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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: Two part question. 1) What do you make of the company holding their conference call to discuss the (very poor) quarterly results FIVE days after releasing their results? You would think that management would want to get in front of these bad numbers and try to minimize the damage. 2) This company has transitioned into a turn around story with declining sales. Is this not an indication to sell?
Read Answer Asked by Joel on August 13, 2021
Q: Morgan Stanley just issued a warning that the “commodity-type” semiconductor companies (DRAM and other) have entered late-cycle. MS adds that earnings going forward for such companies will be challenged. I hold more than a full allocation in semis once I include semiconductor securities held directly.

My question is on SOXX which is held in a taxable account. What components in, and what percent of, SOXX would be considered DRAM and other commodity-type companies? Would I be correct in thinking if the percentage of the said commodity-type companies is higher than 15% , it would be best to trim? (I would not be trimming securities that are held directly).
Read Answer Asked by Adam on August 13, 2021
Q: Hello 5i,

Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?

PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI

Thank you for your insight.

Cheers,
Debbie and Jerry
Read Answer Asked by Jerry on August 12, 2021
Q: Crowdstrike has fallen just over 10% in the last 10 days. Is this a prelude to their upcoming (Aug.30th) report. Are you aware of any news that would cause this drop. They have several analyst recommendations with a target slightly over $300. Do you still feel that this is an outstanding buy or is it getting too costly to recommend at this time?
Ed in Montreal
Read Answer Asked by ed on August 11, 2021
Q: Please comment on the earnings report. Specifically are you concerned that revenue growth is being swamped by increasing cost and cash outflows? Are the expense increases in categories that support future growth, such as r and d, or they just drags on performance like salaries, stock compensation etc.
Greg
Read Answer Asked by Greg on August 11, 2021
Q: My nephew recently built a PC and we got talking about processors. He suggested that many companies, such as NVDA, have increased sales due to their usefulness for Bitcoin mining operations which has, in turn, driven up the price of graphic cards. If one was concerned that Bitcoin is a tulip, how would you go about trying to think through the relationship between bitcoin mining and chip sales and component prices? Your ideas are most welcome, Thanks.
Read Answer Asked by Alex on August 11, 2021
Q: Hi 5i,

SFTC has really taken off in the past week or so. I can see no news on this one which would drive the price action. Are you aware of anything there?

Today, TD rated it a buy with a $28 target. It closed Friday around $34. I know you are not fans of target prices but would it be at best a hold, based on the TD target? TD does like its overall prospects. It gets 20% of its revenue from MSFT and MSFT has done well. In addition, it views CDW as a close peer of SFTC and CDW recently reported strong numbers.

What are your current thoughts on SFTC since its IPO a few months ago?

Thanks again.
Dave
Read Answer Asked by Dave on August 11, 2021
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