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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: Hi 5i team,

Can you please rank listed stocks above based on valuation and current price?

Thanks,
Read Answer Asked by Irene on August 16, 2021
Q: IRBT got smashed by the market after their earnings on July 28th. They are now trading below their 200 day moving average. From my read of the earnings transcript, things on the top line are going very well, and the earnings disapointment is directly attributable to a shortage in semiconductors, getting caught in the US tariffs on Chinese goods (which they claim will change in the back half of 2021), and supply chain issues. But demand for their products seems to outstrip supply by a wide margin.

My questions: do you think IRBT is a good long term buy right now, or could it drift lower? Are hedgies selling? Is the short interest still high relative the past? Are they making progress with their strategy to switch to recurring revenue? What does the competitive landscape look like?

Thanks

T
Read Answer Asked by Thomas on August 16, 2021
Q: Can you please give me your current view on MDF, it's latest results along with it's Periscope acquisition?
Is this company worth holding or would you suggest a switch to LSPD or NVEI?
Thank you!
Read Answer Asked by Yvonne on August 13, 2021
Q: Cybersecurity Question: Morningstar Canada suggests these three equities as candidates in the expanding cybersecurity sector. Your comments on these, please. Are there ETFs with similar sector exposure, but with more diversification?
1. CHKP - Checkpoint Software
2. OKTA - Okta
3. PANW - Palo Alto Networks

Thank you
IslandJohn
Read Answer Asked by John on August 13, 2021
Q: Two part question. 1) What do you make of the company holding their conference call to discuss the (very poor) quarterly results FIVE days after releasing their results? You would think that management would want to get in front of these bad numbers and try to minimize the damage. 2) This company has transitioned into a turn around story with declining sales. Is this not an indication to sell?
Read Answer Asked by Joel on August 13, 2021
Q: Morgan Stanley just issued a warning that the “commodity-type” semiconductor companies (DRAM and other) have entered late-cycle. MS adds that earnings going forward for such companies will be challenged. I hold more than a full allocation in semis once I include semiconductor securities held directly.

My question is on SOXX which is held in a taxable account. What components in, and what percent of, SOXX would be considered DRAM and other commodity-type companies? Would I be correct in thinking if the percentage of the said commodity-type companies is higher than 15% , it would be best to trim? (I would not be trimming securities that are held directly).
Read Answer Asked by Adam on August 13, 2021
Q: Hello 5i,

Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?

PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI

Thank you for your insight.

Cheers,
Debbie and Jerry
Read Answer Asked by Jerry on August 12, 2021
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