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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, Thank you and Kudos to 5i team for your unfaltering view on Shopify, and even bumping up the weight in the Balanced portfolio recently. Your unbiased and consistent opinion has been a huge support to us for maintaining a long term view on this company, while there has been so much pessimism and negativity in the market. We are very happy with market rewarding the stock last week and I am sure, there is a lot more to come over next several years.
Read Answer Asked by rajeev on May 08, 2023
Q: Do these 4 companies have the cash/cash flow to finance their current debt obligations? None of the companies are profitable I am concerned that they may not be able to raise the cash needed to fund operations in the current environment of rising interest rates, such that they may not be able to handle any debt due over the next year or two.
Read Answer Asked by Richard on May 08, 2023
Q: Hello, With 5i decision to increase the Lumine weight, from 0.15% to 1.50%, can we follow the lead and take it as your nod to bump up the holding in our personal portfolios, at current price $19. ( Noted that CSU weight was trimmed by 0.5% and the logic to participate in future growth in LMN from these levels ). Of course, with the caveat that portfolio weights are still our personal decision.

Thank you.
Read Answer Asked by rajeev on May 08, 2023
Q: Hello, I note that you have recently had quite a number of questions about CSU. I am interested in knowing what 5i's thoughts are regarding the recent very strong stock performance. "Why has the stock price increased so dramatically" is my question. I realize it had a good recent quarter, however the price often settles down after a bit with most companies. Not CSU this time though.
Read Answer Asked by Bob on May 04, 2023
Q: Hello 5i, I know you like CRWD as a cyber security company. Over the last 3 years FTNT has increased by 190% whereas CRWD has increased by 61%. I know that past performance is not a guarantee for the future, but if you had to buy just one today which one would you buy? Would you sell CRWD and replace it by FTNT? Thank you
Read Answer Asked by Gervais on May 04, 2023
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