Investment Q&A

Q: I've become obsessed with Crowdstrike and apparently I'm not alone! It checks so many boxes for me but I'm hung up on its valuation. Out of curiosity I compared to plots of historical P/S of GOOG, FB, AMZN, NTFLX and none of them appear to have touched anywhere remotely near the ~60x that CRWD is currently trading at, except AMZN back in 2000 at close to 40x:) Maybe I'm missing something about such a high growth stock. I believe from your answers to other questions that you like it and it comes up on your top high growth US stocks.

My questions:

(1) In your opinion, on a scale of 1 - 10 (10 is highest risk), what is the risk that CRWD has become so overvalued that it may not live up to its valuation and result in a long term capital loss?
(2) Can you provide some comments on how competitive the cloud-native/cloud endpoint security market is and whether you believe CRWD is likely to have a strong moat?
(3) Would you have any reservations about initiating a partial position with the intent to add as the story unfolds, at current levels (long term buy and hold)?

Q: Greetings:
A comment was made today on BNN that value stocks are trading at a 40% discount to where they have been trading historically, and that if an investor buys into this, and is value oriented,. then a good vehicle is the Direxion Russell 1000 value over growth ETF. RWVG. Do you agree with the 40% statement and if so, with the recommendation of this ETF. Would you further offer as much rebuttal as possible about both statements.
Thanks,
BEN.

Q: Suggestions on how to invest to benefit from Biden’s proposed increased EV incentives to buy US manufactured electric vehicles? This potentially could speed up the transition (once the chip shortage is rectified).

Q: Would appreciate your take on FISV as have not had any comments since January 18. How have they done in their last quarter? Is this a stock to would buy, sell or hold?

Q: May I have your comments on this stock VLTA for a long term holder. Thank you for your great service!

Q: Hello 5i
In March of this year you thought HRI looked pretty good. It has risen 40+% since then. Do you still like it or has it become too expensive? Any other name in the same space that you like more?
Thank you so much!
Dave

Q: Can you please give me your thought on ABBV . Is it a good buy at USD 110 and what caused the stock to sell off ?

Thank you

Q: This ETF looks like a solid Dividend payer, with the underlining holdings
being Flour Mills, Sugar, Cement, etc etc, also of note is Nestle Nigeria.
I believe the Dividend Yield is around 5.5 % is this correct?
Also can you comment on your opinion of this ETF
Thanks!

Q: What can you tell me about SEMR? It has had quite a move lately, is it a buy or one to watch for a pullback?
Thanks John

Q: Wondering if you could review the recent results and whether you might have an opinion on the stock.

Thanks

Q: My daugter is 22 years old, finishing her last year of university. She has some extra cash ($2500) and has just opened a TFSA. What stock or ETF would you buy today? Can you give a few options and put them in order of risk?
Thank you for your great service.

Q: hello
regarding preferred ENB.pr.U
I see it matures June 2022 and if renewed, will pay 3.05% + the yield of the 5-year BOC bond. Where can I find the current real time yield of the 5-year BOC bond?
Knowing where rates are today, and what they will likely be in June 2022, is this a good time to buy or is it safer to wait? What's your PRO vs CON on it?
Thanks

Q: Hi,

I have a general question of small cap vs large cap. Since the start of the year, there seems to have been a move out of small caps into large cap. Given that large cap (using LSPD, SHOP, CSU, TOI, NVEI etc as proxy) have moved so significantly in the past few months - what do think the odds are there will be a move back into small cap?

thank you

Q: When considering an content of fixed income portfolio would you favor splitting it into bonds and money market funds OR putting it entirely into bonds fund or entirely into money market fund? Both funds are managed by Public Employee Pension Plan with good records as to the benchmarks and low fees. The question is asked considering current market conditions and likely a correction in the near future anticipated by investors and money managers. Is such adjustment a reasonable approach? Timing the market with certain adjustments in one’s fixed income portion of portfolio?
Thanks for insight and advice as always.
Miroslaw

Q: Does today's announcement of an increase in dividend and the production numbers suggest material upside if oil prices stay high?

Q: Hello,
Could you tell us the upside and risks of TEAM. I am thinking about adding.
Thanks!

Q: The following is from a CNBC article on Monday September 13th,

“ Now, Toast says it was serving more than 48,000 restaurant locations as of the end of June, up from 27,000 in 2019. Annual recurring revenue surged 118% in the second quarter from a year earlier to $494 million. The bulk of Toast’s revenue comes from what the company calls financial technology solutions, consisting primarily of fees paid by customers for payment transactions. Less than 10% comes from subscriptions.

In its updated IPO prospectus on Monday, Toast said it plans to sell shares at $30 to $33, raising over $700 million at the top end of the range. That would value the company at $16.5 billion, based on its outstanding share count.”

How does that compare with LSPD and it’s 150,000 client locations.

Clayton

Q: Any known reason for the recent positive price movement?

Q: Hi 5i, this is in response to Paul's question on getting historical dividend information.

I've been using this link: https://dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/, I find very informative especially if you are looking for dividend companies that have survived the last two recessions with increasing dividends.

Enjoy!

Q: What small cap companies do you like in Fintech?