Q: MAGT: 5i produced an interesting article on the company. It appears you feel it could well be a good one. You indicated it is doing an IPO but gave no date for it. The article was published yesterday, April 27 and MAGT went public today, April 28. Why didn't the article include the IPO date? I'm sure many would have followed it this morning if we had known it was trading. Also, MAGT isn't recognized within the 5i system as a valid stock symbol. In future it would be useful to include IPO date, if known, in any article about a new company and also have the 5i system recognize the symbol from the get-go. Now that MAGT is trading, has it reacted as you thought it would?
Q: I understand that there is a shortage of semiconductors. Given this situation is it a good time to buy SMH or stay away from this sector? Thank You.
Q: Does the current chip shortage directly help Photons bottom line or do they purchase chips and then produce a specialized (niche) chip as their product. Thus higher chip prices would not help their bottom line.
Thanks
Q: I am up 145% on TTD (thanks!) and it is now 10% of my portfolio. Should I sell 25% or 50% of it, and if so, what should I buy to replace it? My other US tech holdings are PINS, VEEV, ICHR, PLTR, AMZN, FB, APPL. My US tech is the largest part of my growth sector, is there hole to fill in my list?
Q: I am either going to buy into NVDA or TSM. Which might be the better option for two year growth. Or might it be prudent to buy both in equal measure. It appears the chip manufacturing will heat up with global shortages. Thnks
Q: This stock has made a nice move, and it sounds like a great cybersecurity technology. It's a micro so risks are still high. Seems like a company that they had a license deal with got acquired yesterday (Empirix). Any thoughts on this company?
Q: My question is regarding Shopify being down today almost 5% with 6 days to earnings call. The following stocks are in my TFSA, and wondering if you’d consider trimming parts of this portfolio to add to SHOP in a potential great buying opportunity if it keeps dropping post earnings call?
Would you add to another “power house” like NVDA instead ?
Q: There was an interesting article in the National Post recently about the expansion plans for Voyager to get into Canada, Europe and stock trading. I understand that this company is heavily dependent on crypto sentiment, but after recently declines, would it be a good idea to take a position here or is this still seen as too expensive/risky?
Q: Own 500 shares @ 9.95. 5I will they up their price to $10.00. would it be worth to wait to see if price moves up higher.Would there be any benefit to keep shares under Cerberus
Q: The use of block chain technology looked to me like a valid technique but its successes appear to have been limited. What is your opinion of the technology/technique, do you consider it has a future, have there been outstanding successes, and are there attractive investments in this space? Thank you.
Q: KXS management has blamed the pandemic for delayed sales. Do you buy managements explanation or do you think there may be a more fundamental problem with their competitive positioning in their marketplace? Do you have a high degree of trust in management?