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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 there,

I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.

I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.


I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.

I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.

What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,

Jason
Read Answer Asked by Jason on March 31, 2023
Q: SCHW is down ~6% today, March 30, after a downgrade by Morgan Stanley. CFRA issued brief research yesterday rating SCHW a “Strong buy”. Although TD owns (I think) a chunk of SCHW , TD:us is up today. I had been planning to buy SCHW thinking it was being overly punished for the sins of others. Granted, deposits are flying out, but its CEO is quoted a couple of weeks ago to say that even if clients demanded all their deposits back, SCHW would still remain liquid. I am going from memory and am now unsure of the veracity or reliability of information I refer to above.

SCHW still strikes me a reasonably good opportunity at today's price. Would appreciate your comments, preferably with some depth, if you would please. Thanks
Read Answer Asked by Adam on March 31, 2023
Q: Dear 5i team.

There have been a few questions lately on HMAX vs ZWB and all the responses thus far discuss the upside potential and difference in strategy. What are the downside risks of these two aproaches to their covered call strategies? Has the recent volitility in Banks given us any insights into this part of the question, or are we still in speculate on outcomes mode. If the latter, please provide some educated speculation on impact of continued downward draft in Bank equity prices.

Thanks for your insights.

Arthur.
Read Answer Asked by Arthur on March 31, 2023
Q: With all the volatility we are seeing, I am looking at trading a few stocks so I would like a few suggestions from you. These should be names I wouldn't have a problem holding if the trades don't work out. Both US and Canada. Thank you in advance.
Read Answer Asked by K on March 31, 2023
Q: Hello 5i; I would appreciate your thoughts on cybersecurity stocks. I know you like CRWD but asking about CHKP and your take on the best in this space. Many thanks as always. Barbara
Read Answer Asked by Barbara on March 31, 2023
Q: Are there any advantages to purchasing an international ETF off of a US exchange in US dollars. My understanding is that withholdings taxes would be the same as Canadian ETF's as long as both ETF's hold individual securities.
Read Answer Asked by Joe on March 31, 2023
Q: hi, can I get your latest thoughts/analysis of PHX:CA. and what is the company/industry specific near-medium term future look like?
also, could I get your top pure (relatively) play in gas energy stocks, with decent dividend yield, as well as your thoughts on where you think the price of the gas commodity is going in near-medium term. cheers, chris
Read Answer Asked by chris on March 31, 2023
Q: Hi 5i,

Longtime suffering- and dollar-cost-average-down holder of Goldmoney (since 2018). The business model ought perform nicely in a market that increasingly embraces gold as an investment/inflation hedge.

So, the questions are: (i) when do figure XAU will get to join the gold party? (ii) has XAU's attractiveness as a handsome takeover target by one of the Big 6 increased since last you commented (~2021)?

Thanks!
Read Answer Asked by William on March 31, 2023
Q: Is there an ETF that replicates or comes close to the Beat-The-TSX (BTSX) approach?
I always enjoyed reading David Stanley's and other authors cover the BTSX in the Canadian MoneySaver Magazine.
Thanks
Frank
Read Answer Asked by Frank on March 31, 2023
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