Investment Q&A

Q: Hi 5i
ATVI closed at $78.20. With the deal for MSFT to take them over for $95, I would like your thoughts on why the market doesn't believe the deal will proceed. And if BRK recently bought more ATVI to bet on the deal closing, should we do the same? Also would like your best guess on ATVI share price if the deal gets scuttled.
Thanks,
Greg

Q: What are your 3 "table pounding" buys (3 US & 3 CDN) across any sector that you would be adding to your hypothetical portfolio today in this much lower market? I understand the markets could fall much more but if you were deploying today what your top picks be? Thx

Q: Hello 5I,
What are your top 5 buys right now on both the US and Canada looking.
Thanks

Q: which website would you go to to find out the average 10 year P/E ratio for a stock?

Q: Given the possibility of a recession and the certainty of volatility for the next couple years, can you give me 4 CDN and 4 US stocks/etf's, you think might provide some safety and reliable, albeit moderated returns? The equities I've listed are my ideas.

Q: What order and at what price would you nibble at the stocks listed (already own them all at this point but no full positions other than Cost) + brief explanation why?

Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio

Q: We hold the following in a registered/US$ account . The list shows % each represents of our total portfolio and current Gain/Loss position. Considering selling U and redeploying into one or more of the names already held in US$ account.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?

APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%

Many thanks, as always.

Q: AW.UN
AQN
POW
ENB
EIF

I am looking for your recommendations on good dividend paying stocks. Stocks which have come under pressure due to market conditions. Stocks that are low risk and do not have high debt. I am mostly interest in income stocks but would also like a stock that would give me some capital gains. I have listed these and would appreciate rating these. Please also provide me with any other tickers you feel would fit my needs here which I may not have thought about.

Thank you.

Donna

Q: https://www.theglobeandmail.com/investing/investment-ideas/article-the-stock-market-is-still-dangerously-bubbly-plus-four-reasons-why-the/?utm_medium=email&utm_source=Globe%20Investor&utm_content=2022-5-13_18&utm_term=&utm_campaign=newsletter&cu_id=nVp9GpU7OpyOBgUaQxyFDw%3D%3D

Link to "The Stock Market is still dangerously bubbly"

I have been a blue chip dividend investor for almost 2 decades and have been more recently challenged to incorporate "growth stocks" and don't have a feel for this sector at all.

Please provide the 5i response or rebuttal to the bubbly status of the market?

Do larger growth stocks example, Googl, apple, Microsoft and amazon. represent a safety over the "average" growth stock?

thanks

Ernie

Q: Hi, I would appreciate if you can recommend some dividend paying companies with strong balance sheet, steady dividend increase and have not cut dividend in past. I am looking for names which have sold with general market and are at attractive valuations.
Thanks.

Q: for an 18 year old buying TFSA of 6 000, summer work earnings, but not needing money for a long time, probably targeting first home buy 10 + years down the road (education covered) what would you suggest if ETF, 3 suggestions please. Also, plan B, basket of 5 growth stocks, (being 18, she is interested in apple, alphabet, amazon and Microsoft)

thanks

Q: Hi Peter & Team:
Can you give me some idea which of the above companies for TFSA , rank from your best and down. Thank you as always.

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

Q: Hello Peter,

For a mid-risk investor who just retired and has a little cash to work with in a registered account what is your perspective on:

Opening a 1/2 position of VGT or just add 1/4 position to MFST or Appl to a full position.?

Which stock(s) would you be ok with today to be 6%-8% of a portfolio for a 5-10 year hold? Please rank the stocks if there is more than one possible choice.

Thank you
Debbie and Jerry

Q: Hello Peter,
I have been meaning to get your opinion even before the two-day wild ride and this question is not based on today’s aftermath. And I will speak from both sides of the fence. As usual, I want your perspective.
You typically respond to reader’s questions with a 5-year outlook. However, I think that the 5 yr business plan is outdated except maybe for utilities and commodity producers. And even then, with instantaneous data enabling policy definition, the peak to trough and back for business cycles are short.
High growth companies typically do not have a moat as they rely on transformative technology as the enabler. Today Amazon finds its digital commerce saturating and looks to cloud services for growth. Shopify is looking at vertical integration with logistics and financial services while the world moves towards open-source digital commerce. Game, set, match.
Now I step to the other side of the fence. Probability of a soft landing -very small? The fed cannot control supply but can control demand. Housing, lumber, commodities consumption diminishes just as supply ramps up in an inflationary environment hoping to absorb costs. Discretionary, industrials slow down and drag commodities.
Where am I going? If my thinking is correct, my investment decision should be based on a 2yr or shorter period return. So, between now April 5 and the end of seasonal strength next Feb; is it tech- SHOP and TOI, or Energy and Commodities? What about Gold and Silver? Is it NVDA and CRWD or QCOM and MSFT? And I am not looking to hedge but make portfolio changes, swinging for the fences. Or is it too late for sell in May?
I look forward to your opinion.
Regards

Q: Technology stocks have been beaten up. I am thinking of taking a position for 5 years. Would you like either of these companies at the current price?

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

Q: Where would you rank APPS right now in relation to the above companies for a buy right now?

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

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.