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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: Does the reduced outlook that NVDA gave yesterday affect your thoughts on Photon PHO at all? Does the guidance from both companies "jive" as to the general outlook? Or is Photon so small that it could grow rapidly even with the reduced macro outlook? I'm trying to figure out how agressive to be with Photon since I do like the changes the company has made in the last couple of years.
Read Answer Asked by Kel on November 19, 2018
Q: I can see that I was one of many concerned about Nvidia's reporting later that day. Peter wrote in on Nov. 15 in the morning asking about analyst's expectations on Nvidia's numbers. You told him it was 1.92 EPS and 3.2B for revenue. These numbers didn't mean anything to me. I hope the next time you can elaborate such as these numbers don't look good or they do look good, etc.. Or when companies that 5i clients own and they have a possible bad number reporting, you could make note of that ahead of time. Thank you Dennis
Read Answer Asked by Dennis on November 19, 2018
Q: I have some cash to deploy. Can you state your order of preference please.
Thanks a lot.
Read Answer Asked by Lai Kuen on November 16, 2018
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
Read Answer Asked by Jerry on November 15, 2018
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