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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: I have neither Telaria or Rubicon Proj. but I would like to start a position. With the merger between them how would you play this? Buy both before the merger or buy one and why. What happens after the merger? Do you think the merger makes good sense ?
Thanks, Peter
Read Answer Asked by Peter on February 19, 2020
Q: Hi 5iR Team, Solar power generation, installation, technology, etc., anything to do with solar power, can you list a few Can/US notable companies for me? Thanks Team. Cheers, Chris
Read Answer Asked by Chris on February 18, 2020
Q: Your recent report on KXS notes that the expected F2020 revenue growth is 11.1% and a CIBC report forecasts revenue growth of 17% in F2021. Both these estimates are below the expected F2019 revenue growth of 26% and lower than the 22.4% forecasted annual growth rate (to 2022) of the SaaS application market in supply chain management. In such a competitive market, forecasts of declines in revenue growth and forecasted growth which is lower than the market’s growth are not ideal signs and something to monitor. Have you picked up any explanations for the decline in forecasted revenue growth in F2020 and the overall choppiness of revenue growth?
Read Answer Asked by Marc on February 18, 2020
Q: I have been watching AYX, NVDA and ROKU for a while, but haven't bought any of them yet. If you were to buy them today, please rank 1st, 2nd, and 3rd in the order that you would buy them.

According to RBC, ROKU has 118.1 M shares, and of that only 64.235 M are floating shares. The short interest is about 14% of the float. On Friday Feb 14th, the volume of shares traded was 63.1 M. That's 98.2% of the floating shares were traded. Can you help me understand what this information can tell you? On the surface every floating share was traded, but really some shares were traded multiple times throughout the day. When the volume of trading is this high compared to the float, what does this trading pattern indicate?
Read Answer Asked by Paul on February 14, 2020
Q: CSIQ is back on the top of its range, part of me want to sell as it has been cycling back from there a few times, and part wonders if this a start to a better story with renewables being in favor and making this a good growth story. what is your opinion? besides a hedge fund buying a position is there any othr worthy news? what are expected earnings?
Thank you.
Read Answer Asked by francois on February 14, 2020
Q: I have a 4.5-5% weighting in all of these and they represent my tech holdings. Any need in your opinion to sell any of them in light of world news? Might LSPD as an example feel the impact of fewer restaurant goers? Would you sell any of these based on fundamentals to replace with something you prefer more?
Read Answer Asked by Tim on February 14, 2020
Q: Due to fortunate timing following some great advice (thanks 5I!!) combined with the recent market surge, we find ourselves overweight in Tech. With relatively equal weighting, which of these 7 companies (if any) would you consider selling? In what order?
Read Answer Asked by Stan on February 13, 2020
Q: I am finding myself a bit on the heavy side lately in the "technology" sector, which has certainly not been a bad thing. My question is whether or not it warrants a bit of a higher weighting as the sector seams to be broadening so significantly with companies such as REAL, which services the real estate and insurance industry, being classed as Tech sector. With the spread of technology into all industries and aspects of our lives, there seems to be some discrepancies between companies that develop tech for use in an industry being classed as tech or the specific sector. Another example could be CAE which could be argued as transportation and healthcare to a degree but is classed Tech. I Understand that these are just titles and weightings can be a bit flexible. I realize this is a bit of a nebulous question but your comments, clarification are always much valued.

Secondly, I have some cash to deploy and other than technology, what other sector or sectors would you favour (other than to deploy based strictly on a perfectly balanced portfolio, sector wise) would you favour for the longer term at this point in history?

As always, thanks for the sage advise!

John
Read Answer Asked by John on February 13, 2020
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