Investment Q&A

Q: would these be just as good as the stocks listed in your growth portfolio meaning would it dilute results adding these to the position

Q: Do you have an opinion as to when these tech stocks will stop going down, I own them all and want to purchase more to average down (buy the dip) Just looking for your opinion, thank you!

Q: Half-joking (?) musings re the decline in US tech and possible factors related to the election

- immigration issues to exacerbate shortage of qualified tech workers?

- tech CEOs, other than Peter Thiel, on the hit list being compiled?

Q: Hi

Why aren't the tech companies participating in this after election market rally?

Q: I hold facebook and it is about 2.5% of my total portfolio. Do you think it is time to sell or do you see further gains? Thanks Brian

Q: Hi,

If I have a GOOGL position that has grown to 6.25% (which doesn't worry me), is adding 3.5% of FB too much of the same? My broker thinks they're both online ads.

Thanks.

Q: Is this a good entry point in Facebook? Tx

Q: I am a new member to 5I and wish to realign my RRSP investments partially with the above stocks in my balanced portfolio. Kindly give your input. Thanks

Q: Can you please advise when FB shares will be split. I currently have option Jan 2018 call option for 150 and sold covered call for 170. What would happen to option.

Q: I am interested in building a position in Facebook (~$12000) for a long (5 yrs plus) and would like to hear your ideas on the best strategy to do so. It is nice when a stock like this pulls back to get in at a cheaper price. Not sure this will happen any time soon with FB. How do you buy a stock like this? Do you recommend averaging in (in 2 or 3 increments), waiting for a pullback, or just buying at the current share-price?

Q: Hello Gentlemen,

What do you think about Facebook plans to actually split their shares and to introduce new classes of shares? Are there some potential concerns for class A shares owners? Thank you for advice!

Q: would you consider face book worth holding as well would it even be a core position

Q: Hi the GREAT Team,

Which of the following has the greatest growth potential in the short term (1 year): SWKS-Q, MU-Q, Or FB-Q.

All 3 seem to show a lot of insider selling. Is this cause for concern prior to upcoming earnings report release by each company? Which one do you recommend?

I have some US dollar to spend and I wonder if I should choose TRN, in the light of the drop yesterday,for the same kind of growth potential and far less volatility.

In tech stocks I already have shares of: CSU, DHX, AVO, BIDU, NXPI, DDD, AYA, FEYE,CMI,QIHU,PHO. I have fewer shares in industrial stocks: Boeing, TSLA, and Kelso,MX.

Thanks a million for putting me out of my misery in making this decision.

Q: Given recent developments, what is your opinion of Facebook? Is it worth a small investment as part of the risky part of the portfolio?

Q: Hi Peter, I'm a long time fan from all your years on BNN. I'm new to 5i Research and bought Facebook FB, at the high of 54.00. I planned a long term hold but am getting weak as the stock is falling daily. What is your opinion. Thanks

Q: What are your thoughts on Facebook (FB) these days?

Q: Hi Peter, you and your staff are such a big help, thank you. My question is on facebook. It has some big thing "something they are building" on January 15th and has shown some strength here lately. Would you be a buyer or wait for the 15th. Thanks again.

Q: More of a rant than a question...

“...In the run-up to Facebook’s $16-billion IPO, Morgan Stanley, the lead underwriter on the deal, unexpectedly delivered some negative news to major clients: The bank’s consumer Internet analyst, Scott Devitt, was reducing his revenue forecasts for the company. The sudden caution very close to the huge initial public offering, and while an investor roadshow was underway, was a big shock to some, said two investors who were advised of the revised forecast...”

So you’ve got the lead underwriter dumping on it a day before launch................

It had a P/E of 118.........................

Even at $ 0.30 cents it would have a market cap of $1 BILLION! It’s got a long way to fall. It was down almost 20% in the first 2 days of trading....Some institutions were shorting it DAY ONE.

Youtube went for $1.65 Billion.

But then Google was flagged as ridiculous at $300 8 years ago....It’s now $600............................