Investment Q&A

Q: Hi 5i Team,

Hope everyone is well.
Palantir has run up nearly 50% in a week or so, would you be buying it today.

Thank you,

Pat.

Q: Peter; In your past life would you think the high volume and rapid price escalation indicates takeover speculation? Rod

Q: Looking to buy a stock in the clean and green space. Came across Capstone Turbine (CPST). Could you please comment on it

Q: nke or ulta to buy Today for a long term hold, and why
or do you have a better name to buy.
selina

Q: Hi Team,

What are your 3 favorite value stocks in Canada and 3 in the USA?

Thanks!

Q: Your thoughts on these 4 new IPO: MCCafee, Palantir, Amwell & Doc in Canada and not too popular old techs services: sensors' testing and measurement SMTC Corp (Canadian Co. but no listing shown in Canada only US) and Vishay Precision Group. Thank you!

Q: Hello 5i
Could comment on the prospects for Textainer (TGH )please?
Thank you
Dave

Q: Do you think it is a good time to buy Starbucks?

Q: My US holdings are COST, VEEV, ABBV, NVDA, U, PLTR, GOOG, V, BABA and would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.

Thanks

Dave.

Q: Could you provide me with 3 U.S.A. based Industrial sector companies that have reasonably solid financial positions and good potential growth. Thanks.

Q: Pls comment on the potential of PSNL for its business. Thank you.

Q: I have a position in BSX in my daughter's TSFA account. It seems they have pulled one of their drugs recently, and the stock is down. I'm just wondering if you could commit on this company; and whether I should continue to hold it. (It's for a three year hold). Thanks so much!

Q: I know this company has just been listed on the New York Stock Exchange. And I believe 5i views it quite positively. Can you tell me why are you feel it is a good stock to buy and what are its prospects for the future. I believe they have been around many year's and are not that profitable at this time. Could you give me some insight into the company.
Thanks John

Q: Hi 5i,

Surprised by the big fall today. They had a good quarterly results 2 weeks back. why the fall today. Can you clarify.
Thanks always,
Vinod

Q: I have been investing for a long time, and have always looked carefully at the p/e ratios and other valuation metrics of stocks that I have bought. I've always felt that the valuation of a stock matters. I read 20 or 30 years ago that the ultimate value any stock holds is the long term ability to generate profits and return these to shareholders in the form of dividends. Lately, it seems that a lot of that is being ignored. There are so many well owned, highly regarded stocks that aren't even profitable on a GAAP basis, and p/e ratios are non-existent in many cases because the company is losing money. I like growth stocks, but it just seems to me that there needs to be some kind of reasonable valuation factored in as well. Many of these high flying tech stocks are now trading at multiples of sales instead of non-existent earnings, and many of those at 20, 30 or more times sales. I know that you like a lot of these, so no need to specify any particular stock. I can see that these companies are growing revenues rapidly, but it can't be as simple as that can it? The revenue is going up 40% or 50% or more a year, and it's a good business, without a ton of debt, so it's a buy? Isn't there some kind of limit? Not trying to be critical - I own some of these high priced tech stocks myself. Some of them, I just can't get my head around what looks like astronomical valuations. Thank you for any comments or insight.

Q: I am looking to buy semiconductor company. Was wondering what you thought of the three that I have been following. Could you please rank them in order of preference and if you have one or two others you can include It would be appreciated.
Thanks John

Q: Do any of the mega tech names stand out as good buys ? I’m contemplating buying MSFT.

Q: I am looking to buy a position in U.US (Unity Software), but I need to sell one of the other listed companies to raise the cash to do this. Which one would you sell (or trim) to do this, taking into consideration this would be a long term investment. I am looking for maximum share price appreciation. Thanks

Shane.

Q: My financial sector weighting is low. My only holding is GSY, thanks to 5i. Can you please provide some insight into this US bank. Nice to see Peter once again on market call, adding some lightness and a bit of humor to BNN’s very dry program.

Q: Back in May I asked a question about DXCM. It was in the low $400's then and it has since fallen to the low $300's. Do you know the reason for the decline and what do you think of it now? How "expensive" is it now/would you buy? (I never ended up getting any and am thinking of stepping in now)