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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i,

For all of the companies you cover here, when you rate stocks, what is the most important factor you consider first? Do you actually meet with the senior management face to face on regular basis, or occasionally, or never? In any case, how you rate their management teams?
Thank you very much!
Read Answer Asked by Jinlong on January 19, 2022
Q: Looking to the future and the EV space. I know GM and F are making big inroad’s and have the scale. However, what about TM as an alternative play. It has a decent divd and has had a long lead time in EV’S relative to NA players…and arguably a more reliable product.
Looking at this as a long term US divd play
Read Answer Asked by Harry on January 19, 2022
Q: The New Report I received yesterday in my email shows "additions" of 1% in the growth portfolio to Kelt and Tamarack. When were the initial positions taken?
Read Answer Asked by Edgar on January 19, 2022
Q: Hello Peter,

With ATVI trading 15% below the acquisition price, what would you say to selling SQ or PYPL or both? and investing the proceeds in ATVI for an approx 15% return in the next few months.

Both PYPL and SQ have been a long term holding for me and while I do expect both PYPL and SQ to bounce back a little I am not sure of a pop greater than 15%. Eventually I will have to decide between the two for a longer term hold. I would like your suggestion here.

ACTVI seems more certain although not 100 % risk free. So does this seem to be a good trade and an arbitrage opportunity?

I own SQ and PYPL in a 2:1 proportion.

Regards
Rajiv
Read Answer Asked by Rajiv on January 19, 2022
Q: At this time, what are your top picks (5 CDN, 5 US) for a 3-5 year hold in a registered account for an investor willing to take on an above average level of risk (but not high)? Sector does not matter. Thanks.
Read Answer Asked by Martin on January 19, 2022
Q: I have a question for shopify it looks like there next report will come out on February 16. This company took a beating of $500.00 per share in the last 3 months, i am looking to get my feet wet on this company would you have any idea if they meat or beat their target can you see it taking off again.. And my other thought is i read alot of bartchart and it gives you signals like buy, sell, and hold which i do not follow it to closely but what i do check out on the companies that i am looking to add to my portfolio or if i already have them and that inside trading now i know why the tech's are taking a beating, pretty well almost all of them but not CSU in the last 6 months there is about 10 to 1 ratio that are mostly sellers. Some of these ceo or vp do not believe in their company. Thanks again guys sorry for making it so long you may charge me extra points.
Read Answer Asked by wilson on January 19, 2022
Q: I am a little embarrassed to admit that I am in all tech and growth companies. The rhetoric now about the interest rates, the war activity in Ukraine/ Russia, Threat of invasion China to Taiwan. Inflation and other factors that create the current environment. The question is boiled down to when do we see big tech i.e. MSFT, Tesla, NVDA and little tech : EGLX hit bottom and make gains again? CNBC Tom Lee Fundstrata says first half is volatile and choppy and the second half of 2022 we see gains and steady improvement. How low does the Nasdaq go before a upwards turn?
Read Answer Asked by Daniel on January 19, 2022
Q: Hi Team,
I am an aggressive investor, which paid off lovely in 2020, but now am being crushed. I hold the following stocks (with weightings in brackets) in total in my brokerage accounts. Could you have a quick look and tell me how this basket looks "In general"? And if you see this basket doing well over the longer term (say 5-10yr hold), pointing out any suggested changes you would make, if any are "sells" or worth switching out. Note that if I sell any GSY it would incur tax (the weighting is large because the position has grown and have been a firm believer in the company as its valuation still looks cheap and am collecting a nice div off it as well). I am 42yrs old so retirement is a ways away and my goal is maximum returns with reasonable risk until retirement. Please deduct credits as required. Thanks
ATZ(3.2%)DOO(1.3%),GSY(24.7%),NVEI(6.3%),TOI(8.6%),WCP(2.8%),SQ(3.5%),APPS(2.5%),RBLX(2.7%),BAM.A(1.7%),LSPD(3%),FB(8.2%),TTD(2.9%),U(2.2%),ABNB(2.4%),CRWD(2.4%),NVDA(6%),PINS(1.7%),CRM(2.9%),NOW(2.7%),SWKS(1.7%),TWLO(2.4%),VEEV(1.4%)WELL(2.5%).
Read Answer Asked by Shane on January 19, 2022
Q: A few weeks ago I asked about the virtues of owning XLE vs XEG. I ended up buying 5 postions in the following: TOU, KEL, WCP, ARX, TVE. Energy is now 3.5% of my overall portfolio.

My question is the following: for US exposure: may you please provide me your highest conviction name. If you had to chose between this US energy name an DIS for a total return in the next twelve months, which of the two would you side with?

Also, for the next twelve months, what portfolio allocation to energy would you deem optimal, given the current macro environnement?

Thank you and please deduct credits as you see fit.
Read Answer Asked by Karim on January 18, 2022
Q: Could you comment on this fund I cannot find any information I was told they had over 37 percent return in 2021 with no management fees
I think it is a real estate fund

Paul
Read Answer Asked by Paul on January 18, 2022
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