Investment Q&A

Q: Hello 5i
I have been wondering whether Meta is a good choice given it’s recent fall. So, i was interested in your response to a question this morning. You seemed positively disposed towards the stock. Shortly after that i read a small piece by Cathy Wood’s Arkk, which is usually seen as willing to take risks. Someone said that she makes all or nothing bets. I was surprised to see that they see Meta as doing just that. I will post a short excerp. And would be very interested to know what you think of it:

In our view, if augmented and virtual reality (AR and VR) were to become the next mobile and at-home computing platforms, the return on investment could dwarf the $10-15 billion per year that Meta currently is spending to secure leadership in the space. That said, if AR and VR do not scale to the mass-market, Meta's current pace of investing could be a colossal mistake.

In our view, if augmented and virtual reality (AR and VR) were to become the next mobile and at-home computing platforms, the return on investment could dwarf the $10-15 billion per year that Meta currently is spending to secure leadership in the space. That said, if AR and VR do not scale to mass-market, Meta's current pace of investing could be a colossal mistake.

thAnks

Q: With all the megacap tech names earnings being released, and seeing the pullbacks and future estimate adjustments etc. If you had to chose one of the above to invest in, which would it be and why? Thx

Q: What’s the great entry price for Meta? Thanks

Q: With the above four big tech companies above disappointing on earnings and being beaten up for it, is this the beginning of the tech earnings recession going forward? And do you think the stock market will begin to move more on earnings now and less on the actions or potential actions of the Fed? ie. if we want to buy these names would it be smart to sit on the sidelines now and let this play out for a while? Thanks.

Q: Please provide your thought on META after its earning with a huge dive in stock price. Is it a Buy or Hold or Sell? I have some shares still in the green. Thank you.

Q: Hi,
Do you agree with Mr. Ross Healy that NFLX is the only FAANG stock worth dipping into? Would you be a "trader" of this stock? Do you see the potential for a bounce?
Feel free to share your "musings"!

Q: Hi,
Please take as many credits as you feel fit. Our portfolio is a hot mess. We’ve basically been ignoring this downturn for the past 6 months knowing we are are in for the long term. Retirement is 7-10 years out. The above holdings have fallen below a 1% weight in our portfolio. We have limited cash to deploy. Which of these would you add to? In what order? Any you would not add to and just hope that time allows for recovery? Any if these you would sell? For the ones that could be added too. Would you just buy now or put some stink bids in given the crazy volatility in markets? Any additional input is welcome.
Thanks so much,
Kerri

Q: Bear markets are historically fantastic opportunities to build wealth for longer-term investors... what are your top 5 - 7 stocks that in retrospect we will be happy to have bought when we go back to a bull market ? Thanks !

Q: Hi folks
I received a letter from Facebook about the Facebook Fair Fund FBFF. it's about their alleged misleading disclosures. I did have about $5400.00 in their stock at the times stated in the letter. I no longer have any shares. Do you think it is worth my pursuing?
Much thanks

Q: Hello 5I,
I own the above 2 stocks and am wondering if you still have conviction in these picks? I am currently down on them but wanted to confirm you still like these mid to long term.
Thanks

Q: I notice that Meta is back at the 2020 lows. Would this be an opportune time to begin to establish a position or would you have a better recommendation.

Thank you

Peter

Q: With the latest recession news I am considering some lowball offers for several companies and would appreciate your thoughts on my selections.
MSFT - $228 GOOG - $96 NVDA - $120 MS - $75 PANW $169
Would you change any of these selections or add a couple of others that you
think would be also great lowball possibilies. Ed in Montreal

Q: Are there any compelling reasons NOT to buy META at these prices (under ~$160 USD) for a long term investor? Very profitable, ~11x PE, ~7x cash flow. It is the same price as 5 years ago but the company has doubled revenues and profits since then. They are spending a lot on metaverse development and AI but Zuckerberg has always sailed the ship in the right direction. Huge user numbers and WhatsApp is barely monetized. It feels like all the bad news is baked into the price today (revenue decline of 1%, Sandberg leaving, metaverse capex). They are also buying back about 1% of the company per quarter at this valuation.

Q: Peter, for a portion of my portfolio I’m looking for companies with 8-10 bagger potential over the medium term, say 3 years. Please provide your 5 best cdn. and u.s. names for such potential gains. Regards Greg

Q: Some time ago i asked a question regarding the merits of holding a handful of us stocks along with my US etf’s, in order to get a little extra boost. You were ok with the strategy but cautioned against the kind of stocks I held i.e. Google, nvidia, msft, Costco, abbivie. While they were good stocks you said that the problem is that they are well represented in the various etf’s and that if i wanted a “kicker” to provide boost that I should go smaller in size. I wonder if you could provide a handful of stocks that would fit that criterion and would be ones that one would want to own long term. If they were also good candidates for selling options on that would be an added bonus. Thanks for your expertise and advice.

Q: Please give me 3 or 4 Canadian and US larger growthy stocks { ie safer } with good valuations to sweeten a diversified ETF portfolio return. Thank you

Q: Hello Peter,

In light of the quarterly performance of Meta and Roku, what is your short to medium term outlook for the 3 companies mentioned above? Will they still be candidates for overperforming in a recovery bounce when the market is done with the downward trend.?
Regards
Rajiv

Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.

1. Anything in this list that you would toss out ?

2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?

MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%

Q: Imdown 10 % tomuch higher abovei am cocerned more about pypl meta mg than others.
i like to sell two with the lowest 0outlook

Q: Hi Team,
Social media stocks crashed today based on SNAP's earnings. Meta (-7.5%) GOOG (-5.8%). To me...the logic of crashing shares of companies like Meta and GOOG as they are being compared to SNAP is just insane. Did this similar instance not just happen last earnings season? Only to have GOOG crush earnings? I guess my question is...do you agree that SNAP is no where close to being in the same league when it comes to its current business model? And if so...this should be a great buying opp for companies such as GOOG and META? It's days like today that make a person really question the integrity of whatever goes on on the floors of Wall Street. Any comments would be appreciated. Thanks

Shane.