Investment Q&A

Q: Please comment on NVDA's earnings release issued last night.

Thank you, Peter

Q: Hello 5i,
I have recently made some changes in my portfolio and have some U.S. dollars to invest and was wondering the best positioning, considering that I have a fairly balanced portfolio. I follow Barry Riholtz and have found him to be pretty good. He says basically that the US may be in for a slower growth for the next little while, while emerging markets would be best. Here is his post, if it is of interest:
https://www.bloomberg.com/features/2016-how-to-invest-10k/
He suggests VWO. I was wondering what your thoughts on this thesis would be?
Also, another question. If you were going to invest in US etfs, the great investor Warren Buffet, says the best thing is to just buy a vanguard etf for the S&P and forget about it.
I notice, however, that you often suggest other options like VIG, which I believe is a dividend appreciation etf for the American market. Do you think it is worth the extra trouble to diversify from Buffet’s original suggestion?
Thanks again

Q: Hi team,
I know your focus is Canada, but I find you have great expertise in the U.S. as well. So here goes again.
I have been following ROKU on a casual basis since they went public a few months ago. Yesterday, they blew past earnings expectations although still a small loss. Stock was up over 50% today (wish I had bought a few days ago, LOL).
The big problem I have with them is that I do not understand their business model or its advantages, if any. They are a video streaming company, so they compete with Netflix I think, so the 1st negative. Disney now wants to get into video streaming so more competition for ROKU, another negative. ROKU’s sells/leases hardware as far as I know, using some sort of video set-top box. Who needs or wants another set-top box these days, so another negative. I think their longer-term plan is to become an integrated component in the smart TV. Isn’t Apple still active in the smart TV area? Another negative. I think that is 4 negatives.
Can you clarify for me the nature of their business model and what is your view of ROKU from here? There must be something positive to say that I am missing.
Thanks again,
dave

Q: TTD has taken quite a slam today(incl after hours). What is your analysis of their earnings and the outlook going forward?

Thanks


Sheldon

Q: Can I please get your opinion of Gladstone Investment Corp.

Thanks

Dave

Q: Can you please comment on ICHR earnings & acquisition?
Thank you

Q: Hi - is it time to get out of the Canadian / American banks in general I have some good profits in Bank Of America + Citi Bank+ BNS . The American banks seem to be reacting negatively to the perceived upcoming tax reforms - They have mostly been down 5 days in a row. Thinking should get to the sidelines as far as the banks are concerned.

Q: BRKS has taken quite a slam today. What is your analysis of their earnings and the outlook going forward?

Thanks

Sheldon

Q: What is going on with BRKS today?
Should I sell it?

Thanks,
Milan

Q: I am down about 20% due to a failed drug test. I understand more drugs coming. Due I hold or sell and move on to NVDA or CGNX.
Great new site and thanks for all your guidance.

Dave.

Q: Results just came out...can you comment on them and the future growth/profit potential? Thanks for your wonderful service....

Q: Hello 5i,
Nice job on the new web site!
I began adding stocks to an otherwise sleeepy TFSA after I joined 5i. I recently used Norbert’s gambit to add us $. Also, thank you 5i, I’m close to 100k in that account. My accounts, taken together are balanced across sectors but lean toward growth. I should add to health sector but not necessarily in the TFSA- so don’t let that restrict your answer.
Of the stocks listed above, which one shows the most potential? Why? What are the growth numbers for 2018.
If not any of the above, those listed are expensive, can you offer a couple of US stock ideas?
Many thanks,

Q: I'm interested in purchasing an ETF that invests in companies that manufacture sophisticated medical diagnostic equipment, body replacement parts(eg knees, hips, etc) and other hi tech devices that address human disabilities/health issues.

Any suggestions?

Q: From the list of us growth play, which 5 would you pick for your rrsp with 10-15 yrs time frame ? Or any other us stocks that stands out in your mind.

Q: Apologies in advance for the length of this question. I am working my way through a report by Bank of America Merrill Lynch on the medium to long term prospects of VR, AR and MR, (Virtual reality, Augmented Reality and Mixed Reality). The upshot is basically that they see very large growth in this sector with applications far and wide. Here is a link for anyone interested https://www.bofaml.com/content/dam/boamlimages/documents/articles/ID16_1099/virtual_reality_primer_short.pdf. There are established large tech companies (FB, AAPL and GOOGL) who are buying up companies in this area and there are smaller companies already working in this space. My question is twofold. Is it, in your estimation a good time to step into these large cap tech stocks if I currently have no position? And are there any companies that are directly in this space that you would recommend? Thank-you in advance.

Q: I am interested in above mentioned Company.
What is your opinion? Buy or Hold?
Thank you.
Albert

Q: Could you please comment on their results.

Thanks,
Milan

Q: Would there be a 15% withholding tax in a TFSA on ZUH which holds U.S. stocks even though it is bought on the TSX? Thanks.

Q: Good Morning.

With recent results:
BEAT, Buy, Sell or Hold?
AVO, Buy, Sell or Hold?

Thanks, cathy

Q: Is it time to sell Qualcomm now or wait until the sale goes through - if it does? Apparently if the sale goes through the value per share is $70.
I am down 12.5% and I have been under water 3 years now. .
It pays 3.55% so I COULD hold if that is the best strategy .