Q: PYPL just stated that it is not pursuing an acquisition of PINS at this time Please note "at this time" Please comment & should we hold on to Pins. On Oct 22 Pins stated it will report Q3 on Nov 4. Txs for u usual great services & views
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Advanced Micro Devices Inc. (AMD)
- ASML Holding N.V. (ASML)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: hi can I have your opinion on Intel earnings/guidance. and can I get your top picks for a semiconductor stock please...
thx chris
thx chris
Q: Peter; Do you have any thoughts about the Metaverse ,i.e., is it investable and if so how ? Thanks. Rod
Q: Hi,
So at this point do we just assume SNAP is technically 'broken' for now? Better to salvage some capital and move on to a better opportunity? My guess is this earnings miss and selling on heavy volume would indicate a long road ahead to repair the current technical damage - but I would appreciate your thoughts on whether to hold or sell SNAP.
Thanks!
Dawn
So at this point do we just assume SNAP is technically 'broken' for now? Better to salvage some capital and move on to a better opportunity? My guess is this earnings miss and selling on heavy volume would indicate a long road ahead to repair the current technical damage - but I would appreciate your thoughts on whether to hold or sell SNAP.
Thanks!
Dawn
- Converge Technology Solutions Corp. (CTS)
- Purpose Ether ETF (ETHH.B)
- CI Galaxy Ethereum ETF (ETHX.B)
Q: Thoughts on CTS for a smaller tech play and which is of these two do you prefer in the crypto space?
Thnx for all your great advice for us DIY!
Dave
Thnx for all your great advice for us DIY!
Dave
Q: Good morning team!
Would AAPL's new privacy policy affect ROKU as it has with SNAP? If so, how exactly would it be affected? If not, do you think this is an opportunity to buy/add?
Thank you!
Would AAPL's new privacy policy affect ROKU as it has with SNAP? If so, how exactly would it be affected? If not, do you think this is an opportunity to buy/add?
Thank you!
- Magna International Inc. (MG)
- Magna International Inc. (MGA)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- eXp World Holdings Inc. (EXPI)
Q: Good morning!
I hold a 1/2 position in Magna. I do believe in this stock longterm. With the shortages and things appearing to be priced in. Is it time to top up to a full position?
On a separate question what are your highest conviction growth pics in TECH for the 4Q.
Preferably US but can spribkle some Canadian names as well.
Thank you for the amazing input and service. It's been immeasurable.
I hold a 1/2 position in Magna. I do believe in this stock longterm. With the shortages and things appearing to be priced in. Is it time to top up to a full position?
On a separate question what are your highest conviction growth pics in TECH for the 4Q.
Preferably US but can spribkle some Canadian names as well.
Thank you for the amazing input and service. It's been immeasurable.
- Apple Inc. (AAPL)
- PayPal Holdings Inc. (PYPL)
- Snap Inc. Class A (SNAP)
- Pinterest Inc. Class A (PINS)
Q: Hi 5i,
Back to PINS and PYPL again. Given SNAP’s lower earnings and Apple’s new privacy settings making it more difficult for advertisers on SNAP, would you expect PINS’ upcoming earnings to show a similar problem? If so, would PYPL have signed some form of NDA with PINS so that they would have knowledge of PINS’ upcoming earnings and any Apple privacy impacts?
Thanks again.
Dave
Back to PINS and PYPL again. Given SNAP’s lower earnings and Apple’s new privacy settings making it more difficult for advertisers on SNAP, would you expect PINS’ upcoming earnings to show a similar problem? If so, would PYPL have signed some form of NDA with PINS so that they would have knowledge of PINS’ upcoming earnings and any Apple privacy impacts?
Thanks again.
Dave
Q: I have had very good returns with both and would like to take some profits off both and buy either tropicus or one semi- conductor position. Which semiconductor stock would you suggest? For 3/5 years. Thank you!
Q: Hi
Just read you market update and wonder if you could give your best recommendation for a semi conductor play at present and do you think this would be a good time to step in?
Just read you market update and wonder if you could give your best recommendation for a semi conductor play at present and do you think this would be a good time to step in?
