Investment Q&A

Q: Hello Peter & team,

Read a report that stated bank deposits are up considerably. Reason... It appears People are banking funds without having the opportunity to take their annual vacations because of Covid. Vaccines are in the process of being distributed. There will be an end to the lock down eventually, and when that happens people will be biting at the bit to travel. I know I am.

My question... I'm thinking the beneficiaries of this pent up demand are going to be Cruise Lines, Airlines & Hotels. (plus anything else you can suggest) Are you able to tell us - your loyal 5i family - which companies we should be targeting which will benefit once everyone starts being able to travel again? And if you could, please provide your futures opinion on Air Canada which is still down 50% (approx) compared to it's pre-covid highs. I am seriously considering a strong position and would like to know your thoughts.

Thanks for all you do

Gord

Q: Can you please provide some recommendations on travel related stocks listed in Canada or the US. Am looking to hold for 3 to 5 years.

Thank you

Q: I realize that you ( much like I ) are growth investors. However I’d like to play the risk on trade and am looking for 5 beaten down US value names that would have good bounce back potential. Can you rank your choices? Thank you

Q: Energy and Travel etc stocks likely to be sold out for Tax loss which are more likely
and good to pickup?

Q: I am an experienced investor and for years have been selling short strangles, in the money puts and out of the money calls around some of my core position stocks, such MSFT, UNH, SRPT etc with good success.
Last week, I sold naked positions around NFLX, picking Jan 15/2021 expiration, which is before they report earnings and expecting NFLX to be substantially range bound until then.

Sold  NFLX 01/15/21 455 PUT at 15.10
Sold  NFLX 01/15/21 515 CALL at 16.10

The trade is profitable between $424 and $546 and in an unlimited loss position outside the range (a risk I am prepared to accept).

My question is, do you have any stock recommendations, for stocks whose prices are not likely to fluctuate a great deal over a a defined period of time, or any screening methods to identify such stocks, so as to trade puts and calls as I described?

Thanks in advance for your insights.

Q: Thank you so much for your recommendation on WYNN, GC, BKNG, LUV. They went up a lot.
I still have some cash that I would like to invest.
Are there any stocks that are still undervalued even after recent vaccine news? Or should I just wait for them to dip again? Thanks!

Q: I asked this question on my phone few days ago and I haven't seen the answer yet:
Can you give me your current top 3US and 3CDN growth stocks?
3US and 3CDN compelling recovery stories post covid.
Thanks!

Q: in anticipation of pick up in travel in 2021, I am looking at taking a position in on-line travel booking companies. I am looking at Expedia and Booking Holdings. What would you recommend as your best pick in this space....
from the one's i am looking at or something else.
Thank you
Thank you

Q: If you knew the effects of COVID were going to be gone by Oct 2021 what 4 CAD and 3US stocks would you purchase right now for a 6-8 year holding period.

Q: What's your favorite pick for travel, when this COVID finally ends. MAR has future earnings forcast to grow 53% from what i have read, but coming off terrible numbers maybe that isn't so great.
thanks

Q: If we found a Covid-19 vaccine tomorrow, what are the most depressed companies now that would benefit the most?

Q: Hi,
You have been rightly complemented many times for
or your wise counsel recently. I would like to take this opportunity to thank the members of the group for their many varied questions. Both the questions and answers have helped me a lot.
For various reasons I have not visited the Asset Allocator section for some time and find that I am not as well 'balanced' as I should be. I am over invested in financials (BAM.A, TD, BNS, RY and SLF) and grossly underinvested in Consumer cyclicals. I am also overinvested in Canada. Could you please suggest 2-3 US and Canadian Consumer cyclical stocks?
Many Thanks,
Bryn

Q: Hi guys...any thoughts on some beaten up stocks that could be opportunities for quick gains? can be Canada or U.S. thoughts are welcome...

Q: Presumably Expedia and Bookings will recover in time. How do their balance sheets rate. Can they weather the storm? Thanks

Q: Hi folks

Based on The current fundamentals........if you had to buy one cruise line, one travel co (eg expedia/bkng etc) and one US airline
what would your choices be?

Thanks I’m advance

Q: What do you think about BKNG after the recent pullback due to expected decrease in travel bookings? Is this a good opportunity to buy this growth company? Thx

Q: For a long term hold, would you buy this company on the pullback or do you favor any other equivalent company instead? (I am interested by this company because of the tech aspect, but not crazy valuation, although i am very heavy on tech right now)

Q: Do you have any idea why BKNG is down $72 (so far) today?

Q: Interested in your take on Booking Holdings. It feels like every quarter problems in Europe impair success and I worry that it's vulnerable to disruption by AirBnB. Expedia and Trip Advisor don't seem to be doing well. Is Booking likely to outperform the NASDAQ index going forward?

Q: Please suggest 10 consumer cyclical stocks with good growth prospects (US or Canada.) Are cyclical stocks the same as consumer discretionary stocks?
Merci
Ronald