Investment Q&A

Q: Hi,
I was looking at taking a position in UCTT.(Ultra Clean)
I believe the earnings were fine with a beat on both revenue and EPS including raised guidance,
The stock is trading at $41.31 currently. Looking at some of its financial metrics & estimates , this stock is trading at 1x NTM revenue. I would consider this stock extremely cheap currently.
Would you agree with my understanding and is there anything else you could add?
Thanks

Q: Good morning, I noted your recent response re. Canadian tech stocks, where you were asked to rate the quality of some of the leading Canadian stocks. I hold KXS (up approx. 200%) and OTEX (up 100%) in my TFSA. I also hold some of the other top choices but I do not hold MAGT or NVEI and only a small amount of TOI. Based on your ratings, I'm wondering if I should sell KXS and OTEX and use the proceeds to buy the other 3?

Q: Launched on June 30, 2021. Top 10 holdings are best of breed. Trades at nav of $14.50. Could this be a multibagger etf like the nasdaq QQQ.

Q: Is NNDM oversold… and as a result worth initiating a small position after quarterly results and how good their balance sheet looks?

Q: Hi 5i,

I know there are many takeover rumours in the market. On Monday, Seeking Alpha had an article on an unidentified suitor, likely a private equity firm, eyeing AYX. AYX has had several disappointing earnings releases. In your last comment a couple of weeks ago, you said it might be setting itself up as a target and is hard to stay committed here. I don’t understand that comment. AYX would not deliberately show poor results or poor guidance to get a lower market valuation would it? Also, would you call it a hold here, because of takeover speculation?

Thanks again.
Dave

Q: Hi,
I was fortunate enough to be invested in UPST when the stock took off last week sometime.
Today, the closing of the financing was announced, it was apparently a pricing of the convertible senior notes.
Can I please get your general take on the company and the financing?
Thanks,

Q: Can you please comment on their earnings, management, insider holding, and future growth? Is it buyable?

Thanks for the great service

Q: Please comment Q2 results. Thanks.

Q: In your answer to Dan today, you rated the desirability of holding stock for a 5 year + period. You show NVEI and MAGT as 8 and KXS as 6. While all three are expected to show good year over year earnings growth the analysts high target price for KXS is $288, up 60% while the high for NVEI is $169, up 30%.
Just looking for your thoughts on what would suggest a higher rating for NVEI and MAGT.
Many thanks
Mike

Q: Is this a good long term stock? can you recommend a few other US stocks in this price range that you feel are strong holds forn5 years.

Q: Hi, Could you please comment on SFTC results and recent price movement - Up and Down. Is it worth starting a position ? Thanks

Q: The chip shortage is currently a well publiced topic. Can you give me the names of a few companies that you feel will benefit from this dilemna. Thank You.

Q: Hi Folks,

I am looking to add to my TFSA which is growth oriented - I am looking at NVDA, TOI and LSPD - which would you suggest?

Thanks

Q: The landscape of tech stocks in Canada seems to be rapidly evolving, with several impressive IPO's of late, and some very strong growth stories emerging. In a well diversified portfolio, how would you rate the desirability of holding each of the following tech stocks on a scale of one to ten, with 10 being a must own, 1 being a definite "no", and 5 being something OK, but nothing special. 5+ year holding period.

CSU, CTS, DND, DSG, ENGH, KXS, LSPD, MAGT, NVEI, OTEX, TIXT, TOI

Q: Hello,
Could you please give me your opinion on investing in LTCH. Also their recent earnings and why their price tanked with what seems are good numbers. Thanks,
Rick

Q: Hello 5i team,

I would appreciate if you could give your expert opinion on the acquisition that MDF has just announced.

Thank you for all your good advice.

Q: Can you please rank above stocks based on the valuation and growth?

And which one would you be comfortable adding today?

Q: Hi 5i team,

Can you please rank listed stocks above based on valuation and current price?

Thanks,

Q: IRBT got smashed by the market after their earnings on July 28th. They are now trading below their 200 day moving average. From my read of the earnings transcript, things on the top line are going very well, and the earnings disapointment is directly attributable to a shortage in semiconductors, getting caught in the US tariffs on Chinese goods (which they claim will change in the back half of 2021), and supply chain issues. But demand for their products seems to outstrip supply by a wide margin.

My questions: do you think IRBT is a good long term buy right now, or could it drift lower? Are hedgies selling? Is the short interest still high relative the past? Are they making progress with their strategy to switch to recurring revenue? What does the competitive landscape look like?

Thanks

T

Q: What are your thoughts on MAGT? A long term investment or otherwise?