Investment Q&A

Q: Thoughts about this company as a potential investment?

Q: Hi,

I was wondering if you could provide a comment on NV5's latest earnings, the companies long term potential, and your general opinion on the stock.

Thanks,
Joel

Q: could you add this symbol? what is the outlook, for this company and stock? it seems to have some interesting features.

Q: Hello,

I currently own a 1% position in SCHW and have been considering selling in favor of CME Group. Your thoughts on this trade would be appreciated. Thanks

Q: Hello,

I took a 1% position, total, in these 3 names about a year ago, as a speculative buy. They have all declined, rather significantly since my initial buy, making all 3 names less than 1% of my total portfolio. I have however noticed some recent relative strength. Would you move on or do you see this area as an interesting speculative buy? To note, I also own a 1.5% position in Illumina. Thanks as always

Q: Your comments please on Nvidia’s purchase of Mallenox. Do you anticipate an equity raise or a competing bid?
Thank you

Q: An American stock so apologies on that, but it has doubled in 11 weeks and it looks like the bluest of blue skies for this company. Your views?

Q: I hold this and some others in my US rsp account and they withhold taxes on the dividends. Do you know why and if I can get exempted? Thanks

Q: Good morning folks
I am on the lookout for US companies that are non international and that only do business in the US. I prefer a good strong company with growth with maybe a bit of a dividend if possible. Sector is not important.
much thanks as usual

Q: "DowDuPont's (DWDP) board of directors approved the separation of the materials science business from the agro-chemical giant, moving forward with plans to create the new Dow that's set to start regular trading in New York next month". I own a small amount of DWDP and I understand I will receive 1 share of the "new" materials science business for every 3 shares of DWDP. What would your recommendation be with the material science business shares once I receive them (hold, sell, or buy more)?
Thanks

Sean

Q: Your opinion please

Q: What are your thoughts on this one? I'm looking for growth.

Q: After reading a detailed report of the semi space I'm more confused than before. A brief comparison and outlook of these 3 please? Deduct credits as you see fit of course.

Q: Hi 5i team,
I do appreciate you going into the usa to recommend a stock. I am trying to reconcile/understand your Micron (MU) recommandation at your latest appearance on BNN (Peter on feb 20th). It seems like MU is rarely (not so often) listed in your more and more frequent lists of recommended usa stocks (am I wrong?). Are the criteria, risk profil or time horizon different for your BNN appearances then your Q&A? More specifically, would you consider MU a long term hold or more a cyclical hold (meaning sell/underweight at certain portion of the economic cycle)?
Thank you for your collaboration,
Eric

Q: Good Morning,

What would be your top 2 or 3 picks for cloud space investments in the USA and Canada?

Thank you!
David

Q: Lightspeed, what are your thoughts on $16 IPO price? Is it recommended as a buy, considering normal IPO risks? Do you know when it will start trading? Overall, what are your thoughts on prospects?

Q: Good Day Team,

Between VEEV and AYX which would you prefer for long term and why? Would you please compare them on their:
1- Quality of management, 2- Software competitiveness, 3- Potential for growth, 4- Current valuation, 5- Balance Sheet.

Much appreciated as always!

Q: I have been waiting for the bleeding to stop on NVDA. Down over 40% and still falling, time to move on? I have about 1.5% in COV and thinking about bringing back up to 3% with selling NVDA

Q: Hi team,

As you know from my questions, I like tech and am a growth investor. I do own some lower beta non-tech stocks as a counter-balance; I just don’t ask a lot of questions on them. The cloud is working these days, with a few normal hiccups. I follow a ton of stocks in the space, so I will ask about five (down from ten) that were bid very high going into earnings, that is, TEAM, TTD, SPLK, AYX, WDAY. Earnings and guidance, as far as I can recall were great, yet the stocks sold off. I attribute it to normal profit taking after big run-ups. I own TTD and TEAM. I owned WDAY in the past, but sold it prematurely. I am a bit shocked and impressed today how AYX shot up about 5% when the market had an awful day. I could see no news on that on the websites I check. Any reason for that? How would you rank these five for growth prospects over the next several years and are there any red flags or undue risks for any so that you would avoid that company?

Thanks again,
Dave

Q: I have been contributing to my TFSA since inception and I currently have $90,000. I just put in $6000 as my 2019 contribution and I'm wondering what stocks I should look at. I'm 27 years old, have a long term time horizon, and I'm very comfortable with a lot of risk. Looking mainly for growth at this point. I currently have 30% of my account in the following (wxm, iwo, xsu, tdb3055 and RBF1035) (pretty well equal amounts). In addition I hold T, rY, BNS, JE, Enb, dol, ala, cjr, and fts all set up in Drips in roughly equal amounts. I also hold about 10% of my tfsa in ABM, EDT, loto and GQ for risky plays, all of which are down 50% except abm which is up 50%. what do you suggest adding at this point? Thanks so much!