Q: You remain big fans of CSU. But would you buy it ahead of the likes of Alphabet, Amazon, Nvidia, Intel, Adobe, Applied Materials, and Apple? I own all these, and don't want my tech weighting to get too high.
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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: GWRE and Box are 2 tech stocks that I have been watching closely as potential adds to my portfolio for growth and was hoping for your input on both names please. Thanks
Q: Hi 5i,
My NVDA has doubled since buying ealier this year (thanks!). Do you think I should sell half to buy some INTC now that they are getting into the GPU market as well? (I also hold TXN, PHO in the chip space and many other tech names so am quite diversified). I am just wondering if INTC might have better growth rates than NVDA or if NVDA is a bit priced to perfection right now.
Thanks!
My NVDA has doubled since buying ealier this year (thanks!). Do you think I should sell half to buy some INTC now that they are getting into the GPU market as well? (I also hold TXN, PHO in the chip space and many other tech names so am quite diversified). I am just wondering if INTC might have better growth rates than NVDA or if NVDA is a bit priced to perfection right now.
Thanks!
Q: What is your opinion on QYLD for US tech exposure. Management fee is a .60% with a 7.4% yield. I know I'm capping the upside with the covered calls but if there is such a thing as a " Sleep at night " stock in the " tech " sector. Would this be one ? Also for a one stop shop for the rest of the US would VIG be a good choice or do you have another preference ?
Q: I own Apple, Amazon, Facebook and Google plus others. The four stocks have done extremely well for me. I have reviewed the charts for each stock and they go from bottom left to top right; the 200 day moving average looks great, the stocks touch the line and then moves higher; the top line and eps are getting better all the time; they are all spending significantly on RD for the next AI or AR or self driving cars or whatever; and they are dominate in their respective industries to name a few comments.
What gets in their way to make them stumble? Is this or these event(s) soon?
I can’t see a reason to sell or trim.
Thanks as always.
Clayton.
What gets in their way to make them stumble? Is this or these event(s) soon?
I can’t see a reason to sell or trim.
Thanks as always.
Clayton.
Q: What is the appropriate weighting in a portfolio for Nvidia? Trying to figure out when to take some profits, it keeps going up! Currently sitting at a 6.55% weighting. Thanks.
Q: Please comment on NVDA's earnings release issued last night.
Thank you, Peter
Thank you, Peter
Q: Can you please comment on ICHR earnings & acquisition?
Thank you
Thank you
Q: Can you comment on their earnings?
Thanks
Thanks
Q: BRKS has taken quite a slam today. What is your analysis of their earnings and the outlook going forward?
Thanks
Sheldon
Thanks
Sheldon
Q: What is going on with BRKS today?
Should I sell it?
Thanks,
Milan
Should I sell it?
Thanks,
Milan
Q: Good Afternoon,
Are you guys satisfied with their results? Looks like EPS was flat but they have a good 5 year average growth rate of about 25%. Do you expect this EPS growth rate to continue? If they earn $0.08/share this year and grow earnings at 25%/year for the next 5 years they will earn say $0.25/share apply a multiple of 25-30 gets us to $6.25-$7.50. I'm just trying to quantify where your expectations are for this company over the next few years. They have a good cash position so hopefully won't have the need to issue equity over the next few years.
Thank-you
Are you guys satisfied with their results? Looks like EPS was flat but they have a good 5 year average growth rate of about 25%. Do you expect this EPS growth rate to continue? If they earn $0.08/share this year and grow earnings at 25%/year for the next 5 years they will earn say $0.25/share apply a multiple of 25-30 gets us to $6.25-$7.50. I'm just trying to quantify where your expectations are for this company over the next few years. They have a good cash position so hopefully won't have the need to issue equity over the next few years.
Thank-you
Q: I am down about 20% due to a failed drug test. I understand more drugs coming. Due I hold or sell and move on to NVDA or CGNX.
Great new site and thanks for all your guidance.
Dave.
Great new site and thanks for all your guidance.
Dave.
Q: Hi 5i
Open Text has been defined as low valuation stock and value approach to technology investing.
3 days of straight downward price movement.
Are we just not suppose to be in this name at this time?
Would you please comment on this downward move?
Thanks
Dave
Open Text has been defined as low valuation stock and value approach to technology investing.
3 days of straight downward price movement.
Are we just not suppose to be in this name at this time?
Would you please comment on this downward move?
Thanks
Dave
- Activision Blizzard Inc (ATVI)
- Intuitive Surgical Inc. (ISRG)
- Align Technology Inc. (ALGN)
- NetEase Inc. (NTES)
- Take-Two Interactive Software Inc. (TTWO)
Q: Hello 5i,
Nice job on the new web site!
I began adding stocks to an otherwise sleeepy TFSA after I joined 5i. I recently used Norbert’s gambit to add us $. Also, thank you 5i, I’m close to 100k in that account. My accounts, taken together are balanced across sectors but lean toward growth. I should add to health sector but not necessarily in the TFSA- so don’t let that restrict your answer.
Of the stocks listed above, which one shows the most potential? Why? What are the growth numbers for 2018.
If not any of the above, those listed are expensive, can you offer a couple of US stock ideas?
Many thanks,
Nice job on the new web site!
I began adding stocks to an otherwise sleeepy TFSA after I joined 5i. I recently used Norbert’s gambit to add us $. Also, thank you 5i, I’m close to 100k in that account. My accounts, taken together are balanced across sectors but lean toward growth. I should add to health sector but not necessarily in the TFSA- so don’t let that restrict your answer.
Of the stocks listed above, which one shows the most potential? Why? What are the growth numbers for 2018.
If not any of the above, those listed are expensive, can you offer a couple of US stock ideas?
Many thanks,
Q: What is your opinion re the Photon results released today? Thanks for your valuable advice. Ron
Q: I am interested in above mentioned Company.
What is your opinion? Buy or Hold?
Thank you.
Albert
What is your opinion? Buy or Hold?
Thank you.
Albert
Q: Please comment CGI 's results. I am a long time holder and wondering if it's a hold or I could buy more. Thank you
Q: Would like your thoughts on this company ---seems to have new technology ---small --? take over target - has some big names on Board . ---Your thought as to risks --outlook for this company
Thanks ---Don
Thanks ---Don
Q: Newly listed US company (AQ Aquantia) and cannot find any info. Are you able to help here? Thanks.