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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: I work in tech and for that reason I had told myself no need to add further exposure to tech by holding tech stocks. Now I kind of regret that strategy. I wonder what percentage of exposure to tech In my portfolio is sensible? Is it too late to enter? Do you think tech stocks are in a bubble? Can you suggest some names (ETFs/stocks) in canada and US that would be good choices if we decided to add some exposure to tech?
Read Answer Asked by Mahdi on October 15, 2020
Q: Could you please provide your take on pending antitrust legislation in the US against big tech, especially Amazon. I own both SHOP and LSPD and am wondering about adding. My dilemma is I’m unsure if the legislation would be negative as all tech gets sideswiped or positive as it would impair Amazon’s competitive advantage, thus opening the door for improved growth for smaller tech companies. Your guidance is greatly appreciated.
Read Answer Asked by Warren on October 15, 2020
Q: Hi,
This is a follow up question to your response to Bob's question on NVDA, AMD. Having only recently purchased AMD, I am somewhat concerned about a lengthy wait for AMD's price to resume an uptrend with the burden of XLNX. At the moment I am down 1/2% and wondering if it is prudent to exit and put the money to work in another growth opportunity? I currently own NVDA and could simply add to it. Other options might be TSM, MPWR, or IPHI. I would welcome your thoughts and any suggestions you may have. Thanks for keeping us informed!
Dawn

Read Answer Asked by Dawn on October 14, 2020
Q: Could I have your views on the Emerge suite of etfs; EAUT, EARK, EAGB, EAFT and EAAI. Returns so far seem to be pretty good but wondering if some of those could become part of a personal portfolio. Haven't heard very many questions on these particular etfs.

Jacques
Read Answer Asked by Jacques on October 13, 2020
Q: Hi team!

I see today on Cision that Infosys has won some new contracts and named a Digital Process leader.
Last question on this company was in 2017.
What are your thoughts these days?
Most of their 'Key Ratios' from your Companies page seem to reflect things are moving in the right direction, ie ROE, ROC. Their 3, 6, 12 and 36 month '% change' charts support this as well with gradual upwards trajectories.
If newly purchased in a balanced portfolio, should it belong to an RRSP, TFSA or non-registered. They do provide a US $ dividend so I assume RRSP.

In keeping with the 'all things Digital' theme, are their other companies you prefer that would be key (ie leaders) in leading the digital transformation? (There was a question asked on Sept 28 about 'disrupters'...not sure if these might be classified into this category).

Keep up the excellent work for us small DIY investors!!!

Cheers,
SteveMC
Read Answer Asked by Stephen on October 13, 2020
Q: Are you confident in semi's now? How would you rank amat, lrcx, photon? Any other pick-and-shovel plays you prefer? Do you prefer individual semi makers or an etf to these 3. Thanks.
Read Answer Asked by Ken on October 13, 2020
Q: My question is more for education and is about a companies daily trading volume. For example; I have been following Tucows (TC) for some time and for a company having a market cap of almost 800 million; why does it have such a low daily trading volume? The recent deal it made for the sale of Tucows TING mobile to DISH earlier this year was given good reviews.
Thanks 5i
Read Answer Asked by mike on October 13, 2020
Q: Hi 5i team,
There are a ton of 5G companies that you mention from time to time. One that comes up less frequently is MRVL. MRVL had a virtual investor day today, which I attended, but kept it on in the background. A number of executives gave their views on their major markets, technology and growth rates, which as expected was all positive. The stock traded up for a while but then faded. I did not pay that close attention but was not overly impressed with the day. What say you on MRVL and what is the real point of investor days if there is nothing that noteworthy?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on October 09, 2020
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