- Intel Corporation (INTC)
- QUALCOMM Incorporated (QCOM)
- Texas Instruments Incorporated (TXN)
- Kinaxis Inc. (KXS)
- Miscellaneous (MISC)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Hi 5i Team - Are there any Canadian companies in the semi-conductor space that would be of interest to you, including start-up companies, suppliers of materials, and any potential companies on the horizon. I sold my shares in Photon Control some time ago and am looking for some kind of replacement on the Canadian side. If the U.S. is the only way to go in this field could you please suggest a couple of top picks. l already have Nvidia. Thanks.
Q: Hi 5iTeam,
I realize that it was up a lot earlier this year - unfortunately I bought it after that ride was over. Do you have any thoughts as to why it hasn't been performing since June even on good days in the market? It also seems to be a low vol stock without much interest. I am waiting to see what happens on their earnings but I fear that the results may lead to a further dump. Thank you for your time and comments as always.
I realize that it was up a lot earlier this year - unfortunately I bought it after that ride was over. Do you have any thoughts as to why it hasn't been performing since June even on good days in the market? It also seems to be a low vol stock without much interest. I am waiting to see what happens on their earnings but I fear that the results may lead to a further dump. Thank you for your time and comments as always.
Q: Hi Peter,
I would appreciate your current assessment of this company located in your neck of the woods. Do you think it overperforms the sector going into the seasonal strength period?
I would appreciate your current assessment of this company located in your neck of the woods. Do you think it overperforms the sector going into the seasonal strength period?
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Pinterest Inc. Class A (PINS)
Q: Hi 5i,
What are your thoughts on the rumoured, from several sources, PYPL bid for PINS at around $70 a share? It seems like a lowball bid. Not much of a premium and not even close to taking out the yearly high of PINS. On what metric would you evaluate this bid and how does it compare to peer group acquisitions in the past couple of years? How do you see this playing out in the market? Other potential bidders?
Thanks again.
Dave
What are your thoughts on the rumoured, from several sources, PYPL bid for PINS at around $70 a share? It seems like a lowball bid. Not much of a premium and not even close to taking out the yearly high of PINS. On what metric would you evaluate this bid and how does it compare to peer group acquisitions in the past couple of years? How do you see this playing out in the market? Other potential bidders?
Thanks again.
Dave
Q: Hi Peter,
I have been waiting on the sidelines to buy into the October volatility as we go into the end of the year seasonal strength. What would your sector preference and ranking be between industrials /materials/technology?
In the meantime tech has almost recouped its losses.
I have been dithering between AMD and MRVL and both have gone up nicely. Would you suggest I buy now (and which); or wait for a pullback end of month? I do have NVDA and QCOM, am a growth investor and any suggestions if I should keep QCOM or migrate to one or both of the two mentioned above ?
Thank you in advance for your opinion.
Regards
Rajiv
I have been waiting on the sidelines to buy into the October volatility as we go into the end of the year seasonal strength. What would your sector preference and ranking be between industrials /materials/technology?
In the meantime tech has almost recouped its losses.
I have been dithering between AMD and MRVL and both have gone up nicely. Would you suggest I buy now (and which); or wait for a pullback end of month? I do have NVDA and QCOM, am a growth investor and any suggestions if I should keep QCOM or migrate to one or both of the two mentioned above ?
Thank you in advance for your opinion.
Regards
Rajiv
Q: Hello, I bought ABST around March this year when it was around $18.35. Now it is down around 23%. I am considering selling it, and taking the loss. Then transfer the money to a US trading account and putting the money into either UPST or SOFI. I am thinking these have better growth potential over. Do you concur? Which between UPST or SOFI has the most upside?
Q: Hi Peter snd Staff
Building on a ranking question yesterday I own DND in my tech basket but not CTS
I’m not worried about a couple of $9.99 charges and taxes are not a consideration
Can you please expand on CTS over DND
Thanks for all you do
Dennis
Building on a ranking question yesterday I own DND in my tech basket but not CTS
I’m not worried about a couple of $9.99 charges and taxes are not a consideration
Can you please expand on CTS over DND
Thanks for all you do
Dennis
Q: Would you know when Apps reports next and what are your estimates? Many thanks.
Q: What are your views on Booz Allen Hamilton (BAH)? Are there other preferred cyber security related stocks that you suggest?
Q: This stock has been declining and ask if you expect it to improve and if not why?