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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Endo Pharma tanked on Friday (down one-third) after announcing the hiring of a Restructuring Advisor. Do you think they will survive?
Of course, this revives the "will Knight ger Paladin" question.
I have always thought Endo would never sell to Knight because they would be embarrassed after paying so much for the company to Goodman and Co...
I guess it's now if ever...
Read Answer Asked by Steven on August 23, 2021
Q: Both AMD(acquirer) & XLNX(acquiree) have great results on July 26 & 27 prompting them sharply to New Highs.Then Biden's antitrust crackdown on Aug 5 hit both hard.Also tensions between USA & China. China can thwart mergers of U S companies if they have significant presence in China. In view of foregoing,is it ok for me to buy AMD?.The merger is expected by year end & is reportedly a good marriage & will result in taking data centre business from INTC. Txs for u usual great services & views
Read Answer Asked by Peter on August 23, 2021
Q: I initiated a half position in NVDA recently when it dipped below $200. I know you really like it. I see that the US is asking Taiwain to help with chip shortage and the last 3 months TSM has lost ground. Two questions: Between the two which would recommend to add/start a half position for 1. Short term and 2. long term? Thanks again.
Read Answer Asked by Danny-boy on August 23, 2021
Q: Hello

With the current chip shortages, what is your view on Lam Research.
Is it a good hold for the next 5 yrs ? And at what price do you consider a good entry point? Or would you rather recommend another semi conductor company?

I hold TRP and I want to know if you see it as a good hold as an income stock?
What is your general view on the company going forward.

Thank you
Read Answer Asked by Kristelle on August 20, 2021
Q: Hello team ,
I was looking for your thoughts on some of my recent worst performers and what I should do with them . Baba (held in a US cash account ) is down 45% after the Chinese government crackdown . Med (down 21% in US cash account ) after only owning it for a short time . And Mgni is selling off daily for some reason now , even after the strong quarterly results .(still up 20% in rsp) . For each of these how do you recommend them …buy more , hold , sell? If any are sells what would be your recommendation on a replacement ; preferably one with high potential in getting my money back.
Read Answer Asked by Shane on August 20, 2021
Q: HI, 5i team,
What are a few of your best Cloud Companies.

Ken
Read Answer Asked by kenneth on August 19, 2021
Q: Good morning,

It looks like NVDIA posted excellent results - would like your take on the results and also your advice for someone who wants to start a position. Do you think it is wise to invest now or wait a little, and what would be a good entry price? The markets seem a little jittery as of late.

Thank you!
Read Answer Asked by Loretta on August 19, 2021
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