Investment Q&A

Q: Dearr 5i
What are the expected earnings growth rates for AMAT , AMD and NVDA over the next 1-2 years and which would you recommend for an RRSP assuming a balanced portfolio .
Thanks
Bill C.

Q: I just received an email from Citron talking about SDGR. They feel it is the second coming of TSLA but of course, in a different industry.
They are a brand new IPO and are up 20% today, but would this be worth purchasing in the event that it pulls back to prior to the letter and held for a period of time.
In a nutshell they recap it thusly:

"Through use of artificial intelligence and a world class scientific team that is unmatched by ANY public company, Schrodinger has created a software platform that integrates predictive physics-based methods with machine learning to become the leader in molecular simulation that 1) reduces the average time and cost required to identify a drug development candidate and 2) increases the probability of drug discovery programs entering clinical development.

With the global pharma industry spending approximately $180 billion on R&D annually, this innovative software platform is completely disrupting the drug development process."

Would you invest in this concept yourselves, once you research more about it.? I know its not a p/e , value play it may or may not be TSLA of 10 years ago.

Thanks

Sheldon

Q: Do you have a view on this company. Many years ago in a previous job I dealt with them extensively but do not recall them pushing their public company status. My experince was they tended to regularly buy out rising competitors. Looking for analysis of the key metrics.

Q: I was wondering what US stocks will do well in the short term.
-Jay

Q: Do you have a preference here or do you prefer a different semi conductor ETF? Tha nks

Q: Looking to increase my American technology positions. I'm interested in taking a position in Adobe. What do you think the future holds for this company, short term, (1 year) and long term (5 years). I'm trying to decide between ADBE and MSFT. Which do you think is the best investment or would you buy both? Would they complement each other? Are there other U.S. tech. companies you like as well or better?

Q: While you have not been particularly enthusiastic to this point, I would appreciate your analysis of their latest results. Clearly the market was very impressed as it cracked both the highest gainers and most heavily traded lists yesterday.

BEVERLY, Mass. and TORONTO, Feb. 19, 2020 (GLOBE NEWSWIRE) -- Hamilton Thorne Ltd. (TSX-V:HTL), a leading global provider of precision instruments, consumables, software and services to the Assisted Reproductive Technologies (ART) and developmental biology research markets, today reported preliminary selected unaudited financial results for the fourth quarter and year ended December 31, 2019.

Based on preliminary unaudited results, 2019 revenues increased 21% to a record $35.3 million with adjusted EBITDA for the year of approximately $7.1 million (14.6% year over year growth). Fourth quarter sales increased 34% to $10.8 million, with adjusted EBITDA estimated to increase 27% to approximately $2.2 million. Organic growth on a constant currency basis was approximately 15% for the year and approximately 20% in the fourth quarter, largely driven by sales increases of equipment and consumables. Gross profit margins were approximately 53.8% for the year and 56.4% for the fourth quarter.

Q: Hi,
I would welcome your thoughts on this - the MER seems high, but then again, so is the dividend, both of which makes me wonder if there are better options out there? Or, is this a solid investment? Always value your insight!
Dawn

Q: I'm a big fan of tech.

NVDA was my first chips play. The semis look very cyclical.

So I almost have a double with NVDA.

Not sure whether to take some off, half off.

I don't think that this is going to do a SHOP or a TSLA.

Your thoughts please.
Mark

Q: Hi Peter, Ryan & Team,

What are your top 3 US stocks, regardless of sector, that you would recommend?

Thanks.

Q: Hi Team,

What is your view of this company and it's current valuation? There is a lot of interest in this sector but I believe there is a strong secular tailwind in alternatives with these persistent low interest rates.

Thanks

Q: Currently have CNR, CAE, WSP and SIS in my Industrial Sector of my portfolio - I would like to add a couple of US names to compliment these - can you recommend some names that I can take a look at ?

Thanks

Q: Can I please get your opinion of Applied Materials (AMAT). Thanks

Dave

Q: Hi, Can you name a few companies say 3 Us and 3 canadian companies who have been prolific in creating value for their shareholders either by buying back shares/not increasing their share count while growing consistently. A small dividend if applicable but leaning more towards growth in earnings. Preferably with some sort of monopoly or advantage in their field. Thank you.

Shyam

Q: IWish to get a position in this area of the tech space,and would appreciate your input as to the best of the group.
Doug

Q: Can you comment on PPL Corp earnings and what you think of the stock go forward i.e. continue to hold, add to position etc.?
Thanks.

Q: I am looking to increase my Healthcare sector and recommendations be at this time for stocks or ETF in this sector?

Q: Medtronic has released earnings slightly better than expected and the stock has dropped, your thoughts please.
Thank You
Peter

Q: I have neither Telaria or Rubicon Proj. but I would like to start a position. With the merger between them how would you play this? Buy both before the merger or buy one and why. What happens after the merger? Do you think the merger makes good sense ?
Thanks, Peter

Q: Hi 5i Team; what are your short term (6 mos) and long term view of CRM. I am interested in growth with some risk. As well I would like your suggestions on any other US stocks with good growth prospects. Thanks for all your previous help.