Investment Q&A

Q: Hello 5i
Recently you replied to a question regarding covered calls. You said you like high volatility companies for this strategy. In other places you said that you do not tend to write calls on core holdings. Just wondering what stocks you currently prefer for this strategy, that are not, or maybe, your core holdings
thanks

Q: Hi Peter

I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!

We cannot all be superman!

Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm


Thanks George

Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks

Q: Hi team,

I didn't see a question on this partnership (shop and JD), but is this not a relatively significant deal in your opinion?

Q: Thanks 5I team for helping us make better decision every day. With a long term Horizon of 3 year plus what is your number 1 ETF recommendation for International exposure (Ex Canada and US). Looking for value and growth, not much concerned about income/distributions. In the same line the top recommendation of International stock. As per Portfolio analysis I am very low on International.

Q: Hi Team;
My question is whether to keep on holding baba or not . It is held in a US cash account so selling would incure a 53% loss as of today. The reason I ask today is that there have been many quality names that have sold off a lot . Just wondering if a switch into a different , more convincing beat down name might be a good move at this point. Ideally I would like as much recovery upside as baba potentially would have in order to try to recover my losses. Which essentially would mean a double from here.
Any names you would endorse switching to that might potentially meet this criteria ? Or do I keep patience and hold. I am a long term investor typically (10yr timeframe or more before retirement ). Thanks

Shane

Q: Hi Peter,

Is this a good time to start buying Chinese companies? Can you give 4-5 names and why those? I am a long-term investor will be okay for some short-term risks.

Best,
Matt

Q: Is there any China stocks you like
Thank you for your great service Lorraine

Q: Is there a technical support level where these types of names get attractive or do political influences trump tools like this?

Q: I know 5i doesn’t cover stocks outside of North America so please feel free to disregard my question if you can’t provide an answer. I currently have no direct exposure to Asia. Could you please rank Baba, JD and SE in a locked in RSP, 10+ horizon. I have space for one and since I’m happy with current valuations with the ongoing uncertainty, I would be ready to choose one. And could you please also comment on what would happen to the investment if it ever was delisted in terms of the access to the funds. Thank you!

Q: HI folks

JD is getting hit lately ..any cause for concern?
Thank you and have a great summer weekend

Q: I have done very well with each of these stocks. The news from China is a concern. I know you are not experts in Chinese stocks, but I would like to hear your opinion on whether to sell or hold.

Q: Portfolio analytics --> I need international exposure.

I'm 44yo with a high risk tolerance and 2 kids, 4 yrs and 7 yrs away from entering post-secondary.

Could you make some recommendations to plug this hole in my portfolio? Individual stocks and an ETF mix would be ideal.

Thank you,
Ian.

Q: With the recent sector rotation from growth/tech and rising interest rate concerns, are there a few Canadian and US companies you feel have been seriously oversold? Please indicate basement level pricing we should keep an eye out for.

Q: Hi, for AAG - everything related to Peru is weak right now pending their election.

My question - what are your highest conviction growth picks (any country) that you think can grow over 50% revenue for each of the next 3 years without hiccups. Current valuation doesn't matter given the fact that if they can execute that growth they will grow into any present valuation assigned.

Q: PYR is down 38%in the last moth, I'm still up 45% , JD does not seem to be going anywhere ? OKTA I am up over 100% and thinking of selling and taking the profit. These next ones, I'm simply down on: APPN -38%, WPRT -40%, QST - 38%, PAT -72%, AT -51%, PLTR -38%. What would you do ? Buy, Sell or Hold. Thanks.

Q: The decline in Chinese stocks is of concern, not only the ones listed that have experienced serious erosion. The stocks do have substance within their immense markets even under the 'political cloud'. Should these stocks be sold and avoided?
Thank you for your analysis, Team!

Q: JD.COM has slid below the $85 mark which was the entry point I was looking for .... It appears according to Bloomberg to be due to " sustained spending on logistics and new initiatives " ..... Here is a link to the article https://ca.finance.yahoo.com/news/jd-com-slides-e-commerce-052250118.html...... Doesn't seem to alarming to me so I am thinking of proceeding with purchase ...... Does 5 I see any alarm bells I may have missed in the Bloomberg article ? And when is their next reporting date ? ..... Thanks for your advice .

Regarding XBC just a comment .....I'd suggest they fire their current accounting department and hire these guys...... https://www.drf.com/ .....They are way better with numbers ......{ If I am going to lose money I might as well have a chuckle } ......

Q: Good Morning 5I Team, Thanks for the all your great advise.
As per the portfolio analysis I need to increase my International allocation which is currently at 10%. The Portfolio analysis classifies my following stocks/ETFs as International Brlxf, EWA, HFPC.U:CA, ATCO, BBU.UN, BPY.UN, BEP.UN, MDT.
Can you please suggest some growth stocks or ETFs to add to above holdings to increase my International allocation as well as if any of the above holdings doesn't have potential and can be reallocated? I am looking at long term over 5 to 10 years and have limits in my TFSA & RRSP account.
Please deduct Credits as deemed appropriate.
Thanks

Q: I need your best suggestion on "international" stocks (holdings). I'm happy to do the homework if you can make some recommendations. I have a decent sized portfolio and a pension, having only minimal international exposure at this time. This is for my RRSP. I have a 17 year investment horizon. Your portfolio tracker suggest 20% so that's 4-6 stocks?