Investment Q&A

Q: Peter; Is there a connection between new mass ransomware attacks and CRWD’s price ? Thanks, Rod .

Q: Why such a big drop today?

Q: Thoughts on 4th Q and year end results? Does Tecsys' growth warrant the current p/sales ratio? Comparing growth rate and price to KXS what do you think?

Q: I am now break even on kwe after recently being down 35 percent. Should I cut and run, trim, or hold. What is your outlook. Thanks

Q: Hi Team,
I was looking at buying some NVEI. However, I am already heavy tech in general. If I were to buy some shares I would need to sell something to do this. The stocks that I already hold that would consider trimming to buy shares in NVEI would be: LSPD, WELL, SQ, MITK. Do you consider NVEI as having more long term potential than any of the other 4 mentioned? If so, which one of the 4 would you recommend trimming to buy some NVEI? Thanks
Shane

Q: I am considering selling U (down 24% in my TFSA) and replacing it with one of the following: WELL, NVEI, DOCU, MED, or APPS. Please rank in order of preference if purchased today. Can I assume all of the above stocks would likely have higher rates of growth than U and that the sale of U would thus be justified?

Thank you.

Q: Hello 5i
How would you rank the listed companies?
I would like to add NVIE. ,but also need to either sell one of the listed companies or reduce all equally.
The companies are equally owned.
Your opinion is appreciated.
Thanks
Cal

Q: What are your thoughts on MU results? Buy, Hold or Sell at this point? Is there another company you would recommend as a better pick?

Thanks

Q: MKSI announced its intention to buy the German chemical company Atotech. What are your thoughts on this move? It is a large acquisition and the initial market reaction does not seem enthusiastic
Many thanks.
Mike

Q: I'm really overweight in IT. Close to 35% but I need to get down to 20% or less. IT holdings are: KXS (3.1%); SHOP (16.9%); CSU (5.2%); TOI (0.4%); DND (0.2%); LSPD (2.0%); SYZ (1.4%); PHO (1.0%); CRWD (2%); NVDA (0.7%); DOCU (1.5%).

Not sure if it makes a difference but all are in TFSA except KXS, CRWD and DOCU (cash/margin account). Due to the fact that I'm working I don't want to trigger any taxable gains if possible. Obviously I need to trim SHOP by at least 1/2.

SYZ seems to be a laggard since it has only appreciated 45% in almost 7 years so I think I should sell that. Do you agree? (assuming a balanced portfolio).

Aren't DND and PHO going to be purchased?

I'm emotionally attached to the high gains otherwise... What's your suggestion on how to bring down my IT holdings in a tax efficient way?

Q: Can I have your comments on FY results. This is a very small position - fun money.

Q: Hi 5i Team - Would you be able to provide a summary of resources/materials needed in the semi-conductor space. Out of these are there any that would stand out as being particularly important. And finally are there any companies, Canadian or American, that have a good track record of providing any of these resources/materials.
Thanks.

Q: any update on this company?

Q: Is there a particular reason you think that other chipmakers are supportive of NVDA’s purchase of ARM? Seems counter intuitive to me

Q: What would the main Pros and Cons of buying AT.TO over TTD today, thinking about a long term hold where growth is the main objective? Also, there were a lot of AT.TO insider sales at the end of last year...is that a concern or have reasons for that been addressed?
Thanks for the great service
Marc

Q: I am holding this in a taxable account. Very happy with recent large gains and wondering whether to sell part in order to take some profits soon or to just let it ride for the long term, bearing in mind tax consequences. .

Q: I have a small position in Aterian in a growth focused non registered account. With the recent pullback in price I am wondering about adding. What do you think of this company and its prospects?

Q: Hello Team,
Could you tell us what you think of U and what kind of upside we can expect . Is this a good time to buy???
Thanks!

Q: HI

Thinking of selling my LSPD in my RRSP (358 Shares) and buying NVDA.

I also own XIT (1,000) shares in my RRSP.

This way I get more US stocks.

Your comments please.

Thank you

Mike

Q: analysis and outlook, seems to have bottomed and starting to move back upwards.
Your views are greatly appreciated, have been holding for awhile and am down 50%
Worth averaging down?
Thanx Gary