Investment Q&A

Q: What would be your choice as a buy now, WMT or TGT?

Thanks Valter

Q: Hello 5i
I have been selling options on the US stocks that I own to make a little extra money. IMy question has to do with buying back the option. I think what I do is ok but I want to check with you in case I am missing something. If I decide to buy the option back before expiration date, if I have a feeling that the stock price has a good chance of continuing to rise.

I check to see how much I made with the premium and combine that with the difference now between the strike price and the current value of the stock.. For instance, Costco at a strike price of $460. The stock is now $477, for a difference of $17. Then I check how much it will cost for me to buy the option back. In many cases, I will get pretty close to the original premiums,, say in this case, $210 rather than $250. Then I can sell another option. The only downside that I can see is if the stock price should decline after buying back the options. I would only do this, of course, with stocks that I wanted to hold anyway. Any problems here?
thanks for you service

Q: Hi
Just read you market update and wonder if you could give your best recommendation for a semi conductor play at present and do you think this would be a good time to step in?

Q: Hello Peter,

I am learning how to build a position and would like to know how one should go about it.
In this case, I waited nearer to market close to buy AMD. As the price kept going up relentlessly, I decided to buy half a position.
I was aware that it was near the 52 week high and that it was going to report after 2 trading days. So the chances of the price retreating before that was not going to happen. Am I correct to assume that?
And now for buying more to complete my position. Should one do it immediately tomorrow, the next trading day or should one wait for the earnings report and buy once the trend is confirmed?
Thank you in advance.
Regards
Rajiv

Q: DWAC, DWACW Would you please give your opinion on these two stocks, what is the relationship , how do you feel about them
thanks 5i,

Q: After a seemingly sunny day today (OCT 21) in the market -- including for each of the stocks listed -- something must have happened after the trading day ended. Tech stocks especially dropping into the red in After Hours trading. FB almost -6%; TTD -5%; APPS and ROKU -3% each. And those are just the more noteworthy ones. I cant seem to find any mention (as yet) in the press. Inquiring minds would like to know. Thanks.

Q: Not sure of the rationale for PayPal buying PINS. A $45 billion price tag seems like a lot considering they could of done a partnership instead. A merger that lacks strategic vision is a great way to destroy shareholder value…just ask Time Warner/AOL. Although it is preliminary what are your thoughts? As a long term PayPal shareholder should I sell and buy Square to hold for the next five years? There are no tax or risk considerations just a straight swap to change horses.

Q: What caused Energy Transfer stock price to fall today? Whatever it was do you see it as a red flag?

Q: Dear 5i
I suspect paypal is declining of late due to the potential PINS deal . Should i continue to hold it or is there reason to sell ?Do you expect it will bounce back ?
Also CROX has been strong the past few years . In an otherwise balanced portfolio would it be a good addition either in a TFSA , cash account or RRSP account ? What growth rates is CROX expecting over the next 2-3 years ?
Thanks
Bill C

Q: Hi 5i Team - Are there any Canadian companies in the semi-conductor space that would be of interest to you, including start-up companies, suppliers of materials, and any potential companies on the horizon. I sold my shares in Photon Control some time ago and am looking for some kind of replacement on the Canadian side. If the U.S. is the only way to go in this field could you please suggest a couple of top picks. l already have Nvidia. Thanks.

Q: Can I please get your view on Ibio? I can't find the symbol here.
Thanks

Q: Hi 5iTeam,

I realize that it was up a lot earlier this year - unfortunately I bought it after that ride was over. Do you have any thoughts as to why it hasn't been performing since June even on good days in the market? It also seems to be a low vol stock without much interest. I am waiting to see what happens on their earnings but I fear that the results may lead to a further dump. Thank you for your time and comments as always.

Q: Hi 5iTeam,

I would appreciate your thoughts on STNE going forward. I am thinking of taking a position on this company for a 2-year hold.
Cheers,
H

Q: Hi 5i,
What are your thoughts on the rumoured, from several sources, PYPL bid for PINS at around $70 a share? It seems like a lowball bid. Not much of a premium and not even close to taking out the yearly high of PINS. On what metric would you evaluate this bid and how does it compare to peer group acquisitions in the past couple of years? How do you see this playing out in the market? Other potential bidders?
Thanks again.
Dave

Q: May I have your opinion on Trane for a 2/3 year hold.

Many thanks for your service.

Q: Hi Peter,

I have been waiting on the sidelines to buy into the October volatility as we go into the end of the year seasonal strength. What would your sector preference and ranking be between industrials /materials/technology?
In the meantime tech has almost recouped its losses.
I have been dithering between AMD and MRVL and both have gone up nicely. Would you suggest I buy now (and which); or wait for a pullback end of month? I do have NVDA and QCOM, am a growth investor and any suggestions if I should keep QCOM or migrate to one or both of the two mentioned above ?
Thank you in advance for your opinion.
Regards
Rajiv

Q: I have this for a number of years, and think to drop it, as its market performance has been poor. What is your opinion on it. Looking to replace it in a tfsa with any of your recommendations for growth, sector does not matter in view of overall portfolio.
thank you for your excellent services.

Q: I notice CELH has been up and down between $87 and $97 over the past month. Anything causing this? The Entertainer from CNBC was very high on Netflix and Tesla. Netflix's stock dropped on a good earnings report I think because people had bid it up prior to the earnings report. Your opinion is needed before making a final decision on either one. Thank you.

Q: Hi

Which one would you pick today?

Thanks,

Q: Would you know when Apps reports next and what are your estimates? Many thanks.