I unfortunately bought into Shopify and Apple right before the big tech sell off on Friday and today, and as such I am down quite a bit.
I know the financials and growth prospects of both companies are VERY strong and a rebound is likely within the next month, so I am wondering whether this is an opportunity to buy these stocks at a lower price. My sector weighting in tech is currently 12% (I am in my mid twenties with a higher risk tolerance), so I am also wondering whether you think I should instead sell to cut my losses if you see this correction continuing long term.
Q: How bad is the news that caused a 15% drop today. Is this stock ever going to recover? Do you still consider it ownable for the dividend and growth.
Q: In view of the joint venture announced this week with Emerald Health, would VFF be a safer bet on the marijuana sector, since they have more than one business? If VFF pulls it off, the profits could be significantly higher than their current business.
Q: Hello team,
I hold positions in VIG, VE ZQQ and CDZ. The ETF portfolio reads "trim 4% VIG/IWO and initiate VGT/XLY, 2.5% VE and 1% CDZ. Should I add to XQQ instead of initiating VGT?
Q: I realize you are not big fans of covered call strategies however if an investor is in a situation whereby they want the income only and do not care allot about the underlying growth in the ETF, is there something really negative about these funds that I am missing? Would an investor end up paying more tax compared to a straight forward dividend ETF?
Q: Strong downward move recently. Would appreciate your current views. Full position held in trust for children w/5 year minimum time horizon. Agressive growth is goal. Thank you.
Q: Hi,
I currently don't hold any tech. With the drop last week almost sector wide would you think this is a good entry point? I'm long term (at least 3-5 years), fairly comfortable with risk. What would you recommend? Any drips available will be utilized as well.
I have fairly large gains in the fang stocks as well as with Apple. With the Nasdaq taking its second consecutive beat down today, Would you be inclined to take profits. With Apple being down close to 8 percent in two days ( due to downgrades, ostensibly), in your experience. Does a stock like this rebound the following day? Also, do you think the sector shift away from tech could be an enduring trend?
All of the aforementioned positions are at 5-6 percent holdings.
What I'm getting down to is : sell today, or wait for a rebound ? I understand the former involves a degree of market timing, but surely with your many years in the industry, you must have some flair for such events.
Q: Would you kindly give your opinion on whether I should continue to hold both LITE and VIAV, and their future prospects? Are these a long term (3-7 yr.) hold?
Q: Enghouse off over 10% today. Apparently some analyst at Goldman Sachs suggested we might be in a tech bubble and suddenly everyone is dumping all tech stocks. What do you think?
Q: Hello 5i,
Can you please provide your opinion of ALIGN TECHNOLOGY, (ALGN). Is it a good choice in this sector? and or can you please suggest another company in this sector.
I'm a medium risk investor. Thank you for your great service!
Q: Hi, Shopify will be added to S&P TSX composite Index, after close of business, June 16, 2017. How many shares will be needed to fulfill the demand next week, in your estimate ? Thanks
Q: Hi Peter, Ryan, and 5i Team
Legend Power Systems seems to have some potential. Would you please share your thoughts on this company. It seems like a good investment. Thank you!
I am thinking about adding to my position in Spin Master. Stock is is dropping a little, with slightly higher volume/erratic trading. I agree with Ryan's comments on the digitization of toys, and they have some valuable brands making good traction, etc. Can you comment on the trading, the stock dropping, you outlook for a target price, etc. Thank you.