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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: I have had very good returns with both and would like to take some profits off both and buy either tropicus or one semi- conductor position. Which semiconductor stock would you suggest? For 3/5 years. Thank you!
Read Answer Asked by Jacques on October 22, 2021
Q: Hi 5i Team - Are there any Canadian companies in the semi-conductor space that would be of interest to you, including start-up companies, suppliers of materials, and any potential companies on the horizon. I sold my shares in Photon Control some time ago and am looking for some kind of replacement on the Canadian side. If the U.S. is the only way to go in this field could you please suggest a couple of top picks. l already have Nvidia. Thanks.
Read Answer Asked by Rob on October 21, 2021
Q: Hi 5iTeam,

I realize that it was up a lot earlier this year - unfortunately I bought it after that ride was over. Do you have any thoughts as to why it hasn't been performing since June even on good days in the market? It also seems to be a low vol stock without much interest. I am waiting to see what happens on their earnings but I fear that the results may lead to a further dump. Thank you for your time and comments as always.
Read Answer Asked by Jason on October 21, 2021
Q: Hi 5i,
What are your thoughts on the rumoured, from several sources, PYPL bid for PINS at around $70 a share? It seems like a lowball bid. Not much of a premium and not even close to taking out the yearly high of PINS. On what metric would you evaluate this bid and how does it compare to peer group acquisitions in the past couple of years? How do you see this playing out in the market? Other potential bidders?
Thanks again.
Dave
Read Answer Asked by Dave on October 21, 2021
Q: Hi Peter,

I have been waiting on the sidelines to buy into the October volatility as we go into the end of the year seasonal strength. What would your sector preference and ranking be between industrials /materials/technology?
In the meantime tech has almost recouped its losses.
I have been dithering between AMD and MRVL and both have gone up nicely. Would you suggest I buy now (and which); or wait for a pullback end of month? I do have NVDA and QCOM, am a growth investor and any suggestions if I should keep QCOM or migrate to one or both of the two mentioned above ?
Thank you in advance for your opinion.
Regards
Rajiv
Read Answer Asked by Rajiv on October 21, 2021
Q: Hello, I bought ABST around March this year when it was around $18.35. Now it is down around 23%. I am considering selling it, and taking the loss. Then transfer the money to a US trading account and putting the money into either UPST or SOFI. I am thinking these have better growth potential over. Do you concur? Which between UPST or SOFI has the most upside?
Read Answer Asked by Chris on October 21, 2021
Q: Hi Peter snd Staff

Building on a ranking question yesterday I own DND in my tech basket but not CTS

I’m not worried about a couple of $9.99 charges and taxes are not a consideration

Can you please expand on CTS over DND

Thanks for all you do
Dennis
Read Answer Asked by Dennis on October 21, 2021
Q: What do you think about this: https://cloudflare.net/news/news-details/2021/Cloudflare-Announces-R2-Storage-Rapid-and-Reliable-S3-Compatible-Object-Storage-Designed-for-the-Edge/default.aspx

Seems like they will be able to compete with Amazon with this product. Is that why the share price has gone vertical since that was released?
Read Answer Asked by Marco on October 20, 2021
Q: I would like to purchase NVDA in a cash account and need to sell one of my other stocks to do this. currently own CRWD , APPS , ROKU ,VEEV , and MITK. Up on all stocks with the exception of ROKU. my thought is to sell Roku to accomplish this. Could you rank in order of potential.
Read Answer Asked by Dave on October 20, 2021
Q: Hi team,

What are your thoughts on these Canadian beat up tech cos (AT, WELL, WE, STC, CTS, SFTC)? How would you rank them in terms of quality and your favorites at current price?

I look at AT and 12x F22 ev to ebitda. That is 5x less than TTD!!! Seems insanely cheap.

CTS also seems to be out growing their peers and have an attractive 10.6x F22 ev to ebitda.

And WE has Bill Ackmans backing!
Read Answer Asked by James on October 19, 2021
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