Investment Q&A

Q: AMD has dropped like an anvil the last three days.Are you concerned about this name other than the recent analyst downgrades?

Q: Hello Peter and team,
What do you think of Galaxy Digital's Financial results? Is Well Health worth taking a full position as they seem to be going in the right direction? Thanks very much.

Q: I hold a position of DND and am I underwater. The declining price is really starting to concern me. Can you please help me with the valuation at current levels and calm my nerves. Has anything significantly changed with the company other than market sentiment?

Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you

Q: Hi 5i Team - I hold shares in Enthusiast Gaming. Besides continuing to hold I would like to add another stock in the same space. I am looking to add Brag and Penn. Do you have a preference over these two. Also do have any other recommendations in the gaming and/or e-sports space, especially in the small and mid caps. Thanks.

Q: Hi 5i Team - Besides companies such as Tesla and the large auto companies, are there any smaller auto companies that may have some upside in the EV space. Any geographic location is fine. Thanks.

Q: Hi Peter and Staff

In my basket of TECH, I have many losers that you have been high on(not your fault).

I have regretted selling "losers" that recovered sharply and sat on some that the opportunity cost turned out to high.

Are there any in the list above that the risk/reward of hanging on justifies not selling to top up positions in SHOP,TOI and/or CRWD that are also down.

Which order would you sell from the sell list and which order would you buy from the 3 buys

Thanks for all you do

Dennis

Q: HI,

Do you think its time to get back to tech stocks? I already own CSU. If so, can u rank the CDN teck stocks (CTS, DSG, XIT, ZQQ, KXS, LSPD, Shop) based on reliable growth and manageable volatility? if you have better ideas please include them.

Q: Dear 5i
TEAM is still quite aways away from its 52 week high . This could be a good stock to buy on this basis assuming its earning growth is good over the next year or two . What`s your recommendation ? Is there another similar stock that you like better ?
Thanks
Bill C

Q: The Montley Fool is highly recommending Acuity Ads
as a strong buy with great potential and consider it a must have in your portfolio. What are your thoughts on this stock rebounding. Would you recommend buying at this price and do you share the same optimism??? Thanks for taking my question.

Q: Hi Team, pls comment on the yearend results for DTOL, if possible after Tuesday am CC. Thx.

Q: Could you please give me your outlook on Payfare?

Q: Hi Peter and 5i Team
Have held ENGH for several years in a LIF. I like the dividend of SYZ for income and am considering switching mainly for the dividend. I believe you rate ENGH higher than SYZ but like them both. Which do you think will make a better recovery? Is this a reasonable move?
Thanks
Gary

Q: Hello Peter and team,
Is NVDA a buy under $280 per share and what is its current PE ratio? I was thinking of buying open text but this company does not seem to get a lot of positive attention (stock hardly moves) in risk on or risk off markets. Do you the current price at $53 is good entry point? Thanks very much.

Q: Would this be a good time to buy if you don't have a position.

Q: Hi folks, opinion on acquisition by Sangoma, of Netfortris Corp for US$80M...looks like deal already closed...think U mentioned previously that Sangoma needed an acquisition to become a major player in US SaaS...is this it??...and viewing all the metrics going forward..did they get a good deal??...thanks as always..jb Piedmont, QC

Q: I currently own TSM and am down a bit as are many of the tech stocks this year. This company had a very good earnings report and provided very positive forward guidance in their last ER report. As well they have a large moat as one of the leading foundries in the world. In short there isn't much not to like in my opinion. However, there always seems to be some question as to when, not if, China will attempt to move on Taiwan similar to Russia and the Ukraine which would have a profound impact on TSM as a world leading semi company given the propensity of the Chinese government to heavily regulate companies in their jurisdiction. Also if TSM became a Chinese company there is also debate as to delisting Chinese stocks on the US stock exchanges if they don't meet the SEC reporting requirements. All speculative at this point I understand.

I am wondering about your thoughts on whether a company like Micron (MU) in the US might be a safer alternative given the current direction of the US government to produce products at home like semiconductors, and the potential for government assistance as well. I also own Nvidia so are they too similar to MU and I should add to NVDA on pullbacks or put some in both?

Q: Regardless of sector/ size, which order would you begin long term positions in these companies? Thanks

Q: Do you know what the cost basis of the spin out of TOI from CSU last year . Thanks

Q: I have a large position n nvda and think I should try to pair it down but it is very difficult to find fault with it going fwd. qcom is in a reasonable position. My question what would u suggest to replace a portion of nvda should I decide to sell some. Thanks as always.0