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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: Hi 5i team,
CLDR has been on my watch lists for awhile. It seems to be at a decent valuation on P/S for a cloud stock. In the past week or so, it has been subject to some takeover speculation by IBM. I don’t like buying a company just on takeover speculation, but it is a nice kicker if the underlying fundamentals of the company are solid. Is CDLR a decent buy in the data management space and what is your outlook from here?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on June 16, 2020
Q: Kim Bolton on Market Call had 2 charts one for Cloud Consumer and Cloud Producer.
Cloud Consumer Stocks
TWTR, SPOT, SNAP, SHOP, NFLX, JD, Googl, FB, EA, DIS, BABA, AMZN, AAPL, ZS, ATVI.
Cloud Producer Stocks
ZM, WORK, WIX, WDAY, SPLK, RNG, ORCL, NOW, MSFT, INTU, DOCU, DDOG, DBX, CSCO, CRM, ADBE.

Can you please suggest 5 top picks from Consumer and producer in order which one would you suggest has Little or No DEBT and good management.

Thanks for the great service
Read Answer Asked by Hector on June 16, 2020
Q: Would you know a particular ETF that might contain many of the above tech companies?
Thanks, Murray
Read Answer Asked by Murray on June 16, 2020
Q: Hi 5iTeam,
I'm interested in taking a position in an ETF that's focused on chips. Of the three ETFs listed above, which one would be your choice and why?
Also are there ETFs traded in C$ that are focused on US chip makers?
Cheers,
Read Answer Asked by Harry on June 16, 2020
Q: Good morning 5i guys!

Thanks for everything as usual solid advice.

Divurging from ETF's for the canadian market. I am fairly well diversified. But lacking in tech.
Which individual tech stocks would comprise your home built canadian tech portfolio 'today'? Rough weights even though they are personal of course.

Thank you and looking forward to it.

Read Answer Asked by Adam on June 11, 2020
Q: Hi,
I would be interested in your comments on this company. It seems to be growing well, with a recent announcement of a big increase in earnings. However I am somewhat concerned about the fact that Huawei is on their stated list of customers. Will the recent threat from Trump to limit sales to Huawei have a large negative effect on Inphi? As a small cap, do they have a lot of debt? I found a Debt/Equity figure of 1.37 on Finviz.com, but am not sure how to interpret that, given that they currently show a negative income. Many thanks for all you do to keep us on the right track!
Dawn
Read Answer Asked by Dawn on June 08, 2020
Q: Harry asked an interesting question about investing in US Tech stocks and wanted an ETF. I did a 52-week comparison of the performance of the 4 mentioned Tech stocks with the ZQQ ETF. If my rough calculations are correct, one would have almost doubled their money with these 4 stocks compared to the putting the same money in ZQQ over the last 52 weeks. Past performance is no indication of the future, but I would like your thoughts on buying these 4 now versus the ETF. In my situation I would put 5% of my investments in these four and currently well diversified and a good chuck of fixed income (>30%). For me maybe okay (your thoughts please) but in general would this also apply to most investors. Please respond to my situation and the general situation if you can please. Thanks so much. Dan C.
Read Answer Asked by Danny-boy on June 08, 2020
Q: I am going to trim my KXS back to 6%. With the proceeds I am considering one of the following:
Add to my CAE; add to my GSY; add to my ATD.B or initiate a position in DSG.
How would you rank these choices? Any and all thoughts will be appreciated. ram
Read Answer Asked by Ray on June 08, 2020
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