Investment Q&A

Q: What are your thoughts on the news this morning on orcl is it a buy the rumor sell the news stock or a keeper.

Q: Hello 5i team,
Which one do you prefer GOOG or AMZN for a long term hold (no worries about day to day variations)? And why? Does your conviction vary based on investment horizon or the results of the November election?
Thank you for your collaboration, Eric

Q: Good day guys ,
This might be a silly question , that being said I own shares in Canadian dollars , would u advise to transfer the shares to the south of the border side ?
Also when will 5 i be represented on market call again .. it’s been awhile .
Thx
Mark

Q: Peter; Could comment on their earnings- appears to have beaten estimated handily. Rod

Q: hello 5i:
I hold AVGO, and have done very well with it, but the valuation is beginning to look stretched. I'd like to stay in the same sector, but most tech valuations look high. INTC and LRCX look "reasonable". While not completely similar (subsectors differ), can you give me your opinion of these two companies? I've reviewed other questions eg you like NVDA, but with a PE of 90, as compared to INTC's 9, I can't see this as a contest (yes, I realize there is more to valuation than just looking at PEs). We also own CSU, OTEX, and PANW in this technology, with a small position in PHO. Normally, we're very long time holders eg. bought CSU at $115 (no, not a misprint). Look forward to your comments, as I really dislike stock gains to evaporate, unless they're being held for income.
thanks
Paul L

Q: Please rank these stocks. Are they at a level that they could be bought today. For your highest ranked stock, why do you rank it higher than the others

Q: Hi Everyone at 5i!! Could you please tell me when NUVEI ‘S IPO will hit the market? Cheers, Tamara

Q: Can you please comment on today’s earnings release

Q: WHICH OF THESE 2 FOR A 5YR+ HOLD....JUST WHICH COMPANY IS BETTER...NO OTHER FACTORS.

Q: I have been looking to take a position in Lightspeed for some time now, when it was in the $24 range, but it went up too fast too soon. with the current 15% drop and the IPO coming up, would you suggest I buy now, wait until the pricing is announced or until the issue is completed? Do you expect much volatility particularly to the upside in the interim?
Regards
Rajiv

Q: Is this a good time to buy Real.What % & should I spread the buying 2 or3 times.Txs for u usual great services & views.

Q: It keeps going down.
Would you sell it.

Thanks,
Milan

Q: What are the expectations for ENGH's numbers for Thurs? I'm afraid that expectations may have crept up too much after last qtr.

Thanks in advance,

Q: Just for fun and just your opinion, but where do you see CSU 10 years from now?

Q: Hi Guys,

My patience is finally paying off for holding Pivot given today's announced takeover offer @ $2.60/share. In your opinion, any chance of a competing bid ? Any recommendations for a dividend paying tech stock to replace PTG in portfolio.

Thanks

Dave

Q: Both of these companies are in cyber security. How do they compare and which one is preferred given the substantial correction currently.
Thank you, Team!

Q: Can you give me your opinion on preferred ways to invest in 5G companies in US and Canada? Thx for your excellent service

Q: We are experiencing the third day of steep declines in the US tech sector. Is it time to look at picking up some bargains if so what names would you prefer at today's prices? Would we be better advised to buy an ETF like VGT or individual stocks?

Q: Hey Peter & Team,

Thanks for all your help this year and last. My subscription paid for itself in a matter of weeks. (please don't increase the price)
Having said that and before I proceed NO, I am not one of those "OH MY GOD, THE SKY IS FALLING" people at the first hint of a drop. I did however take on a new position in PHO on Wednesday and as of Friday's close it is off 13.9%.
Among my many rules, one in particular states "drop an equity when it gets to 15% below my average cost." A rule which allows me to avoid getting to that position where I wait, it goes down further then I get to the "have nothing to loose mentality" and end up with a name in my portfolio with a -88% in red next to it.
So... what do I do with PHO? I know you have been recommending it as one of a few equities to be added to a growth portfolio.
Do you see any reasons/trouble that might have caused the significant drop? Should I stick with my 15% rule. (hard to answer I know as it is a personal preference) Has your long term outlook for PHO changed? Is there any news you may have seen which could explain this precipitous drop? Feel free to add anything else.
Thanks for all you do

gm

Q: Could you give your thoughts on CGY? It seems to have done well through and after March (ie the COVID market drop) and as a concept, I like its multiple segments that might sustain the company in various markets. But my concern is the very breath in diversity of its segments, and how the company can continue to retain focus for operations as a small cap name and also clarity for investors. Thoughts? Thanks for your valued input.