Investment Q&A

Q: I am looking to add 2 technology stocks to my TFSA account. They can either be Canadian or US stocks, either hardware or software, social media etc. I am buying them for growth, also I can take risks.
Thanks

Q: Hello 5I Team
I was reading on Seeking Alfa that Shopify and LSPD are share holders of Afrm.
Please confirm that i understood correctly and would that benefit Shopify and LSPD
business? Please comment on what are your thoughts .Thank you for you advice .
Regards
Claudio

Q: Hi 5i
Today Blackberry has had quite a surprising run up over 22%.
Can you supply any insight into what has happened to drive this. Would you continue to hold this stock or add based on any new information for 2 yr hold.
Thx
Jim

Q: Hi Peter & Team
I am considering buying either AMD, NTC Intel or TSC Taiwan Semiconductor.
Please explain which one you would choose and way.
I value your expertise.
Ron

Q: Hello,
I’m wondering if I could have your opinion on these companies and if any of them look interesting to you. Thanks!

Q: Hi 5i team, following a recent question on a drop of price without news, can we assume profit taking. If so, is it good time to add? thanks.

Q: Kxs has been drifting lower for the past few weeks. Comments?
Also, in response to today’s question from John asking you to rate TFSA stocks for a 5 year hold your answer didn’t include KXS as he requested. Could you revisit this response please.

Q: I'd like your opinion about DOCU. The stock peaked SEP 1, 2020 and since then the past 4 months+ have been lower -- repeatedly dipping below $200 USD in this volatile market. The previous four months (before SEP 1) resulted in a gain of 154% in stock price. My question: I'm up 63% on this stock. Should I sell and move on? Thing is, I like the product as a consumer, and have already been e-mailed several docs to sign using that app. Works great. Yet I wonder if it's going to become a pandemic orphan -- and might suffer the same fate that could beset ZOOM when this pandemic ends.

Q: Hello 5i team. LSPD is trading at a high TTM revenue multiple in the 60s whereas SQ is trading closer to 13x revenue. Can you please compare the two and talk through pros and cons for both. Why would you favour one over another if you do.

Q: What are your thoughts on Appian, Blackline, Datadog, and Zoom from a balance sheet, growth potential and management? Could you rank in terms of growth potential in the next 5-10+ years? Thanks.

Q: how do you feel about SIGNAL - US AND TELEGRAM after whats app's new rules - which one do you prefer for a longer term investor aeend why - where does telegram trade and the symbol? thanks for the info - Karen

Q: Thank you for the great service. I was wondering in the HOT space of EV's are there any standout companies either producing a vehicle you like as an investment or an infrastructure play for charging stations or battery production? I have listed some of the companies I have on a list but I own nothing in this space... Really wishing I had bought Tesla 10 years ago when first looking at it... As they say could of would of should Have. I try never to look back but sometimes it is tough LOL

Q: Hi, My respected 5i team
I bought these stocks back in March or April 2020 during the market correction, thanks for your recommendation!
Right now, the upward momentum of these high tech stocks are diminishing and their valuations seems high.
What is your opinion about the valuations here, are they over valued too much? I'm worried about the "tech bubble" happens again. Should I sell them now or under what condition you suggest that I should sell ?

Q: Hi Team

Is PLUG still buyable here after a roaring start to the year? Thank you in advance.
Sam

Q: Hi,
If i have to buy two Tech companies to buy into my TFSA for growth which ones would you pick

Q: Hi, Happy New Year,
Could recommend your best Tech ETF

Q: I have full positions on those above. I want to add one more tech company. I am trying to buy only one within the sector and at the same time diversify their business. For 3/5 years I am thinking crowd, pltr or possibly pins. What are your thoughts and a short opinion? Thank you for all the excellent service.

Q: Looking to add semi-conductors into my portfolio, as there is a shortage of product and high demand in the Automotive and Electronics industries. Interested in your perspective on Analog Devices, NXP Semi-Conductors, STMicrelectronics and Micron Technologies, as they have all had a great run, but still have high Buy ratings. If you think these have had a great run, and has some risk, what alternatives would you recommend. Thanks

Q: I picked up a small lot of this in the sell off last year on a spec..
It seems to have come alive this year and having a nice move today. Nearly back to IPO price!
What do you think of it today? Worth buying more?

Q: Hi 5i,
In answer to Dan's question on 6 tech stocks this morning (Jan. 11) you rated DCBO second last as a candidate for a long term hold.
I also wonder about DCBO. I'm currently up 50% and I wonder if you think it still has runway - like you think about LSPD for example - or if you would conclude it may well be at or near the top of its ascent? Without a dividend I have no reason to continue holding DCBO if it's given me all or most of what it's got to give but, frankly, I don't know how to set a target price for a tech stock with either its metrics or its momentum.
I'm cognizant of your oft-given advice to guard against selling winners too soon (which I've done my share of and which I'm trying to avoid) but I also think there must be times when one has to conclude a stock has met its potential, or nearly so, and it's time to realize the profit and deploy the funds elsewhere. Could you advise what you think about DCBO in this regard?
Thanks for this, and for all the rest of your very helpful guidance that I benefit from.
Peter