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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Group - Several weeks ago I asked a question about both Canadian + us banks +Pay pal +Score and so on. The question was that I was watching my profits slowly but surely disappearing in the sector ( I have been heavy into Financials for the last 2 yrs so have done very well) . I wanted to cash out but was advised that with strong quarterly results expected to hold on and everything would work out (I hold 20 % total portfolio exposure). I want to revisit the question now all the companies have reported earning and they continue to drop especially US holdings. Please give me your present thoughts on the sector (both Cad + US Financials+ the overall market its getting ugly and strong earnings are not helping the overall trend downwards. Thanks for your valued opinion . There are several questions here so deduct as you see fit
Read Answer Asked by Terence on May 04, 2018
Q: I am largely an extremely long term buy and hold investor. With respect to tech stocks over the next three decades I see the usual suspects alphabet, amazon, facebook and apple as fairly certain bets over that time frame notwithstanding potential government intervention causing breakups. That said, what other US tech companies would you feel have similar potential staying power for the extremely long term aside from Cognex ? Which 4-5 others would you select ?
I continue to spread the good word about this site. You do solid work.
Read Answer Asked by Vicki L on April 27, 2018
Q: I realize 5i refers to this type of stuff as noise but hopefully you can elaborate a bit about these comments made in the media. Seeking Alpha reported that Amazon might be getting their own type of pay system which will affect PayPal and Square and notice these two stocks dropped off more than the norm on Friday.
MU - Micron - I read the same article as another member about Micron was downgraded with a low target price. The following day, Seeking Alpha posted pictures of Micron's headquarters stating that at this price Micron was a definite buy and they had a good article on all of the great things about it and a high target price I believe of $75.00. Who do you believe?
A regular analyst on BNN - David Price was stating how he felt the market would not hold the February lows and was showing some charts and saying when it got down around the old lows the automated trading would kick in and the market is going to go quite a bit lower. He sees it as a rough couple of months and more or less said that it would be 2019 before things come along. David Price back when oil got down to the $40 mark, some time ago he said oil would be going to $20. He was wrong. Let us hope he is wrong again. Your thoughts.
Read Answer Asked by Dennis on April 09, 2018
Q: Hello Peter,
1. Your reply to a previous question on Stars Group was not very positive yet you indicated it was okay to step in. Please elaborate as the Russian market is a top market, "On the conf. call, TSGI indicated that new Russian banking rules may hinder growth there, one of its top markets. We would be OK stepping in with the decline.
2. Is it better to wait before adding to Shopify? I have about 4 percent position
3. Why is Square surging everyday?
Thank you
Read Answer Asked by umedali on March 14, 2018
Q: Hi 5i team,

Can you help to compare and comment on Square Inc (SQ) and First Data Corp(FDC)? these two company looks working on the similar business and 2 years ago they were similar price and FDC was even higher at some point. FDC revenue is nearly 4 times higher than SQ while market cap is much smaller. Another question is why FDC has so many debt $19.2B, much higher than their total cash of $500M. Maybe this is one of the reason that hurts their stock price ?

Thanks,

Adam
Read Answer Asked by Adam on March 08, 2018
Q: I can't add to my RIF, I can't put more than $5,500 in my TFSA annually, so my unregistered cash account is holding shares that will mean major capital gains. I have trimmed periodically, but currently ATD.B is up 1,068 %, SQ up 119%, NVDA up 324%, SHOP up 207%, BYD.UN up 118%. I am not complaining. I offer 5i my sincere thanks for your advice over several years that has been so rewarding. I tend to hold overly long , so I am wondering whether I should in future sell when a stock has reached, say 40%, and buy another stock? What to do?
Read Answer Asked by Elaine or Gerry on February 20, 2018
Q: Hello,

I realize that you don’t focus on the US market but I have cash to deploy and would appreciate your opinion.
I am looking for 4-5 stocks regardless of sector to buy into this market dip. What would you suggest?

Thank you!
Read Answer Asked by Josette on February 06, 2018
Q: Hello Peter
What are your thoughts on Nomura Instinet analyst comment on CNBC about SQ Inc.
(Payment company Square is "analogous to Amazon or Google in their early days" but Wall Street is valuing the stock all wrong, according to Nomura Instinet)
Thank you always for your valuable advice.
Regards
Claudio
Read Answer Asked by claudio on January 22, 2018
Q: I am considering tax loss harvesting in these companies from my non registered acct.
FIH.UN down 18%
CVE down 22%
CGNX down 13 %
SQ down 24%
Are these companies sells? Which companies would you recommend replacing them with so I don't miss any possible rebounds. OR is it time to move the money to different sectors with better opportunities for 2018. OR these stocks are poised for a quicker rebound and should be held onto?
Looking for guidance here and greatly appreciate your help.
Read Answer Asked by Anna on December 21, 2017
Q: Cleaning up at year end - winners & losers & am left with approx. 200K in a RIF that still holds ICHR, BOTZ (an experiment), VGT, SQ, FB & KXS. I definitely favour US however, am open to your suggestions & expertise. As always, thank you for over 6 years of excellent guidance & advice.
Read Answer Asked by Robert on December 18, 2017
Q: Hi team,
I am back to Square one again. I watched SQ rally hard to the high 40's a few weeks ago when it announced it would accept bitcoin as a payment option for certain customers. That rally faded fast despite the fact that the bitcoin frenzy keeps on going and going. I am not a pure technician in terms of detailed trading parameters but I do follow the technicals for support and resistance levels. SQ is now at $36 which I think is hovering around the 50 day moving average. Is this just a normal pullback and is the buy thesis still intact or has there been some negative news on the stock that I missed?
Thanks again,
dave
Read Answer Asked by Dave on December 14, 2017
Q: Hello Peter and Ryan,
I was thinking of putting money in CME, SQ, GS, GMP (toronto), XAU(toronto), and MOGO(toronto) as a means of getting myself started on investing in bitcoin. Any comments? Lastly, when a company like CMED is reluctant for a takeover, does this normally imply the company is looking for more money on the table or feels it can do it on its own? I know that is a speculative question but in general as it seems CMED is not backing down. Thanks very much.
Read Answer Asked by umedali on December 11, 2017
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