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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: Looking at the top ten holdings of the TAN solar etf...can you comment on some of them based on your 5iresearch criteria....sedg, enph, fslr, run, Dq, csiq
Read Answer Asked by James on July 21, 2020
Q: Hi there,

I previously asked about DND and what a reasonable amount would be to pay over an IPO price of $7.50 (you said 25%). It's up quite a lot today $13.50-14 and I would like to ask whether 5i would view it as a buy, sell or hold at that price point? If it were in your growth portfolio would you take profit or let it roll? My take would be that KXS, DSG, SHOP etc would have all been terrible things to sell just because of a Day 1 pop after IPO which argues in favour of holding DND as well.
Read Answer Asked by Tim on July 17, 2020
Q: At one time, Absolute Software was in one of the portfolios. Now it is hitting new highs every day on higher volume. I have held this one for a long time and wonder if it is prudent to add into this strength. I am concerned that if on-line learning is not in the cards for September that the stock will retreat back to the $11-12 range. The CEO is well respected. Your opinion appreciated and would you consider this one a good candidate to put back in perhaps the growth portfolio.
Read Answer Asked by Helen on July 17, 2020
Q: I hope I'm not out of line asking this. But I've noticed that, while you seem to like Square, the lack of SQ appearing in your disclosures indicate that you don't own any.

What would be your reasons for not owning SQ? I'm thinking long term and see potential with Square's Cash App replacing consumer banking. Thanks again.
Read Answer Asked by Laxmyharan on July 15, 2020
Q: Hi group here we go again - Tech stocks getting hammered - do you recommend selling (or buying more) on any or these recent high flyers KXS + Shop +Real+Visa Score + Docu and so on

Also can you recommend a silver stock that makes sense in this market Thanks for your guidance it really helps
Read Answer Asked by Terence on July 14, 2020
Q: I sent a question on Friday about DocuSign, but maybe it didn’t go through.

With some 70% market share, I know DocuSign is the clear leader in the e-signature business. But their long term play is their Agreement Cloud platform, which seems to be tackling everything that comes before and after the signing portion of a contract as well.

What’s your opinion of DocuSign in this area of the business for long term growth? Who are their competitors here and do you know their market share on this aspect? It’s not as obvious as just the e-signature business, perhaps because it’s still a new field.

Thanks for your great service.
Read Answer Asked by Laxmyharan on July 14, 2020
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