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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: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !
Read Answer Asked by Paul on March 25, 2021
Q: Significant infrastructure is being planned in the U.S., also in the defense sector. Would any of these stocks listed (or others) benefit more or less from this initiative?
Thank you for your insights!
Read Answer Asked by Sigrid on March 25, 2021
Q: Your thoughts on the recent news of a new 20 billion dollar plant and the new ceo's game plan and would you view this as positive or a drag on the stock and would you still see adobe as better than intc with more upside.Own msft nvda,intc,orcl and aapl
Read Answer Asked by dennis on March 25, 2021
Q: Hi
I am trying to find out more about the lawsuit against MITEK you reference in your March 16 response to a question from Joel. I found a USAA lawsuit against MITEK which was settled in 2014 and a lawsuit where MITEK sued USAA in 2019 claiming USAA's litigation against MITEK's customers "placed a cloud over MITEK's products and services." Is this the lawsuit you were referencing? Thanks

Kenn
Read Answer Asked by Kenneth on March 25, 2021
Q: This has broken through support levels and is really acting badly. What is your
view on it given the Google news - still think its worth holding - or broken ?
Also TTD is similarly affected - any concerns
Read Answer Asked by Scott on March 25, 2021
Q: I am looking for an oil &pipeline company and am considering EPD & OKE.
Which would you prefer or if you have another suggestion... one in US market and one in Canada. Thank you
Read Answer Asked by Teresa on March 25, 2021
Q: hello 5i:
Owning "best of breed" or "best in class" is always factored into decisions in purchasing shares. Having held PANW for a number of years, and happy with results, I nevertheless wonder if selling and buying CRWD in its place, would be a strategy you'd see as beneficial. Discussion on the pros/cons would be helpful.
always listening
Paul L
Read Answer Asked by Paul on March 25, 2021
Q: What are your suggestions for US and CDN Consumer Defensive at this time?.
Read Answer Asked by Jean on March 24, 2021
Q: Hi Peter,

Would you put new money into this ETF ARKK following the recent sell-off? This ETF has >22% in three companies ; TSLA, SQ and ROKU all of which are quite volatile names so this ETF could go either way depending on the market, right? Looking for growth, medium to high risk, 5-10 years hold.

Thanks in advance.
Read Answer Asked by K on March 24, 2021
Q: I have 5 companies that I have been watching and researching for awhile. I would like to narrow it down to 2. Could you give me an opinion on each and whether they can keep up the positive movement in the future? What does their their debt and future growth look like? Could you please rank them with the best first.
As always thank you for your most helpful guidance.
.
Read Answer Asked by John on March 24, 2021
Q: Morning 5i:
I am looking to grow 200 k in a new LIRA of mine over the next 5 years before I flip to a dividend income model. What CDN and US growth equities would be your current favourites. I have a healthy risk appetite.
Thanks in advance, Greg.
Read Answer Asked by Greg on March 23, 2021