Investment Q&A

Q: Hello, I am underweight Consumer Defensives, currently having only a small position in Costco.

Could you rank your favourite ideas in this sector with growth potential and current valuation as important criteria?

Thank you, Doris

Q: I am holding Rio Tinto, Unilever and ADT all of which have reached their target price for the year. Should I sell in the current volatile market and buy back in at a better price?

Q: Which of these two do you prefer and please explain why. Long term holder. Thanks al

Q: What do you think of SGDJ here?

Q: Since IPO about 1 year ago at $5.00, this stock has totally collapsed.48. management + own about 73% of the company and were buying in the $2 range about 6-9 months ago. They seem to be doing the right things in building the co, but have never made any money. Would appreciate your thoughts here. Thanks

Q: In your Dec 13th update, I notice you added a 1.5% position to Capstone Copper Corp to the growth portfolio. Since your addition it has gone up ~17%. Is it too late to start a similar size position give the quick run up in the past few weeks and should wait for a pull back? Is this the type of holding you recommend for the next year or so (cyclical in nature) or do you view it as a long term hold?

Q: I would like your suggestions to add 20K to my Portfolio:
BEP.UN,DIR.UN,HAL,CBOLNF,RCH,SIS
Thanks very much

Q: Happy New Year to all at 5i.

It's time to once again figure out how to invest this year's TFSA contribution in my growth orientated portfolio. Like most Canadians, I probably have quite a home country bias so I thought for 2023 I would look at US companies available through CDRs to avoid currency conversion expenses. (I do already own GOOGL, CRWD & PINS). I wonder if you can suggest 3 or 4 USA growth companies that are available as CDRs.
Thanks
David

Q: Hi,
I know this is a very very "personal' question! If Peter et al don't feel like answering this personal question. I would understand it totally!

How is this team employing or planning to invest their 6500 $ TFSA contribution this year?!

Sorry about the tease.....

Mano

Q: Happy New Year - I am a retiree who depends on dividend income. I have half positions in EIF and TFII. I am considering taking my gains in TFII and buying more EIF which would not put it over 5% of my holdings. The increased dividend is attracting me and I'm wondering about the security of the EIF payout. My TFII gains can be offset with losses in other positions so taxes are not an issue. Trying to consolidate my holdings as the PA says I have too many small ones. Thanks

al

Q: Hi Peter.
Can you suggest a few stocks/ETF's with good long term potential ?

Q: Hello Folks:

We have been fortunate enough to have made a sizable portfolio shift into the oil and gas sector; except for TVE we have been well satisfied.

Do you think this sector can hold value in spite of reduced oil prices, or would it be prudent to remove some money off the table toward other sectors? Currently our holdings are 20-25% oil and gas. In what other areas do you have some confidence?

We really do appreciate your good service!!!
brian

Q: Hi 5i,
Currently hold AT, but beaten up pretty good. Would you recommend holding or selling or replacing it? Thanks,
Keith

Q: Good day,
I own NVDA, which is down quite a bite, as is the case with all tech stocks. However, I came across this report in Entrepeneur which I thought was worrisome. Now, I know nothing about this magazine. I'm wondering if you might comment on it. I noted that you did answer a question on November 23 that partially addressed these issues.

"For the fiscal 2023 third quarter ended October 30, 2022, NVDA’s revenue declined 16.5% year-over-year to $5.93 billion, and its gross profit fell 31.4% year-over-year to $3.18 billion. Its total operating expenses increased 31.4% from the year-ago value to $2.58 billion, while its non-GAAP operating income declined 54.6% year-over-year to $1.54 billion.

In addition, NVDA’s non-GAAP net income and non-GAAP EPS decreased 51% and 50.4% from the previous year’s quarter to $1.46 billion and $0.58, respectively.

In terms of forward EV/Sales, NVDA is currently trading at 13.43x, 420.8% higher than the industry average of 2.58x. Its forward EV/EBITDA multiple of 58.10 is 364.6% higher than the industry average of 12.51. In addition, its forward Price/Sales ratio of 13.47 is 429.4% higher than the industry average of 2.54.

Analysts expect NVDA’s EPS to decline 39.3% year-over-year to $0.80 for the fourth quarter (ending January 2023). Its revenue estimate of $6.02 billion for the current quarter is expected to decline 21.2% year-over-year."

Thank you for all your excellent work.

Q: Hi , so at earnings release one year ago share price jumped 20 percent. Seems to be unusual in that the market wouldn’t anticipate this when there seems to be a lot of clarity in the company’s updates and outlook. Is the the current situation the same as last year and should we assume a similar outcome after earnings release on 11 Jan. Seems quite interesting as to how this will play out. Have a good un dudes.

Q: Hello Folks:

How would you compare outlook of LNTH and REMX?
Which would be your choice?
Thanks again for everything
brian

Q: Looking at buying ORCL or Now or both . Buy now or wait a few months till things settle down. Your comments ? Thanks.

Q: What are you top few materials and industrial stocks in Canada and the US for 2023?

Q: Hi and Happy New Year!
question 1: We've managed to get through 2022 with about 25% cash on hand and are starting to deploy it now. Mostly choosing dividend paying stocks that are in the favoured industries (defense and industrial) at the moment, but also looking at some long term holdings that are below water in registered accounts, such as GOOG. I know you're not fans of adding just because a stock is down, but would GOOG be an exception, given it's moat, cash flow, etc? I am guessing it needs to confirm a double bottom, possibly get back above 95.00 in order to look like it might be turning. Would that be a plan, or is it time to just buy it now? Growth investor, able to withstand higher risk. Own AAPL, MSFT, and sadly still holding CRWD.

Question 2: is the recent downgrade on MSFT reflected accurately in the price, or has that been overdone, do you think? The downgrade by UBS indicated a shift to neutral with a target to 250 or so, I think.

Thanks for the infinite patience you exhibited over the past, very difficult year!

Dawn

Q: Hi, can you suggest a few ETF'S and covered call ETF'S to put in a self directed RRIF, providing income and some growth. I know you're not keen on giving specific portfolio construction, IE, everyones circumstances are different, I would really appreciate just a few ideas for core holdings.
Thank's James