Investment Q&A

Q: What are your thoughts on MU results? Buy, Hold or Sell at this point? Is there another company you would recommend as a better pick?

Thanks

Q: MKSI announced its intention to buy the German chemical company Atotech. What are your thoughts on this move? It is a large acquisition and the initial market reaction does not seem enthusiastic
Many thanks.
Mike

Q: I'm really overweight in IT. Close to 35% but I need to get down to 20% or less. IT holdings are: KXS (3.1%); SHOP (16.9%); CSU (5.2%); TOI (0.4%); DND (0.2%); LSPD (2.0%); SYZ (1.4%); PHO (1.0%); CRWD (2%); NVDA (0.7%); DOCU (1.5%).

Not sure if it makes a difference but all are in TFSA except KXS, CRWD and DOCU (cash/margin account). Due to the fact that I'm working I don't want to trigger any taxable gains if possible. Obviously I need to trim SHOP by at least 1/2.

SYZ seems to be a laggard since it has only appreciated 45% in almost 7 years so I think I should sell that. Do you agree? (assuming a balanced portfolio).

Aren't DND and PHO going to be purchased?

I'm emotionally attached to the high gains otherwise... What's your suggestion on how to bring down my IT holdings in a tax efficient way?

Q: Can I have your comments on FY results. This is a very small position - fun money.

Q: Hi 5i Team - Would you be able to provide a summary of resources/materials needed in the semi-conductor space. Out of these are there any that would stand out as being particularly important. And finally are there any companies, Canadian or American, that have a good track record of providing any of these resources/materials.
Thanks.

Q: any update on this company?

Q: Is there a particular reason you think that other chipmakers are supportive of NVDA’s purchase of ARM? Seems counter intuitive to me

Q: What would the main Pros and Cons of buying AT.TO over TTD today, thinking about a long term hold where growth is the main objective? Also, there were a lot of AT.TO insider sales at the end of last year...is that a concern or have reasons for that been addressed?
Thanks for the great service
Marc

Q: I am holding this in a taxable account. Very happy with recent large gains and wondering whether to sell part in order to take some profits soon or to just let it ride for the long term, bearing in mind tax consequences. .

Q: I have a small position in Aterian in a growth focused non registered account. With the recent pullback in price I am wondering about adding. What do you think of this company and its prospects?

Q: Hello Team,
Could you tell us what you think of U and what kind of upside we can expect . Is this a good time to buy???
Thanks!

Q: HI

Thinking of selling my LSPD in my RRSP (358 Shares) and buying NVDA.

I also own XIT (1,000) shares in my RRSP.

This way I get more US stocks.

Your comments please.

Thank you

Mike

Q: analysis and outlook, seems to have bottomed and starting to move back upwards.
Your views are greatly appreciated, have been holding for awhile and am down 50%
Worth averaging down?
Thanx Gary

Q: Hi 5i,

Please comment the First Quarter Fiscal Year 2022 Results. Many thanks.

Q: Hi !

Would you be able to suggest some worthy companies in the sports betting area?
Are valuations reasonable right now? Is 5i interested in any of them?
Cheers,
David

Q: Hi, I was looking to buy NVEI and LSPD, would this be a good move or is there too much correlation between the two, thanks?

Q: I currently hold the following in my TFSA: ENB, EGLX, LSPD, PLTR, SUGR, TIXT, TOI.
I propose to reduce LSPD from eight to six percent, use the proceeds to increase TOI from one to three percent
of my total portfolio and recapture my principal investment in LSPD. From a risk/reward and diversification move does this proposal appear, on the face of it, to be a reasonable change to make

Thank you for considering my question

Q: I'm seeking an ETF to help with disruptive technologies.

I have mostly banks, REIT's, and other dividend paying stocks. Less in
technology, health care though I have a few ETF's covering the space.

What I don't have are ETF's that would protect against a possible
decline in my positions: such as disruptive financial stocks (such as
ARKF) and emerging internet, cybersecurity for example. I have very
little knowledge ion these areas but they could well be important
going forward, as a minority position (maybe 5 - 10% of my portfolio).

Thoughts?

Q: Roku has run up a lot in 2 months, at least partly due to a takeover rumour. I’m thinking an offer will likely not materialize because the cat is out of the bag making the company more expensive. If you held a small position, would you sell? At the current price do you consider Roku a buy, sell or hold?

Q: SHOP & AMZN decline a bit after reaching highs a few days ago. LSPD still doing well.
Is LSPD running too far too fast. What is a good price for entry ? Thanks a million.