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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: Roku buckled after reporting...is now a good time to buy and with perspective to your other favs such as nvda, lspd, ttd, veev or others?
Read Answer Asked by Peter on August 05, 2021
Q: All the four companies have ad revenue and three of them showed slowdown from ad and have provided weak guidance. What differentiates Alphabet from the three?

Thanks.
Read Answer Asked by Liping on August 04, 2021
Q: With recent earnings releases for the above companies completed did anything specifically surprise you or excite you about their futures more so then before? Specifically Microsoft PayPal visa and Facebook.

For Google, it’s revenue growth was massive (68%) for a company it’s size and YouTube contributing almost the same revenue this quarter as Netflix was crazy to me. With ads growth via search not going away and cloud being a big focus for them I don’t see many things stopping it…
What do you see as the biggest risk for it specifically other then the big scary Antitrust breakup?
Read Answer Asked by Michael on August 04, 2021
Q: Can you please give me your opinion on PayPal. Does the recent price drop represent a buying opportunity or is this an indication of head winds ahead. What would be your top 5 Fintech stocks for a 3 to 5 year hold. Thanks for all your expertise.
Read Answer Asked by Ian on August 04, 2021
Q: Hi Peter and 5i Research, You guys have been doing excellent job educating investor like me what to buy and making good decisions about investing , thank you for that.
My question is about DND.TO, the management had a offer to take this company private and offer price is $50.50 but share price of this company has not been reached and bounce back and forth between $46 to $48, what is the expire date for this?
Thanks
Ramesh
Read Answer Asked by Ramesh on August 04, 2021
Q: I have been invested in this company for many years. I'm receiving a small dividend that was cut in half several years ago. Over the years they have changed their primary operation from a patent troll to an investment corporation. They even won a court case over Apple (patent infringements) but have yet to be compensated. Are you aware of any positive corporate actions that may make Quarterhill more investable over the next few years. They are reporting next week and I am concerned that things may not have gone as well
as expected. Would you continue to hold on or would you throw in the towel.
Ed in Montreal
Read Answer Asked by ed on August 03, 2021
Q: On July 30th you mentioned NVEI, SQ, and PYPL all have their own moats. Could you please elaborate on this further and discuss the strengths/weaknesses of each?
Thanks
Marc
Read Answer Asked by Marc on August 03, 2021
Q: I have owned ENGH for several years in a non-registered account. Sitting on significant capital gains. Would you endorse a portfolio change to sell ENGH in order to buy TIXT for a long-term hold. In other words, do you like TIXT enough to take a capital gains hit in order to buy it? The TIXT conference call was impressive.

Thanks.
Read Answer Asked by Joel on August 03, 2021