Investment Q&A

Q: Please comment on Cisco's earnings. Is right now a good entry time for the long term investment? If not, what are other options for the same theme or group? Thank you!

Q: Hello Peter and team, I'd like to purchase some high quality US companies whose share prices have been unduly hit by the COVID correction. However, I want to do this in a conservative way - with larger, stable companies with low debt and strong balance sheets; assured 'survivors'. Can you please suggest 5 good US candidates in the 'survive and recover' blue chip camp, and a dividend of at least 2.5 percent. Thanks!

Q: What are your favourite 5G stocks ? Thanks.

Q: Goodmorning 5l team,
Thank you very much for your response to my earlier question regarding selling cocered calls. You mention focusing on dividend paying stocks in your current strategy. Is it possible to have a list of which companies you may be looking at currently for this should strategy?
Thanks

Q: Is there an ETF that concentrates on 5G technology.
One that may be a candidate to acquire in the down market or would CSCO be a better choice.

Q: I'm looking for some diversity in tech as well as yield, Cisco looks like a potential candidate. Considering the exciting times we just got into, would you see it as a solid buy if the yield hit 5%. I'm looking for good yield, good growth, low debt, and high cash. You know, the kind of investment we don't deserve.

Q: Cisco is down 20% in the last month and down about 40% from summer 2019.
Do you think this could be a good entry point.
Thank you

Q: I have held Cisco for many a year and I am up. Lately it seems to going nowhere but it is a top pick for many. What are your thoughts. Would it be a sell and purchase ROKU.
As always,
Regards

Q: General market question. Jim Cramer is suggesting that while Coronavirus persists as potential disruptor that can't be quantified, more subjectively valued stocks like those in the cloud - say TTD, AYX etc - or those like Tesla will see gains as people buy on growth and momentum. His belief is that these stocks are being bought based on growth alone whereas the market would hold more traditional companies like Cisco, Caterpillar or Home Depot to account based on potential impact of the virus disrupting sales.

My question is whether you agree with his thesis that the cloud stocks will continue to do well as Corona uncertainty lingers or if they stand to fall the most if worst case fears are realized.

As a follow up, if one were to keep only one of Home Depot, TTD or Cisco in current times, which would you hold?

Q: How do you think on CSCOs latest's earnings,? Would you start a position on it today when the price dipped a lot? Thanks!

Q: On the US side, we've owned TOT, CSCO, MO and PM for some time now and they have languished. Is patience merited or should I sell these positions and replace them with other US stocks? We're retired and want to preserve capital but do like dividend income. thanks

Q: I know you don't deal with US, but it seems people like to own US stocks as there are more opportunities. All of these stocks except Team have been recommended by at least 2 analysts on Market Call. Could you tell me briefly why these over the last three months have been performing so poorly. Which one would be the first one you would sell? Thanks for your expert opinion. Dennis

Q: I am considering these companies to buy on 3-yr. time frame. Moderate risk tolerance.
Could you please rate them, separately, in terms of !. Risk 2. Growth potential ( MX and MG Canadian). Take credits accordingly. Thanks Jim

Q: Hi there,
looking for an addition for my us portfolio - am a bit of a value investor. Each of these stocks seem to be struggling of late but appear to be good long term investments. All with a bit of dividend and good growth prospects. If you had to choose one ( regardless of sector) which would it be here.
Cheers

Q: Which of these do you think is less economically sensitive? Which one would you prefer?

Q: I hold MSFT with significant profit. CSCO looks cheap by comparison(?). Would you consider a switch??

Q: Hi there,

Your take on Cisco please? It was a top pick last night with the following comments:

"It represents the future of 5G. It is going to be transformational. New management is going to do extremely well here. (Analysts’ price target is $54.04)"

Do you like this? Is it a buy and why?

Q: Hi Team, would you feel comfortable after Cisco's earnings report to add to an existing position. Would you be wary of the China sales? As anything changed here? I'm in for the long term. Thank-you. Sam

Q: Looking to start a position in 1 of these companies for a 2-4 year hold could you give me the pros and con of each and which you would select and why thanks

Q: Would you kindly provide your ranking for these 3 companies for a 1 to 2 year hold from 2 perspectives, first with regard to growth with the "growthiest" first and second with regard to safety with the safest of the three listed first. Your view specifically on the Intel miss and whether you think it impairs the stock longer term or whether the miss is more of a shorter term impediment to the equity price. Thank you for your help. Ken