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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: Which companies in your portfolios do you consider relatively close to recession proof?Please break down as to income,balanced, growth.Of these companies you pick,which ones increase their dividend at least 3% on an annual basis?
Read Answer Asked by Terry on June 21, 2019
Q: Over the last year I have been trying to follow some 5i stocks using your philosophy of buy and give it a chance as long as the fundamentals are there. I had a full posn (4%) in TSGI (one example) which is down by 54% now. Normally I would have sold as soon as there was indication of troubles or momentum went out of the stock. I think Ryan indicated he thinks the owners will figure it. Yet some of the responses I'm reading are not too sure. Can you firm it up a bit?

Thanks
Read Answer Asked by Stephen on June 21, 2019
Q: Interesting news from Shopify re: opening fulfillment centers in the U.S. ($1 Billion over 5 years). I see this as more directly competing with AMZN, whom I thought they were friendly with.

I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?

With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.
Read Answer Asked by Cameron on June 20, 2019
Q: I got into this a short time ago (over a couple of years ago) around this level it bounced around a bit and ran up over $100. I considered selling or trimming but it didn't get to the % I had in mind. I held due to the increasing dividend and stock buy backs. With the benefit of hindsight it has got me wondering if this is a stock that is more of a trading stock or is it something that is suitable to hold for long period of time. My portfolio target is to achieve 7%+ rate of return over my life.
Read Answer Asked by Jerome on June 18, 2019
Q: May 30 announced good Q.Jun 11 declared $300m BB through Dutch Auction & Tender @ $44- $52.Jun 14 $46.05 close.Some expectation of lower interest rate &/or possible recession. Will it go over the $46,the high range of BB.? Is this an entry point for new position Thanks for u usual great services & Views Happy Father's Day to all
Read Answer Asked by Peter on June 17, 2019
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