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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: A snapshot question
After all of the drop in prices for these stocks, please rank them for long term buy and hold, beyond 10 years, according to
A. P/E or valuations
B. Safety your pick for metric
C. business model "MOAT"

THANKS
ERNIE
Read Answer Asked by Ernest on May 12, 2022
Q: Hello:

With some coaching my older sons (aged 15 & 17) have come to realize that money sitting in a bank account is losing value due to inflation. They have taken small positions in ZQQ which appeals to their interests and the market has declined a bit but the silver lining is that they learn patience and understand risk.

With part-time jobs they have some more cash to deploy. Of course CAD holdings are easier but what would you pick? A few I think of:

BAM.A - Canadian and should see stable growth.
SLF - Canadian, but too conservative?
COST - USD is messier with FX fees but also very stable growth.
GOOG - USD again, but is it still considered cheap?

Other options?

Thank you!

Read Answer Asked by Marilou on April 26, 2022
Q: Which of goog or googl would you recommend purchasing for a cash account? Also jpm or bac. Also would you consider Microsoft as a reasonably priced stock for purchase now as well.
Ed in Montreal
Read Answer Asked by ed on April 25, 2022
Q: Hi, could you please list some Canadian and U.S. technology stocks whose business model/ revenues / earnings are most resistant in a recession or growth slowdown? Thank you.
Read Answer Asked by Gary on April 19, 2022
Q: Hi 5i!

Which one of the above six US equities would you top to a full weighting in an RRSP at current valuations for growth over a 10 year horizon?

Thanks,
Greg.
Read Answer Asked by Greg on April 06, 2022
Q: Hi,

A question was asked on March 16 about both GOOG & GOOGL splitting in July. (yes, for both).

I checked and it looks like the CDR version trading on the Neo exchange will follow suit as well, but there is a twist.

From the CIBC-CDR website: "... CDR holders will experience the same economic impact of a share split as they would if the underlying security (GOOG:US) were held directly."

They go on to say, it could either be an automatic increase in the number of CDR shares held (at the same 20:1 split) or it could be an increase in the "CDR Ratio", also by a factor of 20.
Either way it's equivalent, but I'd rather see the extra number of shares showing up in my portfolio, as opposed to just having the CDR Ratio get adjusted in the background by NEO & CIBC.

I guess we will know more in July.
Rob.
Read Answer Asked by Robert on March 25, 2022
Q: Hi team. I was fortunate to add to my Nvdia position at $219 a couple of weeks ago. Nvdia has now grown to 7% of my investment portfolio (stocks) and 6% of my total portfolio. I know you can’t get specific with weightings. I do see you typically trim your balance model portfolio around 8% when a winner runs.

Thoughts on how you decide to trim a winner and when?
Read Answer Asked by Don on March 22, 2022
Q: At this time, which stock would be a better investment for a 3 to 5 year hold? I understand that both will be splitting in the near future. As well, if Google is the choice, would it be Goog.us or Googl.us that should be bought? Would you buy before the split or after? Thank you for your guidance.
Read Answer Asked by Stella on March 10, 2022
Q: Hi Folks,
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
Read Answer Asked by JOHN on March 10, 2022
Q: I know the environment is iffy, but with tech on sale, and other tech (also on sale) flush cash, when do the bigger fish start gobbling up the smaller fish, and what, in your opinion, is holding them back? Thank-you.
Read Answer Asked by Alex on March 07, 2022
Q: Further to my question from feb 16, 2022
Thank you for trying to help me transform from dividend investor to a bit of growth.
5I mentionned P/E, P/S, ROE ratios.
What are the present ratio values for these 3 companies right now. ( I understand this is a snapshot in time).
A. what is considered a "good" / buy cutoff for these ratios
B. how would you priorize or rank these ratios in terms of importance (from a buying perspective)
C. a rising dividend is sometimes a warning signal of a falling price (catching the knife concept) should I be wary of looking at these ratios like a % dividend; rising dividend not necessarily a good sign OR sometimes a good buy if really / fundamentally a good company (which I believe all 3 to be.)



Ernie
Read Answer Asked by Ernest on February 25, 2022
Q: Based on todays prices, which of the beaten up tech is the "best" (most likely to do well moving forward, best monopoly / moat safety, most safe earnings, best books today, best P/E) to buy for a long term hold (over ten years)?

qualifying them on the above characteristics would be appreciated or any other variable that you feel is important.

If my list missed any other tech considerations, please let me know.

thanks

Ernie
Read Answer Asked by Ernest on February 23, 2022
Q: I am used to thinking of dividend stocks in terms of 1. yield relative to historical yield, 2. payout ratio, 3. years of consistent dividend payout without cut as the major deciding factors what would be equivalent factors be to consider in the tech sector stocks.
such as Google, apple, Microsoft, please provide an analysis in terms of what to consider that would influence buying / ranking one over the other.

thanks

Ernie
Read Answer Asked by Ernest on February 16, 2022
Q: Hi!

I'm looking to establish a U.S. portfolio and I've identified these 5 stocks as a good base. I have plenty of exposure to financials and energy in my CDN portfolio. Do you think these stocks are a good starting point? Would you replace any?

Thanks,
Jason
Read Answer Asked by Jason on February 11, 2022
Q: I have held IBM in my RRIF for several years. With dividends, I am about break-even on my purchase price. After the KD spinoff, I thought that IBM would move higher on P/E expansion to reflect higher earnings growth. This seemed to happen after the last quarterly earnings report, but now seems to be stalled. IBM popped up as good value on a P/CF screen you did in response to another client's question, so I am reluctant to sell it. However, you have also suggested in your recent answers to questions that GOOGL is very good value right now, and that the 20% discount from the offer price also makes ATVI good value. So would you wait for a turnaround in IBM and, if so, how long would you wait? Or would you move on and, if so, would you switch into GOOGL for a long term hold or ATVI for a short term profit? If the acquisition of ATVI closes within a year, a 20% return in a year, tax free in a RRIF, seems pretty attractive. The other company I have been considering as an IBM substitute is ROP. But your comments about the attractiveness of GOOGL and ATVI at current prices got me thinking. As always, I would appreciate your insights into the relative merits of these alternatives.
Read Answer Asked by David on January 28, 2022