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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: The tech meltdown hurt today, but the stocks which cost me the most weren't tech. Any idea why Visa and MasterCard were pummeled today? American Express was actually up on the day. And as long as we're on the subject, do you like the credit card companies?
Read Answer Asked by John on November 30, 2017
Q: I already own AMAT with good gains.
Would you be adding at this point perhaps MU or LRCX? Or do you think the industry had a good run and the gains are done? Is sentiment against them now or this is just a hiccup? I know only time will tell but I would value your take on it.
Read Answer Asked by JR on November 30, 2017
Q: I just read a Globe and Mail Business headline which read as above: FANG meltdown and then the article talked about face plants, sector roatation etc.

In you opinion, is there something truly fundamental going on here; and do you see a need to bail or significantly reduce exposure?

Or is this another example of “Big Noise” and sensationalistic reporting .... and as you often suggest “stay the course”?

With significant holdings here I am hoping your advice will be to hang in there and maybe even add to some of the FANGs.

Thanks
Read Answer Asked by Donald on November 29, 2017
Q: Dear Abby .... I mean 5i : Given the industry’s past-habit of over building capacity in good times, I half-expected Micron to weaken a bit. Notwithstanding that, I also read that the foundries had learned their lesson and were no longer jumping into adding capacity. The sudden and scary drop from impressive heights in MU’s price doesn’t look wholly justified. Although the share price increase may appear dizzying, it isn’t THAT much when one looks at multi-year price-history. For exemple although this year’s chart shows more than a doubling in price, I show 30 odd percent gain, having held MU for several years . I checked the financial sites and didn’t see much that explains the suddenness in price drop . Morgan Stanley unkindly dropped off on Monday a negative blurb on chip makers and most Semi’s dropped after opening on Monday. I read the said report and was not as convinced as Morgan Stanley seemed to be. I later saw MU had a positive report (Baird) . Obviously, I am missing something important . I am much too shy to ask to see your Bloomberg terminal . Your insight and DEEPER look and subsequent comment into this issue would be most appreciated.
Read Answer Asked by Adam on November 29, 2017
Q: Hi team,

The stock fell by more than 16% after BTIG downgraded the stock from neutral to sell. Do you think the market reaction to BTIG's report is justified? What do you think of their arguments about bitcoin and tax reform on how they can effect on the stock if they don't work out? Is the stock really worth $30?

Thanks for your unique insight and analysis!
Read Answer Asked by Saeed on November 28, 2017
Q: Good morning. I'm wondering if there is a canadian etf(s) that would provide exposure to the US tech sector which could contain companies such as Microsoft, Apple etc. This would be for a non-registered account or TFSA.
Thx.
Jim
Read Answer Asked by Jim on November 27, 2017
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