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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: What do you see as a good entry point for these two stocks for a 5 year hold? CRWD continues to drop in this sector transition and U seems to be holding around low 90s.

Any other US Stocks you would also recommend now and a sense of a good entry point for those as well?
Read Answer Asked by Loretta on March 29, 2021
Q: Can you comment on Coherent deciding to walk away from the offer by LITE and to pay a 217M penalty fee. LITE is up substantially since the announcement. Does this mean if the deal had gone forward, it presented serious risk to LITE and the market was relieved the bidding war ended this way? How significant is the 217M fee? How do you rate LITE going forward?


Read Answer Asked on March 29, 2021
Q: I kept waiting for the semi-conductor stocks to get cheaper and missed the big run. Has the sector not been cyclical historically? Do you think the sector is cooling off or entering a downturn, or is it time to step in? Qualcomm or Nvidia?
Read Answer Asked by Mike on March 26, 2021
Q: Hi ,
With wild swings up and down with high growth tech stocks, its my opinion that nothing has changed other than their markets caps and the price. In some cases they have even become cheaper then they were, EV/sales etc. I decided to hold on to my high growth stocks as the "underlying business" fundamentals have not changed. In some cases, they have even got better.
My portfolio is down roughly 40%, which i would consider quite normal during a pullback of this sorts.
Would you agree with my thinking ?
Thanks,
Read Answer Asked by ilie on March 26, 2021
Q: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !
Read Answer Asked by Paul on March 25, 2021
Q: Your thoughts on the recent news of a new 20 billion dollar plant and the new ceo's game plan and would you view this as positive or a drag on the stock and would you still see adobe as better than intc with more upside.Own msft nvda,intc,orcl and aapl
Read Answer Asked by dennis on March 25, 2021
Q: This has broken through support levels and is really acting badly. What is your
view on it given the Google news - still think its worth holding - or broken ?
Also TTD is similarly affected - any concerns
Read Answer Asked by Scott on March 25, 2021
Q: hello 5i:
Owning "best of breed" or "best in class" is always factored into decisions in purchasing shares. Having held PANW for a number of years, and happy with results, I nevertheless wonder if selling and buying CRWD in its place, would be a strategy you'd see as beneficial. Discussion on the pros/cons would be helpful.
always listening
Paul L
Read Answer Asked by Paul on March 25, 2021
Q: I hold XIT in both my RRSP and TFSA and have done very well owning it. Over the years I have trimmed multiple times, redeploying into NTR and Eric's NPP314 (oil). I bought SJR.B in January (in my TFSA), fully intending for it to be a medium term hold and have started to trim it this week.

My plan now with the cash is to add back to XIT, but my reading seems to indicate that there may be more volatility in the Tech sector. Just wondering what your crystal ball shows? When I look at the chart for XIT, I see support levels at roughly $43, then $38. I know this is a "timing" question, but do you see further Tech weakness, and if so, where would you step back in.

Thanks for your help....Steve
Read Answer Asked by Stephen on March 23, 2021
Q: the manufacturer of canadarm MDA ltd plans an IPO. what is your opinion of this company? and would take a position the the company?thanks Richard
Read Answer Asked by richard on March 23, 2021
Q: I am doing a comparison between U and NOW. When looking at guidance given by both companies, they are very similar, both around 30% revenue growth for the next two years. NOW has lots of cash flow and a growing operating margin, U is far from being profitable. The price multiples for U is almost double NOW. Is the difference in valuation justified? Which would you buy?
Read Answer Asked by Leo on March 22, 2021
Q: Hello 5i,
Please comment on the growth prospects for SQ FOUR NVEI LSPD and rank 1-4 as far as your preference.
Thank you
Dave
Read Answer Asked by Dave on March 19, 2021
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