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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: Please comment on the earnings report. Specifically are you concerned that revenue growth is being swamped by increasing cost and cash outflows? Are the expense increases in categories that support future growth, such as r and d, or they just drags on performance like salaries, stock compensation etc.
Greg
Read Answer Asked by Greg on August 11, 2021
Q: My nephew recently built a PC and we got talking about processors. He suggested that many companies, such as NVDA, have increased sales due to their usefulness for Bitcoin mining operations which has, in turn, driven up the price of graphic cards. If one was concerned that Bitcoin is a tulip, how would you go about trying to think through the relationship between bitcoin mining and chip sales and component prices? Your ideas are most welcome, Thanks.
Read Answer Asked by Alex on August 11, 2021
Q: Hi 5i,

SFTC has really taken off in the past week or so. I can see no news on this one which would drive the price action. Are you aware of anything there?

Today, TD rated it a buy with a $28 target. It closed Friday around $34. I know you are not fans of target prices but would it be at best a hold, based on the TD target? TD does like its overall prospects. It gets 20% of its revenue from MSFT and MSFT has done well. In addition, it views CDW as a close peer of SFTC and CDW recently reported strong numbers.

What are your current thoughts on SFTC since its IPO a few months ago?

Thanks again.
Dave
Read Answer Asked by Dave on August 11, 2021
Q: I have 1.4% of my total portfolio in AMZN in a TFSA. I realize this isn't much of a commitment and am tempted to sell and invest the money instead in one of my other TFSA holdings (all of which are around 3%): LSPD, NVDA, APPS, ADBE or GOOG. Your advice, please.
Read Answer Asked by Maureen on August 10, 2021
Q: We have very little tech. exposure in our portfolios as a % - so minimal. Own IGM & ARKK in USD portfolio - IGM for 4 years - done very well. In TFSA, own STC, VHI, XIT ETF. All the others are on my list to purchase as not. I would buy equal positions - so, of those we do not own which three would you consider the best in the short and long term. I am mostly a dividend grower investor - companies that increase them every year; however, trying to add a bit of tech. Maybe there others not shown that meet my criteria?
Read Answer Asked by James on August 10, 2021
Q: Good morning 5i
My tech sector within a RRIF is over 20% of CSU, LSPD, TOI, and KXS. KXS has been at a loss until today. Would this be an opportunity to trim back and what other sectors would you consider as buy opportunities going forward next 3-5 years. The RRIF is otherwise well balanced after following your growth and balanced portfolios.
Thanks for all the excellent advice.
Read Answer Asked by Linda on August 10, 2021
Q: I don't see a recent answer for HUT8.
I know little about this company, yet a technical flag (Diamond Bottom, with $8.80 target in 60 days), caught my eye.
The Morningstar Quant report of July 30 shows a rating of Three Stars, with a PE of 10.2, and Fair Value of $7.42.
Sounds interesting.... if only I had a clue on how they make $$ and if the above factors are even relevant to a stock in this sector.
Many many thanks.
Read Answer Asked by Dave on August 09, 2021
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