Investment Q&A

Q: In view of a upcoming possible recession I am considering switching Shop for Toi, and Amazon for Crwd for a 3 to 5 year hold ,
May I have your thoughts, please

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: Can you comment on Amazon taking another run at SHOP. This one seems more established than the last attempt to replicate. Also throwing it in free for Prime users could be appealing to new business owners. How concerning is this?

https://www.businesswire.com/news/home/20220420006188/en/Amazon-Unveils-Buy-with-Prime-Expanding-Prime-Shopping-Benefits-Beyond-Amazon.com?fbclid=IwAR26gQ4as3YfmQt4ckp1N8POB_C_89ik1d4yYkXikCX9GvGPiFqUscqhClc

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: Hi 5i Team - Could you provide an estimate on when Shopify, Google and Amazon might do their stock splits. Also do you know of any other quality companies planning a share split. Thanks.

Q: following up on question/response about shop, you mention 'there has been a recent increase in announcements'. what were the main ones and how important were they?

Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.

Q: Good morning,
I want to harvest the tax loss on this one but don't want to miss the upside although the market reversal seems unlikely in the short term in this market. Thinking of LSPD as a temporary replacement or should I keep LSPD?
Thanks for everything!

Q: Hi
In response to David's question today, you said that mega-cap tech is a sector that should perform well in recessionary environments. can you give some examples of stocks or ETFs. Also, you recommended consumer staples. Would you be comfortable buying consumer staples at these high prices?
thanks for your help

Q: Hi 5i!

Which one of the above six US equities would you top to a full weighting in an RRSP at current valuations for growth over a 10 year horizon?

Thanks,
Greg.

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, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you

Q: I am considering positions in the attached companies. Are current prices good entry points and are there any of these companies you would not purchase today?

Q: Hello Peter et al,

You have mentioned in the past that Amazon needs Shop or it runs into monopoly problems and that Shop has a strong moat.

When I look at the size difference Amazon has 14x the market cap and 1500x the employees.

When I look at stock price Amazon has been a steady climber with a minimal hit over the past 6 months vs Shop being more than halved in mkt cap.

If I were CEO of Amazon reviewing the co. dashboards and heatmaps - I think I would look at the Shopify roadmap and see either noise or an opportunity we could setup for and pre-empt (if that business is on our roadmap).

How scalable is Shop given that Amazon has a long track record, the most money and supply chains to the best strategic minds?
How sustainable is the Shop competitive advantage?

I ask this wondering how likely Shop is to regain the lofty $2000 level.

Thank you for sharing your insight.

Q: Would you add to the current position on AMZN given that it has risen over 10% last week ?

Q: I own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?

Q: Hi Team,
These -NE Canadian stocks is the same as US - just listed in Canadian $?
Would like your comments.
Thanks as always !
Tak

Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry

Q: Could you please give your current thoughts. Thx