Q: Hello 5i friends - Thought this might be a good holding for using Canadian dollars to invest in semi's valued in US dollars as a portfolio currency diversifier. The subscription is small at this time but this is a new ETF. First, do you like the holdings and their weightings, would you expect this ETF to attract investment over the next year or so in order to satisfy your standards for a sufficient level of investment, do you have any comment regarding the MER and finally other than the low current investment level do you have any cautions to offer. Many thanks for your input. Ken
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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: Your thoughts on SPGI
Q: Endo Pharma tanked on Friday (down one-third) after announcing the hiring of a Restructuring Advisor. Do you think they will survive?
Of course, this revives the "will Knight ger Paladin" question.
I have always thought Endo would never sell to Knight because they would be embarrassed after paying so much for the company to Goodman and Co...
I guess it's now if ever...
Of course, this revives the "will Knight ger Paladin" question.
I have always thought Endo would never sell to Knight because they would be embarrassed after paying so much for the company to Goodman and Co...
I guess it's now if ever...
Q: Both AMD(acquirer) & XLNX(acquiree) have great results on July 26 & 27 prompting them sharply to New Highs.Then Biden's antitrust crackdown on Aug 5 hit both hard.Also tensions between USA & China. China can thwart mergers of U S companies if they have significant presence in China. In view of foregoing,is it ok for me to buy AMD?.The merger is expected by year end & is reportedly a good marriage & will result in taking data centre business from INTC. Txs for u usual great services & views
Q: I initiated a half position in NVDA recently when it dipped below $200. I know you really like it. I see that the US is asking Taiwain to help with chip shortage and the last 3 months TSM has lost ground. Two questions: Between the two which would recommend to add/start a half position for 1. Short term and 2. long term? Thanks again.
Q: Sonos has pulled back from the surge after the Google patent news win. What are your thoughts at these prices and can you also comment on insider activity? Thanks.
Q: Hello 5i extraordinaries!
I am down 30% on APPS and while I realize August has been hard on growth performers should I be concerned? Do you know of any material reasons why? Are you still bullish on it?
Many thanks for helping us all sleep at night!
I am down 30% on APPS and while I realize August has been hard on growth performers should I be concerned? Do you know of any material reasons why? Are you still bullish on it?
Many thanks for helping us all sleep at night!
Q: This stock has recently been brought to my attention. Could I get your thoughts?
Thanks, Lesley
Thanks, Lesley
Q: What are you thoughts on Accenture's business (ACN)? Seems to be steadily growing over the years, and has seen alot of share price appreciation since Covid. Could you provide your insight on earnings, moats, management, growth, future runaway etc.? Thanks as always
Q: Hello
With the current chip shortages, what is your view on Lam Research.
Is it a good hold for the next 5 yrs ? And at what price do you consider a good entry point? Or would you rather recommend another semi conductor company?
I hold TRP and I want to know if you see it as a good hold as an income stock?
What is your general view on the company going forward.
Thank you
With the current chip shortages, what is your view on Lam Research.
Is it a good hold for the next 5 yrs ? And at what price do you consider a good entry point? Or would you rather recommend another semi conductor company?
I hold TRP and I want to know if you see it as a good hold as an income stock?
What is your general view on the company going forward.
Thank you
Q: Would you consider REGN to be a buy at this level or is there a better choice in the sector?
Q: Can I get your opinion on SD. Isn't it trading at a very low multiple of cash flow, also sitting with a lot of cash? If so, what do you think they will do with their excess cash going forward? What do you think are their future prospects re share price.
Q: Hi Folks,
in my RRSP account I have PFE and ABBV - I am thinking of selling some PFE and adding to ABBV to bring each weighing to 10%. Currently 14% and 7%. Would you recommend ABBV over PFE at this time?
Thanks
in my RRSP account I have PFE and ABBV - I am thinking of selling some PFE and adding to ABBV to bring each weighing to 10%. Currently 14% and 7%. Would you recommend ABBV over PFE at this time?
Thanks
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $166.31)
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MEDIFAST INC (MED $11.69)
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Magnite Inc. (MGNI $16.32)
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.
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.
Q: Curious about your thoughts on VZIO as they approach their all-time low. Do you consider the company undervalued at sub $18-$20 per share?
Q: HI 5i team,
Which of the two cloud companies would you consider the better investment and why?
Thanks.
Ken
Which of the two cloud companies would you consider the better investment and why?
Thanks.
Ken
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Amazon.com Inc. (AMZN $246.47)
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Twilio Inc. Class A (TWLO $132.01)
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ServiceNow Inc. (NOW $142.64)
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Avalara Inc. (AVLR)
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CrowdStrike Holdings Inc. (CRWD $466.99)
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Cloudflare Inc. Class A (NET $186.39)
Q: HI, 5i team,
What are a few of your best Cloud Companies.
Ken
What are a few of your best Cloud Companies.
Ken
Q: Interested in buying semis here…can you give me your thoughts on TSM and QCOM? Is there a preference and is there much/any overlap in their businesses? Thank you.
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!
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!
Q: Can i please have your analysis on this company's recently announced earnings. Do you see continued growth? Any thoughts and comments would be appreciated. Thanks.