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
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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: 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.
Q: Sonos has pulled back from the surge after the Google patent news win. What are your thoughts at these prices and can you also comment on insider activity? Thanks.
Q: Hello 5i extraordinaries!
I am down 30% on APPS and while I realize August has been hard on growth performers should I be concerned? Do you know of any material reasons why? Are you still bullish on it?
Many thanks for helping us all sleep at night!
I am down 30% on APPS and while I realize August has been hard on growth performers should I be concerned? Do you know of any material reasons why? Are you still bullish on it?
Many thanks for helping us all sleep at night!
Q: This stock has recently been brought to my attention. Could I get your thoughts?
Thanks, Lesley
Thanks, Lesley
Q: What are you thoughts on Accenture's business (ACN)? Seems to be steadily growing over the years, and has seen alot of share price appreciation since Covid. Could you provide your insight on earnings, moats, management, growth, future runaway etc.? Thanks as always
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
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
Q: Would you consider REGN to be a buy at this level or is there a better choice in the sector?
Q: Can I get your opinion on SD. Isn't it trading at a very low multiple of cash flow, also sitting with a lot of cash? If so, what do you think they will do with their excess cash going forward? What do you think are their future prospects re share price.
Q: Hi Folks,
in my RRSP account I have PFE and ABBV - I am thinking of selling some PFE and adding to ABBV to bring each weighing to 10%. Currently 14% and 7%. Would you recommend ABBV over PFE at this time?
Thanks
in my RRSP account I have PFE and ABBV - I am thinking of selling some PFE and adding to ABBV to bring each weighing to 10%. Currently 14% and 7%. Would you recommend ABBV over PFE at this time?
Thanks
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $134.43)
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MEDIFAST INC (MED $10.10)
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Magnite Inc. (MGNI $12.72)
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.
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.
Q: Curious about your thoughts on VZIO as they approach their all-time low. Do you consider the company undervalued at sub $18-$20 per share?
Q: HI 5i team,
Which of the two cloud companies would you consider the better investment and why?
Thanks.
Ken
Which of the two cloud companies would you consider the better investment and why?
Thanks.
Ken
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Amazon.com Inc. (AMZN $209.87)
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Twilio Inc. Class A (TWLO $126.55)
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ServiceNow Inc. (NOW $113.71)
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Avalara Inc. (AVLR)
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CrowdStrike Holdings Inc. (CRWD $435.81)
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Cloudflare Inc. Class A (NET $225.48)
Q: HI, 5i team,
What are a few of your best Cloud Companies.
Ken
What are a few of your best Cloud Companies.
Ken
Q: Interested in buying semis here…can you give me your thoughts on TSM and QCOM? Is there a preference and is there much/any overlap in their businesses? Thank you.
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!
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!
Q: Can i please have your analysis on this company's recently announced earnings. Do you see continued growth? Any thoughts and comments would be appreciated. Thanks.
Q: Is the growth thesis still in tact for ROKU? It has been very week of late. Would you buy at these levels?
Thank you
Thank you
Q: Good day. I realize it is early days but what are your impressions of this company. Thank you.
Q: Hi,
I was looking at taking a position in UCTT.(Ultra Clean)
I believe the earnings were fine with a beat on both revenue and EPS including raised guidance,
The stock is trading at $41.31 currently. Looking at some of its financial metrics & estimates , this stock is trading at 1x NTM revenue. I would consider this stock extremely cheap currently.
Would you agree with my understanding and is there anything else you could add?
Thanks
I was looking at taking a position in UCTT.(Ultra Clean)
I believe the earnings were fine with a beat on both revenue and EPS including raised guidance,
The stock is trading at $41.31 currently. Looking at some of its financial metrics & estimates , this stock is trading at 1x NTM revenue. I would consider this stock extremely cheap currently.
Would you agree with my understanding and is there anything else you could add?
Thanks