Investment Q&A

Q: hello 5i:
Owning "best of breed" or "best in class" is always factored into decisions in purchasing shares. Having held PANW for a number of years, and happy with results, I nevertheless wonder if selling and buying CRWD in its place, would be a strategy you'd see as beneficial. Discussion on the pros/cons would be helpful.
always listening
Paul L

Q: What are your thoughts on the earnings release and do you think the resultant pullback is a chance to open a position? Thanks

Q: I hold XIT in both my RRSP and TFSA and have done very well owning it. Over the years I have trimmed multiple times, redeploying into NTR and Eric's NPP314 (oil). I bought SJR.B in January (in my TFSA), fully intending for it to be a medium term hold and have started to trim it this week.

My plan now with the cash is to add back to XIT, but my reading seems to indicate that there may be more volatility in the Tech sector. Just wondering what your crystal ball shows? When I look at the chart for XIT, I see support levels at roughly $43, then $38. I know this is a "timing" question, but do you see further Tech weakness, and if so, where would you step back in.

Thanks for your help....Steve

Q: the manufacturer of canadarm MDA ltd plans an IPO. what is your opinion of this company? and would take a position the the company?thanks Richard

Q: Hi 5i Team, What are your thoughts on the semiconductors for the next 3-5 yrs and these 2 ETF (SOXX and SOXL).
Thanks!

Q: I am doing a comparison between U and NOW. When looking at guidance given by both companies, they are very similar, both around 30% revenue growth for the next two years. NOW has lots of cash flow and a growing operating margin, U is far from being profitable. The price multiples for U is almost double NOW. Is the difference in valuation justified? Which would you buy?

Q: Grateful for your views on C3Ai. Where do you think it will find support in its downtrend ? Buy, sell, or hold ? What would you replace it with ?
Gratefully,

Jacques IDS

Q: Hello 5i
Please comment on Upstarts latest quarter and their prospects going forward.
Thank you
Dave

Q: Hello 5i,
Please comment on the growth prospects for SQ FOUR NVEI LSPD and rank 1-4 as far as your preference.
Thank you
Dave

Q: Can you comment on the latest news update on NUVEI? Would you consider it a BUY at the 91/3% decrease drop at the open?
Thank you

09:56 AM EDT, 03/18/2021 (MT Newswires) -- Nuvei Corporation (NVEI.TO, NVEI-U.TO), a global payment technology partner for brands, was at last look down 9% after it announced that funds managed by "Selling Shareholders", and the company had entered into an agreement with some big banking institutions to complete a secondary offering on a bought deal basis. Under the agreement, the underwriters have agreed to purchase 8.2 million subordinate voting shares of the company at a purchase price of US$60.22 per subordinate voting share for total gross proceeds to the Selling Shareholders of near US$494 million. Fayer Holdco will also be donating 600,000 subordinate voting shares to a charitable foundation.

Q: Good morning,

Could you please suggest a couple ideas for tech and health care exposure within a TFSA. I hear there are advantages/disadvantages of different type of ETFs.
Thanks

Q: Reviewing the Q release, are you more or less confident as a growth investor in this? Could you highlight what specific items in the Q are significant?
Thanks

Q: I have a capital loss in KXS that I would like to take advantage of. What Canadian technology stocks would be a good proxy for this?

Thanks
Stew

Q: Hello,
Can I get your take on Nuvei Corporation. Is it a buy?
Thank-you.
Antonio

Q: Hi 5i team,

I have a 3% position in DOCU in my RRSP and I'm thinking switching to ADBE as its price seems attractive. I would like to have your opinion here.

Thanks
Matt

Q: I can't find when the NUVEI shares' lockup ends. Could you provide the date pls and how many shares are locked up? Would you be wary of it?
Also, I can see NVEI and NVEI.U ticker symbols. Does that mean I can buy in $CAN NVEI and get $US by selling the same shares as NVEI.U?

Q: What are your thoughts on this company? I have a small position in this company that I want to either double up or sell.

Q: MXIM Your all around thoughts for the markets they cater to, competition, revenues, earnings, insiders, debt, cash flow, valuation etc... and your thoughts as a buy today.

Thanks

Q: My son hold these tech stocks and really need to start to invest in US tech stocks as all his holdings are in Canada. He would need to sell some of these holdings to get cash so he could convert to US dollars and then buy 2 US stocks. Which stocks would you sell first and can you provide 2 US that are similar to the stocks that he would sell. He has a RRSP account so no capital gains to worry about. He has 20 years before needing to withdraw.
Thanks

Q: I have done well with Roku but I'm considering allocating elsewhere before my gains evaporate. What are the prospects for this company in the next 12-18 months?