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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: Hi 5i,
My NVDA has doubled since buying ealier this year (thanks!). Do you think I should sell half to buy some INTC now that they are getting into the GPU market as well? (I also hold TXN, PHO in the chip space and many other tech names so am quite diversified). I am just wondering if INTC might have better growth rates than NVDA or if NVDA is a bit priced to perfection right now.

Thanks!
Read Answer Asked by Wayne on November 14, 2017
Q: On your Sept 25th response to my question about AQA you noted that they need to raise cash in order to finance development and you would like to see more insider ownership.
If I understand Aquilla's Nov 9/10th press releases they have now raised some cash. Do you agree and do you think $10 million will be sufficient for the next 12 months or will more money be needed in the interim?
Has insider ownership changed? Is OBL considered to be an insider now that they have one board seat and 14% ownership stake?
They note in their press release that project is "high grade polymetallic". Do you think this is an overstatement? I always thought they had a low grade deposit. The market capitalization is somewhere around 70 million dollars which seems about right to me. If it was higher grade I would have thought the capitalization would have been higher.
Thanks
Jim
Read Answer Asked by James on November 14, 2017
Q: Following up on recent questions about PTE.
I am also very surprised by the share price weakness. Since hitting a high of $1.50 it has continued its growth path, paid off debt, signed record sales deals, had coverage initiated, been featured on several subscription services, and been subject of discussion on market call numerous times. Yet the stock seems to have lost its steam.

I realize being discussed on BNN shouldn't be a metric but it seems like PTE was on the brink of being 'discovered' only to have the stock price decline while the company continues to perform.

Are you able to comment on any recent institutional or insider buying/selling?

Thanks.


Read Answer Asked by EVAN on November 14, 2017
Q: A while ago you had an article on various pair trades. One of them was short MAT and go long TOY. I was already long TOY so added MAT as a short as I wanted to add a little downside protection to an otherwise balanced portfolio. It was working for a while until the merger/takeover talk. Should I cover my short on MAT, or wait to see if the deal goes through? Do you see MAT raising further in price if the deal goes through?
Read Answer Asked by Steven on November 14, 2017
Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.


Thanks Valter
Read Answer Asked by Valter on November 14, 2017
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