Q: Is thinkfic labs an interesting look?
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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.
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Advanced Micro Devices Inc. (AMD)
- Marvell Technology Inc. (MRVL)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
- VanEck Vectors Semiconductor ETF (SMH)
Q: Currently I own all of these semi conductor related companies in my taxable account. QCOM, AMD and MRVL are still at a loss since the March downturn. All others are in positive territory, especially SMH. Should I continue to hold them all as core holdings for the long term or would you trim or delete any? Is it still a good idea to hold SMH because the ETF owns a number of companies like ASML, AMAT, an MU that I do not hold?
Q: This is a small company in the fintech space. Please provide your comments on the advisability of putting in some money into this investment. Looks interesting from a growth prospective. How different is it from Lightspeed? Thank you for your advice.
Stella
Stella
Q: Could I have your analysis for VRNS, would you add it to a diversified growth portfolio?
Thanks for your service!
Thanks for your service!
Q: Hi Peter, what are the expectations for QRVO & ON next week ? One would think that with the chip shortage results for all these companies would be good and reflect max output. Is that the case or are supplies muffled by the most restricted component of a particular end users product ? Thank you.
Q: MAGT Could you comment on the long term prospects for this Company?
Thanks
Paul
Thanks
Paul
Q: PINS where it is today; TWAIWAN SEMI-CONDUCTORS where it is today;
3 months from where they are today - which one will be higher? Second time around with PINS it was a pick on Market Call a couple of years ago and so I am thinking of taking the loss again and moving on. Answering this question will provide me guidance. I notice a lot of stocks have a big pop after earnings and then give it all back (eg. SHOP). What is your take on this? Relying on your good advice.
3 months from where they are today - which one will be higher? Second time around with PINS it was a pick on Market Call a couple of years ago and so I am thinking of taking the loss again and moving on. Answering this question will provide me guidance. I notice a lot of stocks have a big pop after earnings and then give it all back (eg. SHOP). What is your take on this? Relying on your good advice.
Q: Hello,
Are you aware of another Canadian Tech focused ETF other than XIT? I have investigated and could not find any other then XIT which is somewhat surprising considering how hot Canadian tech seems now on all the new ETFs that continue to be introduced for sectors like finance, blockchain, bitcoin etc. I would like to invest in Canadian Tech without buying individual stocks and do not like the fact that 4 companies make up about 77% of XIT. Would appreciate any thoughts or suggestions. Many thanks.
Are you aware of another Canadian Tech focused ETF other than XIT? I have investigated and could not find any other then XIT which is somewhat surprising considering how hot Canadian tech seems now on all the new ETFs that continue to be introduced for sectors like finance, blockchain, bitcoin etc. I would like to invest in Canadian Tech without buying individual stocks and do not like the fact that 4 companies make up about 77% of XIT. Would appreciate any thoughts or suggestions. Many thanks.
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: We keep hearing chip shortages lately, and will imagine that "AMD', TSM', NVDA'....chip names will do well as a result of strong demand and price power etc. But most of these chip names are all well below their February highs. Could you help us understanding the share price and demand divergence observed? If we buy any of these names, will we be rewarded? If yes, which one or ones you like? Thanks
Q: Wondering what the following means for an investor?
Is it a good thing? Will it dilute the common shares ? Its not going to happen I understand until February 2022. Will it have an impact on the share price?
Threshold for Mandatory Conversion of Preferred Shares and Preference Units Reached GlobeNewswire
TORONTO, April 29, 2021 (GLOBE NEWSWIRE) -- Topicus.com Inc. (the "Company") (TSXV: TOI) announced today that the threshold for the mandatory conversion of all preferred shares of the Company, and all preference units of its subsidiary Topicus.com Coöperatief U.A. (the “Coop”), has now been reached.
Is it a good thing? Will it dilute the common shares ? Its not going to happen I understand until February 2022. Will it have an impact on the share price?
Threshold for Mandatory Conversion of Preferred Shares and Preference Units Reached GlobeNewswire
TORONTO, April 29, 2021 (GLOBE NEWSWIRE) -- Topicus.com Inc. (the "Company") (TSXV: TOI) announced today that the threshold for the mandatory conversion of all preferred shares of the Company, and all preference units of its subsidiary Topicus.com Coöperatief U.A. (the “Coop”), has now been reached.
Q: What are your thoughts re Thursday's announcement that Converge is partnering with Lucira Health to provide an over the counter COVID-19 at-home test?
Thank you
Thank you
- Apple Inc. (AAPL)
- QUALCOMM Incorporated (QCOM)
- Xilinx Inc. (XLNX)
- American Tower Corporation (REIT) (AMT)
- Advanced Micro Devices Inc. (AMD)
- Keysight Technologies Inc. (KEYS)
Q: Do you know of a company that is marketing 5G technology
Q: Thoughts and opinions regarding the recent quarter?
Thanks.
Thanks.
Q: MAGT: 5i produced an interesting article on the company. It appears you feel it could well be a good one. You indicated it is doing an IPO but gave no date for it. The article was published yesterday, April 27 and MAGT went public today, April 28. Why didn't the article include the IPO date? I'm sure many would have followed it this morning if we had known it was trading. Also, MAGT isn't recognized within the 5i system as a valid stock symbol. In future it would be useful to include IPO date, if known, in any article about a new company and also have the 5i system recognize the symbol from the get-go. Now that MAGT is trading, has it reacted as you thought it would?
Q: What do you think of msft quarter. They seem to beat the estimate yet the stock is down.
Q: Would theQQQ BE THEBEST way the access the tech market for a small amount of money??
Q: I understand that there is a shortage of semiconductors. Given this situation is it a good time to buy SMH or stay away from this sector? Thank You.
Q: Does the current chip shortage directly help Photons bottom line or do they purchase chips and then produce a specialized (niche) chip as their product. Thus higher chip prices would not help their bottom line.
Thanks
Thanks
Q: Hello 5i
In general we all like to see a track record, but with that said, what is you first impression of these three equities?
Thank you for the great service,
In general we all like to see a track record, but with that said, what is you first impression of these three equities?
Thank you for the great service,
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Advanced Micro Devices Inc. (AMD)
- The Trade Desk Inc. (TTD)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Unity Software Inc. (U)
- Topicus.com Inc. (TOI)
Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?
From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?
Thank you very much
From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?
Thank you very much