Q: Intc has been doing very badly of late, with Apple and Microsoft designing their own chip. I am thinking of selling Intc and replacing it with 2 or 3 technology companies, not necessarily in the chip sector. Intc is 2% of my portfolio. What would be your picks. Thanks
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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.
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Xebec Adsorption Inc. (XBC)
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Dye & Durham Limited (DND)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I was fortunate to acquire DND at issue and have a nice profit. In reply to the recent questions about DND - specifically about 3-5 year hold for capital gains - you ranked it behind KXS, NVEI, XBC, although noting it is the largest/ safest among NVEI and XBC. My question is whether you would advise to sell all or part DND and reinvest in NVEI or XBC, which I do not presently own to maximize gains over 3-5 year time frame.
Q: This past week has a lot of concern raised over widespread security issues, not just in the US. Stocks in the sector all responded with huge upside. My question is really about FEYE and TENB which are much smaller than CRWD. Those 2 stocks traded at much higher volumes on Friday. Do they have some particular answer to this latest security breach that the larger companies may not have? Let me take this opportunity to wish everyone at 5i a merry Christmas and Happy New Year.
Q: Good morning, ENGH announced a special dividend of $1.50. I believe this amounts to ~ $83 million, representing ~ 34% of their Oct/20 year-end cash balance. One might have hoped the ENGH Board foresaw 'better' ways to use this cash to advance the firm's market position. 5i has been positive on ENGH for some time. Does this large dividend change 5i's views on ENGH in any meaningful way as a solid investment going forward? Thank you. Edward
Q: SHSP Your thoughts please on SharpSpring.Thanks.
Q: I’m looking for the 5i Team’s stamp of approval to sell Microsoft and buy into CRWD and U.
Obviously MSFT is a solid play but perhaps these two have more growth potential?
Obviously MSFT is a solid play but perhaps these two have more growth potential?
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Apple Inc. (AAPL)
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Microsoft Corporation (MSFT)
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Invesco NASDAQ 100 Index ETF (QQC.F)
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TD Global Technology Leaders Index ETF (TEC)
Q: Greetings and perpetual thanks 5i - TEC is approximately 40% concentrated in the FAANGs and trades in Cdn dollars. Is there another Cdn dollar ETF that has an even higher concentration than TEC?
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Microsoft Corporation (MSFT)
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INVESCO QQQ Trust (QQQ)
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Communication Services Select Sector SPDR Fund (XLC)
Q: IS THERE AN ETF THAT COVERS ALL THE FANG STOCKS ? does it make more sense to just invest in the Nazdaq index that seems to have outperformed all other indexes by a long shot do you have another suggestion how to invest in american outperform growth stocks several questions ---deduct credits accordingly thanks
Q: Hello. I'm preparing to buy a couple of tech stocks. Unity Software (U) is one; which is a go. Also, 5i seems to like it. But my Q is about Elastic N.V. (ESTC). One Q&A in 2020 with only a few others dating from 2019 in 5i's Q&A section. It looks interesting to me, but I'm not sure. I'd appreciate your updated look at the stock and your opinion about adding it (currently trading at all-time high -- but cash flow is still negative). Thanks!
Q: Can I have your take on this new IPO and what it's future potential might be.
Thank you
Thank you
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Kinaxis Inc. (KXS)
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Real Matters Inc. (REAL)
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Docebo Inc. (DCBO)
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Dye & Durham Limited (DND)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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BBTV Holdings Inc. Subordinate Voting Shares (BBTV)
Q: For a 3- 5 year hold,please list the following companies,best first, for their potential to generate capital gains:bbtv,kxs,dnd,dcbo,real and nvei.Thanks.
Q: Hi Peter, Which 2 of the above stocks would you suggest for my TFSA ? Are the current prices good for entry at this time ? Thanks.
Q: Hello 5i'rs
Could I please have your opinion of KLA vs LRCX vs NVDA? Growth and valuation and your pick please.
Thank you
Could I please have your opinion of KLA vs LRCX vs NVDA? Growth and valuation and your pick please.
Thank you
Q: Peter and crew, when I look at the most recent quarter for KXS, COGS and admin costs have risen sharply in comparison to past quarters, any concerns?
Thanks for all you do.
Thanks for all you do.
Q: AYX seems to be on an uptrend; do you think it is past what brought it down so significantly, and do you see the improvement in share price continuing? Thank you for your excellent service.
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Amplify Cybersecurity ETF (HACK)
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Zscaler Inc. (ZS)
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Varonis Systems Inc. (VRNS)
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CrowdStrike Holdings Inc. (CRWD)
Q: I am trying to decide which one of these cybersecurity companies to buy if I have to choose one. Alternatively, is there an ETF focusing on this narrow segment of the market you would recommend?
Your insight is much appreciated, Peter
Your insight is much appreciated, Peter
Q: Peter; So they missed on revenue but eps exceeded expectations? How do you feel the market will interpret this- as a miss or not? Thanks.
Rod
Rod
Q: Please comment on that news:
Synopsys Unveils $250 Million Accelerated Stock Buyback Deal
09:34 AM EST, 12/16/2020 (MT Newswires) -- Synopsys (SNPS) said pre-market Wednesday that it has signed an accelerated share repurchase agreement with Mizuho Markets Americas to buy back $250 million of its shares.
Under the agreement, the software maker said it will get an initial share delivery of 824,000 shares, with the remainder, if any, to be settled by April 9.
How does that compare to other buy back program and how does it places this company among others in the same sector.
Thanks and good Holiday to all.
Stay safe
Synopsys Unveils $250 Million Accelerated Stock Buyback Deal
09:34 AM EST, 12/16/2020 (MT Newswires) -- Synopsys (SNPS) said pre-market Wednesday that it has signed an accelerated share repurchase agreement with Mizuho Markets Americas to buy back $250 million of its shares.
Under the agreement, the software maker said it will get an initial share delivery of 824,000 shares, with the remainder, if any, to be settled by April 9.
How does that compare to other buy back program and how does it places this company among others in the same sector.
Thanks and good Holiday to all.
Stay safe
Q: Would you have any opinions on this company.
Thanks
Mike
Thanks
Mike
Q: Hi 5i,
I need a tech stock to offset my income oriented portfolio. Which would you select, KXS or ENGH and why?
At what price would you enter the stock?
Thanks
John
I need a tech stock to offset my income oriented portfolio. Which would you select, KXS or ENGH and why?
At what price would you enter the stock?
Thanks
John