Q: I have two smaller positions (about 1% each) in Gildan and Manulife, and I am considering consolidating them into a position in Apple (would be roughly 2.3% of total portfolio). I believe I still have room to add to my technology weighting, as I am around 12% currently, and I still have decent exposure to both consumer discretionary (roughly 10%) and financials (roughly 19%). Would such a switch be reasonable, or do you feel a more compelling argument could be made for consolidating around either GIL or MFC?
Q: Hi 5i
1. What is your opinion on PYPL earnings and future?
Does this company hold any/much interest to you..why/why not?
With the current drop in share price what would be decent entry point? Would you add to existing position,hold or exit?
2. With reference to a previous question on NUVEI, what would you consider good entry point for this stock given current price drop.
Q: I was looking into crypto and was considering 65% ETHX.B and 35% BTCQ over buying ETC which is 70/30 Bitcoin/ Eth.
Wondering your thoughts as this would be a five year hold and a 5% position. I would also look at an Alt Coin ETF are you aware of any in Canada or USA?
Q: Hi 5i, Thank you for your balanced answers.
Can you give your opinion on Ree Automotive Holding Inc, listed as REE on Nasdaq. I have some stock and they are currently 50% negative. Can you advise, if i should continue to hold.
Could I please get your current thoughts on Roblox at this time?
Has it settled enough to enter a position?
What's your conviction level on this name?
Reporting after market and call tomorrow.
Q: Hi 5i Team,
Pls comment on Cognex ‘s earning and guidance, and the company going forward.
Should I continue to hold?
Thank you for your great advice as always.
Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?
Q: Engh traded in a range of high $60's to low $50's. this past year.Since reaching a H$6 in early Sept.,it declined almost straight down to current $53.25.It is a relative underperformer.Is this a good price to add to my small holding,p/p $64.Thanks for u usual great service & views.
Q: Hi Guys
knowing that its the price you pay for a stock, that in the end determines how much money you make. Just curious why you wouldn't have picked up this stock in January of 2017 when it was trading at around $9.00 dollars, with a P/S of around 1.8x and a P/E of around 27x
Looking at it trading today at $55 with a forward P/E around 190x it seems it will take along time to grow into its price, and if it doesn't the risk on the downside could be a disaster. I know in 2000 there were a lot of stocks that never did grow into their pricing.
Thanks ! Gord