Investment Q&A

Q: I own shares in this company, but I get vibes of the last .doc bust. I hear bubble, I see bubble, but I also see major strategic AI infrastructure investments.

Is this still a hold for the next three years <very hard question>?

Q: NYSE Coherent Corp. (COHR)

How many other competitors are doing the same thing as COHR?

Do they have a moat.

Thank you.

Q: Big sell off yesterday (Thursday). Justified? Are things this bad? Buy, hold or sell and why?

Q: Hi,
What are the pros and cons to own LITE at the moment? Is it a buy or a wait-and-see right now? Thanks again.

Q: Hi Research Team

I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal

Q: Can you comment on Coherent deciding to walk away from the offer by LITE and to pay a 217M penalty fee. LITE is up substantially since the announcement. Does this mean if the deal had gone forward, it presented serious risk to LITE and the market was relieved the bidding war ended this way? How significant is the 217M fee? How do you rate LITE going forward?

Q: Hi 5i Team,
Lumentum reported preliminary 2Q result share dropped 11% yesterday.

Pls comment it’s future outlook and also your view of the Coherent acquisition announced today.
Should I continue to hold?
Thank you for your professional advice.

Q: Hello 5i team,
I'm looking for small companies in the Science & Technology field.
Could you give me names in the Health/Bio/Med sector: 3 in US, 3 in Canada
Ditto in Tech/Soft/Serv?
Thanks and keep well
Antoine

Q: I have owned Russel 2000 Growth, as per your model growth fund for several years and over the long haul it has been a good performer. Thanks so much as usual!

I have recently read a couple of different articles referencing the potential for small cap value to perhaps outperform the market over the coming period of economic growth (ever the optimist). In particular, Simon Consable's article yesterday in the Wall Street Journal "Small ‘Value’ Stocks Are Down but Not Out" These stocks are still amongst the markets biggest losers year to date. What are your thoughts on this hypothesis and would adding the Russell 2000 value be a reasonable way to play this? Are there any individual stocks that you currently like that would fit this thought that are yet to rally?

As always, thanks for the great advise and service,

John

Q: How do you rate these companies? How does future look for them? If selling one, which would go?

Q: Any news why LITE is down today? What's your take on the company - sell, hold or buy?

Q: Hi- can I have your quick analysis of this tech - its been on a tear

Q: What to do with LITE? Have small position. How much of a blow is news and downturn today? Is it overdone and eligible for a rebound?

Q: Hi 5i,
Lumentum Holding did not report great quartly result, but the stock rebounded strongly after that.

What is your thought on the future of this company?

I held this stock at a 20% loss, small position, I know you do not like average down, but in view of the momentum of the stock, would you think it is time to add a little more to a reasonable weighting?

Thank you for your great service as always.

Q: Is the price movement excessive based on the news? It probably does not help the poor sector momentum.

Q: Hi Peter and Ryan,

Pls comment on LITE quarterly earning report and outlook.

Should I continue to hold this stock?
Thanks for you advice as always.

Q: I thought LITE's earnings and guidance were very strong. The market seemed to agree and the stock was up 5-6 pre market.

Then trading happened and the stock was at one point $3 lower and finished $1.3 lower.

Can you provide an explanation from a pros POV?

Thanks

Sheldon

Q: Hi Peter and Ryen,

Can not find any reason why Lumentum Holding stock price reversed to drop more than 7% (at the time of writing this). I own this stock.

Do you know why?

Thank you for your help.

Q: Hi Peter and Ryan,
Pls give your thought and update assessment on
Lumentum Holdings after Department of Commerce in US banned some of the communications equipment company from dealing with Chinese company ZTE.
What degree of business would affect LITE?

Thanks for your help.

Q: I have US $ Portfolio: FB,SHOP,CGNX,AMZN,NVDA,SQ,NFLX,MA.
Yesterday I sold all of CCGNX because of down trend and Dead cross on
EMA50 & EMA200. I have around 20 K US$ from the sell.
Please suggest some some US stocks to replace CGNX that you would buy
right now or should I wait for change of trend to up to repurchase CGNX.
Andrew