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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: 2 for 1 questions...

1- What is the average PE for the construction industry as it appears that URI misfortune may be linked to the residential slow down. What is the forward PE for URI?

2- It appears that TD is the most shorted of all banks throught the world according to Bloomberg. That's not a small statement. Having said that, would you buy now or wait for a general bank recovery?
Sorry this makes 3 questions. LOL LOL

Yves

Read Answer Asked by Yves on April 05, 2023

Q: With all the volatility we are seeing, I am looking at trading a few stocks so I would like a few suggestions from you. These should be names I wouldn't have a problem holding if the trades don't work out. Both US and Canada. Thank you in advance.

Read Answer Asked by K on March 31, 2023

Q: Hi 5i Team,

I知 down on all the above stocks as follows CRWD Down 36%, ETSY down 40%, PINS down 52%, PYPL down 64%, SQ down 72% and U down 77%.

With a 2 to 3 year horizon which of these are worth holding and which once I should sell and can you suggest US replacements and not necessarily in the same asset class. Just good stable companies that have good growth potential to outperform the indexes.

Take as many credits as you feel necessary.

Thanks
Joe

Read Answer Asked by Joe on March 30, 2023

Q: Hello 5i,
I own these four industrial stocks. Could you please rank them for growth?
Do you feel it necessary to own all of them or is it logical to consolidate.
Lastly, are there any US names you would rank higher than these?
Thanks for you insight!
Dave

Read Answer Asked by Dave on March 27, 2023

Q: Now past 30 day tax loss period on the above securities previously sold. Was going to buy back to original weights.
1. buy back now
2. average in over next few months with some of these
3. replace some of these with other securities you might like better

Read Answer Asked by Peter on July 29, 2022

Q: Hi I知 a long term investor, and currently very heavy on Tech. I知 currently searching for a non tech name for an RRSP for a long term hold. I知 more focused on growth as I have time on my hands. Outside of tech, I hold ATZ, HON, BAM, GSY, SQ, COST. Can you please list your top 10 favourite US companies?

Thanks for everything

Read Answer Asked by Nick on June 09, 2022

Q: I am down 20 to 40 % on these equities.
I am considering harvesting a loss and moving to other names in their respective sectors. Please assess by my plan and provide any necessary input.
Swap LULU for CROX
Swap ADBE for CRM
Swap RCII for DKNG - I am less convinced it this third swap.

Thank you

Read Answer Asked by karim on March 02, 2022

Q: I know that Peter would not characterize himself as as a 天alue investor, but some recent articles have indicated conditions (interest rates, inflation, growth or lack of) may be setting up for an outperformance for value stocks. If that thesis turned out to have validity, can you give me an idea of what your Value Portfolio might look like? If you could choose some from different sectors, and throw in a few US choices, so much the better. Thank you.

Read Answer Asked by Stephen R. on October 04, 2021

Q: What three US and three Canadian Public companies would you recommend for growth and management abilities/performance when looking at a 10 to 15 year horizon. (In order of your preference)

Thank you for the incredible value your investing insight has given me over the years!

Read Answer Asked by Michael on May 10, 2021

Q: The next big move by Biden is Infrastructure . What are areas that will benefit and what Companies would you recommend. ?
Steel, cement, lumber, copper, machinery . Are there companies that rent machinery.? It is rumoured that up to $5 billion will be spent. What Construction companies will benefit. Thanks 5 I RAK.

Read Answer Asked by bob on March 15, 2021