Q: Keysight was a top pick on BNN yesterday. It looks like a good company with good fundamentals. Do you have any more information on this company? I'm looking for a tech company (not software) for at least a medium term hold.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Micron Technology Inc. (MU $181.60)
-
Raytheon Technologies (UTX)
-
Atlassian Corporation (TEAM $144.56)
-
Lumentum Holdings Inc. (LITE $149.61)
-
Cognex Corporation (CGNX $40.78)
-
Just Eat Takeaway.com N.V. (GRUB)
-
Spotify Technology S.A. (SPOT $685.29)
Q: I have US $ Portfolio: FB,SHOP,CGNX,AMZN,NVDA,SQ,NFLX,MA.
Yesterday I sold all of CCGNX because of down trend and Dead cross on
EMA50 & EMA200. I have around 20 K US$ from the sell.
Please suggest some some US stocks to replace CGNX that you would buy
right now or should I wait for change of trend to up to repurchase CGNX.
Andrew
Yesterday I sold all of CCGNX because of down trend and Dead cross on
EMA50 & EMA200. I have around 20 K US$ from the sell.
Please suggest some some US stocks to replace CGNX that you would buy
right now or should I wait for change of trend to up to repurchase CGNX.
Andrew
Q: Your thoughts on swapping goog out for msft OR 1/2 a position of goog to msft.
Thanks
Thanks
-
Alphabet Inc. (GOOG $237.49)
-
Microsoft Corporation (MSFT $510.96)
-
NVIDIA Corporation (NVDA $183.16)
-
ROBO Global Robotics and Automation Index ETF (ROBO $65.31)
Q: Which do you think are the best companies in both Canada and the US to invest in for artificial intelligence and robotics.
Q: Is this a good time to add tech? If so, do you see one or two stocks that you would recommend now? I was thinking of a mix of CSU, OTEX, and KXS.
Q: Peter, if you became a fund manager again starting this week, what would be the first stock you would want to buy?
Q: Kulicke and Soffa KLIC.us, a provider to the Semiconductor industry, looks interesting. I wonder about its vulnerability to cheaper imports. Does KLIC have a domestic SERVICES business insulated from foreign companies? Does it have good free cash flow and manageable debt? Is KLIC subject to cyclicality as extreme as foundries are? I hold LAM Research LRCX so would I be duplicating with KLIC, do you think?
Q: What do you make of Citron Research's comments on NVIDIA today?
Q: MU taking a hit today on UBS sell rating and a $35 target price. Could I have your evaluation of this. Should I sell and if so what would you replace it with. Thanks
Q: Hello,
At some point 5i seems to have changed direction with Amazon. Earlier on you thought the p/e ratio was just too high. For instance, this was your objection to buying Amazon in July 2014:
5I RESEARCH ANSWER:
We think Amazon is a great, well-managed company, with excellent potential and a solid niche that it continues to develop. Clearly the leader in the space, it further consolidates its position nearly every day. It has $5 billion net cash. We like the 'company' for sure. However, the stock trades at 279 X forward earnings estimates, and we simply cannot get our heads around its valuation. It is a high beta stock, but this year the market is up and it is down 12%. We think there are better growth companies to own.
According to Yahoo Finance the P/E ratio is higher now than it was then. I am interested in buying Amazon amidst its current troubles but the cost really makes me question that decision. I am curious as to what exactly were the elements that brought 5i to become much more favourable towards buying Amazon?
thanks
At some point 5i seems to have changed direction with Amazon. Earlier on you thought the p/e ratio was just too high. For instance, this was your objection to buying Amazon in July 2014:
5I RESEARCH ANSWER:
We think Amazon is a great, well-managed company, with excellent potential and a solid niche that it continues to develop. Clearly the leader in the space, it further consolidates its position nearly every day. It has $5 billion net cash. We like the 'company' for sure. However, the stock trades at 279 X forward earnings estimates, and we simply cannot get our heads around its valuation. It is a high beta stock, but this year the market is up and it is down 12%. We think there are better growth companies to own.
According to Yahoo Finance the P/E ratio is higher now than it was then. I am interested in buying Amazon amidst its current troubles but the cost really makes me question that decision. I am curious as to what exactly were the elements that brought 5i to become much more favourable towards buying Amazon?
thanks
Q: Now that SPOT is trading and up 25% do you still reccomend 1/3,/1/3,1/3?
Or has the activity changed your entry strategy?
Thanks
Sheldon
Or has the activity changed your entry strategy?
Thanks
Sheldon
Q: What do you think about Fisker and its new battery ( is it true ? ) Its a private co so far any rumor of an IPO ? Thanks
Q: Gentleman your opinion on Shopfied
Q: I am reaching for YIELD and at 9% the yield on QYLD is very appealing.
If the tech sector falls out of favour and drops like FaceBook did this week, what are the implications for the dividend? Would the share price drop too?
As a long term "HOLD" I can live with a lower share price because it would most likely recover over time.
But what about the dividend? Can I count on it holding at current levels or possibly even increasing?
Thanks.
If the tech sector falls out of favour and drops like FaceBook did this week, what are the implications for the dividend? Would the share price drop too?
As a long term "HOLD" I can live with a lower share price because it would most likely recover over time.
But what about the dividend? Can I count on it holding at current levels or possibly even increasing?
Thanks.
Q: Blackberry had a good report yesterday. Why the stock is down so much today? Thanks!
Q: Hello Team,
Could you comment on the recent pullback in Amazon and do you feel it is overdone?
Thanks,
Barry
Could you comment on the recent pullback in Amazon and do you feel it is overdone?
Thanks,
Barry
-
NVIDIA Corporation (NVDA $183.16)
-
Atlassian Corporation (TEAM $144.56)
-
Arista Networks Inc. (ANET $154.10)
Q: I've held GOOGL for a while in my TFSA and it has performed well for me. I'm concerned about GOOGL being impacted by the FB data issue so I'm looking to sell and replace with something else in the tech sector. Something with good cash flow - maybe a MSFT or ADBE? My other tech holdings consist of full positions in AAPL, CSU, OTEX, and ACN. Any recommendations from the team? Thanks in advance!!
Q: I am thinking of replacing my full position in Alphabet with a position in Qualcomm. What is your opinion of such a change. Thank you for this great service.
Q: Would you recommend this company as a buy at this time? Is there a price level at which you would consider it a buy?
There is some speculation that Shopify will be adversely affected due to its business relations with Facebook and the troubles that they are having.
There is some speculation that Shopify will be adversely affected due to its business relations with Facebook and the troubles that they are having.
Q: Hi All at 5i! With the tech market taking a bit of a hit and the DPO of Spotify coming out on Tuesday, should I wait to buy some or get in right at the opening bell? I am waffling here because I have never bought IPOs before and have heard that they can start strong, only to lose value within a few day or weeks. Spotify is a DPO, a bit of a different beast. If it were you ( with your cloudy crystal ball handy) how would you handle this?Buy the first day ,wait a while or gradually trickle in? This is for a long term hold and not quick profit. Thank you for your help and have a great long weekend.!