Investment Q&A

Q: Given the recent political actions taken by Disney is it time to sell? Management may be losing its focus by getting into politics when it should be focused on its business. Florida is considering removing Disney’s special status. The growing backlash and coverage on some networks could impact customer support and business. There are increasingly calls for a boycott. There is a potential that new CEO does not last with increasing scrutiny. Not sure how much this could negatively impact the share price short term and long term and if it’s time to step away and wait until the dust settles. Thoughts?

Q: Questions about Disney appear fairly regularly. The answers in the last few months remain fairly positive, but I thought to check in on your current thoughts.

I can't understand the P/E, your company report shows it at 81.9. Can you verify that and offer any suggestion why it is so high?

I wonder about some potential headwinds, including continued Covid (less travel); a recession (less holiday spending); inflation (price hikes for their theme parks + cruises); recent labour / political issues (Florida); being ahead of their sales. And who knows what else?

I am down a fair bit after buying 8 months ago and am getting impatient. I am thinking of selling my position in DIS and moving to TT, one of your long time favourites. If it were you, would you make this move or hang on to DIS. And why, either way.

Thanks much for your excellent service.

Q: Hello 5I,
Could you list from more appealing to least appealing? And then at what price you would buy.
Thanks

Q: My position in ROKU has decreased to less than 1% with the losses it has taken from the highs (bought at $353/share). Would you recommend adding to it at these levels? How expensive is it right now? Is it at the high end of its peers? I am comfortable with risk, is held within my TFSA, and looking 5+ years hold.

Q: Do you think that DIS share price will be more sensitive to 1) Disney+ performance, 2) theme parks/cruises or 3) theatrical and linear TV businesses? There is likely still some re-opening upside for 2) but I suspect that they will find it difficult to continually achieve lofty expectations for 1), and I assume 3) will be under pressure as well. I'd appreciate your thoughts on holding DIS or selling. Thanks.

Q: For a 3-5 year growth play which of these two would you prefer… DIS or FB ?
Thanks Dennis

Q: Hello,
Are you able to rank these companies (best to worst) for entry today for long term hold.
Thank you

Q: The above mentioned companies make up my US portion of my companies for a buy and hold retired growth investor. Given that they are evenly held, not well diversified and weighted to tech, Looking forward to 2022 do any of these cause any concern to you. NIO and UCTT have been underperforming the most. Would you trim or remove any of these?

Q: Hi 5i
What are your thoughts on DIS ($153) and VR? Is it a significant new revenue stream and how many years away?
Thanks,
Greg

Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.

Q: Hi 5I
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.

Q: Do you still like DIS for 5 years (post pandemic) hold? What would be your entry point?

Q: I currently am not set up to invest in US stocks. What do you think about the 10 CDR stocks currently listed on the TSX? If you like that vehicle, are there any in that group that you like more than others?

This would be a 2 credit question.

Thanks

Q: Hi Peter and Team
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance
Peter

Q: Roku and Acuity Brands of have dropped to around 1% each in my Portfolio. I also have Alphabet and Enthusiast Gaming. I am thinking of selling ROKU and AT and buying Disney. Does this make sense or would you do something else with the above mentioned stocks. Thanks as always for the help.

Q: Worth looking at buying Disney with the drop this morning or do you think more room to move

Q: DIS has been kind of soft for the last few months, with markets rising. Never mind the details but do you think they have ongoing problems of competition, technology, etc.?? Thanks Jim

Q: What's your favourite Metaverse stock? What do you think of Disney as a Metaverse stock? Thanks.

Q: Hi There,

Can you please explain the emergence of the Canadian Depositary Receipts (CDRs), how they work, under what circumstances one should buy them ie. what kind of investor how they trade, and your overall opinion on them?

Thank you!

Q: Is DIS a good short term trading stock?