Investment Q&A

Q: With the advent of electricity storage, what equities or sectors do you see impacted? What might be good bets? (And not so good?)
https://www.politico.com/magazine/story/2019/04/29/trump-wrong-about-wind-power-electricity-battery-storage-226755

Q: How bad were its earning report?

Q: Between the two which would you purchase today for pure growth? Would you consider one safer than the other?

Q: I'm looking for a 'reasonable' way to approach the 5G world as it rolls out over the next few years. With so much being said about this technology, is there a way to approach this with Canadian companies? While the companies I note are not really comparable I mention them only as potential candidates to look at. Would you see an investor better off to be in a large cap such as BCE or lean towards a small cap such as BYL? Would the cable companies be worth a look? What other companies are likely to benefit from the 5G rollout that you would suggest looking at? I am comfortable with risk so small cap and volatility is ok.

I'm more interested in what companies I should be researching and potentially adding to my portfolio.
Thanks

Q: Please comment on SHOP's earnings release issued this morning.

Thank you, Peter

Q: I’m concerned that growth at Amazon is slowing and that maybe a switch to Google is a better choice for a long term hold. Your thoughts? Or other companies you prefer?
Thank you

Q: Can you please analyze these companies and let me know if they have reasonable merits for long term investment. How would you rank the three?

Q: Can I have your opinion on Keysight and how the next year looks?
Thank You
Peter

Q: What is your opinion on this company after significant increases in the stock this year. Is it a buy at this time? Is there another company/companies you would prefer in this space? Thanks

Q: I asked you about the earnings on xlnx yesterday and I see the questions and answers today on this company.

I have a somewhat significant loss after today as I’m into it around $130 per share on 3,000 shares but fortunately I have gains in Veev and Five that outweigh the loss on xlnx. I tend to hate owing anything at a loss as I lack patience and I worry about a turning of momentum. I don’t know whether to do nothing or sell one or more of my other holdings and go home with a profit and my tail between my legs. May I please get your advice? Thanks I’m advance.

Q: Hi Team,
Is this a buying opportunity?
Thanks!

Q: You mentioned that Sangoma Technologies got upgraded by Acumen Capital. What is their new target price? With a current market cap about $90 million do think the stock price and multiples will jump when the market cap exceeds $100 million? For example based on last quarter's revenue run rate the stock trades only 0.75 X sales despite its strong growth rate, profitability and good balance sheet.

Q: In Lam’s earnings release I can’t find any detail about whether memory demand is picking up. Please let me know.

Q: Hi 5i,
HXQ vs. XQQ – Questions and Comment: 1. Is the XQQ’s dividend subject to US tax withholding? 2. If not, is it eligible for the Canadian dividend tax credit? 3. My discount brokerage site indicates that the MER on HXQ is actually lower than that of the XQQ but I understood you to suggest otherwise. Can you please just confirm on that one?
It seems to me the elimination of the total return feature of the HXQ may not be the most important element in deciding between these funds. The charting function I use shows HXQ to have outperformed XQQ measurably over a 3 year period. While some of that might be attributable to HXQ’s lower MER and ‘total return’ feature, isn’t the bulk of the difference attributable to the fact that HXQ is unhedged, while XQQ is CAD-hedged, and over the 3-year period HXQ’s return has been amplified by the Canadian dollar’s decline against the US buck? Or is there something else in the mix? In any case, maybe the decision on whether to switch from HXQ to XQQ should be mostly a matter of whether one would prefer to be CAD-hedged or currency-exposed over the anticipated investment timeframe. Whatever tax consequences might flow from the other variables involved, they could easily be overwhelmed by a currency move of a few percent and, in a taxable account, any gain on a currency move would remain tax-deferred until a disposition event. Even then, the applicable tax rate would still be the capital gains rate. So that aspect of HXQ’s tax efficiency would be preserved. HXQ may not end up being as tax efficient as it was when it could avoid cash distributions. But if it is just going to have a yield akin to XQQ’s 0.44%, and if available alternative holdings (like XQQ) are already doing that, the fact that HXQ may have to pay a distribution may not be the most important consideration for a switch decision. Or am I missing something? Thanks!

Q: What do you suppose is going on with BB? They reported really good results last quarter but it has gone down steadily since then. What do you make of it? is it just apathy?
Thanks.

Q: My swing trade swung the wrong way quickly, down 10% in short order. I have been know to turn swing trades into long term holding to recoup my capitol. Whats your thoughts considering recent earnings and current market back drop, bail, or hold?

Q: Earnings today. Another disappointment. Is it time to move on or stay put for a possible buy out.

Q: Hi 5i
Would you buy XLNX today or wait for it to settle down after it’s big drop?
Thanks
Dave

Q: For a long term hold (10years), would it be worth starting a partial position in Xilinx on the dip?

Q: I bought a number of shares in this name last week hoping for a positive move on earnings. It looks like it missed by a few cents and is getting pounded after hours. I'm guess that it will be down a lot tomorrow so the question i have is whether I should sell or hold and hope it recovers. I'm not a long term investor. Appreciate your comments as always on earnings. Thank you.