Investment Q&A

Q: Do you feel the bigger tech companies will do well or at least weather the storm during the next 6 to 18 months, given rising inflation and potential recession. Other than Google and Microsoft, what would be your top 5 tech names to buy today?

Q: Can you give a current view of both these names?Are they attractive here from a go forward return potential as rates continue to climb?

Q: 1. Dana Inc.(DAN) - I'm struggling with this one... seems like a great company, winning awards,etc
- I don't see negative news releases for the most part. Most are positive in nature
- Seems like a bit of a sleeper in the investment community with little attention...
- I would like your opinion on whether a buy more, hold or sell... I am currently in at around $24 and stock is at $15

2. Lightspeed - I know you are constantly bombarded with questions on this one, But my cost base is 95 CDN and 65 US in various accounts
- What price would you be comfortable buying at, in the current environment to average down , catch a falling knife??
- I heard negative news/opinions on CNBC this week with regards to payment related stocks, but I'm thinking contrarian at this point...
- Am I Nuts? or should I hold on ...?

Thanks in advance,
M

Q: We are selling our house and will be renting a condo instead, so I’ll have 500k to put in the stock market. My current portfolio is mainly Canadian dividend stocks and bonds, providing me with plenty of retirement revenue. I am light on non-Canadian stocks and was looking at buying the above-mentioned stocks for a long term holding period (10+ years). Do you have issues with any of these stocks, and if so, what are those? I happen to be a customer/user of these companies, except for PFE. thanks,

Q: Hello,

Can you please provide your highest conviction names in the US and Canada?

Thanks!

Q: Would you replace ADBE with APPL in a TFSA? Five year hold. Thank you.

Q: In a taxable well diversified account would you take a loss on SQ to buy PYPL or any other US stock in which case please make 3 suggestions. Currently hold AAPL, GOOG, CRWD, CROX. Looking for growth with medium risk. I'm a patient investor but could use some capital loss this year.

Q: I have a large position n nvda and think I should try to pair it down but it is very difficult to find fault with it going fwd. qcom is in a reasonable position. My question what would u suggest to replace a portion of nvda should I decide to sell some. Thanks as always.0

Q: Based on current valuations, irregardless of sector weightings, what are your favourite top 5 US growth stocks for a 10 year timeline.

Thanks,
Greg.

Q: What is a solid level of free cash flow a company should deliver and what are your favoured 5 stocks in each of Canada and the US with high free cash flow? Thank you.

Q: Given the recent price jumps in some of the US recommendations you have been making, can you give me your top 5 long-term holds in terms of their current price?

Thanks

PS. I understand your timelines, but if you could answer quickly because tomorrow morning will be my last buying opportunity for the next week.

Q: Good day team, I was wondering if you could provide some growth stocks either in the US and Can that have very little to no debt.

Q: Hello Peter
I have acuity , emerge, haivision and mcloud tech as tech stocks in my portfolio , all are down at this time . I am thinking of selling off and putting funds into goeasy and Upstart .What is your opinion . When people start to buy back into growth stocks which of these high tech will recover quicker .

Howard

Q: Hi Folks,
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks

Q: Hi 5i,
In a recent question on Apple’s new privacy policy on iOS, you said that FB will be impacted as it is an App on the iphone, but GOOG is largely unaffected as most of its ad revenue is derived from its search engine. In another question, you mentioned that GOOG is also implementing similar changes to its Android system. With the big guns tightening their privacy settings, will the smaller players, such as MGNI and AT, see a significant drag on their revenues? MGNI and AT are off big time but it may be more the market backdrop.
Thanks again.

Q: Please list in order (first to last) your top five US cyclical stocks. If APPL isn't one of them, please explain why not. Thank you.

Q: Further to my question from feb 16, 2022
Thank you for trying to help me transform from dividend investor to a bit of growth.
5I mentionned P/E, P/S, ROE ratios.
What are the present ratio values for these 3 companies right now. ( I understand this is a snapshot in time).
A. what is considered a "good" / buy cutoff for these ratios
B. how would you priorize or rank these ratios in terms of importance (from a buying perspective)
C. a rising dividend is sometimes a warning signal of a falling price (catching the knife concept) should I be wary of looking at these ratios like a % dividend; rising dividend not necessarily a good sign OR sometimes a good buy if really / fundamentally a good company (which I believe all 3 to be.)



Ernie

Q: Given the recent and continued decline in Teck stocks, can you provide your top 5 Tech picks for US and Canada. Small and large cap??

Q: Happy Family Day to everyone at 5i! I am a firm believer that technology is our way in the future and holds great potential for growth. From all the research that you have done, which two technology stocks, either US or Canadian hold the greatest potential for future growth and why. Cheers, Tamara

Q: Based on todays prices, which of the beaten up tech is the "best" (most likely to do well moving forward, best monopoly / moat safety, most safe earnings, best books today, best P/E) to buy for a long term hold (over ten years)?

qualifying them on the above characteristics would be appreciated or any other variable that you feel is important.

If my list missed any other tech considerations, please let me know.

thanks

Ernie