Investment Q&A

Q: what are your thoughts on thermo fisher at current prices for a long term hold. I would like some health care exposure without drug specific concerns.
It seems to me that Thermo is the Magna of pharma and biotechs is that a fair comparison ?
As they produce all the products necessary and even produce drugs in small batches for some pharma companies.

Q: Peter; Do you have any thoughts about the Metaverse ,i.e., is it investable and if so how ? Thanks. Rod

Q: Hi,
So at this point do we just assume SNAP is technically 'broken' for now? Better to salvage some capital and move on to a better opportunity? My guess is this earnings miss and selling on heavy volume would indicate a long road ahead to repair the current technical damage - but I would appreciate your thoughts on whether to hold or sell SNAP.
Thanks!
Dawn

Q: Could you provide the names of some companies that have declared their first dividend over the past several months. Canadian or U.S., any size market cap. Thanks.

Q: Hello!

Can you please provide your comments on Camping World Holdings as a longer term stable growth holding? It seems to be rolling out a pretty nice network and leveraging the Good Sam name. Any red flags? Any "more preferred" names in a similar business? I see the theme of camping continuing to be strong.

Q: Whats going on with goog, down big today.

Q: Further to my question.....based on your response, are you confident ROKU would still do well and (the 2nd part of original question) is this an opportunity to add/buy ?

Thank you !!

Q: Good morning team!

Would AAPL's new privacy policy affect ROKU as it has with SNAP? If so, how exactly would it be affected? If not, do you think this is an opportunity to buy/add?

Thank you!

Q: Good morning!

I hold a 1/2 position in Magna. I do believe in this stock longterm. With the shortages and things appearing to be priced in. Is it time to top up to a full position?

On a separate question what are your highest conviction growth pics in TECH for the 4Q.
Preferably US but can spribkle some Canadian names as well.

Thank you for the amazing input and service. It's been immeasurable.

Q: I have a question about the dental health care space. I held onto Danaher for a few years, primarily for its dental holdings, but they were spun off into another company, Envista, in 2019. NVST has not performed as well as DHR since the spin-off, but its product lines are very well-regarded in the field (first-hand knowledge on this point). I believe that the products will maintain their popularity, but I would really like to hear your thoughts on the management of NVST, as well as how you feel the company as a whole will perform in the next few years.

I have been also considering starting a position in XRAY (again, first-hand knowledge of its product lines, which are very good), or pivoting towards distributors, such as HSIC and PDCO. As always, I appreciate your insight, and look forward to your response.

Q: Do you have any insights to share on the US housing market to explain how RDFN may do? We purchased RDFN about 6 months ago but are wondering if we did the right thing since we are down about 35%.

Many thanks for your views.

Q: Hi 5i,
Back to PINS and PYPL again. Given SNAP’s lower earnings and Apple’s new privacy settings making it more difficult for advertisers on SNAP, would you expect PINS’ upcoming earnings to show a similar problem? If so, would PYPL have signed some form of NDA with PINS so that they would have knowledge of PINS’ upcoming earnings and any Apple privacy impacts?
Thanks again.
Dave

Q: Good Morning
This morning Peter McKeough is recommending that T is a buy. He is forecasting a 7.7 Price /Earnings ratio for the 2021 earnings.
Is this the right time to average down on this stock?
I will appreciate your insight as always.
Thanks

Q: Hi 5i
Would you be a buyer of PYPL today for a 2 year hold...down about -10% since announced interest in PINS yesterday...
If so, at what price would you be interested and would you expect share price to continue to be negatively effected by this potential deal?
Thx
jim

Q: What would be your choice as a buy now, WMT or TGT?

Thanks Valter

Q: Hello 5i
I have been selling options on the US stocks that I own to make a little extra money. IMy question has to do with buying back the option. I think what I do is ok but I want to check with you in case I am missing something. If I decide to buy the option back before expiration date, if I have a feeling that the stock price has a good chance of continuing to rise.

I check to see how much I made with the premium and combine that with the difference now between the strike price and the current value of the stock.. For instance, Costco at a strike price of $460. The stock is now $477, for a difference of $17. Then I check how much it will cost for me to buy the option back. In many cases, I will get pretty close to the original premiums,, say in this case, $210 rather than $250. Then I can sell another option. The only downside that I can see is if the stock price should decline after buying back the options. I would only do this, of course, with stocks that I wanted to hold anyway. Any problems here?
thanks for you service

Q: Hi
Just read you market update and wonder if you could give your best recommendation for a semi conductor play at present and do you think this would be a good time to step in?

Q: Hello Peter,

I am learning how to build a position and would like to know how one should go about it.
In this case, I waited nearer to market close to buy AMD. As the price kept going up relentlessly, I decided to buy half a position.
I was aware that it was near the 52 week high and that it was going to report after 2 trading days. So the chances of the price retreating before that was not going to happen. Am I correct to assume that?
And now for buying more to complete my position. Should one do it immediately tomorrow, the next trading day or should one wait for the earnings report and buy once the trend is confirmed?
Thank you in advance.
Regards
Rajiv

Q: DWAC, DWACW Would you please give your opinion on these two stocks, what is the relationship , how do you feel about them
thanks 5i,

Q: After a seemingly sunny day today (OCT 21) in the market -- including for each of the stocks listed -- something must have happened after the trading day ended. Tech stocks especially dropping into the red in After Hours trading. FB almost -6%; TTD -5%; APPS and ROKU -3% each. And those are just the more noteworthy ones. I cant seem to find any mention (as yet) in the press. Inquiring minds would like to know. Thanks.