Q: As the SOXX, iShares PHLX Semiconductor ETF is approaching it's all time high, PHO is bouncing along close to it's 52 week low. I understand the lag in spending from the semi companies showing up in PHO earnings, though it seems to me investors are paying up for forward earnings in semi companies but not PHO? Are similar companies to PHO experiencing the same fate or is this company specific? Do you have examples of similar companies to share?
Q: What are your thoughts about the performance of this etf, 1/3 year? Thinking of selling a portion of it . What would be ( us) a teck company that has good momentum/ growth for 3 hold?
Thank you!
Q: Classic Warcraft came out and the new call of duty releasing in the fall along with Overwatch 2 and Diablo 4 possible release(s) in 2020 (one of them)....what are your thoughts on this company and possible resurrection! The stock really went down starting in Nov 2018....but I see in the past month the stock seems to be on the move and I see a few analysts recommendation to buy. Thoughts on buying and timeline?
Q: CBC News has an article this morning about insiders selling technology stocks. May be an explanation for some selling. Here is the link- https://www.cbc.ca/news/business/insider-selling-1.5269918?cmp=rss
Q: I thought FTG had a great quarter and great outlook but the stock has pulled back recently after the initial run up. What do you think of the company now and going forward. Thanks
Q: Crowdstrike and Rapid7 seem interesting to me but quite expensive. If we experience a broad selloff, what price range for these companies would make them an attractive buy for a long-ish (5 year) term hold?
Q: Is .37 the price to get aggressive on this company? On their recent conference call they
expressed the opinion that at the current price which was around .42 there was little downside risk. How do you react? What could they conceive
ably do to turn the sentiment around? If there is continued negative news about the trade wars affect on the worldwide economy how might this affect a stock like Martello? I am thinking about a three year hold.
Q: In possible answer to Bruce's question about why Shopify and Lightspeed are down heavily today, there was an article on the Motley Fool today which said that anyone buying these stocks was gambling, not investing, as they were both ridiculously overpriced and subject to huge risk.
These two stocks are over the percentage limit in my portfolio. I am thinking about lightening up on one of these. Thought I would ask for your input. I notice in the most recent comments on google you say that you see no reason to sell and that you have a very positive view of it. Broker recommendations seem to have higher expectations for google and hold recommendations for csu at the moment. I am learning towards selling csu. There are no other considerations other which might be the best to hold and the best to sell, at this moment.
Thanks as always for the great service
Q: What do you think about XIT in a cash account? It looks like 75% of the holdings are Shopify, CGI Group, and Constellation Software. With a MER of .60 for this ETF would you just buy the 3 stocks in equal weighting or buy the ETF to have the small holdings as well?
Q: You have always said that LSPD is very expensive and more risky than other stocks.
Also that it trades at 15X sales
For the last 3 years, haven't you said the same with SHOP which has gone from $50 to over $500 in 3 years time? Shouldn't we ignore them being expensive and just buy them? Of course, in a downturn, they will be hit the hardest.
Q: I know you are positive about the future for KXS, (recently chosen as a top pick on one of the BNN Market Call shows). Just wondering what it is that makes you so positive about its prospects. Also, do you know of any catalyst/s that might help it to move higher in the next few months.
Q: I am interested in buying those 3 companies by year end for 3/5 years and already own Otex, Kxs. Any concern for short and medium term on those stocks?
Thank you!
Q: Hi 5iTeam,
RTN and UTX agreed to a merger as per announcement this past June. I am thinking of taking a position in RTN and would like to get your thoughts on this.
Cheers,