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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: hello 5i:
I hold AVGO, and have done very well with it, but the valuation is beginning to look stretched. I'd like to stay in the same sector, but most tech valuations look high. INTC and LRCX look "reasonable". While not completely similar (subsectors differ), can you give me your opinion of these two companies? I've reviewed other questions eg you like NVDA, but with a PE of 90, as compared to INTC's 9, I can't see this as a contest (yes, I realize there is more to valuation than just looking at PEs). We also own CSU, OTEX, and PANW in this technology, with a small position in PHO. Normally, we're very long time holders eg. bought CSU at $115 (no, not a misprint). Look forward to your comments, as I really dislike stock gains to evaporate, unless they're being held for income.
thanks
Paul L
Read Answer Asked by Paul on September 11, 2020
Q: Please rank these stocks. Are they at a level that they could be bought today. For your highest ranked stock, why do you rank it higher than the others
Read Answer Asked by David on September 11, 2020
Q: Hi Everyone at 5i!! Could you please tell me when NUVEI ‘S IPO will hit the market? Cheers, Tamara
Read Answer Asked by Tamara on September 11, 2020
Q: I have been looking to take a position in Lightspeed for some time now, when it was in the $24 range, but it went up too fast too soon. with the current 15% drop and the IPO coming up, would you suggest I buy now, wait until the pricing is announced or until the issue is completed? Do you expect much volatility particularly to the upside in the interim?
Regards
Rajiv
Read Answer Asked by Rajiv on September 10, 2020
Q: Can you give me your opinion on preferred ways to invest in 5G companies in US and Canada? Thx for your excellent service
Read Answer Asked by Danny on September 09, 2020
Q: We are experiencing the third day of steep declines in the US tech sector. Is it time to look at picking up some bargains if so what names would you prefer at today's prices? Would we be better advised to buy an ETF like VGT or individual stocks?
Read Answer Asked by Ron on September 09, 2020
Q: Hey Peter & Team,

Thanks for all your help this year and last. My subscription paid for itself in a matter of weeks. (please don't increase the price)
Having said that and before I proceed NO, I am not one of those "OH MY GOD, THE SKY IS FALLING" people at the first hint of a drop. I did however take on a new position in PHO on Wednesday and as of Friday's close it is off 13.9%.
Among my many rules, one in particular states "drop an equity when it gets to 15% below my average cost." A rule which allows me to avoid getting to that position where I wait, it goes down further then I get to the "have nothing to loose mentality" and end up with a name in my portfolio with a -88% in red next to it.
So... what do I do with PHO? I know you have been recommending it as one of a few equities to be added to a growth portfolio.
Do you see any reasons/trouble that might have caused the significant drop? Should I stick with my 15% rule. (hard to answer I know as it is a personal preference) Has your long term outlook for PHO changed? Is there any news you may have seen which could explain this precipitous drop? Feel free to add anything else.
Thanks for all you do

gm
Read Answer Asked by Gord on September 08, 2020
Q: Could you give your thoughts on CGY? It seems to have done well through and after March (ie the COVID market drop) and as a concept, I like its multiple segments that might sustain the company in various markets. But my concern is the very breath in diversity of its segments, and how the company can continue to retain focus for operations as a small cap name and also clarity for investors. Thoughts? Thanks for your valued input.
Read Answer Asked by David C. on September 08, 2020