Investment Q&A

Q: Hi 5i team,
I've currently a 2% holding in Microsoft. I've some cash to buy in this meltdown either more Microsoft or start a position in Apple. Comparing their valuation, potential growth or lack of for the remaining of the year, what would be your recommendation and why. Thanks.

Q: Please comment on ttd earnings. I hold the stock and have calls on it expiring next week. Thank you.

Q: HI 5i team,
I want to purchase ETF that has Alphabet, Amazon, Microsoft, Apple as its largest holdings. What's the best choice that you will recommend for Canadian listed etf and for US listed etf? Many thanks.

Q: How would a slow down in global trade and supply chain disruptions effect these companies?

Thanks for your excellent service.

Q: Hi 5i, do you know the name and ticker of company that has solutions for 5g coverage known as 5g master key. Thanks

Q: Thanks for the virus update. Good to get a consolidated view. Regardless of the pullback do you think semi conductors are attractive and would you prefer an ETF or a specific stock.? Thanks

Q: Hi Team,

I am thinking adding TTD. Is this a good time to buy?

Thanks!

Q: Would starting a position in QCOM now be advisable or would you suggest letting the market stabilize before considering this?

Mike

Q: If you had to choose two at this time for a growth-oriented investor which would you go with?

Q: I currently hold the following technology equities in my portfolio: AAPL, TEAM, CSU, and LSPD. I'm considering selling LSDP (up 14%) and purchasing either SHOP or DSG. I would like a bit less volatility and more consistent growth. Does this seem reasonable and which would you choose or do you have another idea?
Thank you for your advice.

Q: Your thoughts on ASML

Q: After a recent run to $2.75 H on Jan 16,STC retreated to $2.38 on Jan 21.Any reason? Is this a good point to add to my 1% position(p/p $2.47)especially in light of the sharp drop in Asian markets & U.S. futures today? Also your expectations of eps & revenue of its Q2 on Feb 27. Txs for u usual great services & views Looking forward to seeing Ryan on BNN,Feb 26

Q: What is your opinion of this company? Thank you

Q: Would appreciate your comments on recent pullback. A small earnings miss and then buy back of shares at $99. Is this an opportunity to add to a 2% position? Thanks

Q: Dearr 5i
What are the expected earnings growth rates for AMAT , AMD and NVDA over the next 1-2 years and which would you recommend for an RRSP assuming a balanced portfolio .
Thanks
Bill C.

Q: I just received an email from Citron talking about SDGR. They feel it is the second coming of TSLA but of course, in a different industry.
They are a brand new IPO and are up 20% today, but would this be worth purchasing in the event that it pulls back to prior to the letter and held for a period of time.
In a nutshell they recap it thusly:

"Through use of artificial intelligence and a world class scientific team that is unmatched by ANY public company, Schrodinger has created a software platform that integrates predictive physics-based methods with machine learning to become the leader in molecular simulation that 1) reduces the average time and cost required to identify a drug development candidate and 2) increases the probability of drug discovery programs entering clinical development.

With the global pharma industry spending approximately $180 billion on R&D annually, this innovative software platform is completely disrupting the drug development process."

Would you invest in this concept yourselves, once you research more about it.? I know its not a p/e , value play it may or may not be TSLA of 10 years ago.

Thanks

Sheldon

Q: Do you have a view on this company. Many years ago in a previous job I dealt with them extensively but do not recall them pushing their public company status. My experince was they tended to regularly buy out rising competitors. Looking for analysis of the key metrics.

Q: Do you have a preference here or do you prefer a different semi conductor ETF? Tha nks

Q: Looking to increase my American technology positions. I'm interested in taking a position in Adobe. What do you think the future holds for this company, short term, (1 year) and long term (5 years). I'm trying to decide between ADBE and MSFT. Which do you think is the best investment or would you buy both? Would they complement each other? Are there other U.S. tech. companies you like as well or better?

Q: I'm a big fan of tech.

NVDA was my first chips play. The semis look very cyclical.

So I almost have a double with NVDA.

Not sure whether to take some off, half off.

I don't think that this is going to do a SHOP or a TSLA.

Your thoughts please.
Mark