Investment Q&A

Q: What heck? (I am being kind) why would they do such as big reverse split when there shares were doing so well. They did Not need to do this much to satisfy a US listing. They just killed the momentum??? And leads to question about management competence.

Q: Can you give an updated opinion of Novo, the balance sheet and earnings now that they've reported? With dominance in the diabetes space it would seem like a solid LT holding with a reasonable and growing dividend. Thanks!

Q: Hi 5i Team. I'm a new subscriber since not too long ago. I really like your service! I've been learning a lot here and how stocks are doing to better help my decisions on which stocks to invest in. I haven't been asking questions but have been reading a lot of them from others and find it great that the Q&A is made available to all subscribers. I'm glad I joined and now taking the leap asking some questions of my own now that I've built a little more confidence and knowledge about the stock market.

Here goes with my questions:

Can you comment on MU. Is this company still in good financial shape for growth and increasing revenues to support the increased stock price since last November? Or is there something that might affect its upcoming earnings announcement in March. It’s now hit a new high yesterday after a dip in January. Just wondering if you see or have heard of something up to now that might negatively affect its recent uptrend.

Thanks!
Sylvain

Q: What is expected next Q results next week.
Thanks

Q: (Part 2 with 6 new companies) I watched a presentation on Saturday where analysts fielded audience company suggestions and whittled them down to a few that they felt could 10 X in a reasonable time frame. I am wondering if you can look at this six and rank based on potential? For the top two, it would be great if you can discuss the TAM, impact of market value and shares outstanding, if they are solving a new problem/creating a new market and quality of management. Basically, why those two?

ATOM
API
AFRM
VERI
TGTX
EXEL

Q: Bumble just joined the stock market yesterday. What are your thoughts on jumping in early?? I am curious to jump in if even for the short term.

Thanks

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: May I have your thoughts on taking new positions at this time in any of the above three names? My time frame is long term. Thanks in advance,

Jason

Q: I am invested in both at the moment , which looks better and should I go to just one position.

Q: I would appreciate your assessment of Sensata.
Thank you!

Q: Hi 5i team,
Could you please comment on IIVI's quarterly earnings and potential going forward?

Thanks,
Bob

Q: Could I get your opinion on Corsair Gaming and their recent earnings report?

Thanks

Kim

Q: Any thoughts on taking a position in Martin Marietta MLM at this time?

Q: Workhorse has had a very good increase in share price in the last few months. No doubt, it has been part of the excitement with the EV space. The financial matrices are very mysterious to me; can you provide some insight to how their financials are situated. And where do you see the share price going from here? Is this the beginning of a long run of increases or more a bubble? Thanks for your excellent service.

Q: What did you think of the quarter? Buy, sell, or hold?
Thanks

Q: Liking the semi conductor and related space, which of the companies listed would you suggest to hold for greatest growth over the next 3-6 months. Provide other companies names if you feel are better

Q: I own all for of these companies, totalling about 4% of my portfolio. I'm happy with all of them but I wonder if there is too much overlap between positions and if I'd be better off consolidating. Could you rank in order of both growth potential and risk?

Q: What's your take on the latest results?

Q: I have been recently reading more about the SolarWinds hack and the desperate need for beefing up cyber security. I know CrowdStrike is one of your favourites and you have brought up the potential Arctic Wolf IPO. Just wondering if any other companies are interesting in the cyber security space.

Thanks for your great service.

Q: My understanding (misunderstanding?) is that MLPs are subject to very high withholding taxes when held by Canadians. From some comments on MLPs I've seen in the past, I had the impresssion that its not always possible to determine the cost of the fees.
1. Does the fact that AMZA is an ETF of MLPs (rather than an MLP itself) change any of this?
2. Is the withholding a fixed percent of the distribution or does it vary based on the make up of the distribution?
3. Is there an account type that would be better or worse to hold this ETF?

Thanks,