Investment Q&A

Q: Hello
I’ve held Guardant Health in a loss position for too long in a TFSA account. Would you please suggest several possible replacements in the small to mid cap space.
Thank you

Q: Hi 5i team,
Is ATZ still a hold? Is it just the predicted lower margins that there is a fuss?
Andrew

Q: Please comment on the review from a new book from Michio Kaku and how the coming of quantum computing would affect companies in the SOX index such as NVDA. Are there any public or private companies at the forefront of this advance?

"The runaway success of the microchip processor may be reaching its end. Running up against the physical constraints of smaller and smaller sizes, traditional silicon chips are not likely to prove useful in solving humanity's greatest challenges, from climate change, to global starvation, to incurable diseases. But the quantum computer, which harnesses the power and complexity of the atomic realm, already promises to be every bit as revolutionary as the transistor and microchip once were. "

Apparently the auto industry and medical research areas are already using it.

Q: Could you please comment on Earnings for $FTS.

Q: Any insights as what caused the 4.51% (4.63% in the US markets) drop in the stock value for TRI yesterday? Or is it, in your opinion, just one of these market jitters not to be concerned with?

Q: How do you feel at the moment about adding to Perion after it reported today?

Thanks. Lesley

Q: How do you feel about qcom after their earnings today? Not much to get excited about. Would you continue to hold? Thanks.

Q: Hi,

I am intrigued by your answer to Derek's question May 3 about TTNM and others.

You said with "...with small caps a basket of three or four companies often is a better approach."

I own IWO (have for years) and note its performance against a US dividend grower like VIG, for almost any period for the last 5 years, has not been as good. That comparison combined with your notion of 3 or 4 small caps, would you be able to suggest your best small cap picks that I could use to replace IWO (recognizing the change in risk/profile of individual stocks vs. a hugely diversified ETF).

Thanks very much. Michael

Q: Does the earning real ease by Qualcomm suggest that there may be a slowdown with Broadcom that reports later? Do you view Broadcom as a hold, buy or sell? And, would you consider a switch to AMD that had a significant drop is it’s share price today? Which semiconductor stock (Broadcom or AMD) is a better buy right now especially given potential growth in the future due to AI?

Q: Your thoughts on kxs recent quarter? Thanks.
Robert

Q: Is there a reason why that these 2 companies took a big hit today?
Would you suggest to buy at these prices for both companies or should we wait it out?

Q: Hello, just got my income tax refund back and need to buy the above companies to bring up to allocated levels in BE portfolio. Can you please identify if any of them are particularly good or strong buys at this point...or would you suggest putting more or less equal amts of money into a number of them? I note that all are at or close to new highs. Still buyable? Thank you for your excellent services!!

Q: I have recently acquired shares of Constellation Software and done some reading about this company. I looked at it a number of years ago and didn't buy it because of the "frightening" P/E ratio. Every time I looked at it or read analysts reports about it they would say the same thing "great company with terrific growth but too expensive. Wait for a better entry point. We can see how that has turned out. 10 years ago it was trading at about $130 now it's $2700. There is an article in the globe today about Topicus. To paraphrase it says that Topicus is the size CSU was 10 years ago and looks good but it's too expensive.
Is there a good reason to think that there might be an opportunity here that I missed 10 years ago with CSU?
Thanks for your ever helpful insight!

Q: Hi 5i Team - Could you provide an update on BLNK, in particular its balance sheet including cash reserves, level of debt, free cash flow, profitability, etc. Also its insider holdings. How would you rank it as a growth stock both in the near term and long term. It is in a competitive field so would this be a concern or does it have an edge on the competition.
Thanks.

Q: Dear Peter et al,

May I ask you to give me 3 solid companies in Cyber security field with NO debts, Good Growth track record and Dividends. Dividends not as important as zero debt and growth potential. Lastly if they are US based and not in other countries that would be a bonus.

You can add the names of the stocks in the stem of my question.

Many thanks.
Mano.

Q: Out of these three, which is your favourite cruise line? Out of the three which would you avoid and why?

Q: MEG Energy Earnings just came out. What do you think of their numbers last quarter?

Q: Could you please provide your comments and views on this company. Is it buy, sell or hold?

Q: In response to my question on TTNM you said that earnings are expected to decline over the next few years but gave it an OK for a growth oriented TFSA, noting its small size. It seems the trucking industry is expected declining numbers as it this has been stated for TFII as well. Why would one buy a stock in an expected declining industry?
So now am looking at DE ( quite small company )which seems to be growing and is supported by a dividend. I see Bruce Campbell (2) is a director.
Should I take a small ( 1% total portfolio) portion of DE, TTNM, or 50 -50 split, or neither. Any other small caps with developing momentum you suggest ? Thanks. Derek

Q: 1. OTC has a design lockdown and is scheduled to begin animal trials this year.
2. It has also paid out 2 senior executives with Shares.

In your experience do you think a company letting executives go when it appears to be making progress on its research is an indicator it might be tendering a buyout? or do you think this is a sign the company is experiencing hardship and the research is not panning out?