Investment Q&A

Q: Hi Peter, Ryan and Team,

My timing to begin a position in ABST wasn't ideal, and am now down 25% in an unregistered account. I am thinking to sell for tax loss purchases and would like a list of several proxies to purchase as a replacement. Would you re-invest in ABST after 30 days?

Thanks for your insight.

Q: You recently responded to a question regarding Lightspeed: "We don't typically get scared off by stock strength, and that would be the case today. We might do a partial position as it is not going to be a one way up move for this stock."

My question is: Given your theoretical perspective of NOT averaging down, what would be the point of buying an initial partial position? It seems to me that you may as well just purchase your whole position right at the start rather than holding back for a later purchase (always at a higher price, because you don't average down).

Am I missing something? Could you elaborate and clarify please.

Q: I'm looking at buying either SWKS or MRVL. I would appreciate any comments, guidance.

Thanks Valter

Q: Who are lspd’s competitors? You often here the company being compared to Shopify but isn’t it more similar to Square, which has also been surging higher recently. Thank you so much for recommending Lspd and all the excellent work you do, particularly your ins

Q: According to a CNBC article that linked to the CDC website, Palantir has a software called Tiberius that is being used to facilitate the distribution of the vaccine(s). Could this have anything to do with the frenzy.? I bought this right after you recommended it but didn’t expect this! Does the huge volume mean anything positive or is that nothing new with stocks that move violently one way or the other? Thank you.

Q: Not sure how influential they are but a recent article on Seeking Alpha may have precipitated the action on PLTR.
https://seekingalpha.com/article/4390022-why-i-own-palantir-stock?

Q: My questions is above. LSPD IS that a good stock to buy now?

Q: In your reply to Dan regarding Amazon and high valuations you mentioned being cautious on companies with “commodity like” businesses receiving high valuations.
Could you give a couple of examples with a couple of explanatory comments so members will have a guideline on these things and know what to watch for.
Thank You for your great service
Clarence

Q: Hi 5i Team,

Hope everyone is well.
Palantir has run up nearly 50% in a week or so, would you be buying it today.

Thank you,

Pat.

Q: Peter; In your past life would you think the high volume and rapid price escalation indicates takeover speculation? Rod

Q: Looking to buy a stock in the clean and green space. Came across Capstone Turbine (CPST). Could you please comment on it

Q: Why the drop in calian today?

Q: Watching this new IPO go this bad right of the start.
Can you give us some insight on why this would be.
Might this be an opportunity here?and how do their financials look to you?
Any insiders ownership?
Thank you

Q: I know this company has just been listed on the New York Stock Exchange. And I believe 5i views it quite positively. Can you tell me why are you feel it is a good stock to buy and what are its prospects for the future. I believe they have been around many year's and are not that profitable at this time. Could you give me some insight into the company.
Thanks John

Q: I have been investing for a long time, and have always looked carefully at the p/e ratios and other valuation metrics of stocks that I have bought. I've always felt that the valuation of a stock matters. I read 20 or 30 years ago that the ultimate value any stock holds is the long term ability to generate profits and return these to shareholders in the form of dividends. Lately, it seems that a lot of that is being ignored. There are so many well owned, highly regarded stocks that aren't even profitable on a GAAP basis, and p/e ratios are non-existent in many cases because the company is losing money. I like growth stocks, but it just seems to me that there needs to be some kind of reasonable valuation factored in as well. Many of these high flying tech stocks are now trading at multiples of sales instead of non-existent earnings, and many of those at 20, 30 or more times sales. I know that you like a lot of these, so no need to specify any particular stock. I can see that these companies are growing revenues rapidly, but it can't be as simple as that can it? The revenue is going up 40% or 50% or more a year, and it's a good business, without a ton of debt, so it's a buy? Isn't there some kind of limit? Not trying to be critical - I own some of these high priced tech stocks myself. Some of them, I just can't get my head around what looks like astronomical valuations. Thank you for any comments or insight.

Q: May I please have your opinion of AT. Thank you.

Q: I am looking to buy semiconductor company. Was wondering what you thought of the three that I have been following. Could you please rank them in order of preference and if you have one or two others you can include It would be appreciated.
Thanks John

Q: Do any of the mega tech names stand out as good buys ? I’m contemplating buying MSFT.

Q: I am looking to buy a position in U.US (Unity Software), but I need to sell one of the other listed companies to raise the cash to do this. Which one would you sell (or trim) to do this, taking into consideration this would be a long term investment. I am looking for maximum share price appreciation. Thanks

Shane.

Q: I’m seeing more and more questions from members about the EV space. I’ve taken a small position in EXRO with money I can afford to lose because their technology could be a game changer. I’m comfortable with the thought they may not succeed. It seems to me you always wait to endorse until a company has established a track record through sales, etc. This is obviously sound investing advice but doesn’t apply to many startups or companies with new technologies. I don’t often take ‘a flier’ but I feel we’re observing a sea change in energy and related industries. Could you discuss the EV space and identify some of the companies who may have your interest if not your dollars.