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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: Hello
I’ve held Guardant Health in a loss position for too long in a TFSA account. Would you please suggest several possible replacements in the small to mid cap space.
Thank you
Read Answer Asked by Les on May 03, 2023
Q: Please comment on the review from a new book from Michio Kaku and how the coming of quantum computing would affect companies in the SOX index such as NVDA. Are there any public or private companies at the forefront of this advance?

"The runaway success of the microchip processor may be reaching its end. Running up against the physical constraints of smaller and smaller sizes, traditional silicon chips are not likely to prove useful in solving humanity's greatest challenges, from climate change, to global starvation, to incurable diseases. But the quantum computer, which harnesses the power and complexity of the atomic realm, already promises to be every bit as revolutionary as the transistor and microchip once were. "

Apparently the auto industry and medical research areas are already using it.
Read Answer Asked by Jeff on May 03, 2023
Q: Hi,

I am intrigued by your answer to Derek's question May 3 about TTNM and others.

You said with "...with small caps a basket of three or four companies often is a better approach."

I own IWO (have for years) and note its performance against a US dividend grower like VIG, for almost any period for the last 5 years, has not been as good. That comparison combined with your notion of 3 or 4 small caps, would you be able to suggest your best small cap picks that I could use to replace IWO (recognizing the change in risk/profile of individual stocks vs. a hugely diversified ETF).

Thanks very much. Michael
Read Answer Asked by Michael on May 03, 2023
Q: Does the earning real ease by Qualcomm suggest that there may be a slowdown with Broadcom that reports later? Do you view Broadcom as a hold, buy or sell? And, would you consider a switch to AMD that had a significant drop is it’s share price today? Which semiconductor stock (Broadcom or AMD) is a better buy right now especially given potential growth in the future due to AI?
Read Answer Asked by Gerry on May 03, 2023
Q: Hi 5i Team - Could you provide an update on BLNK, in particular its balance sheet including cash reserves, level of debt, free cash flow, profitability, etc. Also its insider holdings. How would you rank it as a growth stock both in the near term and long term. It is in a competitive field so would this be a concern or does it have an edge on the competition.
Thanks.
Read Answer Asked by Rob on May 03, 2023
Q: Dear Peter et al,

May I ask you to give me 3 solid companies in Cyber security field with NO debts, Good Growth track record and Dividends. Dividends not as important as zero debt and growth potential. Lastly if they are US based and not in other countries that would be a bonus.

You can add the names of the stocks in the stem of my question.

Many thanks.
Mano.
Read Answer Asked by Savalai on May 03, 2023
Q: Out of these three, which is your favourite cruise line? Out of the three which would you avoid and why?
Read Answer Asked by Cory on May 03, 2023
Q: What is your view of ATVI as a long term hold for safety and growth? Are there any companies with better prospects that you would rather hold? If you were to sell ATVI to invest in these better prospects, would you do so now or wait until the MSFT acquisition is officially dead?
Read Answer Asked by David on May 03, 2023
Q: I do believe that our future will be elecrified, though it will take more than a decade to make real progress. Copper will be a key raw material but we will also need motors, batteries and control systems. Renewable power producers will also be needed of course, but I am more interested in the device side rather than the power production side.

If you wanted to start a mini-portfolio of companies that are likely to be key to an electrified world, how would you begin and can you suggest a few companies that will likely be key players?
Read Answer Asked by David on May 03, 2023
Q: Hi 5i
I like the (relative) stability of CSCO but I like the growth prospects of QCOM. I own both at near enough equal weights in an over-diversified portfolio.
Would you leave well enough alone at this time with these two or would you tilt the scales to increase QCOM and decrease CSCO a little?
Thanks
Read Answer Asked by mike on May 02, 2023
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