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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: I hold APPS in a USD portion of my TFSA (unfortuneatly) and am thinking to cut my losses. Do you think there would be better candidates that APPS could be swapped for at this time?
Read Answer Asked by Andrew on April 17, 2023
Q: Good Morning,

For a 3 year hold, in what order might you considering buying these stocks today? If (theoretically) you already held CRWD and were losing patience waiting for its share price to rebound, might you swap it for one of the other two stocks listed or hang in?
Read Answer Asked by Bradley on April 17, 2023
Q: Iam McGugan's G&M article on factor based investing mentioned quality based stocks. Can you name a few in Canada and the US and how would you filter for these types of stocks in a search?

Much thanks
Mark
Read Answer Asked by Mark on April 11, 2023
Q: Recently there has been some work done on distortions introduced by excluding stock based compensation from the financial statements. According to one London fund manager adding back $1.8 billion of compensation expenses actually places Intuit's P/E ratio at 43 rather than 28 times, which on the face of it seems worrisome. What is your take on this?

https://finance.yahoo.com/news/evaluate-intuit-intu-stock-125237588.html
Read Answer Asked by Andrew on April 10, 2023
Q: Good Morning,

In my (hopefully) high growth basket of stocks, I would like to do some consolidation. The partnership with TikTok is supposed to be beneficial for Sprout Social, but with the security concerns about TikTok in the recent news, do you think that Sprout will be significantly impacted? If so (or if you no longer like Sprout) in what order might you consider adding to the following: LNTH, APPS, ATZ, INTU, ATD for a 3-year hold? Thanks. Brad
Read Answer Asked by Bradley on March 30, 2023
Q: Hi 5i Team,

I’m down on all the above stocks as follows CRWD Down 36%, ETSY down 40%, PINS down 52%, PYPL down 64%, SQ down 72% and U down 77%.

With a 2 to 3 year horizon which of these are worth holding and which once I should sell and can you suggest US replacements and not necessarily in the same asset class. Just good stable companies that have good growth potential to outperform the indexes.

Take as many credits as you feel necessary.

Thanks
Joe
Read Answer Asked by Joe on March 30, 2023
Q: Wow, wild ride lately. I'm looking for some solid companies to tame things down in my portfolio. I would greatly appreciate it if you could recommend some companies that fit the following requirements:
1. Are reasonably valued.
2. Have a solid business model that have protective moats that shied them from competitive threats.
3. Generate strong cashflow and earnings even in a higher interest rate environment.
I'm interested in both Canadian and American companies. Thanks, as always for your support.
Read Answer Asked by Les on March 29, 2023
Q: Could you please comment on TRI, its valuation and why it defies gravity seemingly independent of its peers? Does it have comparables and what is future growth potential?
Read Answer Asked by Peter on March 28, 2023
Q: please list 3 Canadian companies and 3 US companies with moats also show their forward P/E versus their historical P/E. in your list please exclude V. MA. and CP and CNR. thanks Richard
Read Answer Asked by richard on March 22, 2023
Q: Hi Peter/Ryan I would like to add some American names as I haven't any in my RRSP or TFSA. Which of these would be best in these accounts. MSFT, NVDA, BRK.B and can you give me one or two other suggestions. Thanks
Read Answer Asked by Nick on March 20, 2023
Q: just starting a resp for grandson and wondering if you were in my shoes with a good long term strategy which stocks would you start with? Does not have to pay a dividend as want growth with a chance he will have enough funds to go to Harvard for three to four years {ha, ha]
Read Answer Asked by hans on March 03, 2023
Q: Hi team ,
Sq share price continues to struggle in this environment. With a long term horizon is it still worth holding on to this name for better days in tech stock performance? When I had first purchased it I envisioned great growth ahead with its pos and cashless payments systems. Is the story still in tact or are there better names to own at this point? Particularly inside of a tfsa?

Shane
Read Answer Asked by Shane on March 03, 2023
Q: please provide the forward P/E for MSFT AMZN INTU and MCO and also provide the respective PEG ratios for these companies and rank from best to last for capital appreciation over the next 3 years thanks Richard
Read Answer Asked by richard on February 27, 2023
Q: I have asked questions about core portfolio and compounders. I would like to refine my query to building a concentrated core portfolio [say, 20 CAD-USD total]. I start with the allocations greater than 5% in the 3 portfolios. BN is less than 5% on its own, yet, I wonder whether it would not be the core Canadian financial stock. As for US, there are many Fav lists, but could you boil it down to 10. For each stock, please provide key rationale for choosing it and a target buy price.
Much appreciated,
Read Answer Asked by sam on February 24, 2023
Q: In a previous question, you recommended these three stocks which I'm interested in.

My question is evaluating them at their current price. Do you consider them good value at their current prices? What are the best metrics to look at in order to judge this?
Read Answer Asked by Kevin on February 23, 2023
Q: I am 100% equity in Canada and mostly ETFs in USA....My plan is to stay that way but I am thinking to try and beat the average in the USA by adding a few individual USA stocks. Can you suggest a few NON-MAMAA stocks that you would consider as good to outperform the broad market in the USA. I have a very diversified and balanced portfolio so have no restrictions in terms of asset class. Not looking for a hot growth stock, but more of a buy and almost forget return booster for my USA investments.
Read Answer Asked by Tom on February 17, 2023
Q: I currently own GOOG, MSFT and NVDA and want to round out my tech holdings with a 3% investment in one last stock. Can you please provide three options - in order of preference - that you believe would make strong additions to my existing portfolio? I would also be interested in the rationale for each of your picks. Thank you.
Read Answer Asked by Maureen on January 30, 2023
Q: I want to invest in 5 or 6 of the above companies, using CDRs on the NEO exchange. I know you like them all, but I need to narrow it down a bit, based on available funds. Although it will be in a non-registered account, the goal is very long term growth. My wife and I will not need the money, so essentially I suppose I'm investing for my children. If two of the stocks are roughly equal in growth potential, then I would choose the one that adds a bit of diversification. But I don't mind if they are correlated and all move up together. It is probably easiest for you to answer this question by rank ordering them, and I will pick the first 5 or 6. Thank you for such great service over the years.
Read Answer Asked by Gordon on January 26, 2023
Q: What are your current thoughts on TEAM (Atlassian)? Do you see much upside for it this year if these market conditions continue and the fact that it is not profitable? Is it undervalued or overvalued at this point? Or do the long term potential benefits outweigh the current headwinds it is facing? Do you see it as a buy, hold or sell at this point? Held in a registered account so a small tax loss is not possible. Please suggest other options if you have higher conviction in other names (open to other sectors to continue diversification in a tech heavy portfolio).
Read Answer Asked by Justin on January 20, 2023
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