Investment Q&A

Q: please provide the current P/E ratios for these stocks please show the historic p/e high and historic low. please also show the current price to sales ratio of each company and the historic p/sales high and low also are the current p/e ratios based on trailing earnings or rather forecast future earnings thanks Richard

Q: Down on CRWD and thinking of selling (early tax loss harvest). What stock and/or ETF would be a good proxy?

Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:

US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI

Do you like this list or are there changes you would make to my list?

Q: What would be your current top 5 buys in the US and Canada? Thanks

Q: Hello 5i, so much doom and gloom and grumpy people, I get it haha but be mad at yourselves not 5i!!

I could have sold Roku Shop and LSPD at all time highs but I also owned them before COVID and topped up near covid lows so not selling on the way up to all time highs in 2021 worked quite well but being greedy and anchored to certain prices did not end well :)

Thanks for all your wisdom over the years I sure wish I listened the many times you stressed keeping weightings at a reasonable level as much as you like a stock I shall try to heed that more often.

Let’s look at this positively if anyone has 5 plus years or more investing how can you not be excited to pick some possibly massive winners for the future. It’s like March 2020 opportunities but some look better and could be even more exciting when things settle down long term.

If you had to pick 5 growth stocks that you could own for the next 5 years the goal of course is capital appreciation and I’m not asking you to pick and purchase the stock today but if you had to pick the stocks today but had the next 12 months to purchase at any pace you want what 5 stocks would choose? Canadian or American sector doesn’t matter nor does risk.

Q: Your top 10 US growth stocks please. Thanks.

Q: Can you provide a list of 10 US and 10 Canadian stocks that you think have the highest conviction/potential to double from current prices over next 12 months or so. Market cap or risk is not a factor. Thanks

Q: I'm down about 17% in Guardant Health and the downward track since the peak a year ago does not look appealing. I've read the most recent comments on this stock and you seem to suggest that it might be worth hanging on to or possible even buying more.
In a case like this, the question for me is always:
1) Should I get out now before it goes any lower, or should I hang in and hope it recovers by 17% in the next year?
2) If I do sell it, what would I buy that has a better chance of increasing 17% in the next year?
I recognize, of course that you don't have a crystal ball, but you DO have your eye on the ball and that's what I depend on.

I am down even more on Crowdstrike (25%) and the same dilemma applies.

Your thoughts please and deduct points as appropriate.

John

Q: Hi. What are your recommendations for two stocks each from Canada and US that have been beaten down lately and which you think it's time to get into? Thanks

Q: I would appreciate your opinion on these stocks for a 10 year hold. Thank you very much.

Q: Hi Team, I am trying to decide on one of the listed stocks. could you rank in order that you feel has the best upside.

thanks Dave

Q: WHAT STOCKS ARE INVOLVE OR DOING ARTIFICIAL INTELLIGENT?

THANK YOU

Q: Have funds in a US RSP account to top up one or both and underwater on both with the recent tech pullback. at equal 1.5% weighting. which has greatest upside over the next 2-3 years? Or, would you have a better US tech recommendation for this timeframe? Already own GOogle and Nvidia. Thank you.

Q: Good Day
Which are your 2 favorite stocks and 2 favorite ETF's in the Cybersecurity space at this time.

Q: I have a full position of Fb and am thinking of dumping and taking advantage of other tech stocks that have sold off dramatically. Could you give some names that you think are near the bottom with lots of upside? Thanks

Q: As we move into 2022 I find myself looking for long-term trends that I can believe in and consequently feel safe to invest in. It seems to me that:
1. FINTEC
2. Cyber security
3. Payments
are three such trends. I'm curious if you agree with my three choices and if you do could you suggest a couple of companies in each trend that would be your favourites. Finally, are there other viable long term trends that you think I have missed?

Q: At this time, is APPS and CRWD similar in their risk/reward profile or is one preferred over the other; I see that CRWD's market cap is almost 10x that of APPS. Can you explain very briefly how APPS generates the majority of it's income.
Thanks!

Q: Hi folks. I am at a 47% loss in a registered account. It now is only a small percentage. Might it be a good idea to sell and circle back in about a year. What could be a better replacement?
Also January often tells us what kind of an investing year we will have as does the 2nd year of a presidency. What are your thoughts? It appears to be setting up for a tough year.
Thank you for your guidance as always

Q: Looking to take advantage of the pullback in growth names. The names above are standing out to me as companies that have been beaten up and 'may' offer a good short term bounce as well as long term potential. Is this a buying opportunity for those listed above? Are there other names you would suggest and could you rank them please? I am a fairly aggressive long term investor with an otherwise diversified portfolio.

Q: Hello 5I
After the last couple weeks of the sell off are the any higher risk stocks you really like that you could see being home runs over the next 3 years? Thanks