Investment Q&A

Q: A recent Financial Post article stated larger-cap, profitable and good cash flow stocks will be the place to invest in 2023. Would you please suggest 5 Canadian & 5 U.S companies that meet those conditions. Thanks … Cal

Q: How would you invest ‘23’s $6500 TSFA allowance? Is there 3 or 4 North American stocks you would buy tomorrow? DCA over the next month into one name? Not concerned about sector or risk - 10 year investment horizon.

Thinking SHOP, BN, NVDA and GOOG. All of which I own today and are down from when I purchased.

Appreciate your thoughts.

Don

Q: Thanks to the 5i team for all the great work amongst a very tough 2022! I wish you and yours all the very best for the new year.

I really appreciated and learnt a lot from the various indices/metrics that you used in your market update emails, especially circling back in the most recent one to update the trends. Looking at the various indexes you explored last year, it made me wonder if there was an index or metric that tracked digital advertising to look at trends through time (e.g., have things bottomed and more are spending on digital advertising). As a holder of companies like Google, Digital Turbine, and The Trading Desk, I am interested to know if there is an index/metric out there to follow trends in digital advertising. If there is, could you use it to suggest what the general status of digital advertising is and how it might help inform adding to positions of GOOG, APPS, TTD, and others (if you have higher conviction names to suggest).

Thanks so much for all you do and wishing everyone a strong investment year in 2023.

Q: when momentum was in vogue price to sales was a favourite measuring stick for valuing tech companies. so it would seem to make sense to apply this metric in the current environment. accordingly what are the historical metrics for MSFT GOOG. AMZN and what are the latest price to sales metrics for these 3 companies. thanks Richard

Q: what is the best stock for a.i. investing in?

Q: Would you recommend investments that invest in shares if individual art? Any in particular?

Q: Hi team,

Looking for strong growth names in my tfsa, I have been considering cheap stocks with potential. An alternative approach would be to look at names which have been doing very well this year and which still have momentum and potential. Grateful for your comments and some names which have wind in their sails.

Jacques IDS

Q: do these companies offer a decent upside in a moderate economy were inflation is dropping along interest rates. is the selling down based on perception or reality on earnings ,.short selling in control or is their a couple of stocks were their is a lot of insider buying and reducing share count and debt thanks

Q: Tough question for sure, but disregarding other personal factors (eg, diversification etc), if you could buy 3 Cdn stocks and 3 US stocks given YOUR assessment of the investment/economic landscape, what would they be? Let's say the only parameter is performance over the next 12 months.

Q: Would you please provide me with 6 US and 6 CDN stocks that have gone down in price but their value, debt and upside don't justify the downward stock price. Some with big upside potential.

Thanks and Happy Holiday Season to you and all staff.


Donna


Donna

Q: Hi group assuming some sort of recession next year along with present pullback what is your top 10 picks in order of preference / Entry points $ targets. Ignore sectors and US verses Canada Thanks

Q: These very large Cies appear promising to me for longer term : wich could resist better in case of a recession ?

Q: My 26 year old son has some funds to invest in his RRSP. He also holds a TFSA and Cash account and between the 3 accts, he holds, BEP, ECN, BNS, VHI, BAM, GSY, KUT, PBH, TOI, ENB and SLF. We would like to add a couple new names and on our list are TD, MFC, TIXT, GOOG, AMZN and EQB.....if you were advising your son in this situation, how would you rank these 6 stocks for addition to his RRSP? If you could add some colour as to your ranking, that would be much appreciated.

Many Thanks for the great service and advice

Scott

Q: Hi, thinking about one of the two to start a new full position for 2 to 5 years minimum in unregistered account. What would be your thoughts? Secondly, without trying to time the purchase, would you go ahead anytime or wait awhile?
Thank you!

Q: The following are some of the companies I’ve lost money with and will sell for tax purposes. I am wondering what your opinion is re their repurchase as commented on below.

The following I don’t feel I need to buy back, unless you feel differently.
NFI, QST

The following I would like to buy back ASAP unless you feel otherwise. Considering the state of the market do you think I would need a proxy for the next 30 days?
CRWD, GSY, META, NVEI, ROKU, WELL

The following are stocks I would like to buy back but don’t see the urgency, considering how the market currently views these companies, notwithstanding their financial outlook.
COIN, LSPD (I already own SHOP), U, UPST

Thank You.

Q: Hi

For 2023, I can contribute $17,500 to my TFSA.

I was thinking of splitting the amount between CELH and LNTH.

Your comments or other suggestions are most welcome.

Thank you

Mike

Q: I am managing RESPs for a two-year-old and a 4 -year -old grandchildren so there is a very long runway before they will need to start cashing in. The funds to invest available so far are fairly limited. I would like to add some US stocks but not sure it is worth the fees to convert to US $ and most of the good companies have high-priced shares. But I am familiar with Canadian Depositary Receipts (CDRs) and that there is a pretty wide selection of stocks available.
Can you suggest 4 of your favourite of these US CDRs that would be suitable for this type of investment?
Thank you.
David

Q: I currently have APPL at 1.47%, APPS at .37% and SHOP at .69% of my total portfolio. If I were to consolidate these three stocks into one, which would suggest?

Secondly, I know technically GOOG is classified as a communications stock. For the purposes of portfolio management, would you classify GOOG as 100% communications...or assign at least part of it to the tech sector? Thank you.

Q: What is the best ETF to obtain the highest possible exposure to MSFT. GOOG. AMZN. NTFX and what are the respective portfolio percentages for each company held in this ETF? thanks Richard

Q: I hold these in an RESP with the following weighting (BIP 18%, Goog 18% VGRO 23%, XAW 41%) and I am considering selling to purchase a 3 year GIC as my eldest child is approaching post-secondary education.

Which holding would you reduce?
Can you rank these holding in terms of risk?
Is there an alternative security other than a GIC that should be considered?

Thanks!