Investment Q&A

Q: Hi Guys. Been a rough couple weeks for tech. Wondering about your thoughts on Palantir partnering with Amazon AWS. which was announced after close on Friday. Do you think this is significant or just some fluff PR. Appreciate your insight. Thanks. Chris

Q: What do you think of their latest move ? Is the stock a buy ? Thanks.

Q: Would you initiate a 2% position in TSLA today? Thanks.

Q: I would like your comments on FLGT's Quarter and future guidance. It looked like a blowout to me but the market reaction seems quite muted at the time I am writing this. Guidance is also impressive, calling for revenues of $800m in 2021 a 90% yoy increase after an impressive 2020. FLGT has great margins of around 50%, so 4X next years sales tells us its trading around 8 times next year’s expected earnings….8X forward P/E is what you might expect on a sleepy, slow-growth stock. What am I missing, or is this simply being ignored on a bad market day? A Buy?

Q: Is 3K for AMZN and 2K for GOOG a good entry point....or should i wait for them to go lower on any future correction.

What do you think of MSFT or FB ?

Which of these would be safer and have more upside with a time frame of 5+ years

Thanks

Q: Hello 5i Team
I have read the Q/A on many of these stock already , but due to the current market correction and the stock rotation .How would you rate these stocks today and would you sell any of them .Is there futher down side risk on these stocks .What would you recommend ? Please deduct credits as you feel appropriate .
Thanks for you continous service and excellent ongoing advice.

Q: As a relatively new investor, I am not sure what to do with Unity Software (U). I am currently down 40% since I picked it up leading to its earnings report which was not horrible. Since I am new to investing, can you offer some advice on how to approach this situation. Is it time to cut my losses and put it into something else? Or is this just a matter of picking it up at a bad time just before earnings that did not meet market expectations and now this big sell off in tech? Should i just take a deep breath and give this one the appropriate amount of time (how much time would you suggest?). I am trying to not be an emotional investor with such a loss so your advice would be greatly appreciated.

Q: Hi Team,
After a record year, my portfolio is getting smashed. (22% down already from peak). Very gut wrenching. I am heavy quality tech names (most on your favourite US list) as I believe long term this is where the most growth is in the world today. Question now is, does a person continue to hold at this point? Sell out? Or try to add? Also, do you believe the 10yr bond yield at 1.5% is really this big of concern for the fundamentals of these tech companies? I find a lot of the quality tech names have very little debt, and when they do need money often raise money using their high share prices instead of borrowing debt anyways. Your thoughts please on the current situation? Thanks
Shane.

Q: What is their balance sheet, would you buy them today and in what order?

Thanks,
Milan

Q: any thoughts on big drop this week. Will Google decision have impact?
ths
Sherrill

Q: I took a half position in CRWD when it was higher than it is now and am wondering about taking the other half position now that it has fallen quite a bit. Wondering what your thoughts are on this at these levels or if you think averaging in is more appropriate at this time. It will be purchased in a TFSA with a long term hold expectation.

Q: With the recent announcement of United Air max purchases, wondering if your sentiment is improving on this company. I am particularly curious on your opinion as a play on the reopening trade. I am debating Boeing over Air Canada with Boeing having other lines of business. thanks

Q: Your thoughts on this company for a coal play, and rising economy. I also like the dividend. What other companies would you prefer?

Q: Your thoughts on GLW and would you feel comfortable buying at the current market price?

Q: Please your thoughts on Herc Holdings

Q: Would you average down and buy more AMT here? I know it is expensive on a valuation basis but is there any other fundamental issues that causes you concern? Do you think Keysight Tech would be a better way to play 5G? Thanks

Q: Question regarding Google's announcement of changes to third party cookies and your thoughts on the potential benefits this may bring for some companies. I know its affecting companies like TTD but wouldnt ROKU benefit because they have their own ecosystem and can see what people watch, search for etc. or a company like FB who can see status's, conversations, group posts about products people still share so much information plus instagram (sharing info between the two). Or a PINS who again has its own ecosystem and can use that data to sell ads on its own site... hope this makes sense.

Also as of right now with the further rotation out of growth, what are your top 5 "buy now" companies that you *could* see rebounding quite nicely when the dust settles.

Q: I realize the markets have been weak lately, however, UPST is down about 50% from its high. Any idea why its down so much? What do you think of the prospects of this company? Is this a buying opportunity or should I stay on the sideline?

Thanks for any help you can provide

Q: What is your interpretation of Google's announcement of changes to third party cookies and their effects on online advertisers? From my amateur perspective this looks like an existential risk to the sector and either this or future changes could eliminate them; and google is both a competitor and market regulator via browsing interface standards.
Any guidance is appreciated.

Q: I own U and currently have a loss of 25%. Would you continue to hold? If you would sell, would TDOC be good acquisition even though not in same sector? Which has the better upside in the next few years?