Q: I am invested in both at the moment , which looks better and should I go to just one position.
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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: I would appreciate your assessment of Sensata.
Thank you!
Thank you!
Q: Hi 5i team,
Could you please comment on IIVI's quarterly earnings and potential going forward?
Thanks,
Bob
Could you please comment on IIVI's quarterly earnings and potential going forward?
Thanks,
Bob
Q: Could I get your opinion on Corsair Gaming and their recent earnings report?
Thanks
Kim
Thanks
Kim
Q: Any thoughts on taking a position in Martin Marietta MLM at this time?
Q: Workhorse has had a very good increase in share price in the last few months. No doubt, it has been part of the excitement with the EV space. The financial matrices are very mysterious to me; can you provide some insight to how their financials are situated. And where do you see the share price going from here? Is this the beginning of a long run of increases or more a bubble? Thanks for your excellent service.
Q: What did you think of the quarter? Buy, sell, or hold?
Thanks
Thanks
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Analog Devices Inc. (ADI $231.63)
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Applied Materials Inc. (AMAT $161.76)
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Broadcom Inc. (AVGO $306.34)
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NVIDIA Corporation (NVDA $180.45)
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Xilinx Inc. (XLNX)
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Advanced Micro Devices Inc. (AMD $177.51)
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ASML Holding N.V. (ASML $742.16)
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United Microelectronics Corporation (NEW) (UMC $6.88)
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Vishay Intertechnology Inc. (VSH $14.84)
Q: Liking the semi conductor and related space, which of the companies listed would you suggest to hold for greatest growth over the next 3-6 months. Provide other companies names if you feel are better
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The Trade Desk Inc. (TTD $52.12)
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Atlantic Power Corporation (Canada) (AT $3.02)
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Digital Turbine Inc. (APPS $4.30)
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Magnite Inc. (MGNI $23.70)
Q: I own all for of these companies, totalling about 4% of my portfolio. I'm happy with all of them but I wonder if there is too much overlap between positions and if I'd be better off consolidating. Could you rank in order of both growth potential and risk?
Q: What's your take on the latest results?
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Rapid7 Inc. (RPD $21.27)
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CyberArk Software Ltd. (CYBR $423.85)
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Cloudflare Inc. Class A (NET $200.91)
Q: I have been recently reading more about the SolarWinds hack and the desperate need for beefing up cyber security. I know CrowdStrike is one of your favourites and you have brought up the potential Arctic Wolf IPO. Just wondering if any other companies are interesting in the cyber security space.
Thanks for your great service.
Thanks for your great service.
Q: My understanding (misunderstanding?) is that MLPs are subject to very high withholding taxes when held by Canadians. From some comments on MLPs I've seen in the past, I had the impresssion that its not always possible to determine the cost of the fees.
1. Does the fact that AMZA is an ETF of MLPs (rather than an MLP itself) change any of this?
2. Is the withholding a fixed percent of the distribution or does it vary based on the make up of the distribution?
3. Is there an account type that would be better or worse to hold this ETF?
Thanks,
1. Does the fact that AMZA is an ETF of MLPs (rather than an MLP itself) change any of this?
2. Is the withholding a fixed percent of the distribution or does it vary based on the make up of the distribution?
3. Is there an account type that would be better or worse to hold this ETF?
Thanks,
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Costco Wholesale Corporation (COST $972.04)
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Walmart Inc. (WMT $100.00)
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Air Canada Voting and Variable Voting Shares (AC $19.77)
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BRP Inc. Subordinate Voting Shares (DOO $78.21)
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Magna International Inc. (MG $61.20)
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lululemon athletica inc. (LULU $198.46)
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Aritzia Inc. Subordinate Voting Shares (ATZ $76.18)
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Celsius Holdings Inc. (CELH $57.30)
Q: Thanks for the great service. I feel like I have become too heavy on tech and healthcare and not well-diversified globally. Can you suggest some small and large caps that you would buy today?
Q: GMDA Positive results ! Have a Jumbo position. Sell or Hold ? Thanks
Q: Could you please comment on their results and outlook.
Would you add to existing position?
Thanks,
Milan
Would you add to existing position?
Thanks,
Milan
Q: Hi, what are your thoughts on LUMN? Thanks.
Q: Good day your thoughts on SACH
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Clean Energy Fuels Corp. (CLNE $2.40)
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Boston Omaha Corporation Class A (BOMN)
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Twist Bioscience Corporation (TWST $28.12)
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Butterfly Network Inc Cl A (LGVW)
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GoodRx Holdings Inc. (GDRX $3.73)
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QuantumScape Corporation Class A (QS $9.03)
Q: I watched a presentation on Saturday where analysts fielded audience company suggestions and whittled them down to a few that they felt could 10 X in a reasonable time frame. I am wondering if you can look at this six and rank based on potential? For the top two, it would be great if you can discuss the TAM, impact of market value and shares outstanding, if they are solving a new problem/creating a new market and quality of management. Basically, why those two?
Longview Acquisition Corp
Good RX
Boston Omaha
Quantumscape
Clean Energy Services
Twist Biosciences
Longview Acquisition Corp
Good RX
Boston Omaha
Quantumscape
Clean Energy Services
Twist Biosciences
Q: Hello,
MKSI had a nice earning report last week, also raised earning guidance for next one. Why the stock dropped meaningfully recently? I have a 2% position, should I hold, sell or buy more? Thanks.
Lin
MKSI had a nice earning report last week, also raised earning guidance for next one. Why the stock dropped meaningfully recently? I have a 2% position, should I hold, sell or buy more? Thanks.
Lin
Q: Please comment on AYX earning. Thanks