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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: VQS jumped after that Alta Fox report a few months ago, but has fallen back a little. Do you like VQS now that it has come down a little, and do you see it as a stock that has long-term potential to out perform (or do you like some other small/mid cap companies better e.g. SYZ)
Read Answer Asked by Jeff on August 20, 2021
Q: Hello

With the current chip shortages, what is your view on Lam Research.
Is it a good hold for the next 5 yrs ? And at what price do you consider a good entry point? Or would you rather recommend another semi conductor company?

I hold TRP and I want to know if you see it as a good hold as an income stock?
What is your general view on the company going forward.

Thank you
Read Answer Asked by Kristelle on August 20, 2021
Q: HI, 5i team,
What are a few of your best Cloud Companies.

Ken
Read Answer Asked by kenneth on August 19, 2021
Q: Good morning,

It looks like NVDIA posted excellent results - would like your take on the results and also your advice for someone who wants to start a position. Do you think it is wise to invest now or wait a little, and what would be a good entry price? The markets seem a little jittery as of late.

Thank you!
Read Answer Asked by Loretta on August 19, 2021
Q: Big bounce today on no news! (?) I've owned this since joining 5i. It has gone in and out of market favour but I've always enjoyed the dividend. I've been picking up dividend stocks for the last year and done well but I am not expecting a lot of growth from them from here. SYZ should get some decent growth and the yield is healthy. I like the SaaS field and this being tied to government work - which seems a way to get some beta away from the market business cycle. Does it really fit this bill? Yield makes me patient how do you see it over all?

TIA
Read Answer Asked by Gerald on August 19, 2021
Q: Hi,
I was looking at taking a position in UCTT.(Ultra Clean)
I believe the earnings were fine with a beat on both revenue and EPS including raised guidance,
The stock is trading at $41.31 currently. Looking at some of its financial metrics & estimates , this stock is trading at 1x NTM revenue. I would consider this stock extremely cheap currently.
Would you agree with my understanding and is there anything else you could add?
Thanks
Read Answer Asked by ilie on August 19, 2021
Q: Good morning, I noted your recent response re. Canadian tech stocks, where you were asked to rate the quality of some of the leading Canadian stocks. I hold KXS (up approx. 200%) and OTEX (up 100%) in my TFSA. I also hold some of the other top choices but I do not hold MAGT or NVEI and only a small amount of TOI. Based on your ratings, I'm wondering if I should sell KXS and OTEX and use the proceeds to buy the other 3?
Read Answer Asked by Rod on August 19, 2021
Q: Hi 5i,

I know there are many takeover rumours in the market. On Monday, Seeking Alpha had an article on an unidentified suitor, likely a private equity firm, eyeing AYX. AYX has had several disappointing earnings releases. In your last comment a couple of weeks ago, you said it might be setting itself up as a target and is hard to stay committed here. I don’t understand that comment. AYX would not deliberately show poor results or poor guidance to get a lower market valuation would it? Also, would you call it a hold here, because of takeover speculation?

Thanks again.
Dave
Read Answer Asked by Dave on August 18, 2021
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