Investment Q&A

Q: When do you think we are going to see the market sell off settle down in some of these names? Is this panic selling by retail investors or a more troubling move by smart money out of these names entirely? I'm just finding it hard to imagine that the prospects for these companies changed as dramatically as the share price in recent weeks. Take NVDA for instance. I thought it was everyone's darling a few weeks ago when I bought it over $100 higher. I'm holding but it's hard watching these things fall so dramatically each day without reprieve it seems. Thanks.

Q: Sometimes the market likes an acquisition and other times it does not or maybe the announcement in the middle of a selloff/rotation was not well timed. Wanted to ask your take on Okta acquisition of Auth0?

Q: Teradyne is down around 25% from its high. Is it time to sell or add to a position?

Q: Interested in your opinion.
tks
Sherrill

Q: Please feel free to disregard this question if it is outside the scope of this fantastic service.

High growth tech stocks such as Unity, trading at a high multiple of future sales, have been pummeled due to a rise in the yield on ten year treasuries. Future earnings will be worth less, so this makes sense. I understand this relationship directionally but not quantitatively. I would like to understand the relationship better in a quantitative way, a sensitivity analysis if you will. Can you offer insight into how a 1, 2 or 3% increase in ten year rates effects the value of future earnings? And in turn what is an appropriate adjustment in stock price for a stock trading at 10, 25 or 50 times future sales?

Thanks.

Q: Would you be a buyer of Qualcomm at this time? The chip shortage fiasco seems to have made a decent buying opportunity. If not Qualcomm, is there another company you would recommend? Thanks.

Q: there is a lot of buzz about "artificial intelligence" and the stocks that are best positioned in this sphere . Would you consider OTEX a good choice?
What others would you you recommend?

Q: Hi Guys. Been a rough couple weeks for tech. Wondering about your thoughts on Palantir partnering with Amazon AWS. which was announced after close on Friday. Do you think this is significant or just some fluff PR. Appreciate your insight. Thanks. Chris

Q: Hi 5i Team,
Converge Technology and Sangoma Technology, which one you think would have better upside potential?
Thank you for your professional advice as always.

Q: As a relatively new investor, I am not sure what to do with Unity Software (U). I am currently down 40% since I picked it up leading to its earnings report which was not horrible. Since I am new to investing, can you offer some advice on how to approach this situation. Is it time to cut my losses and put it into something else? Or is this just a matter of picking it up at a bad time just before earnings that did not meet market expectations and now this big sell off in tech? Should i just take a deep breath and give this one the appropriate amount of time (how much time would you suggest?). I am trying to not be an emotional investor with such a loss so your advice would be greatly appreciated.

Q: I took a half position in CRWD when it was higher than it is now and am wondering about taking the other half position now that it has fallen quite a bit. Wondering what your thoughts are on this at these levels or if you think averaging in is more appropriate at this time. It will be purchased in a TFSA with a long term hold expectation.

Q: following the current results ... would you not expect a positive response from the market? ... why the negative response ..thx

Q: AT taking a hit again in early trading. Is it time to move on. Thanks

Q: Not a question but your subscribers may be interested in the response by the CEO of TTD to Google's latest move.

Y

Q: Question regarding Google's announcement of changes to third party cookies and your thoughts on the potential benefits this may bring for some companies. I know its affecting companies like TTD but wouldnt ROKU benefit because they have their own ecosystem and can see what people watch, search for etc. or a company like FB who can see status's, conversations, group posts about products people still share so much information plus instagram (sharing info between the two). Or a PINS who again has its own ecosystem and can use that data to sell ads on its own site... hope this makes sense.

Also as of right now with the further rotation out of growth, what are your top 5 "buy now" companies that you *could* see rebounding quite nicely when the dust settles.

Q: I realize the markets have been weak lately, however, UPST is down about 50% from its high. Any idea why its down so much? What do you think of the prospects of this company? Is this a buying opportunity or should I stay on the sideline?

Thanks for any help you can provide

Q: I own U and currently have a loss of 25%. Would you continue to hold? If you would sell, would TDOC be good acquisition even though not in same sector? Which has the better upside in the next few years?

Q: Gentlemen
Thinking of swapping out KXS for TOI. Would you recommend and which stock do you feel has the most growth ahead of it.

Wayne

Q: I'm looking to add a tech name to by TFSA and was going to pick something from the growth portfolio. Plan is to buy half position (2.5% weighting) now. Any preference between DND or STC today or am I splitting hairs here?

Q: Hi 5i,

I’m a conservative investor who doesn’t like a lot of volatility. I want to diversify a little more from my banks, utilities, and Reits to get a little more growth. I like KXS but can’t handle that amount of volatility. Do you think TIXT would be more appropriate? Is it a good time to purchase at $36? I own OTEX and have no problem with its volatility.

Thanks
John