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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello team ,
I was looking for your thoughts on some of my recent worst performers and what I should do with them . Baba (held in a US cash account ) is down 45% after the Chinese government crackdown . Med (down 21% in US cash account ) after only owning it for a short time . And Mgni is selling off daily for some reason now , even after the strong quarterly results .(still up 20% in rsp) . For each of these how do you recommend them …buy more , hold , sell? If any are sells what would be your recommendation on a replacement ; preferably one with high potential in getting my money back.
Read Answer Asked by Shane on August 20, 2021
Q: HI, 5i team,
What are a few of your best Cloud Companies.

Ken
Read Answer Asked by kenneth on August 19, 2021
Q: Good morning,

It looks like NVDIA posted excellent results - would like your take on the results and also your advice for someone who wants to start a position. Do you think it is wise to invest now or wait a little, and what would be a good entry price? The markets seem a little jittery as of late.

Thank you!
Read Answer Asked by Loretta on August 19, 2021
Q: Hi,
I was looking at taking a position in UCTT.(Ultra Clean)
I believe the earnings were fine with a beat on both revenue and EPS including raised guidance,
The stock is trading at $41.31 currently. Looking at some of its financial metrics & estimates , this stock is trading at 1x NTM revenue. I would consider this stock extremely cheap currently.
Would you agree with my understanding and is there anything else you could add?
Thanks
Read Answer Asked by ilie on August 19, 2021
Q: The genome space seems to have taken a hit and I'd like to add some to my portfolio. Can you give me 3 to 5 Canadian or US stocks going forward that you believe have the highest potential of gains( I realise this would also be subject to the most risk) for a 5 plus year hold.

Also 3 to 5 stocks from Canada or US that you feel should be held for long term exposure.

Thank you.

Read Answer Asked by Richard on August 19, 2021
Q: Morning... you mentioned XYL as on of your 4 favourite industrials. Could you update the other 3 for us.

Where would BA fit? Would you consider it a buy? Why or why not...

thanks, Mark
Read Answer Asked by Mark on August 18, 2021
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