Investment Q&A

Q: Currently I own all of these semi conductor related companies in my taxable account. QCOM, AMD and MRVL are still at a loss since the March downturn. All others are in positive territory, especially SMH. Should I continue to hold them all as core holdings for the long term or would you trim or delete any? Is it still a good idea to hold SMH because the ETF owns a number of companies like ASML, AMAT, an MU that I do not hold?

Q: GH. VRNS, VEEV - which one of these stocks will have the most growth/torc going forward?
Thanks for your service!

Q: Hello Peter.
I’m considering buying TPL. First quarter earnings will be released on May 6.
It’s had quite a run in the past 3 months so should I wait for a pullback? If I should decide to buy, should I do so before or after earnings are released?
Thanks a lot for your great work.
Marc

Q: Could I have your analysis for VRNS, would you add it to a diversified growth portfolio?
Thanks for your service!

Q: Hi Peter, what are the expectations for QRVO & ON next week ? One would think that with the chip shortage results for all these companies would be good and reflect max output. Is that the case or are supplies muffled by the most restricted component of a particular end users product ? Thank you.

Q: hello 5i:
I haven't seen a question on ABBV's latest earnings, so if you've answered already, please ignore this one. If not, can you review their latest quarter and particularly the discussion on drugs in the pipeline? I'm considering adding to about a 2% position.
thanks
Paul L

Q: Hi 5i team,

Further to Dave’s question on Jan 22/21, can you please add ClearField Inc (CLFD) to your database.
The recent quarter appeared to handily beat again, can they continue their impressive growth rates going forward and specifically, post pandemic? Would you start an initial (⅓) position? Is there anything concerning in their financials (P/E, etc) that would make you cautious? The Q2 release mentioned possible supply chain issues in the near term, is this concerning to you?
Given the higher Cdn $ these days it seems like a good time to buy some US stocks.

My other choice is Abcellera (ABCL) which has fallen quite a bit in the last 3 months. Any specific reason for the decline other than vaccines are more widely available/distributed.? Any preference between these two? I don’t own either stock currently.

Appreciate the work the team does!!
Steve

Q: What does 5i think about Lantronix's quarterly report and acquisition news today?

Q: Would this be a good time to open a position in this ETF?

Q: Looking at a beat up sector in pipelines. Can you suggest 3 U.S. pipelines that may be interesting and that have potential torque

Q: Hi!

Thoughts on Amazon's earnings release. Seemed like a solid beat. Do you still see lots of growth ahead? Can they continue to diversify into other businesses like they are with groceries, etc.?

Thanks,
Jason

Q: Hello 5i Team.
I’m thinking of initiating a position in AES or AESC. The former was down 8 cents and closed at $27.82 while the latter was up 96 cents and closed at $108.99. Which one would you recommend? Thank you very much. Your insight is very much appreciated.

Q: without any health positions....what would recommend as across the board encompassing stocks. I am open to cdn or us.
Thank you.

Q: Why Mastercard is dropping after their earnings ?

Q: PINS where it is today; TWAIWAN SEMI-CONDUCTORS where it is today;
3 months from where they are today - which one will be higher? Second time around with PINS it was a pick on Market Call a couple of years ago and so I am thinking of taking the loss again and moving on. Answering this question will provide me guidance. I notice a lot of stocks have a big pop after earnings and then give it all back (eg. SHOP). What is your take on this? Relying on your good advice.

Q: We currently own WSP TT XEBEC in industrials and would like to add one more US industrial stock what suggestions would have first being the best?
This much
Marse

Q: Apple just recorded a blowout quarter, over 50% growth. Looking at Apple's valuation, up to now, I felt it was overvalued given the low growth rate. Given that 5i typically recommends other tech stocks, perhaps you too shared this opinion. I was equally surprised by the market reaction, little share appreciation. So, was everyone expecting this? Why didn't I get the memo?

Thank you for everything you do.

Q: Hi 5i Team. Thanks as always. I'm looking to start some positions in the USD side of my TFSA over the course of the next month or so. I'm particularly interested in good growth opportunities in the following sectors: Technology, Healthcare, Industrials and Communications. Can you suggest a few US stocks within each of these sectors that are some of your best ideas right now? I am open to all types of suggestions, but already having a few larger caps (MFST, ABBV, LMT) I would prefer small or mid-cap suggestions where possible. Please take as many credits as necessary - thanks again.

Q: We keep hearing chip shortages lately, and will imagine that "AMD', TSM', NVDA'....chip names will do well as a result of strong demand and price power etc. But most of these chip names are all well below their February highs. Could you help us understanding the share price and demand divergence observed? If we buy any of these names, will we be rewarded? If yes, which one or ones you like? Thanks

Q: In the U.S. part of my non registered Account I have a small gain on LSCC and am thinking of selling and purchasing one of the other 5 U.S. stocks. Could you rate the 5 options I have listed with your opinion of each (best first). Would you agree with my selling of LSCC and purchasing the best of the 5 options I have listed or should I continue to hang on to LSCC.
Thanks John