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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 team,
I do appreciate you going into the usa to recommend a stock. I am trying to reconcile/understand your Micron (MU) recommandation at your latest appearance on BNN (Peter on feb 20th). It seems like MU is rarely (not so often) listed in your more and more frequent lists of recommended usa stocks (am I wrong?). Are the criteria, risk profil or time horizon different for your BNN appearances then your Q&A? More specifically, would you consider MU a long term hold or more a cyclical hold (meaning sell/underweight at certain portion of the economic cycle)?
Thank you for your collaboration,
Eric
Read Answer Asked by Eric on March 09, 2019
Q: Morning Peter and Team,
I found it interesting that Peter chose Micron as one of his top picks on a recent visit to a Canadian TV program. As it is a bit unusual to choose an American company I assume you are very positive about its future. Could you please give me more detail as to why you think this is an excellent American company to invest in. Thanks again for your continued appreciated guidance.
Read Answer Asked by Les on February 25, 2019
Q: Looking at Microns history it has been quite volatile. Between the end of 2014 and mid 2016 it fell over 70% which ended up being a fantastic buying opportunity. Looking at it now, it has fallen over 40% since its most recent peak. If it were to fall a similar % as 2014-2016 it could go all the way to 20 bucks.

Looking at the most recent balance sheet however, the company paid down a massive amount of debt in 2018, and generated a ton of cash. Is there any estimates of how much cash/share this company could have at the end of 2019? If 2019 is anything similar to 2018 it looks like a decent % of the market cap could be in cash, which makes me think a similar decline as 2014-2016 is unlikely . Is the risk/reward getting increasingly interesting here?

Thanks!

Read Answer Asked by Joel on October 29, 2018
Q: Listened to micron CEO today explain effect of tariffs on his business, micron has some production facilities in China whose products when imported to USA will be subject to new tariffs. Net effect was margin decline of .5 to 1 %. Also they are looking to move production out of China to mitigate tariff effects. Would Photon potentially get some of this this shifting of production, not only by micron but by other semi manufactures? Does photon have excess capacity to go after hew clients? Greg A.
Read Answer Asked by Greg on September 25, 2018
Q: Are there any screaming buys for balance & growth investors that have emerged through last 2 month period on Canadian & US market? Please list 6 best buys.

thanks Andrew
Read Answer Asked by Andrzej on August 20, 2018
Q: Not all that long ago this stock was in the mid 60's and just falls everyday, sometimes as much as 5% in one day. Do you still like this stock? Have you any idea what the problem is with it? On the Canadian side, seems like pretty well all of the Canadian stocks are falling. BBD.B went from $550 to $450 then back up to $525 and then back down to $445. Is this going to do what it did in the past, causing people who got involved with it to lose a bundle? Thanks, Dennis
Read Answer Asked by Dennis on August 16, 2018
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