Investment Q&A

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

Q: Based on current valuations, irregardless of sector weightings, what are your favourite top 5 US growth stocks for a 10 year timeline.

Thanks,
Greg.

Q: After today's announcement (Mitek purchases HooYu) I am considering bringing my holding up to a full position. Could you speak to this acquisition, also update on the progress Mitek is making in market advantages and profitability? Is it a buy currently?

Q: What are your thoughts on buying OKTA? The recent hack seems like it could be a short term problem but Yahoo Finance shows their earning estimates dropping quite a lot over the last 90 days, which concerns me. Thanks.

Q: Hi Peter and Staff
I believe you are still high on the above companies....looking at possible subtraction of 2 of them to consolidate a bit.

a) Are there any of the above that are not expected to be profitable in 2022?
b) How would you rank the six companies most compelling keep to first to drop if dropping any

Moderate risk tolerance
Thanks for all you do
Dennis

Q: INDIE Semiconductor seems to be in a relative "sweet spot" currently. How would you rate its future growth potential?

Q: The recent bullish move then subsequent pullback indicates that the price action is due to short covering.

Do you see another reason for the move?

Sheldon

Q: How do these two compare in there offerings?

If you were to buy one which and why?

Thank You, Peter

Q: I’m considering selling half of my UPST shares to buy NVEI. Do you think it’s a good idea? Please let me know your recommendation. Thanks.

Q: Hi Peter,

Thanks for great service.
Which one has more potential in the next five years and beyond and why?
Will be held in RRSP with 20+ horizon.

Best,
Matt

Q: Hi 5i,

Regarding previous answer to DND, if the LINK acquisition proceeds, what impact that might have on share price in short term? What is your take on the possibility of this acquisition going ahead?
Thanks!

Q: Would you know if anything negative was said during the conference call to account for the stocks poor performance after a great report?
Thanks

Q: Can I have your thoughts on ADBE earnings and the subsequent drop? Thanks.

Q: As a 5 year investment, how would you assess its strengths and weaknesses as a business, recognizing it is early days. Where does it sit from a competitive standpoint? Are its financials sound? What indicators to look for to assess if it is on track?

Q: Squarespace seems to come across my radar if a few areas .
Thoughts?

Many Thanks
Greg

Q: a recent response to a dnd question mentioned things have changed since announcement about link. can you expand on what has changed and what your outlook is for dnd. it was one of your fairly strong recommendations not too long ago. how do you rate it now.

Q: Is this a buy, hold, or sell? It has rallied back just below its 52 week high. Also, what has been the catalyst for its strength? I assume much can be attributed to its Advanced Technologies segment which includes defense and nuclear. Can you tell me what % of revenues comes from this segment? Do you think the momentum in the stock has some legs?