Investment Q&A

Q: What would be your top 5 Consumer Discretionary names in Canada and the US?

Thanks

Q: shop web call was a good primer for understanding its business and pointed to setting things up for growth but market and analysts are skeptical.
shop gave back a good chunk of its recent positive movement today. most analysts now have it as a hold which is as close to reduce as you can get without saying sell, with target prices close to what it is now. what does 5i say? where do you see things going short, medium and longer term. can you provide some price ranges. Thinking about topping up position but trying to decide when.

Q: In my TFSA, these are the stocks I would "like" to buy (CDR, NEO), probably in the order I have listed them, unless you have a suggestion: GOOG, NVDA, MSFT, AMZN, AAPL. But I will need to sell some positions to raise the cash to do so. These are my options to sell, probably in the order I have listed them, unless you have suggestions: EGLX, LSPD, TOI, NVEI, ATS. The goal is growth over a very long period (TFSA will go to my children). I am open to eliminating any from the buy list in order to keep any from the sell list. I just don't know how to compare the American names to the Canadian names. Thank you: I realize this may not be an easy question to answer, but it will help me a great deal.

Q: There is mention of a partnership with Amazon. Is this a good or bad thing? Please explain

Q: I am considering buying some shop in tfsa please advise your reading on the company going forward after the company report today. Would you wait or is it time to buy now?
Cheers Doug

Q: For 3 years horizon, considering stability, valuation and growth potential, in which order will you rank them. In which order will you purchase them and why? Thanks
.

Q: If one wishes to invest in the Artificial Intelligence sector, what are the best stocks (growth) to consider w/ 3-5yr horizon?

Q: AMZN is down in pre market. What are your take on recent earnings?

Q: I am a dividend investor, considering high
volatility and potential NASDAQ and S&P 500 low points in 2023 ,I intend to " do an exception" in my RRSP, and to take position (for capital gain) in one ,or eventually 2 of these Cies.How would you rank all of them for a 2+ years perspective? Regards, J-Y

Q: I currently own GOOG, MSFT and NVDA and want to round out my tech holdings with a 3% investment in one last stock. Can you please provide three options - in order of preference - that you believe would make strong additions to my existing portfolio? I would also be interested in the rationale for each of your picks. Thank you.

Q: Hello Peter et al:

A great question by James today and equally a great answer by you! AAPL wasn't included in James' question and hence the price targets characterized by Good price VS Great price for AAPL wasn't mentioned. I have added AAPL here.
(MSFT: 240/210; GOOG: 95/80: AMZN: 95/80.)

IF I were to request you to wear your Option trader's hat, (after all you manage a fund based on options!) how would you play these stocks. Assume that these are long term holdings and cash covered. Should one simply either buy puts or sell covered calls. Your "great" price targets roughly assume about 15% downside correction.

If indeed these solid stocks are going on sale and if one is determined to hold them for ever, why would one not make any money whilst one waits?
That's the thesis behind my question.

Many thanks in advance.

Mano

Q: I want to invest in 5 or 6 of the above companies, using CDRs on the NEO exchange. I know you like them all, but I need to narrow it down a bit, based on available funds. Although it will be in a non-registered account, the goal is very long term growth. My wife and I will not need the money, so essentially I suppose I'm investing for my children. If two of the stocks are roughly equal in growth potential, then I would choose the one that adds a bit of diversification. But I don't mind if they are correlated and all move up together. It is probably easiest for you to answer this question by rank ordering them, and I will pick the first 5 or 6. Thank you for such great service over the years.

Q: Hello Team,

I am looking to add to these mega caps names. Which of these 3 do you prefer and why? Also, what would be 1) good prices and 2) great prices to be buying them at.

Thank you!

Q: Hello,

Are there any US or Canadian companies you see as attractive opportunities for medium to short-term option plays? Short-term being less than a year (3-6 months, medium-term being 1-2 years. I understand these short-term price changes can really be a toss-up, but am cautiously optimistic about the market pricing in current fears and moving upwards over the next year.

Also, am wondering if this specifically would be attractive to you: GOOGL $1.81 @ 110 Strike April 21 Expiration

Q: I personally feel the grocery stores are gouging Canadians like never before , this should give them great profits . Is there a ETF or specific company that one could invest in that hasn't already taken off , thanks and have a super 2023.

Q: In many cases buying the top 3-5 stocks of an index gives a better end result than the whole index since you don't have to drag the less performing.
1-Do see the same apply to the S&P500?
2-In a 3% (normal?) fed rate what is the normal multiple for the S&P500?
3-What is the current forward PE for the S&P500?
4-How does this apply when the top 5 holdings are technology with higher multiples than the banks and oil companies?
Many questions but one goal, trying to put the dry powder in an optimal manner.

Thank you

Yves

Q: Can you provide 8 growth/total return names to initiate a position an add to overtime in the TFSA for a long term investor.

Feel free to rank using your assessment/analysis of a balance of performance/recovery, prospects, total return, etc. Sector diversification is not necessary. Mid to large caps (small caps only with high conviction).

$CAD/USD names (please include your favourite growth CDRs as well).

Q: Good Day Team
In a Registered Growth for 5+years. On each one which You will add, hold or sell ?
GOOG 54%
AMZN 20%
META 6%
RTX 19%
Thanks
Regards

Q: How seriously do you think Amazon's "Buy with Prime" roll-out will affect Shopify ? Given this program, plus Amazon's recent reduction in workers, would it be wise to sell Shopify and move the cash into Amazon ?

Q: I've been looking at investing in one of the FAANG's + Microsoft. Some I don't find attractive despite their fairly attractive valuations:

Amazon - poor outlook

Apple - China production

Google -perhaps lower ad revenue near term, and it's such a large part of their business model.

Meta - uncertain future after change in business model.

I guess the above are cheaper for a reason. Would you see reason for optimism on any of the above?

I like MSFT and NVDA but can't get past current valuations. NVDA in particular looks attractive. AI seems to be a major disruptor going forward and it appears to me that NVDA has a moat in some parts of the AI world. Would you feel that it has the most avenues for growth too compared to the others ? How quickly can it grow into its current P/E, P/C and P/B valuations? They seemed so much more reasonable 10 years ago.