Investment Q&A

Q: I'm thinking of selling everything I have and starting over. The only stock I would like to keep is Suncor. Looking for 5-10 companies that will be good solid investments. 3-5 year time frame. Please include at what price you would buy. Take as many credits as needed. Thanks

Q: https://www.theglobeandmail.com/investing/investment-ideas/article-the-stock-market-is-still-dangerously-bubbly-plus-four-reasons-why-the/?utm_medium=email&utm_source=Globe%20Investor&utm_content=2022-5-13_18&utm_term=&utm_campaign=newsletter&cu_id=nVp9GpU7OpyOBgUaQxyFDw%3D%3D

Link to "The Stock Market is still dangerously bubbly"

I have been a blue chip dividend investor for almost 2 decades and have been more recently challenged to incorporate "growth stocks" and don't have a feel for this sector at all.

Please provide the 5i response or rebuttal to the bubbly status of the market?

Do larger growth stocks example, Googl, apple, Microsoft and amazon. represent a safety over the "average" growth stock?

thanks

Ernie

Q: for an 18 year old buying TFSA of 6 000, summer work earnings, but not needing money for a long time, probably targeting first home buy 10 + years down the road (education covered) what would you suggest if ETF, 3 suggestions please. Also, plan B, basket of 5 growth stocks, (being 18, she is interested in apple, alphabet, amazon and Microsoft)

thanks

Q: Sadly, APPS is down 65% since I purchased it and now is a mere pittance of my TFSA (.65% of my entire portfolio). Should I hang on and hope for better things? Or sell and use the proceeds to top up an existing holding? If the latter, would you top up NVDA or APPL?

I am also down 25% on LIF, which I purchased primarily for its generous dividend. Can you please explain why the dividend fell so steeply last quarter? And looking into that crystal ball you keep on your desk, what would anticipate will happen to both the stock price and the dividend going forward? Thank you.

Q: Hello,
If you had to name 5 Canadian and 5 US names that have been sold off aggressively and are buys? Thank you

Q: A snapshot question
After all of the drop in prices for these stocks, please rank them for long term buy and hold, beyond 10 years, according to
A. P/E or valuations
B. Safety your pick for metric
C. business model "MOAT"

THANKS
ERNIE

Q: Hello Peter,

For a mid-risk investor who just retired and has a little cash to work with in a registered account what is your perspective on:

Opening a 1/2 position of VGT or just add 1/4 position to MFST or Appl to a full position.?

Which stock(s) would you be ok with today to be 6%-8% of a portfolio for a 5-10 year hold? Please rank the stocks if there is more than one possible choice.

Thank you
Debbie and Jerry

Q: If you had a bit of money today to buy a small basket of 5 stocks you consider to have the most potential for growth in the next four to five years, what would you buy?

Q: Hi Team,
Atz beat earnings and things appear to be going strong on all fronts for the business…yet the stock tanks some more today. Is this one of those disconnects where an investor should be buying more shares ?
Also …with the brutal tech selloff what are some of todays choices to buy for potential multi bagger over the next few years once the carnage stops? Thanks!
Shane

Q: The above stocks have declined significantly from 2021 highs. I would like to make 2 or 3 purchases from this list. Please remove any you think are unlikely to resume upwards momentum over next 12 months and show the rest in a priority list for purchase consideration from highest priority to lowest for growth or growth/dividend return. Many thanks. Jane Norton

Q: Hi, if you have > 10 year horizon and are not concerned about short term volatility. Which companies (Canada and US) would you pick up now given the recent drawdown?

Thanks,

Q: Dear Peter and Ryan.

I allocated almost same dollar amount in Meta (FB) (formerly known as Facebook), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), NVDA and others. I invested a bit heavily in tech stocks and got hammered. I was disappointed in the business model of Meta lately. Today after trading hours, Meta released earnings and the price jumped. I think this may be a good opportunity to sell tomorrow and switch to some non-tech sectors. How do you think? What one or two names would you recommend to invest now to diversify away from high growth stocks?

Thank you,
Yiwen

Q: Where would you rank APPS right now in relation to the above companies for a buy right now?

Q: Hi, could you please list some Canadian and U.S. technology stocks whose business model/ revenues / earnings are most resistant in a recession or growth slowdown? Thank you.

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.