Investment Q&A

Q: To the 5i team a question on a US ETF. Your sage advice on investing in JEPI returning over 10%. Looks good but dont they all.

Q: Current thoughts on Apollo for a 2 year hold. I recognize their revenue and cash flow streams are quite diversified. What sectors are most important to their success?

Q: How reliable are the monthly dividend payments for these funds …. as part of an income portfolio?

Thanks.

Q: CROX has had a nice run with great momentum. Could you explain the key risks, that may derail CROX future stock performance? Is CROX a buy or hold right now?

Q: Cybersecurity - which are your top two ? - i.e. are the best of the best.

Which of these particular two:

- Has the best valuation?

- Has the best potential growth?

- Is the "safest" and has the best chance at being around for the long term?

- Has the best product / geographic diversification?

- Are both of these considered at the cutting edge?

Q: Can I have your opinion on this stock. Trading at reasonable values, balance sheet looks fine, nice dividend, and some future growth.
Thanks Gord

Q: Your thoughts on this company please.

Q: Hello,

When you last answered a question about Ford it had just been hit with some bad news. Despite that you felt it still had redeeming qualities and rated it a hold.

I’d welcome hearing your current assessment.

Thank you!

Marc.

Q: Can you provide a list of a few microcaps, smallcaps, both us/cdn that could rocket up with a recovery in the economy. Thanks 5i for all you do

Q: what is the outlook for shares in STEM (US) please?

Q: Good day your thoughts on PLD please
Thanks

Q: Your analysis of AXSM.US would be appreciated. Any news on the reasons for the large drop.

Thanks

Thomas

Q: Please provide your views and commentary on Emerson Electric (EMR). I'm thinking it likely has good opportunities in respect of anticipated increases in infrastructure spending in the US.

Q: Why the big drop in price today?

Q: Dear 5i team.

I'm considering adding to my IHAK position but wanted to clear up something with you first.
In the archives, you mentioned that a combination of CRWD/NET/PANW would be an alternative to owning the ETFs IHAK or HACK. Are you still of this view? Do you still prefer IHAK to HACK?
Are the valuations of these holdings back to a level that reflects current realities?

Many thanks for your help.

Q: Cybersecurity companies have been weak. I have BUG and am thinking of adding. I'm also considering CRWD. Should I consider the timing premature in view of the downtrend, or is there a screaming buy here?
John

Q: Does your view on Broadcom change with the announcement of Apple plans to take back some of the manufacturing done by AVGO? Is AVGO a stock worth holding or are there others to consider with less risk?

Q: This stock is headed for bankruptcy it seems. Why is the stock rallying in a big way. Shouldnt the shares be trickling down to NIL as the current shares are likely to be worthless?

Q: We often see conflicting analyst opinions, but ratings of MDT seem to be on one extreme or other. For what it’s worth, MDT appears on various lists of “best stocks for 2023”. And just this week, Barrons carried this story: “ Buy Medtronic Stock. Shares of the Dividend Aristocrat Look Attractive” (January 2). This morning RBC-DI downgraded MDT from outperform while CFRA maintains a Buy. Both RBC-DI and CFRA seem to reasonably good track records. I have held MDT shares from multi-year highs all the way down to today’s miserable level. (Tax loss not useable).

I have previously asked you about MDT and possibly others here may have done so too. Would you care to take a side in this frustrating debate with your reasons? Thanks.

Q: Could you provide any information/prospects on the above stock? Thanks.