Investment Q&A

Q: Don't see any questions on IDRV which is an ishares ETF focusing on self driving cars and automation of vehicles. What are your views apart from its newness and small market capitalization.?

Q: Looking at QUIS. Back in June you hinted stock is looking interesting after the bought deal. It is much lower now than then, Is it still looking good and would you rate it is buyable? Any reason why the stock has been so soft. There was big volume today.

Q: What would be your number one Canadian and US cyber security stock to invest in
Thanks

Q: Hi Team,
What is your outlook for Intel after today's earning?
Thanks.

Q: I've read the Q & A's on veev and see that it's a name you like longer term. What about the short term? How do you like it at the current price given that it's experienced a nice run in the last month or so. Does it have legs to keep going higher shorter term in your view? I bought some today and it immediately dropped and of course I'm wondering whether I was the last one to join the party. I realize you don't have a crystal ball. Thank you as always.

Jason

Q: So if one agrees that a significant US tech exposure in a portfolio seems correct but the Big 5 US mega-techs and their valuations seem scary at the moment, given the recent correction of a stock like Intel, would you recommend that this investor with a 2 to 3 year horizon buy Intel at this level, watch it for a while and see how it settles in, start a partial position, consider other tech companies (such as what?) or continue to build positioning in the Big 5 and not focus on their valuations??? And perhaps a comment from you regarding what you would advise this concerned investor from a safety perspective regarding some of your favourite tech growers that have even higher valuations (Docusign, TTD, Team, etc.) - what is your recomendation and opinion in the context of this question comparing adding to those growthy tech names versus an Intel or a Cisco type tech purchase. I guess in essence I want to know whether you think the extra risk at this time is warranted over that term. Thank you for your anticipated helpful response - Ken

Q: Hello 5i,
In a recent answer you rated VEEV higher than AYX. I have a half position in VEEV and a full position in AYX. Based on your rating should I trim AYX and add to VEEV or is there not enough difference between their respective performances to warrant such a move?
Thank you so much for all you do!!
Dave

Q: Any comment on the price drop today? Is this a good buying opportunity?

Q: Hello Peter, Ryan and 5i team, The Tech sector has taken a beating this month, what is your outlook going forward at least for the next 5 or 6 months, for this sector. Thanks
Great service, much appreciated. Ivan

Q: In the cyber security space how would you rank these names. Please, add to this list if you have other favorites.
Your insight is much appreciated, Peter

Q: Hi Gang
Do you think open Text is a take over target
And who would it be interested if so

Thanks Mike B

Q: In my research on the 5g buildout , I came across Macom Technology Solutions ( MTSI ) and compared performance for 3 months and 12 months to other high fliers like, AAPL, ATVI, NVDA , QCOM , as well as comparing T-Mobile to Verizon. . I had never heard of Macom and Iyou have never mentioned it. Have you any thoughts on this MTSI , or am I better to limit my choices to better known entities ? Thanks

Q: Is DND similar to REAL or DOCU . Is it OK to have in portfolio DND together with REAL and DOCU.
Andrew

Q: Peter and crew; I hold shares in both Lightspeed and shopify, the former plods along at a snails pace and the later is on fire. Is it just the difference between the Canadian and US markets or are there other fundamentals I should be aware of. I currently hold US funds that could be used if a better choice could be made in the US markets.
I have been more than pleased with your past suggestions and look forward to your comments..

Q: Is it too late to add this to my portfolio based on its hugh run up.

Q: What is the consensus view for MSFt earnings and revenues tomorrow when they report? Thank you.

Q: Looking at the top ten holdings of the TAN solar etf...can you comment on some of them based on your 5iresearch criteria....sedg, enph, fslr, run, Dq, csiq

Q: Can you comment on the speculation of the stamps takeover by Shopify? Do you see any other moves making sense or more likely?

Q: Your thoughts on ZI, which has pulled back recently. Would you step in here?

Thanks

Dave

Q: How significant is the announced strategic partnership this morning?

Thanks

Dave.