Investment Q&A

Q: In light of the market backdrop & the poor Q on Aug 8 resulting in a 14% haircut that day along with your comments,I humbly and painfully think it will take time for PLTR to recover.Have a 50% loss. of which 66% of shares in my investment a/c & balance in Tsfa.Thinking of selling & replaced it by better stocks like Goog,Amzn,Bam.a,Atd.Please provide u opinion & rank the above stocks starting with best.Please feel free to provide 2 or 3 stocks that u prefer. Please comment on Mgni Q2 results released today.In After Hours it was at $8.61, a drop of 6.82% Again its it timely to sell at some 53% loss in investment a/c and replace with above stocks.Please comment. Txs for u usual great services & views

Q: I purchased VZ about 6 months ago. The thesis was that it was a safe stock to hold during a market correction and it also paid a great dividend. Since then, the stock has plummeted 15% - not much of a safe place to be.
In your opinion, is VZ now a hold in an income portfolio, and is the dividend safe?
Many Thanks

Q: If the latest earnings were viewed as being pretty good, why the 3.6% drop today (Tues)? Somebody reduce their target?
Thanks...Steve

Q: I can't figure out why parex (PXT) has dropped over 10% today. Their recent quarterly was excellent, they are buying back shares like crazy, they have several high impact wells coming on stream in H2, and they started giving a very nice dividend. What am I missing?

Q: hi 5i,
can you give me your top pick for a semiconductor stock for long term hold. and if your pick is not Intel (which I assume it will not be ), can you advise re intel as a long term investment (I like dividends ). also, can you provide advice on Camtek ltd. (CAMT) please (it won't auto populate the "enter company" box above. cheers, chris

Q: Is there any hope for this Cie ! since the share price is on a constant downtrend, should it be sold,kept,or even bought for a longer terme ? Thanks for your excellent site and work

Q: If I was a BAM.A shareholder what would I as an investor receive after the spin off? Is it better to own shares pre spinoff or purchase after? I am not sure how this process will affect the shareholder. Please explain.

Thank you

Q: Hi, do you see Stella Jones as a possible takeover target for a private equity company like BAM or KKR? Please provide a brief description for and against a takeover. Also, can you rate the probability of a takeover out of 10 whereby 10 is very likely and 0 very unlikely. Many thanks as always for this great service that you provide.

Q: I want to thank all of you at 5i for this excellent service that you provide. This question is concerning the takeover offer put up by applovin. Is this a low ball bid? Is it a possibility that another company might give it some loving and bid on it as well (bidding war)? I’m under water so I’m just contemplating when to crystallize the loss. Please deduct as many credits as required.

Q: How did they do with earnings? Would you add?

Q: Noticed some insider buying by the CEO and the recent pop in the price despite lots of negative news headlines….could you go through the long term and short term pros and cons for this stock

Q: Please comment on last earning report and give us a forward perspective.

Thank you

Q: Peter; I’m hoping that the earnings report after hours will be a plus for the morning?? Thanks. Rod

Q: Hello, I saw that there are seven new CDRs from CIBC: Verizon, McDonald's, Nike, Starbucks, Coca-Cola, United Health, and Cisco. Without going into the CDRs versus buying on American exchanges debate, I am curious to know if some of these stocks are worth buying today, which ones, the reason why and in what order (from most compelling to least)., presumably for a 5-year holding period. Thanks.

Q: i would like to have your opinion about buying shares like Amazon or Goog on the Neo exchange.

Thank you very much for your good work Lorraine

Q: For further clarification on my last question about Northwest comparing it’s P/E to it’s historical P/E, the management, recent insider buying by the CEO and price to sales ratio, could you please comment on those particular points and please add on specific the pros and cons of Northwest from your own analysis. Thank you.

Q: Disregarding everything else which of these thee stocks would have the most potential growth over the next three years, thanks?

Q: There has been alot of insider activity with multiple board members putting out nice sums of their own personal savings. It really stands out compared to other companies I watch. Does this set up a strong possibility of an acquisition or possibly something else. Is it worth the risk just based on that.

Q: Hi, Sylogist reports Aug 11. Can you provide street estimates and your expectations, please. Thanks

Q: Everyone, I need to sell GOOG to crystallize losses and buy back in 30 days. What would you buy as a substitute? Clayton