Investment Q&A

Q: I invested in SWKS in tax-deferred account for potential gain in 5G (and perhaps 6G in future). I have two concerns: (1) AAPL accounts for a whopping 56% of SWKS revenues (according to Barrons recently). AAPL has the intellectual and financial resources to develop its own chips and thus be less of a hostage. (2) The second concern : SWKS seems to be overvalued now assuming I have the following correct: PEG sky high at 7.8 (ROE healthy at 28). I have been trimming reluctantly but just read in the Q & A that really like SWKS.

Would you agree with my concerns? If they are reasonably well founded, would you now withdraw much of your affection for this business... OR would you take the risk and keep loving her anyway?

Q: What is your opinion of this stock given latest news
Thanks Mike B

Q: Relative to payment methods for the purchase of goods, bank sponsored debit and credit cards employ intermediaries such as VISA or Master Card.
This appears to be increasingly disrupted by tech companies that are not financial companies themselves, however I understand, have a bank in the background.
My question is: If I own VISA should I also consider owning PAYPAL or other to take advantage of the tech side of things thus giving my self a barbell approach? This is not a question on VISA or PAYPAL but on the benefits of investing in the new entities that seem to be appearing in the financial payment system.
Thanks

Q: Hi 5I Team,

I hope your summer is off to a good start. Can I get your view on Calian Group Ltd. please.

Cheers,
Scott

Q: Looking to invest in a company that is strong in the production of commercial and industrial drones. Pls give me your opinion on Irobot, and suggest others

Q: What are the risks in a long term hold of Irobot.

Thanks
Thomas

Q: 1)Please rank these companies in terms of long term growth.
2)Would you have any concerns buying at current prices?

Q: I don't have any semiconductors in my portfolio which I think would be a good addition to diversify my portfolio. What would you recommend at this point in time? Thanks for your ideas.

Q: With PHO going private which technology stock would be best to replace it with? I currently own OTEX and LSPD

Thanks

Q: Does Nuvei had 2 classes of shares? The symbol for the share in my account is NUVCF:PNK rather than NVEI.UN
Also there do not same to have the same daily volume and the closing price is always different. My brokers tell me it is the same

Q: Which stock i.e MKSI, UCTT, or ICHR would be a good replacement for PHO, with the similar characteristics of growth, risk, etc. If you have other preferences, please list them also with similar growth and risk.
Thanks for your service!

Q: I have been doing some reading about a company that just had an ipo
I wonder what your think of confluent

Q: Hi,

Can you compare and contrast AT vs WISH? I realize WISH would be considered much riskier due to market cap and and even length of time being a public company.

But I am interested to know if one has a competitive advantage over the other, are expected growth rates for next several years are substantially different between the two.

Would it be too much overlap to have small positions in both companies?

thank you for all you do,
Brad

Q: MKS is buying PHO. Would it make sense to buy MKS? Would the growth/risk/balance sheet be similar? What are the differences? Would you recommend a purchase of MKS or would you choose another company? If so, which one(s)?

Thanks for your service

Q: Peter; Is there a connection between new mass ransomware attacks and CRWD’s price ? Thanks, Rod .

Q: Why such a big drop today?

Q: Thoughts on 4th Q and year end results? Does Tecsys' growth warrant the current p/sales ratio? Comparing growth rate and price to KXS what do you think?

Q: I am now break even on kwe after recently being down 35 percent. Should I cut and run, trim, or hold. What is your outlook. Thanks

Q: Hi Team,
I was looking at buying some NVEI. However, I am already heavy tech in general. If I were to buy some shares I would need to sell something to do this. The stocks that I already hold that would consider trimming to buy shares in NVEI would be: LSPD, WELL, SQ, MITK. Do you consider NVEI as having more long term potential than any of the other 4 mentioned? If so, which one of the 4 would you recommend trimming to buy some NVEI? Thanks
Shane

Q: I am considering selling U (down 24% in my TFSA) and replacing it with one of the following: WELL, NVEI, DOCU, MED, or APPS. Please rank in order of preference if purchased today. Can I assume all of the above stocks would likely have higher rates of growth than U and that the sale of U would thus be justified?

Thank you.