Investment Q&A

Q: Good morning
A question was recently asked concerning your preference between msft and Nvidia. You said you preferred Microsoft. I was wondering if you could elaborate on your reasons for that decision? I ask because I hold the two of them and have been thinking of selling Microsoft in order to reduce my technology component.
Thanks

Q: Re your response to John, January 17th, you answered "it's hard to beat a single great company that compounds year after year".
Could you please recommend 5 Canadian and 5 US companies that fit into said catagory that have declined recently due to the tech sell off, and represent a good buy/nibble point,
Please include a mix of larger e.g CSU and Google, along with more recent up and comers e.g. Shop and Roku, which seem to be among your most obvious favourites.
Thanks Peter.

Q: Hi Peter, Ryan, and Team,

Like many members as well as 5i, I am increasingly frustrated with PKI. For example, it dropped 5.2% on January 18. :(

We hold PKI in both my wife’s and my RRIFs. Both holdings are still up, but I’m considering exiting PKI while we’ve still made some money.

I was considering equal purchases of SU, CNQ or CVE, TOU, and KEY for each RRIF (2 for each RRIF). Would you be OK with such a move? Please rank these 5 stocks for safety and upside.

Another move I was considering is to raise our US exposure by buying Vanguard’s ETF VDE. (According to Portfolio Analytics, we’re underweight in the energy sector, as well as USA). Would you endorse this purchase, which would be for our non-registered account? Am I correct in assuming that any withholding taxes shouldn’t prevent this purchase in a non-registered account?

I also manage our son’s TFSA, and unfortunately his holding in PKI is down by quite a bit. I intend to hold it, but would certainly exit it if 5i drops it from the Balance Equity Model Portfolio. Is 5i considering such a move?

Please deduct sufficient credits, and thanks as always for your insight and guidance.

Q: I was wondering about your thoughts/comments on Jeremy Grantham’s comments that a huge crash is coming. I know people say things like that all the time, but obviously Jeremy has quite the background and history. Thanks

Q: For the aggressive part of my portfolio I have 1 to 2 percent positions in TTd, crwd and unity. You mentioned these are still expensive and I was wondering about taking that 5 percent and allocating it to shopify now that it has been cut in half and it’s PE is in the 30’s? Could we still see the possibility for significant drawdowns on Veev and apps, or could one or both of those be options for a less aggressive play for some of that money as well? There always is the option to do nothing with the rest of my portfolio being balanced. These moves would all have no tax consequences being part of a registered plan. Thx as always

Q: Hi 5i,

I am a new member, joined last May 2020. Since joining, I have been learning quite a lot on this site. We purchased about 70k (my TFSA) based almost exclusively based on your Balance Portfolio with some minor additions of other stocks. Despite the recent market looses, my portfolio is stable, luckily I don't check on it daily.

This week, we moved some funds around, we are looking to invest another 100k in the stock market, we have an investment horizon of 5-10 years for this fund. I have been told repeated that it's not about the timing, but the time in. Yet with a retirement horizon of 10 years, should we be concerned with entering the market this week?

If you were to buy 3 stocks today, what would they be?

Thank you!

Q: Hello. Thoughts on these two funds? Advantages, disadvantages and which would you chose and why? Thanks!

Q: Could you please give your analysis of this ETF and your thoughts on suitability in the current market environment. Thanks, Brian

Q: What 2 gold and 2 silver companies would you be most comfortable investing in today? Thank you.

Mike

Q: Good morning,

I added Unilever yesterday following a sharp drop of 15%, just a speculative move in my RRSP portfolio; however, I considering keeping it a bit longer but have room only for 1. Your thought on selling Kraft Heinz holding and replacing it with Unilever. Thank you!

Q: Your thought on buying this for a long term hold. Thanks!

Q: Hi, There are lots of high growth companies out there with little or no free cash flow. Growth investors accept this because these companies invest aggressively in their own growth, development, market position, etc.

While it's understandable that high growth companies focus on their own growth now, presumably they will eventually need to switch to other forms of capital allocation. I am wondering if you have any insight into how much confidence we should have in which of these management teams will act in the best interest of shareholders when the time comes to maximize shareholder value via other forms of capital allocation. For example, if a company reaching maturity throws most of their resources into R&D despite diminishing returns it would not be in our best interest.

I realize the answer to this isn't completely knowable, so also interested in your general thoughts on this topic.
Thanks

Q: Hi Peter and Ryan. Given the state of the world these days do you have any sage advice for investors regarding American and Canadian markets. Possible sectors to avoid or concentrate on. I realize this seems like speculation but the probability of a Russian invasion is certainly trending higher each week.

Thank you,
David

Q: What do you think of air,vn as a spec ?

Q: What is your analysis of SGML for value and growth going forward. Do you think there will be shortages of lithium in the future and would this be a good way to play the trend towards EV. Thanks

Q: Seems to have some positive momentum. You had previously mentioned it may flatten in 2022.
Would you consider this a buy or do you have another pick in the sector.

Q: Is Mr. Kadey purchase something positive for the company? Should I continue to hold I'm down 50%?

Thanks Greg

Q: Was listening to some podcasts on clean energy and it was noted that Canada has some of the best battery recycling in the world. I found the above noted company and was wondering your thoughts on it as an investment or if there is another company in this space you might consider.
The speaker also commented that Canada is in a good position to capitalize on clean energy but needs a national strategy or we will just end up sending the raw materials to be processed elsewhere missing out on value added economy.
Do you have any suggestions as to companies that may be on the way to achieving this?

Q: Aside from the downside momentum and my negative 70% return on XBC (emotions detached), do you see today's price of 2$ as attractive? Today's price seems a lot less risky with still upside potential in the company. Is this a buy at these low levels?

Q: I would appreciate your thoughts on QSR as a buy at current prices. Nearing 52 week lows.
Thank you