skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am finally out of my loss on this position... Do you feel that QComm will go to 80 and onward .. ? I don’t know enough about the stock’s potential but the last few days have been very encouraging. After holding for years I don’t want to sell if the stock is on a new trajectory or has become a tech leader ... would you Buy Sell or Hold ? Thanks
Read Answer Asked by Thomas on September 14, 2018
Q: I came across this company while running a few screens over the weekend. Growth is impressive, and they're in a rapidly growing niche. It is acquisitive and reminds me somewhat of the DOCKs here in Canada. I know it's on the small side and that US stocks aren't your specialty, but can you give it a quick look and let me know if you agree with my findings? If you approve, I'll likely make it a 3-4% weighting.
Read Answer Asked by Michael on September 06, 2018
Q: Sector target 10%; sub-sectors - Transport 40%, Industrial Goods & services 50%; Aerospace & Defense 10% for GARP in genreral. Pls advise on overall allocations. Should we extend to 12-15%? Willing to accept market risk at this stage.
Transport - own CNR, DSG; W/List - could add CSX, XPO, TFII, others? - your advice.
Industrial Goods& Services - own BBU, BAD, KEYS [initial position]; W/List: could add WSP, SIS, others?? - your advice
Aero & Defense: own BA - suggest sell & buy XAR or ITA - your advice pls.
Infrastructure stocks - any pure plays that I am missing or covered in above?
Appreciate excellent and timely advice. Thx
Sam
Read Answer Asked by sam on September 06, 2018
Q: Thanks to good advice from 5i, my tech stocks have done well enough to make up close to 40% of my holdings! Within the sector, these are my waitings:
CSU - 12%, KXS - 12%, SHOP - 11%, CLS - 5%, GOOGL - 9%, SQ - 11 %, AAPL - 10 %, NVDA - 9%, AMZN - 15%, and SPOT - 6%.
Some of these are broadly spaced within the sector, and I hate to let any of them go, but I’m getting a bit nervous about vulnerability to a general tech turndown. Do you have suggestions for me?
Read Answer Asked by Jim on September 06, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!