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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 Peter,

Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.

Thanks, for your advice.


Read Answer Asked by George on April 13, 2023

Q: Hi Everyone!! Peter, I always enjoy your article in the National Post. In this past one” Five things I wish I knew when I started out”…. You mentioned as one of your points , that companies that don’t need any money at all are the best investments . Could you please list a few Canadian and US companies that are in that situation?

Read Answer Asked by Tamara on April 12, 2023

Q: In your opinion, in order of strongest to weakest - please list the following companies to excel in the next 3-5 years and if you had to choose one, which would you go with ?
Thank you

Read Answer Asked by JORDAN on February 22, 2023

Q: Hi 5iresearch
I am in a loss position with the above stocks. They represent a very small size of my portfolio. Which ones would have a good chance for recovery in the next 12 months? I am trying to determine which ones I should sell to allocate to other shares with better chances. You can give %s for their recovery in the next 12 months.
Thank you

Read Answer Asked by Ahmed on January 20, 2023

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

Read Answer Asked by Jean-Yves on December 19, 2022

Q: Which chip company would these four things best describe:

- Huge drop in stock price this year

- Recent cost-cutting moves that will boost cash flow.

- Making good progress on the goal of making chips in the U.S.

- Highest dividend yield in years.

On the chip company AMD specifically, I understand you are high on this stock. Am I reading it correctly that the present PE is around 44? Is this valuation not concerning going forward into this uncertain economic environment (rising interest rates, sudden chip over-supply, etc.) ?

Read Answer Asked by James on November 30, 2022

Q: Do you have any feel for commodities, specifically Oil and Copper, over the next six months to a year?
I would like to hide in some dividend-paying stocks.
Capital retention and some dividend gain is the goal right now.
With that in mind, I feel like this might be a good opportunity to buy Canadian banks, for the long haul and oil and commodities shorter term.
I would appreciate your opinion on my theory and these securities.
As well, any ideas you have would be great.


Thanks for the fabulous service and please use as many credits as necessary.

Read Answer Asked by Kyle on October 24, 2022

Q: I know that this is an unfair question - sorry. I realize that ARKK and AMD are two different investments, but if 5i had a chunk of money to invest in one of these two, which would it be? On a similar note, is Intel a better investment than AMD?

Read Answer Asked by James on October 11, 2022

Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks

Read Answer Asked by Jan on October 07, 2022

Q: Hello 5i,
It was suggested that MMM is not going anywhere soon, but yet it hasd over 4% yield. As a value investor is it time to let it go, noting its problems or kept for yield? I f let go, would you please suggest a replacement with good yield.
Thank you

Read Answer Asked by STANLEY on August 30, 2022

Q: How about buying chips making companies? Which one do you like?
Thank you
Be happy.

Read Answer Asked by Lorraine on August 26, 2022

Q: hello 5i:
regarding the 49% investment by BIP in INTC'S chip plant.
BIP is our largest holding, so we are concerned as to the significance of this deal and the effect on BIPs future. How significant is it?
And, with INTCs well-known failures of overpromising and underdelivering, poor allocation of capital and just bad management decisions, will an alliance with INTC not drag BIP down with it? Could not the company find a "more reliable" partner (ie AMD)?
How does BIP benefit in all of this?
I suppose that another way of asking this, is "should we lighten up". Tough, as we've held since 2015 and been very happy owners.
Paul L

Read Answer Asked by Paul on August 24, 2022

Q: Hello,

I am looking to get exposure into semiconductors market with 2-5 year time horizon. Which of the two (NVDA or INTC) would you consider as a better investment and would you suggest any other options in the US market. Thanks in advance!


Read Answer Asked by Irek on August 12, 2022

Q: hi 5i,
can you give me your top pick for a semiconductor stock for long term hold. and if your pick is not Intel (which I assume it will not be ), can you advise re intel as a long term investment (I like dividends ). also, can you provide advice on Camtek ltd. (CAMT) please (it won't auto populate the "enter company" box above. cheers, chris

Read Answer Asked by chris on August 10, 2022

Q: Greetings 5i,

What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?


Read Answer Asked by Duane on August 08, 2022