Investment Q&A

Q: Good morning team!

Would AAPL's new privacy policy affect ROKU as it has with SNAP? If so, how exactly would it be affected? If not, do you think this is an opportunity to buy/add?

Thank you!

Q: Good morning!

I hold a 1/2 position in Magna. I do believe in this stock longterm. With the shortages and things appearing to be priced in. Is it time to top up to a full position?

On a separate question what are your highest conviction growth pics in TECH for the 4Q.
Preferably US but can spribkle some Canadian names as well.

Thank you for the amazing input and service. It's been immeasurable.

Q: I have a question about the dental health care space. I held onto Danaher for a few years, primarily for its dental holdings, but they were spun off into another company, Envista, in 2019. NVST has not performed as well as DHR since the spin-off, but its product lines are very well-regarded in the field (first-hand knowledge on this point). I believe that the products will maintain their popularity, but I would really like to hear your thoughts on the management of NVST, as well as how you feel the company as a whole will perform in the next few years.

I have been also considering starting a position in XRAY (again, first-hand knowledge of its product lines, which are very good), or pivoting towards distributors, such as HSIC and PDCO. As always, I appreciate your insight, and look forward to your response.

Q: Do you have any insights to share on the US housing market to explain how RDFN may do? We purchased RDFN about 6 months ago but are wondering if we did the right thing since we are down about 35%.

Many thanks for your views.

Q: Hi 5i,
Back to PINS and PYPL again. Given SNAP’s lower earnings and Apple’s new privacy settings making it more difficult for advertisers on SNAP, would you expect PINS’ upcoming earnings to show a similar problem? If so, would PYPL have signed some form of NDA with PINS so that they would have knowledge of PINS’ upcoming earnings and any Apple privacy impacts?
Thanks again.
Dave

Q: Good Morning
This morning Peter McKeough is recommending that T is a buy. He is forecasting a 7.7 Price /Earnings ratio for the 2021 earnings.
Is this the right time to average down on this stock?
I will appreciate your insight as always.
Thanks

Q: Hi 5i
Would you be a buyer of PYPL today for a 2 year hold...down about -10% since announced interest in PINS yesterday...
If so, at what price would you be interested and would you expect share price to continue to be negatively effected by this potential deal?
Thx
jim

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