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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: would you describe these companies now more as GARP? what are there current P/E ratios P/S ratios and PEG ratios for the last 3 years what has been the lowest p/e. lowest p/s. and lowest PEG. please show how you calculate current PEG and why it can be a useful tool when determine value. many thanks Richard
Read Answer Asked by richard on March 09, 2022
Q: Hello Peter,
Thank you for your suggestion to have some silver in the portfolio. It got life just when I was considering an exit . This question is also somewhat related.
I am beginning to think that Energy and Commodities have got significant room to run this summer. I am overweight technology and overweight semiconductors within. All my favorite growth stocks besides UPST.
To increase my portfolio in energy and commodities I need to reduce technology including names like NVDA AMAT GOOG etc. I am thinking that the tech sector will not react violently to the upside and there will be sufficient time to rotate back from energy and commodities.
However, I also feel that just when I throw in the towel, the market will find support and bounce back. I do believe in their long term future but perhaps not a bad idea to trade the trend for now. I am on the fence with financials too at the moment, what with the war, asset freezes, bans and Powell tempering his tone.
What would you suggest to me.
Regards
Rajiv
Read Answer Asked by Rajiv on March 09, 2022
Q: Hi group would like your opinion on Gold / silver in general good time to buy or little late to the party?

Also what's the best way to invest in precious metals (what names or etf would you recommend or is it too late to get in

What% of my portfolio should be in energy going fwd

I would like to add to AMAZ, GOOG, CSU, TOI, NEUVI,ATZ, GSY, NTR COST, L - which 3 would you pick and why/ also would you buy now or continue to hold cash for lower entry points

Realize more than one question here so deduct as necessary thanks for your help
Read Answer Asked by Terence on March 09, 2022
Q: Hi 5i We have $65000.00 in cash in an RRESP account. The funds will not be used for 7 years. We are looking to get back into the market. May we have 5 Canadian and 5 US suggestions. Thanks



Read Answer Asked by Gordon on March 07, 2022
Q: Could I have your best single selection for both US and Canada for a conservative investor in these 7 sectors - energy, global defence, cyber, pipelines, utilities, consumer staples and defensive growth within software tech. Thank you for the help.
Read Answer Asked by Ken on March 04, 2022
Q: Hi!
My question is around what to do with high growth, unprofitable technology companies that were once huge winners. If one has a small portion allocated to these companies, does it make sense to hold and one day things could turn and these stocks can gain again. There is so much talk to switch to value/cyclical/materials and that trade can last for a very long time. My guess is you favour diversification which I have, but of course wonder if these unprofitable tech names can go down another 50 percent and will they ever recover?? Which of the high growth unprofitable tech names would you be adding to or would you only add to profitable tech like Meta, Amazon, Google, etc...
Thank you!
Read Answer Asked by Neil on March 04, 2022
Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks
Read Answer Asked by Angus on March 04, 2022
Q: Given the current volatility in the markets could you provide your top 5 Canadian and US stocks based on earnings, with some growth upside?
Read Answer Asked by Timothy on March 02, 2022
Q: Hi 5i,
In a recent question on Apple’s new privacy policy on iOS, you said that FB will be impacted as it is an App on the iphone, but GOOG is largely unaffected as most of its ad revenue is derived from its search engine. In another question, you mentioned that GOOG is also implementing similar changes to its Android system. With the big guns tightening their privacy settings, will the smaller players, such as MGNI and AT, see a significant drag on their revenues? MGNI and AT are off big time but it may be more the market backdrop.
Thanks again.
Read Answer Asked by Dave on March 01, 2022
Q: In response to a question from Grant on Feb 24 you said "...we think GOOG is one of the easier stocks to buy right now" (re initiating a full position). 25 year-old looking to contribute $6000 to a TFSA, long-term time horizon. Given GOOG is currently trading at around $2700USD (approx $3500CAD) and with only $6k to work with, what do you think of using the CDR alternative (GOOG.NE at about $23CAD) instead, if looking to invest as much as possible of the $6k into GOOG? Was also considering BAM.A (already has some in the portfolio). I know they're both good companies but which of the two would you side with long-term if only choosing one? Thanks.
Read Answer Asked by Bruce on February 28, 2022
Q: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks
Read Answer Asked by joseph on February 25, 2022
Q: Given the recent and continued decline in Teck stocks, can you provide your top 5 Tech picks for US and Canada. Small and large cap??
Read Answer Asked by Timothy on February 24, 2022
Q: Hi team,

For new money what are your top names?

And which names are you watching closely to buy in another 10%?
Read Answer Asked by James on February 24, 2022
Q: Would you be agreeable to selling BABA for tax loss and replacing it with PINTEREST? Baba is cheap but the China problem does not look like ending any time soon and Pinterest also looks attractive. Thankyou If you have a better tech idea feel free to mention it.
Read Answer Asked by John on February 24, 2022
Q:




Every morning i think of Warren & Charley dipping there cookies into there tea and having a good chuckle on these HIGH GROWTH companies getting a good spanking. A lot of these of these stocks are never going to come back as the field is just too crowded that they are competing in. I was in the market in 2000 and you never heard again of the high growth companies with no earnings again, you lost 100 % of your investment. Warren & Charlie might be turtles but who wins the race
Read Answer Asked by eugene on February 24, 2022
Q: Happy Family Day to everyone at 5i! I am a firm believer that technology is our way in the future and holds great potential for growth. From all the research that you have done, which two technology stocks, either US or Canadian hold the greatest potential for future growth and why. Cheers, Tamara
Read Answer Asked by Tamara on February 23, 2022
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
Read Answer Asked by richard on February 23, 2022
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