Investment Q&A

Q: Hello Peter and Team

Reading an article regarding Warren Buffett recommending this company.. Can you please provide your opinion and your insights as to whether this is a sell hold or buy and why.

Thanks for all you do

Gord

Q: LVS seems to be taking a pasting recently. Buy sell or hold? I have a small position of about 1%.

Q: Hello Peter, Ryan and 5i Team,

Several years ago, my brother-in-law suggested I take a look at Vicor when it was about $12. I decided not to invest, and since then, it has rocketed up to $118 and his initial $10K investment has become a home run.

Is this a company that may be of interest to you and what do you think about future growth potential? Thanks, Brad

Q: Hi 5i,
ATVI reported earnings today and shares are down over 5%....and considering initiating 2% position for 3 year hold.

How were the earnings and how do you view company going forward? What is your opinion on this company and would you be interested in starting a new position?

Why/why not and if so, what would you consider good entry price.....Suggestions for alternatives in same space?

Thx
jim

Q: I am down about. 13% on SAM and wonder what your thoughts are on holding or selling. Could stock return to pre covid price?

Q: I’m curious as to your opinions on starting a position in 2u Inc. Online education company that could grow from more and more people obtaining educations online rather than in person. Does their business appear to be trending in the right direction?
Thank you for your help.

Q: Hi 5i Team,
Pls comment on Ichor’s earning and guidance going forward.

Buy, hold or sell?

Thanks for your advice.

Q: Good Morning 5I team. thanks as always for your excellent service. I owe Fastly and am down about 50%. After yesterdays results its further down to $34.37 right now, Do you think its oversold and if one has the patience and long term outlook, its an opportunity to average down by adding some more.

Q: Is the movement down on Fastly resulting from quarterly results excessive, and now worth buying if held for 5-10 years?

Q: Sell or hold?

Q: Any reason to hold Fastly after yesterday earnings report? Thanks.

Q: I'm interested in this company. It seems to be on an upswing because of the home renovation interest in the states. I would appreciate your evaluation of the trend and the company. Would this be a good time to begin building a position? If you know of better companies to take advantage of the trend I would appreciate their names.

Q: Hey guys, your thoughts on MAXR-U earnings ?
thx !

Q: Hi 5i team, your thoughts on their latest quarter and whether you currently view the stock as buy, sell or hold?

Q: Hi,
MED is down roughly 7% this morning on good earnings that were reported yesterday after hours.
Could I get your take on the earnings and would you add here?
Thanks

Q: Hello 5i,
I made a mistake of not investing in AMD with a proper weight this stock deserved (with all the new chips). So now what to do? How do you view AMD's future?
SOXX 1.75%, Q 2%, UCTT 2%, AMD 1%, ICHAR 0.5%
My end goal is to fold individual stocks into SOXX eventually but perhaps AMD deserves an increase in its weight to 3% given the momentum?

Q: Hello 5i , could you comment on earnings thx Kim

Q: Good Morning,

Your thoughts on ETSY's quarter and how you feel about it's future. Is it a buy or also in the penalty box?

thx. Mark

Q: Hi team. Two of my most "unsure" holdings are pltr and mgni. I was wondering how you feel about these long term. Would you continue to hold them? I was considering adding to TOI with the proceeds if I were to sell one, or both of them. What would be your suggestion for the long term here? Or is there any other of your absolute favourites at the moment that I should be buying today instead of holding pltr and mgni? Note that I already own TTD (same sector as mgni). Thanks for your input.

Q: 1. I am currently holding BKNG and wonder if either NKE or SBUX would be a better position for a retired somewhat conservative investor?
2. What are your views comparing ROKU and DIS?
Thanks for your help.