Investment Q&A

Q: Can I have your view on Berkeley Lights. Seeing strong revenue growth, cash on hand. Perhaps positive cash flow and profitability over the next 18-24mths..

Q: Lately I've noticed a lot of people on Fintwit commenting about the market switching from growth to value. A lot of them seem to be bullish on IWN. I already own IWO, and have enough cash to also buy IWN. If we are moving from growth to value, would IWN outperform IWO? Is there a big difference between them?

Q: Greetings 5i,

What do you think of these 2 companies? Which do you prefer long term and which do you think may possibly see a better move post Covid (shorter term) ? Would you recommend any other companies that may benefit from any enthusiastic return of summer BBQ parties, sports/entertainment events, gatherings, weddings, etc.

Cheers and Cheers!

Q: MXIM Your all around thoughts for the markets they cater to, competition, revenues, earnings, insiders, debt, cash flow, valuation etc... and your thoughts as a buy today.

Thanks

Q: CRWD reports after market tomorrow. I hold it in my U$ account. Down 7%, probably paid too much for it. Buying US market is not my forte. In U$ account I hold CRWD, CAE, TIXT, in C$ account VGG and VFV. I have a balanced portfolio with a bit overweight tech.
I am considering selling CRWD on news and looking elsewhere for better opportunities. Would like your opinion . Could I have two or three of your top picks for non Canadian securities.

Roy

Q: This company seems to be expanding a lot. I've heard they have really good products. With long time horizon and high risk tolerance, what do you think about tattooed chef as a long term growth play? And how do you think it compares to beyond meat?

(you can take 2 credits for this if need be :) )

Q: The next big move by Biden is Infrastructure . What are areas that will benefit and what Companies would you recommend. ?
Steel, cement, lumber, copper, machinery . Are there companies that rent machinery.? It is rumoured that up to $5 billion will be spent. What Construction companies will benefit. Thanks 5 I RAK.

Q: Haven’t seen a question since January. MDRA looks over sold and the stock has just issued a possible early technical buy signal using scholastics. More importantly this mRNA technology got another “shot in the arm” with the latest data indicting that they may work by STOPPING transmission not just mounting an immune response to decrease the course f the disease while you remain contagious. How well funded is MRNA. How is their free cash flow and their debt load. This technology keeps getting more and more exciting. Malaria, the common cold, HIV, etc!! And if is better maybe even influenza?
For the science geeks: Impact of the COVID-19 Vaccine on Asymptomatic Infection Among Patients Undergoing Pre-Procedural COVID-19 Molecular Screening
Aaron J Tande, MD, Benjamin D Pollock, PhD, MSPH, Nilay D Shah, PhD, Gianrico Farrugia, MD, Abinash Virk, MD, Melanie Swift, MD, MPH, Laura Breeher, MD, MPH, Matthew Binnicker, PhD, Elie F Berbari, MD Author Notes
Clinical Infectious Diseases, ciab229, https://doi.org/10.1093/cid/ciab229
Published: 10 March 2021

Q: Your view on the latest move on convertible notes offering to pay cost of transactions.

Q: I am looking to investing in these sectors in the US market, infrastructure, industrial, aerospace and material. Would appreciate your favourite names.

Q: could you kindly comment on this industry as well as the company thanks

Q: I've heard from acquaintances in the industry that the price of lumber is going to remain high right across Canada, similar to Summer 2020. Is it the same in the US? Is Trex a good cyclical play for Spring 2021? Buy/Sell/Hold?
Thank you, Ian.

Q: Do you have a suggestion or two for a growth-oriented international ETF, that does not contain Canadian stocks, to put in a TFSA for a very long-term hold?

Q: Hello Peter,
Can you help me choose between the two for an industrial sector addition? Both are hitting 52 week highs and am wondering if I should wait to see if they revert to the mean along moving averages.
Thanks in advance for your recommendation
Regards
Rajiv

Q: What is your opinion on this company?

Q: Do you feel FDX stock has run it's course for the next 12-18 months. trying to decide if funds would be better allocated elsewhere?

Q: Do you think PYPL or Visa has a stronger outlook for the next 12-18 months?

Q: Hi 5i,

BUZZ [VanEck Vectors Social Sentiment ETF] invests in stocks of USA AI-selected stocks with the most positive sentiment from online sources (i.e. social media, news articles, blog posts, etc.) -my summary. ~ 5-Year Performance: S&P500: +95%, NASDAQ: +182%, BUZZTZ: +234% -my calculation.

This makes me pause; recent article are doubtful this performance can continue; what are your thoughts? Thx.

Q: What are the prospects for Apple over the next 12 months with this market rotation occurring?

Q: Hello Peter,
I am thinking of taking a speculative position and would like to choose between the two, unless you suggest another one that you would prefer in the EV batteries domain.
Regards
Rajiv