Investment Q&A

Q: Was curious if you had any thoughts on this company as a contrarian investment?
Thanks Gary

Q: In addition to your response to Umed's question " Why Spotify keeps going higher everyday ", Spotify has received few upgrades, last week, most recent as follows:
* June 7, 2018 : Buckingham Research raises price target to $195 from $175 *
RBC Capital Market also has a $210 price target, re-iterated recently by Mark Mahaney, a prominent Tech Analyst.

Q: Hello, if you had to select just one company between AMAT and MU, what would it be? Is there one of these two companies that is debt free? Are they direct competitor? This would be for a long term investment in my TFSA. Thanks, Gervais

Q: Sold FB and have some US$ to spend, can you provide 3 of your current favorites that may provide short term upside from down south please - higher risk is fine? Of the two I provided, which would you choose and why?

Q: Hello team,

There is a lot of debate about how AMD may actually, not in so distant a future, steal the show from NVDA by beating them in their GPU technology as well as other areas such AI technology. So which one do you side with NVDA or AMD? NVDA is a leader for now but would you invest in AMD if you were looking or even faster growth for a similar risk?

Have a wonderful weekend!

Q: Yesterday, I noted your warm response to a question a CRM and, when I looked at what they do, it occurred to me (who admittedly knows little about these new cloud-driven services) that it might be rather similar to SHOP. If so, is their a thought on how to choose a likely winner in this space? Also, I note that DOCU seems to be doing well in this space.

Thanks, as always for you wisdom and guidance,

Bob

Q: Hello 5i,
Would you add to a small position in PAYC after recent weakness?
Please also comment on Q1 report.
Thank you
Dave

Q: I read the blog post on best US dividends.

5) IVZ - Invesco Ltd
4) AMAT - Applied Materials
3) T - AT&T
2) WBA - Walgreens Boots Alliance
1) CAH - Cardinal Health

What do you think of these? If I bought US Cash now to get some exposure are these relatively safe to hold for income and potential growth in the next 1 – 5 years?

I searched past questions on a few of these and I didn’t necessarily see 5i recommending them. Interested to know your thoughts / ranking.

Thanks.

Q: "MKSI" share price dropped more than 7% yesterday, what happened? Shall I hold or sale my position? Is "MKSI" a leader in the sector? or what is their ranking in the sector? Who is holding a leadership role? What is your view to the company's future? Is this a expensive stock?

Thanks,
Lin

Q: Hello Folks:
My only health care stock is a 7% weighting of JNJ. I am considering adding UNH... would you think this prudent with this stock’s PE at 23%. What is your view on JNJ; would it be reasonable to fund a UNH purchase by selling some JNJ or would you use other money?
Thanks again for your “most valuable service”!

Q: in the last week market call 2 senior managers who had CVS as top pick see it lose value stuck by it as top picks with conviction. I don't own any pharma other than Pfizer and like to buy a half position.know itsU.S but guess you will have an opinion

Q: Hi Team, Any views on Zscaler reporting? Is this security worth investing in?Thank-you. Sam

Q: Hello team, From previous responses, you said you like this company. Any reason you know of why ICHR is falling of a cliff? Would it be opportunity to buy?
Thank you!

Q: I asked 5i about WEC in September 2017. I have held it, to my regret. I now seek a FRESH and independent look by 5i re WEC. Sabrient is a quant shop I have followed for a few years and I was alarmed to see them slap a “STRONG SELL” on WEC. Thomson Reuters is mostly neutral although they appear (I think) positive on the future, in that they gave WEC a 10 out of 10 in their section “Earnings Outlook” . A couple of other analysts I read show WEC as a hold or neutral. I show considerable loss on WEC (almost as bad as I have on ENB.ca). Is the drop in value in WEC and other utilities due to actual or prospective increases in interest rates? If yes, do you think the market has now baked all that into current price? Would you hold? (Can't use as tax loss). If you would sell, please suggest 2 or 3 US names to replace it with?

Q: TSEM.us Tower Semiconductor is a large/midcap company in the Semiconductor sector. It didn’t show up in the search box at 5i. What is your opinion of TSEM? Is TSEM suitable for growth or value? Is it priced well today ? Does it operate in an environment that is likely to grow well with good prospects for price appreciation?

Q: Hello, what do you think of HPE as an investment in the US technology sector? What is the company's debt / cash flow ratio? Is the ratio good? If you had to select just one between HPE and HPQ, which one would that be? Thanks, Gervais

Q: How do you like this co going forward. Is it fair value. Do you see any upside. Thanks Alnoor

Q: Hi,
I quite happy with this stock which seems to have tremendous potential and is well liked by various professionals I know. Any Thoughts?

Slainte, Chris

Q: Your thoughts on these 2 co please. If you were to buy one today? Thanks. Alnoor

Q: Should I be worried about this latest Facebook data concern as a shareholder?