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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: Apart from Big Tech, are there any names (in and out of the tech sector) that 'should' be able to capitalize on the rise of AI in the near to medium term?
Read Answer Asked by Jim on June 09, 2023
Q: what do you make of this deal between Hai and ET?how far is this deal done?
It called for ET buying Hai for $4.5 so there is still about 10% upside here.
Would this be an easy trade right now to buy Hai for $4 .If there is no takeover ,what would be the fair price be for Hai you think?
Are there insiders owning Hai and what are the positions.
Same as for ABST takeover.wouldn't it be good to buy ABST right now?or is it all too risky?Thanks
Read Answer Asked by Josh on June 08, 2023
Q: What would be your top Canadian tech picks to survive or thrive in a recession.
Read Answer Asked by Neil on June 08, 2023
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?

Thank You
Read Answer Asked by rajeev on June 08, 2023
Q: Hello 5i
As a long time holder of CSU I'm wondering about what % of CSU TOI and LMN one might own. Without giving me specific guidance can you comment on the pros and cons of an equal weighting of each (ei 33% of each).
Thanks
Dave
Read Answer Asked by Dave on June 08, 2023
Q: Hello, Shopify stock dropped almost 7%, in Today's trading. Partly it could be attributed to decline in most Technology stocks. But, I was wondering if the patent infringement suit pending in a Texas court also played a part. It was also reported today that Shopify has filed a motion to force Lower 48 IPPLC, to reveal its backers/fund, as this company has a history of such filings against prominent companies with the intention of extorting money for their group.(Last one filed by this co against INTEL was eventually dropped in a similar situation). Not sure, I have all the facts.

If you think, it's only short term noise, does the price drop present a buying opportunity ?

Thank You
Read Answer Asked by rajeev on June 08, 2023
Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective
Read Answer Asked by Chris on June 07, 2023
Q: two questions - for CDN. investor with CDN dollars what ETFs do you recommend for the semi-conductor space and us technology - thanks
Read Answer Asked by Karen on June 07, 2023
Q: I hold SNPS at a 2.01% weighting in the total portfolio. And in the US only portfolio, SNPS weighting is 5.04%. The other two individual portfolios are Income and Balance.  SNPS has risen quickly lately....and my reading is that it is related to AI as its "software automates the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution" But there is chatter that the current price, $449, is way above the fair value that might be as low as $310. Question for me....do I trim back or just ride this out??
What says 5iR??? Thanks for your insights..............Tom
Read Answer Asked by Tom on June 07, 2023
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