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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: What is your opinion about investing in Mobileye?
The company was recently spun off from Intel (After having bee acquired in 2017). The company is expanding its ADAS portfolio, created a mapping power house, defined safety standards that are considered and adopted by regulators and has made significant progress in the technology and adoption fronts. It is marching towards more and more autonomous driving solution. Unlike TESLA, it is not fully vertically integrated (i.e. it licenses and sells to many car manufacturers).
How would you compare it to Tesla's autonomous car technology and market position? Which company would you prefer if one is interested in exposure to automobile autonomous driving?
(Please add MBLY to your database).
Thank you for your excellent servie!
Read Answer Asked by YL on January 20, 2023
Q: These 3 stocks have fallen dramatically. NVDA and CRWD have had recent insiders sales. If you were to invest in these which order may you acquire them?

Also what is the difeerence between buying them on NASD or on the Canadian exchange.? Would you prefer one to the other?

Thank you

Steve
Read Answer Asked by Steve on December 30, 2022
Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on November 16, 2022
Q: My question relates to Tesla's auto division and indirectly, Toyota :
My son predicts that most major auto manufacturers will go bankrupt or become mere shadows of their former selves by the end of the decade. He cites Tesla's manufacturing innovations as the cause (gigacasting, vertical integration, constant design iteration) as a few of the unassailable competitive advantages that no other manufacturer is even trying to copy at this time.
How does a debt-laden, auto company like Toyota expect to be able to be competitive in the EV marketplace and is this a good time as any to move into TSLA stock?
Read Answer Asked by Samira on November 15, 2022
Q: I'm considering taking a position in one or more of the following EV infrastructure roll out companies most of which have been around for a number of years now. How would you rate them, first, in terms of business plan and management effectiveness as well as potential future growth prospects but but also in terms of their financials, safety as an investment and finally in relation to technological superiority if that is a relevant consideration?
Thank you
Read Answer Asked by Allan on August 12, 2022
Q: Hi Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George
Read Answer Asked by George on July 14, 2022
Q: Hey Team, thanks for holding strong during this rough time to be a portfolio manager. I have one ticket to add to the above list that didn't show up in your database, its EVVTY (Evolution Gaming) out of Stockholm. Anyway I consider many of these to be high quality compounders, with strong mgmt teams. Could you rank for me which companies you would add to now? Or if anyones you would avoid, let me know. Thx
Read Answer Asked by Adam on July 13, 2022
Q: Hi there, I'm thinking of adding the following stocks to my portfolio to make up a total of 3% to 5% of my overall holdings - so a relatively small amount overall. Can I please have your thoughts on them and if you'd rate them as buy, sell or holds? And if sell or hold, which names would you replace them with?

Thank you!
Read Answer Asked by Michael on July 08, 2022
Q: I live in a city where every other car seems to be a Tesla. I noticed on teslas loan page that they only deal with the three banks mentioned above when it comes to financing.

Will this materially move the needle for any of these institutions in the long run?

Thanks
Read Answer Asked by dan on July 06, 2022
Q: Hi group would you add to ATZ (or hold/sell) before results are posted on July 7th what are you expecting on bottom line ?

How do you rate the Fang stocks if you were going to buy only one who would that be? -

what would be a good entry point for Tesla and why
Read Answer Asked by Terence on June 30, 2022
Q: Please rank these for a 3 year hold. I'm down in all of them, except AAPL, ISRG & TSLA

Thanks!
Read Answer Asked by Austin on June 30, 2022
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