Investment Q&A

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?

Q: The share price for Vitahub Corp has dropped about 30% from the peak since June 2021 and it seems to continue dropping. What are the reasons for the downtrend? Is this stock a buy, hold or sell considering the next 1 to 2 year performance?

Q: Hi, Could you please comment on Lev earnings. Thanks

Q: Can you please give me your current view on MDF, it's latest results along with it's Periscope acquisition?
Is this company worth holding or would you suggest a switch to LSPD or NVEI?
Thank you!

Q: Hi, Could you please comment on Sofi earnings. At this level do you prefer Upstart or Sofi ? thank you

Q: Cybersecurity Question: Morningstar Canada suggests these three equities as candidates in the expanding cybersecurity sector. Your comments on these, please. Are there ETFs with similar sector exposure, but with more diversification?
1. CHKP - Checkpoint Software
2. OKTA - Okta
3. PANW - Palo Alto Networks

Thank you
IslandJohn

Q: Two part question. 1) What do you make of the company holding their conference call to discuss the (very poor) quarterly results FIVE days after releasing their results? You would think that management would want to get in front of these bad numbers and try to minimize the damage. 2) This company has transitioned into a turn around story with declining sales. Is this not an indication to sell?

Q: Morgan Stanley just issued a warning that the “commodity-type” semiconductor companies (DRAM and other) have entered late-cycle. MS adds that earnings going forward for such companies will be challenged. I hold more than a full allocation in semis once I include semiconductor securities held directly.

My question is on SOXX which is held in a taxable account. What components in, and what percent of, SOXX would be considered DRAM and other commodity-type companies? Would I be correct in thinking if the percentage of the said commodity-type companies is higher than 15% , it would be best to trim? (I would not be trimming securities that are held directly).

Q: Can you comment on recent results for CGY. What do you think of the company and valuation? Thanks

Q: This company seems to be moving in the right direction. Good growth and what looks to be a strong outlook. Could you weigh in on the valuation and recent results?

Thanks.