Q: Good Afternoon, Any idea why the huge spike in volume for Evertz today? Rob
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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: Please advise what analyst's expectations are for NVDA's quarterly release which will be issued after the bell today.
Thank you, Peter
Thank you, Peter
- Photon Control Inc. (PHO)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Boyd Group Income Fund (BYD.UN)
- Kinaxis Inc. (KXS)
- BMO MSCI China ESG Leaders Index ETF (ZCH)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
Q: Hi Peter, Ryan,
Thanks for the great service Peter and Ryan. It is trying times for portfolios
We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?
Cheers
Jerry and Debbie
Thanks for the great service Peter and Ryan. It is trying times for portfolios
We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?
Cheers
Jerry and Debbie
Q: Any thing going on with ALGN? Or is it just the markets?
Does any stock of a good company meeting all your criteria look particularly attractive now? Thank you. Shyam
Does any stock of a good company meeting all your criteria look particularly attractive now? Thank you. Shyam
Q: Regarding Photon, on a quick back of the napkin analysis it looks like the company is being valued at 2 times sales, once you strip out the cash.
Can you tell me what a typical multiple is?
It's astonishing that the company is back to 2016 valuations given all of the positive catalysts.
Can you tell me what a typical multiple is?
It's astonishing that the company is back to 2016 valuations given all of the positive catalysts.
Q: Hi,
any word on Electrameccanica Vehicles Corp.? They appear to gearing up for sales and have a number of units on preorder but information lacks transparency.
any word on Electrameccanica Vehicles Corp.? They appear to gearing up for sales and have a number of units on preorder but information lacks transparency.
Q: Hi 5i, What are your top 4 Canadian technology picks for a 5 - 10 year hold. The only criteria would be safety + growth, little or no debt, dividend a plus but necessary.
Thanks,
Chris.
Thanks,
Chris.
Q: I would appreciate an updated view on Edgewater Wireless Systems as a speculative buy. What is their debt situation?
Thanks!
Thanks!
Q: Why ETSY is dropping this much today? Could you please comment on their results and outlook. Would you hold it for long term?
Thanks,
Milan
Thanks,
Milan
Q: Hi peter between shop, roku & square which company has the most growth over the next year all have pulled back thx Kim
Q: Can you explain and justify what’s going on with Photon. I didn’t sell at the highs When I was up almost 100%, preferring to look more long term than trading. Now, for the first time, I am under water on it. I thought they were rolling out some new products that were supposed to do well and drive numbers up. Do you still see it as a long term (3-5 year) hold to get back to the $2+ range? Or do you see it as a missed opportunity, live and learn, sell and move on?
Thanks
Thanks
Q: Is the price movement excessive based on the news? It probably does not help the poor sector momentum.
Q: Is there any Cloud ETF that trades in Canadian dollar hedge or Unhedged. Which Technology ETF would you recommend?
Thanks for the great service
Hector
Thanks for the great service
Hector
Q: Can you please comment on CGI's recently announced earnings as well as your overall thoughts on the company going forward. Thank You.
Q: Hi Team, any thoughts on Twilio. After big pop, would you recommend stepping in?
Thank-you in advance! Sam
Thank-you in advance! Sam
Q: Hi,
Norman Levine picked NXP Semiconductor November 8 on Market Call. Are you able to provide an outlook on this company and the thesis that once arbitrage ends after the failed Qualcomm deal it is likely to increase in value? It seems very cheap right now. Many thanks.
Michael
Norman Levine picked NXP Semiconductor November 8 on Market Call. Are you able to provide an outlook on this company and the thesis that once arbitrage ends after the failed Qualcomm deal it is likely to increase in value? It seems very cheap right now. Many thanks.
Michael
Q: On Nov 1 Bruce asked about SQ and KXS and you said you would side with Sq for growth, I believe. With the current drop in SQ what would be your decision?
thanks
thanks
Q: What are your thoughts on square's recent earnings?
Q: Hi Everyone at 5i! I am looking to pick up a growth stock in my TFSA. Would SQ or NEWR be a good candidate? Thank you, Tamara
Q: Hi,
I am observing SYZ break out nicely this week. (and btw- thanks to 5i for its coverage of this company). I am curious if you would want to comment on the company at this time. I assume you would maintain at least a B- rating. The trading volume remains low, but perhaps it is becoming a bit more visible and may attract analyst coverage. Thanks for your opinion. Jim,
I am observing SYZ break out nicely this week. (and btw- thanks to 5i for its coverage of this company). I am curious if you would want to comment on the company at this time. I assume you would maintain at least a B- rating. The trading volume remains low, but perhaps it is becoming a bit more visible and may attract analyst coverage. Thanks for your opinion. Jim,