Investment Q&A

Q: Good morning,

Is today's announcement and subsequent price drop a buying opportunity ?

Thank you

Q: Britain's drone “super highway & other country's may follow, Canada will be last as usual.

As drones become more ubiquitous which manufacturer[s] do you think will lead the way?

What are the best pick & shovel company's to bet on in the drone gold rush?

Thank you.

Q: I have purchased the above US stocks in the last 6 months. AMZN is down 15%, CRWD is down 27% and LNTH is down 25%. The rest are in the green. AMZN position size is twice as large as CRWD and LNTH. I have $10,000 more to deploy. Would you do a 33% split on the 3 or what are your thoughts on this?

Thanks

Q: Would Boeing not be a good long term buy ? So much future travel demand ?
Who is their competition ?

Q: Please give me your analysis of AC and BA. Would you buy at these levels? Any alternatives? Long term growth, mid - high risk investor. Thanks in advance.

Wishing all of you at 5i and also the contributors here Happy Holidays and a Prosperous 2022!!!

Q: Morning... you mentioned XYL as on of your 4 favourite industrials. Could you update the other 3 for us.

Where would BA fit? Would you consider it a buy? Why or why not...

thanks, Mark

Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry

Q: Hi Peter/Ryan, I've never held an American company in my accounts and was thinking of adding either BA or LMT in either my TFSA or RRSP account. Which company would you suggest and which account would be better for it, oh and is there a good reason not to hold an American company in either of these account. Thanks for all you guys do.

Q: Hi team,

I'm interested in adding two defense companies to my holdings, for a 3-5 year period (perhaps longer) and I'm interested to know which companies you would recommend considering?
The companies that I'm looking at right now include LMT, NOC, RTX, GM, BA, HON. Are there other companies I should also be looking at?
Could you please rank the listed companies in order of preference?

Thank you for all that you do!

Q: Can you suggest some companies with decent premiums that you think would be good candidates for an income generating strategy using options.
Many thanks.
Mike

Q: Hi There! which one would you prefer and why? Thanks a bunch!

Q: Hello Folks:
For a number of years I was a satisfied Boeing shareholder, but switched to NOC and RTX when Boeing's problems surfaced (taking a $100.00 hit), subsequently investing in NOC and RTX.
As of today, how would you view and compare these companies potential; I do regret not re-purchasing BA when it was down as it is a strong contender in the industry, however do have companies such as GE in my rear view mirror.

Thanks so much for your good service
brian

Q: Hi, I am looking to put some US funds into companies/sectors, which will benefit from the reopening of economy. I also read that small caps generally outperform when economy rebounds. Could you recommend some USD ETf's and few large cap US stocks, still trading below their pre pandemic levels in such sectors, in order of preference. Thank You

Q: Hi 5i
I have 10K USD on my US Non registered account, I would like to invest it
In this account I'm moderate risk investor, I'm open to other suggestions
Can you rank the following stocks TSLA AAPL BA ABNB for a 3 year outlook, best first

Thanks

Q: With the recent announcement of United Air max purchases, wondering if your sentiment is improving on this company. I am particularly curious on your opinion as a play on the reopening trade. I am debating Boeing over Air Canada with Boeing having other lines of business. thanks

Q: Hi, Boeing stock has seen a nice rebound recently with positive vaccine news and improving prospects of travel industry. The FAA also cleared 737Max, today. With investors' growing interest in companies which benefit from opening of economy, I wonder if Boeing could slowly regain its blue-chip valuation over 12-24 months. What's your view on this stock, its valuation and outlook ? Thanks

Q: Looking for a replacement to Boeing. My thinking is Raytheon or Honeywell. Does these sound like good replacement or there are better options.
Thanks
Kevin

Q: Hello,

What are your thoughts on Boeing? Would you purchase the stock today?

Thanks!

Q: What is your current opinion on Boeing. Has their situation improved or stabilized since your last comments?
Thanks Peter

Q: Would you switch BA to RTX (or another US company in the same sector) in light of what has happened to BA in the last while (MAX issues, dividend suspension, gov't bailout, etc), or just hang tough for now?