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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: Way back when, the NASDAQ
crashed. I believe it was called dot.com bubble. It took years to recover. The NASDAQ is picking up speed on the down side. How much longer do you think this will last? On Shopify - Dec. 4 on Market Call a technical analyst answering a question on it, said he would sell and buy back later but you wait 30 days and a lot can happen. Your opinion. Thanks Dennis
Read Answer Asked by Dennis on December 04, 2017
Q: Thank you for continued great support and unbiased opinions.

I plotted a few favourite 5i Technology stocks with high P/Es along with the Vanguard Information Technology ETF (NYSEARCA:VGT). Except for CSU (crazy +ve outlier),
they all cluster closely in returns over the long-term (i.e. 15+ years).
So, why bet on a few horses with such risk (P/E > 50) when one can own the track, make about the same return, with much less risk (P/E = 6.6)?

I think we all understand the advantages of ETFs in general, but considering the high P/Es specifically in the Tech sector, it really begs the question above. Thank you.
Read Answer Asked by Paul on December 01, 2017
Q: Hello,
I was reviewing the data available via TD Waterhouse including Thomson Reuters reports, and compared revenue and net income growth in the past 2 years of Amazon, vs Alibaba vs JD.com (all somewhat in the same industry but latter 2 in China).
My read is Alibaba and JD.com have significantly higher growth in both metrics than Amazon.
Would appreciate your review please and thanks.
Brian
Read Answer Asked by Brian on November 30, 2017
Q: Hi Team, Recently, JP Morgan listed these 5 US companies as their top AI picks. Would these be 5iR's top five US AI picks? If yes, then can you rank order the picks for me. If not, what would your picks be and/or what would you add/subtract from the above 5. How would you rank order this revised list?
Thanks Team. Chris
Read Answer Asked by Chris on November 30, 2017
Q: Hi Team, can I have your take on MRVL - Marvell Technology Group Ltd.
would this company be classified in the same industries as INTC, NVDA or TXN. Does it have a good growth prospect. I realize that you do not follow US stocks, but been hearing of this company for the first time in the last weeks and last couple days keeps coming up on US sites. Thank You in advance. Sam
Read Answer Asked by sam on November 30, 2017
Q: I already own AMAT with good gains.
Would you be adding at this point perhaps MU or LRCX? Or do you think the industry had a good run and the gains are done? Is sentiment against them now or this is just a hiccup? I know only time will tell but I would value your take on it.
Read Answer Asked by JR on November 30, 2017
Q: I just read a Globe and Mail Business headline which read as above: FANG meltdown and then the article talked about face plants, sector roatation etc.

In you opinion, is there something truly fundamental going on here; and do you see a need to bail or significantly reduce exposure?

Or is this another example of “Big Noise” and sensationalistic reporting .... and as you often suggest “stay the course”?

With significant holdings here I am hoping your advice will be to hang in there and maybe even add to some of the FANGs.

Thanks
Read Answer Asked by Donald on November 29, 2017
Q: Dear Abby .... I mean 5i : Given the industry’s past-habit of over building capacity in good times, I half-expected Micron to weaken a bit. Notwithstanding that, I also read that the foundries had learned their lesson and were no longer jumping into adding capacity. The sudden and scary drop from impressive heights in MU’s price doesn’t look wholly justified. Although the share price increase may appear dizzying, it isn’t THAT much when one looks at multi-year price-history. For exemple although this year’s chart shows more than a doubling in price, I show 30 odd percent gain, having held MU for several years . I checked the financial sites and didn’t see much that explains the suddenness in price drop . Morgan Stanley unkindly dropped off on Monday a negative blurb on chip makers and most Semi’s dropped after opening on Monday. I read the said report and was not as convinced as Morgan Stanley seemed to be. I later saw MU had a positive report (Baird) . Obviously, I am missing something important . I am much too shy to ask to see your Bloomberg terminal . Your insight and DEEPER look and subsequent comment into this issue would be most appreciated.
Read Answer Asked by Adam on November 29, 2017
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