Investment Q&A

Q: I invested in SWKS in tax-deferred account for potential gain in 5G (and perhaps 6G in future). I have two concerns: (1) AAPL accounts for a whopping 56% of SWKS revenues (according to Barrons recently). AAPL has the intellectual and financial resources to develop its own chips and thus be less of a hostage. (2) The second concern : SWKS seems to be overvalued now assuming I have the following correct: PEG sky high at 7.8 (ROE healthy at 28). I have been trimming reluctantly but just read in the Q & A that really like SWKS.

Would you agree with my concerns? If they are reasonably well founded, would you now withdraw much of your affection for this business... OR would you take the risk and keep loving her anyway?

Q: Is this company a buy, hold, or sell and why?

Thank you

Q: Back to School in the Fall in USA & Canada

Who will benefit the most like Companies and Clothing Styles that will attract the Youth of all ages

RAK.

Q: The share price has taken a thrashing the last 6 months.
How do you view their prospects going forward. Is this a good entry point on a very small mkt cap company

Q: Looking to invest in a company that is strong in the production of commercial and industrial drones. Pls give me your opinion on Irobot, and suggest others

Q: What are the risks in a long term hold of Irobot.

Thanks
Thomas

Q: 1)Please rank these companies in terms of long term growth.
2)Would you have any concerns buying at current prices?

Q: I don't have any semiconductors in my portfolio which I think would be a good addition to diversify my portfolio. What would you recommend at this point in time? Thanks for your ideas.

Q: Can I get your thoughts on FIGS? Funny name, but I really like the concept. I do wonder about a lack to barriers to entry though.

I look forward to reading your comments.

Thanks,
Scott

Q: I have some US cash in my unregistered account. Although they are not in the same industry, I've had my eye on these two companies for a while and see that apps has dropped alot lately. I'm looking for growth and can tolerate some volatility. Would you have a preference?

Q: Hi 5i
Vtnr -vertex energy, is not currently in your data base.
It recently joined russell microcap index is an environmental services company and recycles motor oil...

I would like your opinion on this company and if it is something that would interest you as an investment. It has recently had several upgrades as far as i can tell...

Do you think share price has gone too far too fast?

Thx
Jim

Q: Dear 5i,
Comparing MOAT vs VOO it appears that in general MOAT outperforms even thought
MER is considerably higher. It looks like they both distribute dividends but, no return of capital. I am interested in purchasing for my NonReg account and don't want to update my ACB if there is a ROC or phantom distribution. Should I buy one of these or both? Do US ETF's ever have phantom distributions like some Canadian ETF's and mutual funds? I'm afraid I could not find any information on this matter.

thanks

Q: I've recently transferred approx. 10% of my RRSP to US$ currency. This portion of my funds will be invested in the US market. I believe that in the medium-term, the Canadian dollar will go down again against the US dollar to the mid 70 cent range as it has in the past. When that occurs, I was planning on selling my holdings, transferring the money back into Cnd. funds and possibly just repurchasing US holdings. I know it's after the fact, but was this a good idea or am I just overcomplicating my portfolio for little gain? My retirement horizon is over 10 years away.

Q: With PHO going private which technology stock would be best to replace it with? I currently own OTEX and LSPD

Thanks

Q: Otex share price has moved up recently. I understand good results are expected this year then 5% growth in 2022. Should a person sell on good news this year? Or do you consider it a long term hold?

Q: Hi 5i,

I have seen that you like TT for industrials. How does it compare to CARR or JCI? CARR seems to be cheaper on valuation? Is TT growing faster? Could you give some reasons as to why you like TT the best?

TIA

Q: I have been doing some reading about a company that just had an ipo
I wonder what your think of confluent

Q: Hi,

Can you compare and contrast AT vs WISH? I realize WISH would be considered much riskier due to market cap and and even length of time being a public company.

But I am interested to know if one has a competitive advantage over the other, are expected growth rates for next several years are substantially different between the two.

Would it be too much overlap to have small positions in both companies?

thank you for all you do,
Brad

Q: MKS is buying PHO. Would it make sense to buy MKS? Would the growth/risk/balance sheet be similar? What are the differences? Would you recommend a purchase of MKS or would you choose another company? If so, which one(s)?

Thanks for your service

Q: Peter; Is there a connection between new mass ransomware attacks and CRWD’s price ? Thanks, Rod .