer Asked by kaushikbhai on December 24, 2020
Q: Please continue to alert us to momentum stocks. They work great for me.

Merry Christmas and thank you.

Read Answer Asked by claudette on December 24, 2020
Q: I am hearing a lot of buzz regarding Roblox. Just wondering if you have any thoughts on this IPO and gaming sector in general. Thanks for your great service!
Read Answer Asked by Meghan on December 24, 2020
Q: Hi Peter
I have a Followup to Delbert’s question. In the link you shared, it lists the price for a new subscription to portfolio analytics. How about existing customers like me who have already subscribed to 5i research? ? If I want to upgrade to portfolio analytics, Do I have to still pay the full value of $390 ?

Happy holidays to the 5i team
Read Answer Asked by Greyhair on December 24, 2020
Q: Peter and team: I want to sincerely thank you (!!) for your service--from a long time BNN viewer, avid reader of Peter's published articles, and very, very enriched long time 5i subscriber.

It is difficult to think of how 5i could be meaningfully improved. The responses to subscriber's questions in particular have terrific value when The questions are short and focus on one or a couple stocks, and I read the incredibly well thought out responses with keen interest, and have acted on these responses many many times over the years, profiting handsomely as a result.

I have one small suggestion to some subscribers. My wish would be for those offering criticism of 5i--David's recent remarks on Peter's endorsement of high flying TTD is top of mind-- to refrain from criticism of 5i's picks. If you are unaware, Mr Hodson is one of the very, very best in his field in Canada, full stop. He has made serious money from momentum plays. Your idea that TTD is too expensive is your perception and if Peter is endorsing it currently odds are you will likely be proved wrong, not Peter.

For a very modest annual sum we, the subscribers, have access to his thoughts on securities and the market. If you act accordingly on his recommendations, you will be rewarded over time.

To those who occasionally use the Q&A feature to be critical of research offered by Peter, on behalf of (Im sure) many subscribers, please, we don't want to have to filter through criticism, we want instead, ideally, just short, pointed questions on Peter's opinion regading say, one or two stocks at most.

Finally, those who ask long winded questions, or questions involving a dozen or more stocks, or those subscribers who occasionally angrily vent that a stock that was recommended lost altitude (that is part of the game folks) please consider the hundreds ? thousands? Of us who read these questions daily and are craving quality questions to elicit meaningful responses from Peter along our financial journey. Let's continue to give Peter reasons to continue operating this amazing service and continue personally responding to many of our questions by being reasonable subscribers as many, many of us are.
Read Answer Asked by Vicki L on December 24, 2020
Q: I have 2 questions to invest $100k for long term. (5 to 10).
1. What is the best approach on ETFs vs dividend stocks for the long term? which one is better?
2. What is the best income and growth EFFs and dividend stocks. I am looking for a diversified portfolio with 33% income ETF and 33% growth ETF and 33% dividend stocks? The investment will be in the RRSP, TFSA, non-registered accounts? also, suggest which EFT/dividend should be stored in what type of account?
Read Answer Asked by Kapil on December 24, 2020
Q: Hi there,

If you were to build a US growth portfolio today of12 to 15 names, what names would you select?

Thanks!
Read Answer Asked by Michael on December 24, 2020
Q: This is more of an observation than a question. I am disappointed that you are now recommending "nosebleed" momentum stocks like CRWD and TTD quite often, and went so far to to include some of these momentum stocks in your answer to a question about which US stocks you would add today. In my humble opinion, buying stocks with astronomical valuations that are already up 10-fold or more from their 52 week lows is not normally a good recipe for investment success. It would be especially imprudent to buy such momentum stocks that are not even profitable and trade on the basis of Price to Sales. On the other hand, it is good that you are disclosing your personal ownership of many of these nosebleed stocks: I hope that you will also let your readers know when you sell...
Read Answer Asked by David on December 23, 2020
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