Investment Q&A

Q: Can you provide assistance with 2-3 US names you would consider "balanced equity" and 2-3 for "growth".

Thanks.

Q: I would appreciate your opinion of the value, or lack thereof, that the shares of Atlassian Corporation (TEAM) might currently offer? I'm seeking investments that might reasonably be able to provide me with a 10% or better, total return over the next 12 months.

Regardless of your opinion of Atlassian; any suggestions you might have for other firms which one might reasonably be able to expect a 10% total return or better from, over the coming year, would also be welcome.

Wishing you and yours a very Merry Christmas! Cheers and thank you!

Q: Hi, I'd like to invest in AI(artificial intell). Would you side with a company like NVIDIA or a company using the technology like amazon, google, tesla or other car companies? Also would you have a under the radar canadian company in this domaine. thanks.

Q: Hi Peter,

Thank you for your new design and continued service. I have decided to sell PUR in my TFSA ($5k) and take the profit and reinvest. I was looking at growth stocks in Canada and did not like the alternatives (maybe ZCL or SHOP). My options appear to be in the USA or Asia. IF you could choose one growth stock (even a CDN one), which stock would you choose for a TFSA.
We have KXS, SYZ, AQN, FTS, FSZ, MFC, BNS, SIS

Thank you
Jerry and Debbie

Q: I currently hold these 3 in a us tfsa among a few others, and im looking to add to one of the 3 listed. BA recently announced 20% dividend increase and 18b buyback program, which seems very positive. NVDA also seem like a good time to add with recent pull back to sub 200s with no fundamental change. Then V is just doing what its been doing for years and years with slow and steady climb. Which would you preferred to add to and why?

CRA has announced $5500 contribution limit for 2018, when does it take effect? Is it immediate on jan. 1?

Q: Hello 5i.
Could you please give me your top 3 U.S. and 3 CDN stocks you would buy full positions in this week (risk and sector not a concern) with good momentum leading in to 2018.

Thx.

Q: Hi 5i,

With regards to Applied Materials (Amat) the 2 most recent questions on your website are from June and August of this year. I am wondering what your current thoughts are regarding this company with items such as Free Cash Flow, Earnings Growth, Debt, Cash Position, Management, P/E, it is overbought at this time etc.

In this sector, would you prefer another company such as Nvidia or any other companies that I should be looking into?

Thanks. Love your service!
Brian

Q: Good Day Team,

What can you to tell us about each of the above companies. I would also appreciate it if you could kindly order them from best to worst in the following lists:
1- Short-term Momentum
2- Long-term potential
3- Valuation
4- 5i pick

Thank you for being the best of best!

Q: Hello,
Can you name a few interesting companies in the tech space in Canada, US and overseas which are involved in cutting edge and new technologies. Of these which would you consider interesting stocks to watch?

Q: Hi 5i,
My NVDA has doubled since buying ealier this year (thanks!). Do you think I should sell half to buy some INTC now that they are getting into the GPU market as well? (I also hold TXN, PHO in the chip space and many other tech names so am quite diversified). I am just wondering if INTC might have better growth rates than NVDA or if NVDA is a bit priced to perfection right now.

Thanks!

Q: What is the appropriate weighting in a portfolio for Nvidia? Trying to figure out when to take some profits, it keeps going up! Currently sitting at a 6.55% weighting. Thanks.

Q: Please comment on NVDA's earnings release issued last night.

Thank you, Peter

Q: I am down about 20% due to a failed drug test. I understand more drugs coming. Due I hold or sell and move on to NVDA or CGNX.
Great new site and thanks for all your guidance.

Dave.

Q: From the list of us growth play, which 5 would you pick for your rrsp with 10-15 yrs time frame ? Or any other us stocks that stands out in your mind.

Q: I have a recollection that about a month or two ago you suggested a company engaged in artificial intelligence that would be a cheaper alternative to Nvidia. Can you remind me of the name of this company? Thanks.

Q: Hi,

My question is regarding their recent offer for convertible debentures and I would appreciate any thoughts you might have on them. The cd's will bear 7% interest paid semi annually, with a conversion price of 2.20. There is also the chance THCX would force the conversion of all of the principal amount of the outstanding cd's on 30 days' notice if the average trading price of the common shares be greater than 3.15 for any 10 consecutive trading days. I do agree with your skepticism of this sector, but can't help but wonder about this one partly because of it's location and partly because we have a government that seems to be willing to move forward with setting standards that might help this industry to become more established.
On the other hand, it also occurs to me that with the recent rise in the US dollar, I should just buy MSFT, INTC or more NVDA, the latter which thank you - I bought on your recommendation some time ago.

Dawn

Q: From what i see in the comments of the last months, these 8 companies seems to be among your US favorite stocks.
1- am I right about those 8?
2- would you like to add a few US names, could be in any sectors
3- I buy companies with a 10 year + timeline. A lot of companies i'm interest in are in the technology sector and I tend to be overweighted in that sector. Its hard for me to imagine technology not directly corrolated to industrial or consumer staples growth for exemple. Does it make senses to you to balance a technology overweight (30-40%) portfolio by diversifying among the technology sub-sectors?
4- I understand that you focus on Canadian companies. I also understand that your are conflicting free and that you mostly invest in US stocks. However, I'm pretty sure that a significant proportions of 5i members would be willing to pay for some form of US stocks advices. Maybe a US portfolio or a US favorise stock list. (maybe with a minimum market cap limit so your decisions would still be conflict free) Your services are unique and are a benediction for small investors. It would be a great opportunity for us to have them for the US market too. I'm sure a survey among members would prove me right.

thanks again for your amazing services

Q: Please advise when NVDA is expected to issue its quarterly earnings release. Please also advise what the consensus is for earnings, revenue etc.

Thank you, Peter

Q: I understand that NVDA is a leader in this field. Would you chase it at these prices? How can one invest in this sub-sector - individual stocks or ETFs?

Q: Speaking from a momentum perspective, can you please provide 5 of your favorite momentum plays for a med risk ,div income investor?
great service, many txs