Investment Q&A

Q: What do you think about ASAN at these levels and valuation re-rating in the tech arena ! I am wondering if it will have a big bounce on any upcoming recovery, even if a brief bear market rally....to exit my final portion, or to keep for longer term growth recovery? Thx !

Q: Good afternoon - I am about break even on a full NVDA position and am considering selling and purchasing QCOM. Both are well down from their highs and while NVDA may have a higher ceiling, QCOM does pay a dividend which I am eyeing with interest. What do you think, and why? Thank you

Q: Is this a good entry point for nvei or lspd at these levels?

Q: hello 5i:
market (S and P) down close to 2% today (Tuesday) and QCOM up 5%. Were the earnings and outlook THAT good? And where do you see it going from here?
Paul L

Q: Which of these 3 would you average your cost down on (i.e. increase holdings at lower cost levels)?

Q: I purchased this speculative stock in Mar'22, thinking it had bottomed. Wrong again-I'm down 32%. I just reviewed their financials and still no sales, huge losses and only enough cash to fund 2 more quarters at the current burn rate. Is this thing going bust?

Q: Could you comment on 4th quarter earnings, higher revenue and earnings. What do you see in the details and comment on future earnings.
Thanks

Q: Can I please have your thoughts, opinion on this company and would you consider it a buy for a long term hold? Thank You.

Q: I sold these earlier these in a panic , to avoid losing what was left of a fantastic profit : I am OK on the 30 day rule . Technicals seem to be hooking upward and this appears to be an opportunity . I suppose repurchasing is considered bottom fishing but they pass the "would you BUY this stock today?" question .... so would you ?

Q: Hi,

For a long term hold and at current market prices, would you have a preference between MSFT or AMZN (either one would be a new position for me)?

Thanks,
Brad

Q: Thoughts please on the latest acquisition.?

Thx

Q: Currently there is a lot of turbulence in markets for many reasons, could you provide a list of 3-5 balanced companies that you would find attractive both at current prices and economic situation.

Q: QUIS has been a significant disappointment for some years now and appears to have changed its business profile at least once along the way, such that even now there is a current apparent need to make a substantial progress. So the question is there a reasonable prospect that the recent announcement involving Visa will have a significant impact on this company's sales and profitability?

Q: Hi there, can you please provide insight into BOXD.US, looks quite interesting here from a trading perspective, but how about from a longer term investment view?

Anything catch your attention regarding financials, ratios, management, board, etc?

I believe management and board have been buying strongly at bottom here, please confirm?

Thanks!

Q: Any reason for the price surge 7.7 % in DCBO ? Is NVEI a buy at all time low ? Thanks a lot.

Q: In a recent question you answered that a switch from engh to syz is a good move today. Can you expand on that recommendation a bit more as SYZ doesn't appear to be a clear winner over ENGH.
1. The div is bigger but how secure based on the SYZ high payout ratio.
2. ENGH is bigger and would likely be less risky and equally benefit from the eventual stock market recovery
3. ENGH has historically been a highly rated company by 5i ( still showing as a rarified earth A-)

Unfortunately I hold ENGH in a registered account so cant justify the switch to harvest a loss. But I am wondering if it is time to move on...5 yr hold, hybrid balanced/income portfolio follower who has been slowly shifting from balanced to income. I do like high yield Canadian small caps although I find I am migrating more towards larger more stable names as I near retirement.

Q: Hi Guys
What do you think of the underlying Holdings in this disruptive Technology ETF.
The symbol is DTEC
Thanks Gord

Q: Dear 5i
If i have a sufficient amount of ZSP in my portfolio is there a need to buy AMZN , AAPL . MSFT and GOOG stock individually , within an RRSP account ?
Thanks
Bill C

Q: I sold NVDA to accrue a tax loss and I can now buy it back. You were extremely high on the company 12 - 18 months ago but you have been naming other semi-conductor companies lately - QCOM and AMD specifically when asked about the sector. Have you cooled on NVDA and should I just stay with my proxy, AMD, or I am splitting hairs here and would you be comfortable with returning to NVDA for the long term?

Appreciate your insight.

Paul F.

Q: In your answer to my previous question on SYZ you said that earnings are expected to decline in 2022 but grow at a faster rate in 2023 .... Can I assume that the Simply Wall Street link I referenced is incorrect in their claim that earnings will decline by 32.4% PER year for the next three years ? .... Which I would assume to be 2022, 2023, and 2024 ...... If this is true I'll likely avoid the stock so I want to verify it's accuracy ......