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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 group if you could only own one which would you choose between GOOGL and SHOP I already own MSFT, AMZN. CSU. NVDA, APPL, DSG, LSPD TOI
Read Answer Asked by Terence on April 02, 2021
Q: Can you please compare and contrast the pros and cons of investing in each of these stocks in the ad space? How would you rank them from a valuation, risk, and upside perspective? thanks
Read Answer Asked by Jeff on April 01, 2021
Q: Hi 5i,

You have mentioned that "Anything 'growthy' and on the smaller side has been unloved for the last one to two months." So the Hi Tech stock seem to be the worst sector now. Do you think the tech sector is over? How many months or years will the tech stocks come back by your experiences. I have no income, but can still survive for 2 years.
Read Answer Asked by kwokwai on March 31, 2021
Q: Hello Folks:
It appears technology stocks are moving opposite direction to industrials such as Deere, Caterpillar, Cummins etc. which have been very quiet for a number of years.
Is this a normal situation?

Does this mean there is more confidence in this sector and less in technology; or is it because technology has been the go to in times of uncertainty; although I would think these Covid times would have produced more uncertainty with the opposite effect.

Do you feel this trend will continue empowering industrials at the expense of technology such as Amazon, Apple, Microsoft, Google etc.

My specific question is re: Veeva (on a steady downturn) and how you view it's long term prospects.

Thanks for your good work
brian
Read Answer Asked by Brian on March 31, 2021
Q: Good Morning, I recently read in the FP that the new CEO of Intel Pat Gelsinger declared that "Intel is back" - Do you think that he can turn things around to participate in the huge demand for chips, and is this the time to invest?
I also know that you are not a huge fan of SPACS, however I am intrigued about investing along side in Bill Ackman's Pershing Square Tontine - thoughts?
With thanks JS
Read Answer Asked by JORDAN on March 29, 2021
Q: I have a difficult time differentiating what each of these companies do for lawyers and lenders. How much actual overlap/competition is there?
I see there has been a fair bit of public market selling by REAL directors but then some buying late last week. How large is REAL insiders holdings commitment today compared to the last 5I report?
If there is any overlap/competition of services or perhaps synergies would it make sense for DND to acquire REAL if they could swallow it? Is DND, at 2X REAL’s market cap, large enough to acquire REAL?

Thank You
Clarence
Read Answer Asked by Clarence on March 29, 2021
Q: What do you see as a good entry point for these two stocks for a 5 year hold? CRWD continues to drop in this sector transition and U seems to be holding around low 90s.

Any other US Stocks you would also recommend now and a sense of a good entry point for those as well?
Read Answer Asked by Loretta on March 29, 2021
Q: Can you comment on Coherent deciding to walk away from the offer by LITE and to pay a 217M penalty fee. LITE is up substantially since the announcement. Does this mean if the deal had gone forward, it presented serious risk to LITE and the market was relieved the bidding war ended this way? How significant is the 217M fee? How do you rate LITE going forward?


Read Answer Asked on March 29, 2021
Q: I kept waiting for the semi-conductor stocks to get cheaper and missed the big run. Has the sector not been cyclical historically? Do you think the sector is cooling off or entering a downturn, or is it time to step in? Qualcomm or Nvidia?
Read Answer Asked by Mike on March 26, 2021
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