Investment Q&A

Q: Hello 5i Team,

Could you please comment on NOVT earnings and guidance, given the 11% drop in share price.

Would you consider it a SELL, HOLD or BUY? Are there better options in this space?

Thanks in advance for your always helpful advice!

Q: which small and midcap robotic companies stand out for future growth

Tx Dick

Q: Hello 5i

Could I have your current thoughts on CGNX please ?
Are increasing costs and inventory an issue (considering recent price action) or more likely just general market malaise / sell on news ?

Would adding to an existing holding seem premature at this stage ?

Thanks

Q: Hi 5i
Just noticed the after hours 11%drop - anything to worry about or just "after hours - don't worry about it" trading ?

How do you see CGNX in the current environment ?

Thanks
Mike

Q: Hi 5i Team,
Pls comment on Cognex ‘s earning and guidance, and the company going forward.
Should I continue to hold?
Thank you for your great advice as always.

Q: Hi 5i,
Considering their latest results would you consider adding at these levels to be a reasonable move?

You overall thoughts ?
Thanks

Q: The Finance section of the current issue of the Economist magazine has an interesting article on surging capex investment. I would appreciate your observations and suggestions on how to play the situation.

Q: Hi there,

Could you please provide 8-10 companies, preferably in the US that are in the AI and machine learning category and that you think have great technology and a large potential market? No need for in depth analysis so you can keep it brief. I'm looking for a place to start more in depth research. Much appreciated!

PS - I sent a question in awhile back that is probably still in queue as it asked for info on 6 companies that are not mainstream. No rush but please let me know if you didn't get it.

Q: I am considering the above to add to my tfsa, please advise in order which are best suited today or please add your own suggestions. Thanks

Q: Are there any companies i should look into that are in the machine learning and A.I. space. I believe there has been and will be great opurtunity here

Q: Thank you for your great guidance! Would you give an opinion on Robot stocks and Bitcoin stocks and some examples of each that you would consider investable

Q: What would be your top three recommended automation stocks in Canada and the U.S.? Fourty year old with a 5-10 year time frame

Q: Hi 5i
Could I have your current thoughts on CGNX please?

Thanks
Mike

Q: Do you foresee a significant increase in the use of robotics because of Covid? Would you be able to recommend a few companies involved in robotics? Alternatively is there an ETF dedicated to robotics?

Q: what are the best companies to buy that will benefit from research and development of robotics? also is there an it there an ETF in this area that you like? thanks Richard

Q: Can you please provide a few of your favourite US companies with low beta, high ROE and no debt that would be worth buying now for long term growth? Thanks

Q: I wonder why ISRG just keep falling in recent two days ? Is CGNX at a good entry point now ? Why it has not done much for past 2 years while other AI STOCK recover ?

Q: Which one of these 3 technology companies would you pick (for a 3-5 year hold) and why

Q: How bad were its earning report?

Q: Your thoughts on cgnx currently, though I'm still -15%, I've been worse.

Thanks Mark