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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: Hi group what you view on W - seems to be headed down just before results for 1 st quarter - is it a buy sell or hold and why ?
2 nd question is on GM is it a buy sell or hold and why? (the lack of chips seem to be a big problem going fwd

Thanks for you guidance on these 2 questions
Read Answer Asked by Terence on May 04, 2021
Q: I have some USD within my business account from US client payments. Rather than holding as cash at the current exchange rate, I'm thinking of investing it into something that would produce some yield. It's within my Canadian Corporation, not sure the implications around US Dividends within a Corp?

I see more upside in the individual tickers mentioned, but buying the index is an easier means of setting and forgetting. Any insight or other names that would be of interest? I'd say I'm less open to significant risk with this capital coming from the Corp.
Read Answer Asked by Don on May 04, 2021
Q: I have meaningful positions in Adbe Msft,Amzn...they have all reported what I thought were spectacular earnings each.respectively.The market doesn’t seem to like them ....What am I missing?
Read Answer Asked by Kim on May 04, 2021
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 Peter, what are the expectations for QRVO & ON next week ? One would think that with the chip shortage results for all these companies would be good and reflect max output. Is that the case or are supplies muffled by the most restricted component of a particular end users product ? Thank you.
Read Answer Asked by Paul on May 03, 2021
Q: hello 5i:
I haven't seen a question on ABBV's latest earnings, so if you've answered already, please ignore this one. If not, can you review their latest quarter and particularly the discussion on drugs in the pipeline? I'm considering adding to about a 2% position.
thanks
Paul L
Read Answer Asked by Paul on May 03, 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: Looking at a beat up sector in pipelines. Can you suggest 3 U.S. pipelines that may be interesting and that have potential torque
Read Answer Asked by Chris on May 03, 2021
Q: Hello 5i Team.
I’m thinking of initiating a position in AES or AESC. The former was down 8 cents and closed at $27.82 while the latter was up 96 cents and closed at $108.99. Which one would you recommend? Thank you very much. Your insight is very much appreciated.
Read Answer Asked by Marc 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
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