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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: Currently I own all of these semi conductor related companies in my taxable account. QCOM, AMD and MRVL are still at a loss since the March downturn. All others are in positive territory, especially SMH. Should I continue to hold them all as core holdings for the long term or would you trim or delete any? Is it still a good idea to hold SMH because the ETF owns a number of companies like ASML, AMAT, an MU that I do not hold?
Read Answer Asked by Maureen on May 04, 2021
Q: Hi 5i team,

Further to Dave’s question on Jan 22/21, can you please add ClearField Inc (CLFD) to your database.
The recent quarter appeared to handily beat again, can they continue their impressive growth rates going forward and specifically, post pandemic? Would you start an initial (⅓) position? Is there anything concerning in their financials (P/E, etc) that would make you cautious? The Q2 release mentioned possible supply chain issues in the near term, is this concerning to you?
Given the higher Cdn $ these days it seems like a good time to buy some US stocks.

My other choice is Abcellera (ABCL) which has fallen quite a bit in the last 3 months. Any specific reason for the decline other than vaccines are more widely available/distributed.? Any preference between these two? I don’t own either stock currently.

Appreciate the work the team does!!
Steve
Read Answer Asked by Stephen on May 03, 2021
Q: without any health positions....what would recommend as across the board encompassing stocks. I am open to cdn or us.
Thank you.
Read Answer Asked by Maureen on May 03, 2021
Q: PINS where it is today; TWAIWAN SEMI-CONDUCTORS where it is today;
3 months from where they are today - which one will be higher? Second time around with PINS it was a pick on Market Call a couple of years ago and so I am thinking of taking the loss again and moving on. Answering this question will provide me guidance. I notice a lot of stocks have a big pop after earnings and then give it all back (eg. SHOP). What is your take on this? Relying on your good advice.
Read Answer Asked by Dennis on May 03, 2021
Q: We currently own WSP TT XEBEC in industrials and would like to add one more US industrial stock what suggestions would have first being the best?
This much
Marse
Read Answer Asked by Marcel on May 03, 2021
Q: Apple just recorded a blowout quarter, over 50% growth. Looking at Apple's valuation, up to now, I felt it was overvalued given the low growth rate. Given that 5i typically recommends other tech stocks, perhaps you too shared this opinion. I was equally surprised by the market reaction, little share appreciation. So, was everyone expecting this? Why didn't I get the memo?

Thank you for everything you do.
Read Answer Asked by Leo on May 03, 2021
Q: Hi 5i Team. Thanks as always. I'm looking to start some positions in the USD side of my TFSA over the course of the next month or so. I'm particularly interested in good growth opportunities in the following sectors: Technology, Healthcare, Industrials and Communications. Can you suggest a few US stocks within each of these sectors that are some of your best ideas right now? I am open to all types of suggestions, but already having a few larger caps (MFST, ABBV, LMT) I would prefer small or mid-cap suggestions where possible. Please take as many credits as necessary - thanks again.
Read Answer Asked by Brad on May 03, 2021
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