Investment Q&A

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?

Q: Is CELH in any way comparable to Monster Beverage Corp which has amazing stock price performance ? Is it a good time to add ZM ? Would SHOP, JD , KXS enjoy a significant benefit from the RCEP , China & EU market opening investment pact ? What are those companies ( if any ) would benefit ? Thanks a million ? Happy New Year.

Q: Happy New Year to you and your term,
what do you think about baba, is it a buy hold or sell?
or is it better to switch to JD ?

selina

Q: Good morning
my daughter age 30 has $100,000 US to invest hopefully in the next market correction
Her thoughts are to buy about 10 global stocks (including Canada and us) for longer term 10 years or more
I know you do not follow global stocks but can you suggest 10 stocks that may give good returns over this time frame
Happy New Year to the 5i team

Q: Please pick 1 stock for each of Canada, USA and Global. No restriction on sector.
( use as many credits as required)

A. Shorterm buy for 3 to 6 month, momentum type buy, get out once it slows.
B. Longterm hold growth stock ( 5+ years), but you expect a quick rise in the shorterm.
C. Longterm hold balanced stock ( somegrowth, stable adn growing div), maybe something that has been beaten up by covid that provides a good buy right now.

Along the lines of $ fell into your lap from a long lost aunt's will or you cashed out of the bet you placed on bitcoin so have some fun/free money ....

Q: Both now and when we emerge from Covid 19 online sales are improving... People who in the past who did not use it are now saying " Sure beats going out shopping " . It also appears that China may be a leader in the economic recovery. Which brings me to AMZN and JD.COM .... JD.COM seems like it is trading at the better value and may have more growth.... On the other hand when I leave my apartment today at least two doors in the hallway will have AMZN packages leaning against them ..... Which would 5I's preference between the two be and why ? ..... And 5I's view of JD.COM's prospects would be interesting ?......

Q: Good morning 5i,
I am wondering if you think it is still reasonable to be selling covered calls and puts on tech stocks? Are the work from home stocks going to be declining because of the announcement of vacine? If you thing that is still a profitable avenue what stocks might you suggest these days for this strategy. Thanks for your help and all the best on your new venture.

Q: Good morning
If I want to add to each of those positions which one would you chose considering actual valuation and future potential
Thanks
CDJ

Q: What are the Chinese companies that Trump has prohibited Americans from owning. Do you think Biden will reverse this decision? Will this affect Chinese etf's such as Kweb and other popular stocks? Thanks for your insight.

Q: I am looking for a few stocks that are good for day trading. I know this is not something you guys really do but can you list a couple stocks that would be good day traders?

Thanks

Q: I'm looking for growth companies that stand a chance for considerable capital appreciation over the short and long term. Please rank these companies from most likely to least likely to increase in value. If you know of other companies that are poised to increase in value please add them.

Q: I am considering investing in South east Asia stocks - China, India and other Asian countries.
Do you have any recommendations?

Q: Good Morning Peter & team,

so... As per your comments couple of days ago referring to a positive outlook for ATZ being dependent on the Oct 14 earnings call, I am assuming??? the very positive move today (up over 8%) is a result of a good report yesterday?

If you could please provide your opinion of the recent ATZ Earnings Call and any forward looking opinions you may have.

Also, in consideration for the very negative a brick & mortar report (malls primarily) which I saw yesterday along with the very positive on-line shopping results reported, are there any other companies which are related to on-line shopping you think we should consider moving forward in 2021come as we/if we come out the other end of Covid? Also, please confirm ATZ & LSPD are considered Industrials.

ps... presently my portfolio has a 5% position ATZ & 4.8% LSPD

Thanks for all you do

gm

Q: Hello 5i Team,

I'm considering selling my slumping AYX and replacing it with either JD for some China exposure, CRWD, or CRM. Just wondering if I can get your thoughts on this and a ranking for a five year hold. I would be selling AYX with a small gain, but I know it's not expected to do much in the short term and maybe prospects are better elsewhere? Thanks.