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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: If you had to choose two at this time for a growth-oriented investor which would you go with?
Read Answer Asked by Andrew on February 25, 2020
Q: I currently hold the following technology equities in my portfolio: AAPL, TEAM, CSU, and LSPD. I'm considering selling LSDP (up 14%) and purchasing either SHOP or DSG. I would like a bit less volatility and more consistent growth. Does this seem reasonable and which would you choose or do you have another idea?
Thank you for your advice.
Read Answer Asked by Lyle on February 24, 2020
Q: After a recent run to $2.75 H on Jan 16,STC retreated to $2.38 on Jan 21.Any reason? Is this a good point to add to my 1% position(p/p $2.47)especially in light of the sharp drop in Asian markets & U.S. futures today? Also your expectations of eps & revenue of its Q2 on Feb 27. Txs for u usual great services & views Looking forward to seeing Ryan on BNN,Feb 26
Read Answer Asked by Peter on February 24, 2020
Q: Dearr 5i
What are the expected earnings growth rates for AMAT , AMD and NVDA over the next 1-2 years and which would you recommend for an RRSP assuming a balanced portfolio .
Thanks
Bill C.
Read Answer Asked by Bill on February 21, 2020
Q: I just received an email from Citron talking about SDGR. They feel it is the second coming of TSLA but of course, in a different industry.
They are a brand new IPO and are up 20% today, but would this be worth purchasing in the event that it pulls back to prior to the letter and held for a period of time.
In a nutshell they recap it thusly:

"Through use of artificial intelligence and a world class scientific team that is unmatched by ANY public company, Schrodinger has created a software platform that integrates predictive physics-based methods with machine learning to become the leader in molecular simulation that 1) reduces the average time and cost required to identify a drug development candidate and 2) increases the probability of drug discovery programs entering clinical development.

With the global pharma industry spending approximately $180 billion on R&D annually, this innovative software platform is completely disrupting the drug development process."

Would you invest in this concept yourselves, once you research more about it.? I know its not a p/e , value play it may or may not be TSLA of 10 years ago.

Thanks

Sheldon
Read Answer Asked by Sheldon on February 21, 2020
Q: Do you have a view on this company. Many years ago in a previous job I dealt with them extensively but do not recall them pushing their public company status. My experince was they tended to regularly buy out rising competitors. Looking for analysis of the key metrics.
Read Answer Asked by William Ross on February 21, 2020
Q: Looking to increase my American technology positions. I'm interested in taking a position in Adobe. What do you think the future holds for this company, short term, (1 year) and long term (5 years). I'm trying to decide between ADBE and MSFT. Which do you think is the best investment or would you buy both? Would they complement each other? Are there other U.S. tech. companies you like as well or better?
Read Answer Asked by Les on February 20, 2020
Q: IWish to get a position in this area of the tech space,and would appreciate your input as to the best of the group.
Doug
Read Answer Asked by Doug on February 19, 2020
Q: I have neither Telaria or Rubicon Proj. but I would like to start a position. With the merger between them how would you play this? Buy both before the merger or buy one and why. What happens after the merger? Do you think the merger makes good sense ?
Thanks, Peter
Read Answer Asked by Peter on February 19, 2020
Q: Hi 5iR Team, Solar power generation, installation, technology, etc., anything to do with solar power, can you list a few Can/US notable companies for me? Thanks Team. Cheers, Chris
Read Answer Asked by Chris on February 18, 2020