Investment Q&A

Q: Could you elaborate on the implications of their announcement of the partnering with GOOGL?

Q: Hello Peter, here's a twist on one of your readers' favourite questions.

What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)

Q: Looking at CJT's financials (Morningstar), I notice a huge loss for derivatives, in fact the 150 million accounts for the poor earnings result in 2020. Did management royally mess up, what's your take on it?

Thanks for everything you do.

Q: TECH Just came across this new ETF. Can you give me your opinion on investing now or wait. Don't see how it can't succeed with these names.

Q: Hello Team,
How would you rank AMZN, GOOG and NFLX, given their current prices and a reopening world and why?
Thank You,
Barry

Q: Where would you consider adding to positions of Microsoft and or Amazon price wise.

Q: Hi 5i Team
I would like to add to my positions in each of these holdings . In which order would you
add at this time?
Thanks, Gary

Q: Hi,

I would like to trim down my tech holdings in my portfolio. How would you rank these overall in terms of long term growth considering valuation, size, risk, etc... I would like to reduce the holdings, add to TOI and balance out other sectors that are low such as energy and materials. Do you see any overlap in these holdings? Which could you see go here or consolidate? Thanks!

SHOP 5.25%, KXS 3.46%, LSPD 4.64%, CSU 3.06% , DOCU 1.01%, NVEI 0.96%, TIXT 1.17%, CRWD 1.41%, AMZN 0.76%, GOOG 1.78%, FB 0.97%

Q: Hello Team
Do you have a preference for one over the other and why?
Regards,
Barry

Q: Hello. Leaving aside the differing natures of the businesses, how would you rank these four companies in terms of buying preference with a few comments on justification/value? Thank you.

Q: I have meaningful positions in Adbe Msft,Amzn...they have all reported what I thought were spectacular earnings each.respectively.The market doesn’t seem to like them ....What am I missing?

Q: Hi!

Thoughts on Amazon's earnings release. Seemed like a solid beat. Do you still see lots of growth ahead? Can they continue to diversify into other businesses like they are with groceries, etc.?

Thanks,
Jason

Q: Hello Folks:
No one can predict markets, however with the S&P and Dow close to records I would think upside less likely than downside.
Consequently we have sold Deere and Cat at good profit as their PE ratios make it difficult understanding where much upside can be achieved.

We have a 7% position with Amazon, In your view would you keep this position or sell one half on the basis of being able to replace at a much lower future downturn price, or would you leave it alone.

Do you feel because of these inflated PE ratios one should raise some cash for a future downturn?

I am always am aware of the old adage that one's stock portfolio is like a bar of soap; the more you rub it the smaller it gets.

Thanks again for your great service
brian

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Q: Hi, there is a lot of love for TDOC and it has grown quickly. I used to own it but sold, and am revisiting and researching the name. The main concern I have is reports that whales like Amazon and Wallmart, etc. are moving into the area of digital health. Amazon Care in particular, while currently a pilot project in Washington for Amazon employees, could expand if they see potential. Since TDOC is at a very high multiple to sales, I question the risk/reward here, can you please comment on your perspective? Would this risk also apply to WELL, which I own?

Q: Can you suggest some companies with decent premiums that you think would be good candidates for an income generating strategy using options.
Many thanks.
Mike

Q: Hello, Can you please list in order which one of these Titans would you recommend for a 10 year hold within a TFSA. Or, should all three be held, currently in my US TFSA I only hold COST. I have other investments like ETFs and stocks in my CDN TFSA for diversity.

Thanks,
Robbie

Q: I currently have Aritzia, BRP, Magna, and Boyd Group in my consumer cyclicals. Would you replace any of them with Amazon, or do you think my current picks are better? Thanks

Q: I've got ~$20K coming into my RRSP. What 4-5 companies would 10 years from now me be really happy that current me invested in tomorrow? Not necessarily looking to find the next Shopify (although I wouldn't be upset if I did) but rather strong names that you have the most confidence in over the next 10 years.

Thanks
Harrison

Q: Currently have full positions in AMZN, SHOP and SE. What is your view of MELI? Would you advise peeling off 10-15% each to invest in MELI at todays market prices? How would you rank for growth over next 3-5 years?