Investment Q&A

Q: Good day all, thoughts on recent quarter and all. Company provided no Q&A. Keeping everyone guessing on proposed management takeover?
Thanks man

Q: What would be a good entry point for TOI? Would a partial position be OK today?

Q: Hi, Over several years now, Tech holdings have grown to be over 45% of our portfolio. Balance of our funds are invested in decent dividend paying companies - Banks, utilities, industrial and ENB. Largest tech weightings are : CSU - 15% and SHOP -11%, with other like LSPD - 6%, TOI- 5%, NVEI-4% and KXS-3%. Except, LSPD, a fairly large portion of all others shares are held in a Non-Regd account. We have already trimmed SHOP and CSU, over past 2-3 years, but still % weight keeps growing and their ACB is very low ( $300-$400 ).

We are approaching our retirement years and are trying to avoid large capital gains to our Estate, while still continue to own a large stake in these tech companies, over time. The plan is to trim highest % Tech holdings, in the Non Regd account, in a phased manner, each year, for next 15-20 years. In addition to a fairly large stream of dividend income, we also wish to supplement our cash flow/cash from sale of Non Regd Tech holdings. ( Our TFSA accounts are already loaded with LSPD, part SHOP/CSU). We really like CSU over SHOP for its steady-eddy growth/stable profile, although, both companies are unique and hold strong growth potential, we believe.

Questions:

1. Does it sound like a decent strategy, given our life stage/taxes ?
2. Is 45% Tech ownership reasonable for retirement years ( even if we are comfortable) ?
3. Is it reasonable to have 15% weight in CSU?
4. What would you suggest to trim each year - CSU or SHOP or any other companies above, and your reasoning, please.

Please deduct as many question credits, as needed.

Thank you so much.

Q: Crowdstrike is reporting 2nd qtr. results next week. Are you aware of any detrimental news that could affect their report? Would you be a buyer prior to the news or would you wait until you see their results? The stock price is down more than 10% in the last couple of weeks!

Q: Peter,

Based on the share structure is there a danger of CSU draining the profits of TOI by charging exorbitant management fees or royalties etc ?

Thank you,

Paul

Q: Hello 5i friends - Thought this might be a good holding for using Canadian dollars to invest in semi's valued in US dollars as a portfolio currency diversifier. The subscription is small at this time but this is a new ETF. First, do you like the holdings and their weightings, would you expect this ETF to attract investment over the next year or so in order to satisfy your standards for a sufficient level of investment, do you have any comment regarding the MER and finally other than the low current investment level do you have any cautions to offer. Many thanks for your input. Ken

Q: Both AMD(acquirer) & XLNX(acquiree) have great results on July 26 & 27 prompting them sharply to New Highs.Then Biden's antitrust crackdown on Aug 5 hit both hard.Also tensions between USA & China. China can thwart mergers of U S companies if they have significant presence in China. In view of foregoing,is it ok for me to buy AMD?.The merger is expected by year end & is reportedly a good marriage & will result in taking data centre business from INTC. Txs for u usual great services & views

Q: I initiated a half position in NVDA recently when it dipped below $200. I know you really like it. I see that the US is asking Taiwain to help with chip shortage and the last 3 months TSM has lost ground. Two questions: Between the two which would recommend to add/start a half position for 1. Short term and 2. long term? Thanks again.

Q: Sonos has pulled back from the surge after the Google patent news win. What are your thoughts at these prices and can you also comment on insider activity? Thanks.

Q: This stock has recently been brought to my attention. Could I get your thoughts?

Thanks, Lesley

Q: VQS jumped after that Alta Fox report a few months ago, but has fallen back a little. Do you like VQS now that it has come down a little, and do you see it as a stock that has long-term potential to out perform (or do you like some other small/mid cap companies better e.g. SYZ)

Q: What are you thoughts on Accenture's business (ACN)? Seems to be steadily growing over the years, and has seen alot of share price appreciation since Covid. Could you provide your insight on earnings, moats, management, growth, future runaway etc.? Thanks as always

Q: Hello

With the current chip shortages, what is your view on Lam Research.
Is it a good hold for the next 5 yrs ? And at what price do you consider a good entry point? Or would you rather recommend another semi conductor company?

I hold TRP and I want to know if you see it as a good hold as an income stock?
What is your general view on the company going forward.

Thank you

Q: appreciate your insights on this company and speculate on future

Q: Curious about your thoughts on VZIO as they approach their all-time low. Do you consider the company undervalued at sub $18-$20 per share?

Q: Have some new money for the tech sector. Would you chose ENGH or SYZ and why? Thanks Ron

Q: HI 5i team,
Which of the two cloud companies would you consider the better investment and why?
Thanks.

Ken

Q: HI, 5i team,
What are a few of your best Cloud Companies.

Ken

Q: Interested in buying semis here…can you give me your thoughts on TSM and QCOM? Is there a preference and is there much/any overlap in their businesses? Thank you.

Q: Good morning,

It looks like NVDIA posted excellent results - would like your take on the results and also your advice for someone who wants to start a position. Do you think it is wise to invest now or wait a little, and what would be a good entry price? The markets seem a little jittery as of late.

Thank you!