Investment Q&A

Q: Hello team,

There is a lot of debate about how AMD may actually, not in so distant a future, steal the show from NVDA by beating them in their GPU technology as well as other areas such AI technology. So which one do you side with NVDA or AMD? NVDA is a leader for now but would you invest in AMD if you were looking or even faster growth for a similar risk?

Have a wonderful weekend!

Q: Hello 5i,
Would you add to a small position in PAYC after recent weakness?
Please also comment on Q1 report.
Thank you
Dave

Q: "MKSI" share price dropped more than 7% yesterday, what happened? Shall I hold or sale my position? Is "MKSI" a leader in the sector? or what is their ranking in the sector? Who is holding a leadership role? What is your view to the company's future? Is this a expensive stock?

Thanks,
Lin

Q: Hi Team, Any views on Zscaler reporting? Is this security worth investing in?Thank-you. Sam

Q: How do you like this co going forward. Is it fair value. Do you see any upside. Thanks Alnoor

Q: Hi,
I quite happy with this stock which seems to have tremendous potential and is well liked by various professionals I know. Any Thoughts?

Slainte, Chris

Q: Your thoughts on these 2 co please. If you were to buy one today? Thanks. Alnoor

Q: Hello 5I Team,

Can I please get your views on OKTA? I like the space they're in and thinking of taking a 3% position.

Thanks

Reg

Q: Shop is have quite a good run up. Are you aware of any reasons for this?
Thanks
John

Q: Hello,

I would like to add one of these two companies to my protfolio.
Which one would you choose at this time.
Thank you

Q: Have recently heard some good things about both these companies but as a 68 year old investor who doesn't need to take money out wondering how you feel about them.

Q: Sierra Wireless has been recommended to us as a stock beaten down but maybe ready to get into. The last comment on it was early March. Your thoughts?

Thanks, Lesley

Q: I'd like to pick a US stock for my portfolio. I like NVDA, but do you feel it and MU at current prices are already overvalued and if so would you suggest something else.
Thanks!

Q: NXPI is currently trading at $114 USD and we are being offered $127.50 USD to tender our shares by June 8th. Why is the differential so great and should I tender?
Thank you

Q: What stocks would you suggest for the cyber security space in Canada and/or US? Thanks again.

Q: Hello 5i,
May I have your take on Box earnings please?
Crystal ball aside, what are your price, earnings expectations within the next year?
Still a hold? Add more? 2% position currently.

Q: Hi 5i team,
Interested in your thoughts on BOX's Q1/2019 results and guidance. Thinking of easing into a position and would appreciate your comments. Would this be good timing? Thanks,
Martha

Q: Greetings,
I see you believe ISRG to be one of the best managed companies in the US. I take that as a strong recommendation! Are they managed similar to CSU ie they don’t issue stock and the executives are made to purchase company shares? They appear to have little competition so I conclude they must develop their own technology instead of buying other companies to acquire their technology. How would you asses their growth - is it driven primarily due to organic growth or acquisitions? They appear to have a large cash hoard - are they buying back shares, planning to introduce a dividend or keeping it in reserve for acquisitions? You note growth is likely to be muted for the next 2 to 3 years so, all things being equal, is it reasonable to expect the share price to languish for the next 24 months or so?
Thanks
Jim

Q: Hi Guys Can I have your outlook for shop going forward. Thanks Mike b

Q: I have a small position in PHO. This is my only position in tech. Is it a wise move to invest in the tech space at this time, if so do you have a suggestion.