Q: Announced acquistion this morning.Please comment & its impact. Initial positive response,later turned negative.Txs for u usual great services & views
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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: Hello, I have owned LRCX since 2017 and have added over the years. It has been in a trading range for a while although it has made higher highs. With a PE at ~26 and analyst target of $728 it looks like a hold, but I am concerned about the semiconductor sector getting tired and over bought. You thoughts please.
Q: what are your thoughts on POET tech today
Thank You
Peter
Thank You
Peter
Q: I am down about 38% on TPI composites should I hold or move on. Thank You, Peter
- GreenPower Motor Company Inc. (GPV)
- Plug Power Inc. (PLUG)
- NIO Inc. American depositary shares each representing one Class A (NIO)
- FuelCell Energy Inc. (FCEL)
Q: Hi 5i Team - Could you provide an update on the fundamentals of Green Power Motor Company. Also your opinion on its growth prospects and whether now is a good time to start a small position. Are there a couple of other similar companies that might provide better opportunities.
Thank you as always for the excellent service!
Thank you as always for the excellent service!
- NVIDIA Corporation (NVDA)
- Qorvo Inc. (QRVO)
- Advanced Micro Devices Inc. (AMD)
- ON Semiconductor Corporation (ON)
Q: Which Semi's (if any) have all manufacturing independant of China and Taiwan ? Thanks.
Q: Hi,
DCBO has nicely recovered from the March/April lows. What are your thoughts on this stock today? Do you see more growth potential and would you continue to hold? Thanks!
DCBO has nicely recovered from the March/April lows. What are your thoughts on this stock today? Do you see more growth potential and would you continue to hold? Thanks!
Q: Peter; Can you comment on this company re expected earnings plus your overall thoughts on its future? Thanks. Rod
Q: Ah! The widow and orphan stock.
What do you think? After all these years of never being able to gain traction, is now their time?
Just like nvdia when it did nothing for years and then became the darling of the street. Been burnt twice with Sierra but I sense a huge turnaround with 5G or a buyout!
Peter: your opinion! Thanks.
What do you think? After all these years of never being able to gain traction, is now their time?
Just like nvdia when it did nothing for years and then became the darling of the street. Been burnt twice with Sierra but I sense a huge turnaround with 5G or a buyout!
Peter: your opinion! Thanks.
Q: What are your thoughts on Atomera? Would you consider them a buy at current prices?
Q: Shares lock-up expiry ? Hold or sell ?
Q: DOCU seems to be on a tear recently. Are you aware of any news or rumors that would account for the rise?
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Capstone Copper Corp. (CS)
- K92 Mining Inc. (KNT)
- Marathon Gold Corporation (MOZ)
- Fiore Gold Ltd. (F)
- Ero Copper Corp. (ERO)
- Aura Minerals Inc. (ORA)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: How would you characterize and rank the respective valuations and growth potentials for these 4 companies? Other suggestions for growth and diversification in an otherwise pipeline, bank, insurance company and telecomm-heavy retirement portfolio?
Q: Would now be a good time to start a position in CRUS? With the iphone 13 coming out soon and all.
Q: Can you compare and contrast the businesses, technologies and stocks of Crowdstrike and Sentinelone and indicate which one you prefer and why?
Thanks, and have a wonderful Canada Day!
Thanks, and have a wonderful Canada Day!
Q: I am wondering if you had time to take a look at today's IPO SentinelOne and how it compares to CRWD. Thank you!
Q: I invested in SWKS in tax-deferred account for potential gain in 5G (and perhaps 6G in future). I have two concerns: (1) AAPL accounts for a whopping 56% of SWKS revenues (according to Barrons recently). AAPL has the intellectual and financial resources to develop its own chips and thus be less of a hostage. (2) The second concern : SWKS seems to be overvalued now assuming I have the following correct: PEG sky high at 7.8 (ROE healthy at 28). I have been trimming reluctantly but just read in the Q & A that really like SWKS.
Would you agree with my concerns? If they are reasonably well founded, would you now withdraw much of your affection for this business... OR would you take the risk and keep loving her anyway?
Would you agree with my concerns? If they are reasonably well founded, would you now withdraw much of your affection for this business... OR would you take the risk and keep loving her anyway?
Q: What is your opinion of this stock given latest news
Thanks Mike B
Thanks Mike B
- PayPal Holdings Inc. (PYPL)
- Visa Inc. (V)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Coinbase Global Inc (COIN)
Q: Relative to payment methods for the purchase of goods, bank sponsored debit and credit cards employ intermediaries such as VISA or Master Card.
This appears to be increasingly disrupted by tech companies that are not financial companies themselves, however I understand, have a bank in the background.
My question is: If I own VISA should I also consider owning PAYPAL or other to take advantage of the tech side of things thus giving my self a barbell approach? This is not a question on VISA or PAYPAL but on the benefits of investing in the new entities that seem to be appearing in the financial payment system.
Thanks
This appears to be increasingly disrupted by tech companies that are not financial companies themselves, however I understand, have a bank in the background.
My question is: If I own VISA should I also consider owning PAYPAL or other to take advantage of the tech side of things thus giving my self a barbell approach? This is not a question on VISA or PAYPAL but on the benefits of investing in the new entities that seem to be appearing in the financial payment system.
Thanks
Q: Hi 5I Team,
I hope your summer is off to a good start. Can I get your view on Calian Group Ltd. please.
Cheers,
Scott
I hope your summer is off to a good start. Can I get your view on Calian Group Ltd. please.
Cheers,
Scott