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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: Hello,

I'm getting a little nervous about the valuation of Square lately and considering Micron or Apple. They are both much cheaper than Square, but how do you see the trade off in terms of growth potential over the next 5 years. Would you stick with SQ, considering a reasonably high-risk tolerance, or make a change? Thank you.
Read Answer Asked by Bradley on November 26, 2019
Q: With the Canadian dollar on a bit of an upswing, I'm looking to add a bit more US exposure. Currently we have SQ, TEAM, MU and AYX as our "Growthier" US stocks. (Thank You!) We're wondering what your top US picks might be for being potential "up and coming" growth stocks that are maybe a bit under the radar.
Thank you
Read Answer Asked by Mike on July 17, 2019
Q: I bought Micron awhile back after it was featured on one of your BNN appearances. Currently down an insignificant amount after the little rally in the past two weeks. My question is whether now is the time to exit or if you still see good times ahead? There seems to be plenty of opinion out there that the sector is one to avoid right now. If selling can you suggest your favourite replacement in the US tech sector with exceptional growth prospects?
Read Answer Asked by Tim on July 08, 2019
Q: Thinking of 3-4 year play in some combination of this group. Risk is not the primary concern. Is this a viable strategy for a small portfolio segregated from other assets? What combination, if any, would you recommend? AYX momentum seems to be slowing. Is that a concern from your perspective?
Read Answer Asked by Joel on June 06, 2019
Q: Hi Peter and Company:
I am a growth investor, presently down on above 4 Canadian and 5 US companies.
Should I keep, sell, add or replace e.g. GC with TSGI.
Since US market usually outperforms CAN market I am fine buying all best US growth
companies that you will recommend...…..or mixture of US and CAN companies. Long term hold fine but not required. I will trade as required, i.e. when becoming aware of it. E.g. missed selling MX, where I had an nice gain but no alert to sell and now a significant loss.
Thanks for your advice
KS
Read Answer Asked by Klaus on May 17, 2019
Q: I have a relatively conservative portfolio with gold, bond and low risk ETF and stock elements. I want to add a little bit higher risk, higher reward portions to it. Can you rank the above four companies?
Read Answer Asked by Mahdi on May 13, 2019
Q: Re Micron from RBC, " Though the industry is experiencing positive sales growth as a whole, MU has been unable to grow sales and is losing market share. This trend continues from the previous year when sales growth at MU and the Semiconductors industry were -20.62% and 3.53%, respectively. Also, " Joint venture partner Intel will be ending its partnership with Micron, which creates another competitor for Micron to deal with." Thoughts on the market share statement and any idea how big of an impact the ending of Intel relationship will be?

Read Answer Asked by Charles on April 04, 2019
Q: Out of the techs mentioned above, which would you sell first to free up some cash in case of a downturn.
Read Answer Asked by Gigi on April 03, 2019
Q: I hold the following technology companies for a 31.66% weighting in my portfolio. I need to reduce this to a maximum weighting of 20%. Given the holdings are long term, and I wish a balance between stability and aggressive growth in this sector, which of the above companies would you cut down or eliminate to achieve this goal? Current individual weights are; CSU 4.88%, GOOGL 4.94%, AAPL 4.8%,GIB.A 3.2%, SHOP 2.57%, PHO 2.56%,MU 3.27%, NVDA 3.22%, KXS 2.21%.
Read Answer Asked by Terry on March 18, 2019
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
Read Answer Asked by Eric on March 09, 2019
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