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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: Hi 5i team, we would like your advice on risk and potential and which one is buyable today for a long term investment? Thanks always for your superb advice.
Read Answer Asked by victor on July 30, 2021
Q: I'm reviewing KXS today as it is a part of my portfolio. The feeling I've had in the last year, and stronger after looking today, is that KXS is a moderate revenue grower (up to 20% year over year recently and forecasted), but still valued comparible to high-fliers growing at 50+%. Based on the forecasted revenue growth, is the 20x sales multiple justified? It seems like a solid company and no debt issues, so this is simply a question on valuation. PEG is also very high. What am I missing, given that you know the company better than I, and the market right now is obviously seeing value that I'm not. I'd like to make a decision on this one before the next earnings come out in August.
Read Answer Asked by Kel on July 30, 2021
Q: Please comment on the earning reports. Please rank them according to potential upside . And what is a good entry price ? Thanks for your excellent service .
Read Answer Asked by Lai Kuen on July 30, 2021
Q: I keep seeing CRWD come up as a good growth holding. I own the holdings mentioned earlier today in the 3 Cdn and 3 US growth recommendations, with the exception of CRWD. I'd have to sell something to buy it and own both UCTT and ICHR. I am wondering if there is some overlap between these two and whether selling one to buy CRWD is a good move - and if so, which one would be the better sell. If not, looking at CRWD peers, I also own PLTR. Would CRWD be a better growth holding than PLTR and warrant a switch?
Read Answer Asked by Kim on July 28, 2021
Q: I owned Blackberry shares earlier in the year, but ended up selling in June after the stock had reached $20 per share. I had previously purchased around $10 per share earlier in the year. The share price as been in a downward fall since the meme spikes. I was considering opening another position if the stock slides below $10 again. Do you see that as a good entry point? Would you say that Blackberry still has longer term potential?
Read Answer Asked by Stephen on July 28, 2021
Q: My Material's weighting is a little light and I am mulling over a purchase of LGO to balance out some gold stocks. I notice LGO's stock spiked in 2019 and then collapsed. Would you advise me that the spike, collapse and now climb-out is just a typical roller coaster Material company ride - ie the ride comes with the territory? In addition I am uncertain how much faith I should put into LGO's newish battery technology. "Green Technology" also seems to be another version of a roller coaster ride. Any thoughts you have would be appreciated.
JIm
Read Answer Asked by James on July 27, 2021
Q: MAGT After reading your earlier comments on the company, I got some interest and looked at the company's Investor Presentation and News etc at its website.
In one of the Slides in the Presentation, a page relating to 'Competition' had been deleted and a reference was made to the Preliminary Prospectus in Sedar, that I could not access. I have two questions:
1. While the past performance of MAGT is impressive, one needs to look at the future prospects. In this regard, we must know about the competitive mote this company has against others, if any. Do you have any information about the competition?
2. The top 3 executives own now 80% of the stock. Is there a possibility that they will unload their stocks, if stock price shoots up substantially. Also, how much one can trust on Jim Balsillie (former RIM founder) to stick with this investment.
Appreciate your reasoned comments and reply.
Thanks and regards
Antony
Read Answer Asked by ANTONY on July 27, 2021
Q: Thoughts on U.S. company Indie Semiconductor Inc.Thanks.
Read Answer Asked by maurice on July 27, 2021
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