Investment Q&A

Q: I have owned AYX for a year - its been an exciting ride with the stock peaking 66% higher than its current price (I did not sell) I find myself back to where I started. In your view, how much of this volatility is due to management erring on the side of conservative guidance and thus tempering market enthusiasm and how much is a reevaluation by the street that perhaps there are better growth opportunities out there. Since it is part of my US High Growth portfolio, I am perfectly fine with the volatility if it is still on track. My question is, if this were in your US High Growth portfolio would you be keeping it or replacing it with a higher conviction name. If your answer is to replace it, what would be your top 2 names.

Many Thanks
Scott

Q: I have been holding BIIB for a couple of years on hopes (I know, that is not an investment strategy) that their alzheimer drug would be approved. It has come close a few times and the stock has reacted very favourably only to fall short of approval and fall back in price. Do you believe that the recent setback will make BIIB dead money for the foreseeable future and its best to move on or is it too cheap and compelling a story to sell now? If BIIB was part of your US Growth portfolio would you keep it or sell in favour of a better growth stock. If your decision would be to sell, what would be the top 2 names for replacement with no regard to sector.

Thanks
Scott

Q: this company seems to be gathering momentum in the right type of industry for current times seems to have a low PE havent been able to aquire much information whats your opinion going forward or is there another similar company that you might reccomend

Q: Which one would you prefer and why please

for a 3 to 5 year hold in RRIF act.
Many thanks.

Q: I have some us cash I am trying to use but can't seem to find anything that provides value with longer term supporting trends. How does GPK look? Thoughts on it's long term potential?

Q: Hi Peter,

With the run up in price of PLTR what would be a good entry point for purchase? Would you advise waiting for a pullback or consolidation?

Thank you

Q: You were recently on BNN, what was your fourth choice?
Clayton

Q: Hi, Boeing stock has seen a nice rebound recently with positive vaccine news and improving prospects of travel industry. The FAA also cleared 737Max, today. With investors' growing interest in companies which benefit from opening of economy, I wonder if Boeing could slowly regain its blue-chip valuation over 12-24 months. What's your view on this stock, its valuation and outlook ? Thanks

Q: Do you have a solar energy company that you like and would recommend?

Q: Like the AMD management but got me to thinking I'm not well-versed on semis...what would be your top 3 names and why? Thanks

Q: These two etf's have to be part of the near future in driving of auto's. Both hold a nice a nice mix of good companies and had nice returns in the past year. What is your opinion of this investment, and the risks?
Thanks again

Q: hello 5i:
please comment on PANWs latest quarterly report, and your opinion of the company going forward.
thanks
Paul L

Q: I am considering a position in this company. Can I please have your thoughts. Your take on the company as an investment would be appreciated. Thank You.

Q: K12 Inc. has fallen significantly in the last 2 months. Is this a good time to take a position? Is there any concern?

Q: I would like to purchase companies In the travel industry that will do well once COVID is over and people start to travel again for pleasure and business.
Please suggest a sector or stocks that I may consider
Many thanks for your great service
Peter

Q: Cerence had a big move yesterday on very good news. There is a pull back today but the stock is up a lot since you mentioned it. How do you see it today? I like the space and would like to hold on to it.

Q: I am looking at CRSR after their recent earning beat. Do you still consider it “interesting”? How would you compare it to Unity software? Unity is competing with Unreal Engine which game developers like more but I realize Unity is more than gaming. I also have a friend who loves Corsairs products so I am leaning to CRSR. Could you comment on insider ownership and any lockup’s from both of their recent IPOs?

Q: This Canadian company which trades on the Nasdaq has recently had an impressive quarter, followed by a nice run in the SP . Know anything about this electric vehicle manufacturer? I am thinking of a small position now and see where it goes.

Q: Would you buy either or both of these companies at this point in time.
Please give your reasons for liking or not. thank you.

Q: Own this company and do not understand with good numbers etc why the unhappiness? Thank you.