Investment Q&A

Q: I thought I heard a report that US banks would be allowed to resume share buybacks and resume or increase dividends effective June of this yr. Is that correct?
Thanks

Q: Could I get your current opinion of this stock please.

Q: What stocks would you look at that could be expected to benefit from the apparent shortage in chips? I have a 3-5 year horizon.

Q: I have a 2%-or-so cash position that I had earmarked to buy AAPL, but I was wondering if it might make more sense to double my existing 2% position in CRWD. Alternatively, I could initiate a position in NVDA. Any thoughts?

Q: I'm looking for tax-loss proxy ideas for GH and TTD.
Thank you!

Q: On April 19 you responded to a question, stating the SI of GME was 19%. Where do you get that data. And is it the same today? Thanks

Q: Hi Peter
please comment on ITB iShares US Home Construction ETF.
The Pros and Cons of owning it.
Buy, hold or sell?
Thanks Ronald

Q: Good morning,

What are your thoughts on PLAN in this market environment? WOuld you be comfortable taking a position at this price?

Thanks as always

Dave

Q: Hello,

What are your thoughts on Yeti? Is it too pricey or worth starting a position? Is this a cyclical stock?Thanks. Shyam

Q: Hi 5i Team,

Can you please provide your update commentary on SEDG and whether you would consider it a good investment right now? How would you compare it to some of the other companies in the renewable energy space?

Thanks,
Jon

Q: Is there hope for this company?. Insiders are selling since the end of the lockup period in march. Down 15% today after earnings. Is there something wrong with their business model in telemedecine? Hold, sell or buy ? Thanks for your good work.

Q: Thoughts on earnings?

Q: So this new crypto etf has about 60% of weight in its top 10 holdings with Coinbase on top. I'd ask for any initial view on its setup or other comment you may have and whether this may become a preferred way to invest in cryto at some point. Thank you - Ken

Q: Hi Guys
Do you see value in SLQT at the current price for a long term hold?
Thanks

Q: Hello Team,
How would you rank AMZN, GOOG and NFLX, given their current prices and a reopening world and why?
Thank You,
Barry

Q: Who do you like best in The Cyber Security world?
Thanks

Q: Hi Peter, can I have an updated view on PZA for Q1 from last comment please? I'm thinking of replacing it with DPZ. Your thoughts? Thanks!

Q: HI
Can I please get your opinion on GE for a 2 years hold.
Thanks

Q: Curious on your thoughts with Gentex. Wondering if it's a buy at current price and outlook going forward.
Thanks Tom

Q: As I watch the growth stocks in my portfolio get crushed I can't help but also feel excited at the buying opportunities that are being created for others I thought I had missed. With the Nasdaq only 1200 points off its high and companies like TWST (down 57%), LMND (down to 60%) or BOMN (down 50%) or NVTA (down 55%) it is undeniable that many of these stocks have been revalued.

My question pertains both to these specific companies and smaller caps in general. Do you think companies like these are close to finding a floor meaning that it is time to start buying in tranches as they inch down or do you consider it more likely that we need a major sell off and full capitulation?

With these specific companies, what would be an entry price that makes sense for each for the first 1/2 and then a full position. (ie buy a 1/2 of LMND at 75 and then full at 60 if it gets there).