Investment Q&A

• Medtronic plc. (MDT)
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• Guardant Health Inc. (GH)
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Q: Which one would you prefer and why please

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

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Read Answer Asked by Ron on November 19, 2020

• Graphic Packaging Holding Company (GPK)
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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?

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Read Answer Asked by Jordan on November 19, 2020

• Palantir Technologies Inc. (PLTR)
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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

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Read Answer Asked by Mario on November 19, 2020

• The Trade Desk Inc. (TTD)
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Q: You were recently on BNN, what was your fourth choice?
Clayton

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Read Answer Asked by Clayton on November 19, 2020

• The Boeing Company (BA)
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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

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Read Answer Asked by rajeev on November 19, 2020

• First Solar Inc. (FSLR)
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Q: Do you have a solar energy company that you like and would recommend?

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Read Answer Asked by Danny-boy on November 18, 2020

• Broadcom Inc. (AVGO)
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• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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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

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Read Answer Asked by Michael on November 18, 2020

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

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Read Answer Asked by eugene on November 18, 2020

• Palo Alto Networks Inc. (PANW)
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• Zscaler Inc. (ZS)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: hello 5i:
please comment on PANWs latest quarterly report, and your opinion of the company going forward.
thanks
Paul L

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Read Answer Asked by Paul on November 18, 2020

• Dollar General Corporation (DG)
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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.

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Read Answer Asked by Brian on November 18, 2020

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

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Read Answer Asked by Ron on November 18, 2020

• Expedia Group Inc. (EXPE)
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• TripAdvisor Inc. (TRIP)
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• Carnival Corporation (CCL)
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• Royal Caribbean Cruises Ltd. (RCL)
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• Air Canada Voting and Variable Voting Shares (AC)
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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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

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Read Answer Asked by Peter on November 18, 2020

• Cerence Inc. (CRNC)
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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.

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Read Answer Asked by Gerald on November 18, 2020

• Unity Software Inc. (U)
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• Corsair Gaming Inc. (CRSR)
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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?

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Read Answer Asked by Paul on November 18, 2020

• Electrameccanica Vehicles Corp. Ltd. (SOLO)
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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.

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Read Answer Asked by Barry on November 18, 2020

• Ford Motor Company (F)
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• Tesla Inc. (TSLA)
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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.

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Read Answer Asked by Maureen on November 18, 2020

• AudioCodes Ltd. (AUDC)
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Q: Own this company and do not understand with good numbers etc why the unhappiness? Thank you.

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Read Answer Asked by Maureen on November 18, 2020

• Palantir Technologies Inc. (PLTR)
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Q: Good day everyone and good job on BNN Peter!
Regarding PLTR, what kind of “runway” do you see on this company and what price potential can one expect?

Thnx in advance!

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Read Answer Asked by David on November 18, 2020

• Palo Alto Networks Inc. (PANW)
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• Check Point Software Technologies Ltd. (CHKP)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Please suggest a few cybersecurity relayed stocks remain reasonably priced for a 3-5year investment. Thanks

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Read Answer Asked by John on November 18, 2020

• Alteryx Inc. Class A (AYX)
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• Avalara Inc. (AVLR)
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• Zoom Communications Inc. (ZM)
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• Fastly Inc. Class A (FSLY)
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• Cerence Inc. (CRNC)
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• ZoomInfo Technologies Inc. (ZI)
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• Shift4 Payments Inc. Class A (FOUR)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: Hello 5i,
I've ridden the Tech wave all year to an overweight position in my portfolio.
The above mentioned companies are partial positions that I'm looking eliminate some of.
I have an above average risk tolerance.
Could you please rank these for growth prospects over the next year or two?
Thank you
Dave

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Read Answer Asked by Dave on November 18, 2020