Investment Q&A

Q: How would you rank these top flyers from a futrure stock appreciation point of view. With so many positive comments, its tough to determine which is the best of the best and with limited new cash to invest, I can't own them all.

Q: Hi 5i team,
I recently purchased AC, which is in the balanced portfolio, and it has been going down in the past short while. I've a loss of about 20%. I'm thinking of selling it before year end for capital loss though I do not have capital gain this year to offset the loss. I intend to repurchase it after 30 days but wonder if its momentum will switch and moving higher in price in 30 days. Your opinion please. Thanks and a very merry Xmas to the entire team at 5i.

Q: Hello team,

Thanks to your suggestions, I am considerably up in tech. I bought lemonade awhile ago and am planning on selling tomorrow. I also own Crowdstrike and I am thinking of adding to my positions, although with the recent gains, I am thinking of maybe holding off. If you could please suggest a momentum growth stock that maybe hasn’t been getting attention lately, or if it is better to hold off till after tax selling in January. Love 5i! Thank you for service and Happy Holidays!!

Q: That was a fantastic Santa Clause rally.
Thank you to all at 5i and a Merry Christmas to all.

Q: Seasons greetings, everyone.

Question: I am trying to get my head around ENGH's eps expectations. Thomson Reuters has ENGH's 2021 consensus estimate at $1.75 with the high being $1.93. Thomson Reuters also has 2022 consensus estimate at $1.83 with the highest estimate being $1.99. However, on Scotia's ENGH report, they have their 2021 estimate at $1.95 and their 2022 eps estimate at $2.37, both higher than what Thomson says is the highest ENGH estimate. Any insight as to this inconsistency?

Also do you think consensus estimates or Scotia's 2021 and 2022 eps estimates will prove to be more accurate?

Lastly, what weighting would you be comfortable with, if you were presently building a position in ENGH?

Thanks.

John

Q: Hi 5i:
It appears Caldwell Partners is now looking to utilize the capital markets to grow by issuing some stock in an acquisition valued about US$11M with today's purchase of a high growth US AI tech firm in talent search. Do you think the market will begin to look differently at CWL going forward given the tech angle which would allow the stock to trade at higher revenue multiple then 30% of sales it has traded at for the past many years while being profitable and debt free.

Q: I currently hold SJR.B and thinking of switching to Telus..
Would Telus be a better buy at the current price from total return perspective?
Any better recommendation in this sector - Canadian or US ?
Thank you very much for providing excellent independent views and recommendations to the investment community.
Merry Christmas and Seasons Greetings
- Raj

Q: Hi,
Is it a good time to start a position in ENGH? Half or full position? Long term hold in registered account.

Also, would you have some buy recommendations / favorites for mid to large cap names. 4 to 5 names, no specific sectors, 10 year+ hold. Thank you.

Best wishes to the team for the holiday season!

Q: Hello Peter and team,
Thank you for your valuable advise on this platform.
Could you please give top five each growth picks in both Canada and US for 2021? (no sector preference). considering best would be first.
Thank you
Merry christmas and Happy new year
K

Q: Please continue to alert us to momentum stocks. They work great for me.

Merry Christmas and thank you.

Q: Merry Christmas guys:
Would you buy this name ? If so what price would you get in at ..
thx
Mark

Q: Hi, what's the best way to gain some exposure to bitcoin? I am looking to invest a small amount. Thanks!

Q: What is your take on SCL's sale of their products business? The sale price was US 91.5 million this represents half their current market capitalization.

Peter

Q: I am hearing a lot of buzz regarding Roblox. Just wondering if you have any thoughts on this IPO and gaming sector in general. Thanks for your great service!

Q: Hi Peter
I have a Followup to Delbert’s question. In the link you shared, it lists the price for a new subscription to portfolio analytics. How about existing customers like me who have already subscribed to 5i research? ? If I want to upgrade to portfolio analytics, Do I have to still pay the full value of $390 ?

Happy holidays to the 5i team

Q: Peter and team: I want to sincerely thank you (!!) for your service--from a long time BNN viewer, avid reader of Peter's published articles, and very, very enriched long time 5i subscriber.

It is difficult to think of how 5i could be meaningfully improved. The responses to subscriber's questions in particular have terrific value when The questions are short and focus on one or a couple stocks, and I read the incredibly well thought out responses with keen interest, and have acted on these responses many many times over the years, profiting handsomely as a result.

I have one small suggestion to some subscribers. My wish would be for those offering criticism of 5i--David's recent remarks on Peter's endorsement of high flying TTD is top of mind-- to refrain from criticism of 5i's picks. If you are unaware, Mr Hodson is one of the very, very best in his field in Canada, full stop. He has made serious money from momentum plays. Your idea that TTD is too expensive is your perception and if Peter is endorsing it currently odds are you will likely be proved wrong, not Peter.

For a very modest annual sum we, the subscribers, have access to his thoughts on securities and the market. If you act accordingly on his recommendations, you will be rewarded over time.

To those who occasionally use the Q&A feature to be critical of research offered by Peter, on behalf of (Im sure) many subscribers, please, we don't want to have to filter through criticism, we want instead, ideally, just short, pointed questions on Peter's opinion regading say, one or two stocks at most.

Finally, those who ask long winded questions, or questions involving a dozen or more stocks, or those subscribers who occasionally angrily vent that a stock that was recommended lost altitude (that is part of the game folks) please consider the hundreds ? thousands? Of us who read these questions daily and are craving quality questions to elicit meaningful responses from Peter along our financial journey. Let's continue to give Peter reasons to continue operating this amazing service and continue personally responding to many of our questions by being reasonable subscribers as many, many of us are.

Q: I have 2 questions to invest $100k for long term. (5 to 10).
1. What is the best approach on ETFs vs dividend stocks for the long term? which one is better?
2. What is the best income and growth EFFs and dividend stocks. I am looking for a diversified portfolio with 33% income ETF and 33% growth ETF and 33% dividend stocks? The investment will be in the RRSP, TFSA, non-registered accounts? also, suggest which EFT/dividend should be stored in what type of account?

Q: Which will likely produce better growth?

Q: I know in the past this company has been nothing but hype that ever fulfilled. Is it possible things are changing? What are you thoughts about the lastest news release and it's current valuation?

Thanks, you guys are amazing. Happy Holidays to you all!

Q: Hi there,

If you were to build a US growth portfolio today of12 to 15 names, what names would you select?

Thanks!