Investment Q&A

Q: Good Morning! On a macro level and considering the current high average P/E ratio of the S&P 500 would you be more inclined toward Canadian, International or Emerging market investing. I see that both Canadian and International markets are also priced above average, although not as much as the US. For Emerging markets India and China on the other hand are presenting faster growing economies (still China is much riskier in my POV but BABA might be a good opportunity). What are your thoughts ? Thank you.

Q: Everyone, my average cost of AAPL is $22.50. There has this recent noise in the market about AAPL. What would make you not sleep at night and what is the probability of that event happening. I have no interest in selling any of my shares. Clayton

Q: Hi Folks,
In my RRSP account which is well diversified - I am looking at selling some ENB and topping up my position in either VISA or APPLE. May I have your opinion as to which one you think would be best at this time.
Thanks

Q: Several of these stalwarts have taken significant falls as of late. Are any of these compelling buys? Are any generational opportunities ? Can you rank which order you would be and add a level of conviction to each once (10 being a table poounding but)?

Thank you

Q: In your opinion which of the above would offer the best return over the next 3 to 5 years?

Q: Should I be worried about the DOJ intentions reported today against Apple Inc? Is this a good time to move my position in Apple down to about 10% from current over 20% or is it a little late to do that and instead just ride it out?

Many Thanks

Q: Hello,
For a 25 year old passive investor with 20K US available , which of the above would you suggest for a long term hold? or would you suggest alternative(s)
Thanks
Carlo

Q: Having very little in technology in a pf and limited new funds are mag7 cdr’s a reasonable means of entering the sector?

If so what would be a reasonable buy point for each

Q: Is the drop in these 3 is a buying opportunity or is it something more concerning regarding the business and outlook. Would you be OK to stay put or add or sell some. Thanks

Q: Would you also provide me with 5 Industrials and tech in the USA that are not over-valued.

Donna

Q: ISRG and AXON. Love the narrative and the respective charts for both these stocks. I just can't get past the valuation. For instance, in a recent article on SA by a highly
respected author, he opened my eyes on P/S ratios. Here's a quote:

"While 41 companies in the S&P 500 are trading above 10x price-to-sales, 131 companies (26% of the S&P) trade above 5x sales and must grow sales by more than 100% yearly to maintain that valuation. The problem is that some companies, like Apple (AAPL), have declining revenue growth rates."

Both ISRG and AXON are in this high P/S category he's referring to. In fact not only are they both above 5, they are above 10. Were they priced at more reasonable P/S levels during the last recession? Is that the only time you can grab these two wide-moat companies at a more compelling ratio?

Q: Does Apple’s giving up on Project Titan make you wonder their vision and research ability is subpar? Now they are switching to AI … seems to me they were following the crowd several years ago on EV and are now following the crowd on AI. Maybe a few years later they will give up on AI. Where is their vision? Thanks,

Q: Hi team,

Which of Netflix and all in the Magnificent Seven do you forecast to have the best growth this year and in which order ?
Would you at the same time risk to forecast the % of growth ?

Gratefully,

Jacques IDS

Q: Everyone, for more than 30 years I have used ‘good’ debt to buy good assets, such as my house and stocks. My maximum debt to equity ratio is 50%. My thought was if the asset depreciated by 50 % I would still be even. Additionally, I only buy top quality assets such as AAPL, AMZN, etc. Also I buy assets to hold forever. For a retail investor what range would you suggest as a debt to equity. Clayton

Q: I own 3 of the big 7, Apple, Amazon and Nvda and manage the positions for weighting. I would like to own Microsoft and/or Google. Please suggest if you think it's necessary to expand to one or both of these, and if better to have a half position in both, or full position in one or both considering the other holdings. Thanks!

Q: Dear Peter,

This is a very light hearted "question"!

Enjoyed watching your Stock market stories!

SMCI hit 1000 $ yesterday! I was at home watching Chris interviewing Peter!

Where was Peter when AAPL/MSFT/TSLA and others hit (split adjusted) 1000 $
More importantly where are you planning to be when NVDA hits 1000 $

There is an article begging to be written about 1000$ stocks and their history!!

Happy Family Day!

Q: Hi

Using round numbers NVDA share price is currently about 100 times revenue. For comparison purposes MSFT is 15 times revenue and AAPL is 7.5 times revenue. I understand NVDA has more growth than MSFT and AAPL but what am I missing here?

Q: The dividend announcement seems to be well received. Can you comment on the implications of this if one plans to hold for the next 10+ years? Are there companies that you can use to parallel the potential future returns? Is Apple, Visa or MasterCard good proxy? Meta is likely to be aggressive in dividend increases.

Q: HI 5I,
A couple of questions, if I might. Please deduct accordingly.
First, regarding CDRs in general - in looking at the listed companies I note that the price of the CDR compared to the US share price for each company varies considerably. E.g.: For NVDA the CDR price is approximately 9.5% of the US price, for AAPL the CDR is approx. 14.9% of the US price, GOOG CDR is approx 17% of the US version, MSFT CDR comes in at about 7.40% of the US price, and the COST CDR is only about 4.7% of the US price.
Is this variance something that a purchaser of CDRs needs to bear in mind in any way or for any reason, or is it meaningless with regard to returns, and how does the significant variation between companies come about in the first place?
And secondly, could you rank the listed companies for total return over a one year period, accompanied by whatever commentary you choose to offer as to why you've ranked them as you have?
Thanks 5i,
Peter

Q: What will be the catalysts in the next few years for the stock? Any reasons for one to continue holding the stock?

Thanks,