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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: Everyone seems to hate the technicals on semi charts. Cramer thinks they are expensive. I look at both Broadcom and Qualcomm and think they are cheap on a forward PE basis. Yes there are short term supply issues. But double digit growth and these companies with forward PE in the teens. How are these companies not a table pounding buy for dividend growth?
Read Answer Asked by James on March 12, 2021
Q: The new CEO has been in place for about 18 months now and the latest financial reports were solid. While you never "disowned" the stock it was dropped from the portfolio. Would you be a buyer of this stock now, anticipating growth in lumber in particular as well as M&A activity or is it too soon yet to judge this new exec team?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 12, 2021
Q: Hello Peter,
Could you please comment on curaleaf's earnings and their reach into Europe? I would have thought their numbers and their global reach would have caused the stock to surge but it was tempered.. Also, given that US is not federally regulated, i thought US companies could not go international as I would have expected them to acquire outside USA at an earlier date. Any comments. Finally, since Curaleaf trades on cdnx, and if it is to move to Nasdaq or NYSE (with federal changes), what would happen to my shares. I know if it is TSXV to TSX or NYSE, it is non-issue. I just wanted clarity if shares traded on neo or cdnx, if same applies. Thanks very much.
Read Answer Asked by umedali on March 12, 2021
Q: Friday morning 9:40am and XBC is down heavy based on pre-announcement of sales decline. XBC has been touted as one of 5i's top growth stocks. But things happen. In earlier question today you replied that you would have to do more work on this. How and when will this new information be passed along? How do you now rate the stock? Is this a one time incident that will be overcome or does this significantly change your view?
Read Answer Asked on March 12, 2021
Q: Greetings 5i Team,
I have noticed on occasion that you will respond that a particular security represents 'higher risk income'. This occurred earlier today when a question was posed concerning EIF.
When you say this, do you mean that the income itself is at a higher risk than say that of BCE or do you mean that the company itself tends to be a higher risk security as compared to others within its sector?
Thank you as always
SP
Read Answer Asked by Steve on March 12, 2021
Q: What is your viewpoint on this SPAC, TSIA? I see the target co. Is involved in real estate technology with high tech locking systems and clients include Brookfield, so this seems to me to be a strong product endorsement.
Read Answer Asked by Greg on March 12, 2021
Q: I only have a few small holdings in the tech section of my portfolio and would like to have your advice whether I should
A. Invest in the following companies: PLUG DSG ABCT CTS or
B. Just buy a combination of XIT and TEC.
Best regards Steve
Read Answer Asked by STEVE on March 12, 2021
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