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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: Good Morning
Do you see an apparent rotation away from tech stocks as a concern? There has been current weakness in some of your favourites such DOCU, VEEV, TEAM and AYX despite recently posting good numbers. Would you lighten up on any particular names or do you see the basic growth thesis intact.
Thank you
Read Answer Asked by Marty on June 08, 2020
Q: I am going to trim my position in BEP to 6%. With the proceeds I plan to purchase either TEAM or DSGX. I would appreciate your thoughts.
Thanks ram
Read Answer Asked by Ray on June 08, 2020
Q: Hi 5i, acknowledging these are all different companies, but would like to hear your thoughts on them and how you would rank them.
Thanks!
Read Answer Asked by Haifeng on June 08, 2020
Q: Hi,
I would be interested in your comments on this company. It seems to be growing well, with a recent announcement of a big increase in earnings. However I am somewhat concerned about the fact that Huawei is on their stated list of customers. Will the recent threat from Trump to limit sales to Huawei have a large negative effect on Inphi? As a small cap, do they have a lot of debt? I found a Debt/Equity figure of 1.37 on Finviz.com, but am not sure how to interpret that, given that they currently show a negative income. Many thanks for all you do to keep us on the right track!
Dawn
Read Answer Asked by Dawn on June 08, 2020
Q: Harry asked an interesting question about investing in US Tech stocks and wanted an ETF. I did a 52-week comparison of the performance of the 4 mentioned Tech stocks with the ZQQ ETF. If my rough calculations are correct, one would have almost doubled their money with these 4 stocks compared to the putting the same money in ZQQ over the last 52 weeks. Past performance is no indication of the future, but I would like your thoughts on buying these 4 now versus the ETF. In my situation I would put 5% of my investments in these four and currently well diversified and a good chuck of fixed income (>30%). For me maybe okay (your thoughts please) but in general would this also apply to most investors. Please respond to my situation and the general situation if you can please. Thanks so much. Dan C.
Read Answer Asked by Danny-boy on June 08, 2020
Q: Hi 5i,
Looking to buy back into gold and looking at mid-cap to smaller companies. Would you prefer one of the above companies or is there another name or two, that may be good for a long term hold?
Thank you
Read Answer Asked by Terry on June 08, 2020
Q: Looking to add some tax efficient income to an otherwise well diversified portfolio. What do you think of the above mentioned ETFs? Could you suggest a couple of more?
Thank you!
Read Answer Asked by Carlos on June 08, 2020
Q: I am still confused by this merger and your answers to other questions. The company says Canadian shareholders should use FLTR and those shares are trading at 11,400 GB (pounds) which makes me suddenly a multi-millionaire. You said we should be using PDYPF or PDYPY depending on your answer. Is the PDYP? a half share, so the 225 shares of FLTR that I have is actually 450 units of PDYP?? Then the other question is what currency is this? It appears to be USD. If so, any way I cut it I've made a huge amount from The Stars Group, or maybe I've lost money. Thanks for your help in trying to put a value on these shares.
Read Answer Asked by Earl on June 08, 2020
Q: FYI No investors'love,but did well these 2 days after Q results.However co.loves as bought back 3m shares =$17.6m during the year.This morning Desjardins recommends Buy with a TP of $7.50,the CTP is %7.13.Its reasons are cheap,6.12% div(recently increased),diversified sources of revenue & big cut in costs which will generate free cash flow..Also co states a recent agreement with DOL for in store music & digital display solutions for its 1300 stores.
Read Answer Asked by Peter on June 08, 2020
Q: Really perturb with the performance,or should I said non-performance,of GUD especially with the recent downturn when the N.A. markets had rallied so much from the March lows.It delayed report of Q till June 26.Please comment & maybe have to wait till 6/26 when its results will include its big acquisition.Txs for u usual great advices & services
Read Answer Asked by Peter on June 08, 2020
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