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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: On October 31 the answer to a question I read compared LNTH to LLY as LNTH was a lot cheaper and would have more upside than LLY and big named actors were using the product as opposed to plastic surgery. Then I read very recently Peter's 5 2022 best percentage gains as having Lantheus Holdings (LNTH) first as he seemed very upbeat on it and mentioned it could pause a bit after having all these gains. Here I am 3 days into owning it and it is down over 12%. I read on my online account Nov 3 earnings were reasonably good but I also read on BNN Bloomberg that their earnings were not coming out until later so am I right about the earnings coming out today and were they worse than what I interpreted? I cannot interpret these earnings reports like 5i can. After being down that much in such a short period of time, I am wondering if I should sell or hold? Thank you,
Read Answer Asked by Dennis on November 04, 2022
Q: Do you ever look back at some of the answers you gave to member's questions, and wonder why you were so bullish? Example: Unity Software

On March 22, 2021 when Unity was $100 you said:

"Unity gets a premium valuation as it is essentially in a global duopoly in its industry. It has more than 50% market share globally, and is in a good position to capture high growth in the market. This also gives it pricing power, and it has said it could double prices and only lose 2% of customers, but it wants to further entrench customers before it makes any price changes."

And on Dec 16, 2020 when the stock was $147 you said:

"In the gaming space, U is essentially in a global duopoly with Epic Games. Epic potentially is at a disadvantage with China trade dispute, so U's positioning in the sector is even stronger because of this. We consider it the 'Amazon' of gaming. It gets a piece of the action and makes it easier for games to launch. It is planning for the long term. Mgmt has said it could double prices and only lose 2% of customers. But it wants to firmly entrench its customers first. The stock is not cheap by any means, but revenue is expected to at least double in 18 months, and it should be profitable in 2022 or shortly thereafter."

Today the stock is $26.29. If you don't look back at your reasoning for being so bullish you won't learn. In an answer to a members question today you said Unity was a sell. What happened to your bullish view not that long ago, and holding for at least 5 years? Did you get caught up in the hype despite your decades of experience?
Read Answer Asked by Paul on November 04, 2022
Q: Guidance seems to be the key factor in reporting season for tech stocks. No one cares if you beat on the current quarter, like ROKU just did. Its outlook is terrible, with higher expenses and higher losses ahead. Do you think ROKU will become a profitable business one day or will the streaming wars never end? Is the end game for ROKU a takeover by NFLX or others?

Thanks and thanks for the detailed answer on META. Time will tell if the emperor is wearing clothes.
Read Answer Asked by Dave on November 03, 2022
Q: I was interested in 5 U.S. stocks for a rif. Divs should be high with some risk is ok bit solid long term. Thx
Read Answer Asked by JAMES on November 03, 2022
Q: What are your thoughts on EXPI after todays earnings release? The stock has been punished this year with interest rate hikes impacting real estate markets. Does it look like a company that will do well when it comes out of this and real estate picks up or have the fundamentals and story changed here? Is this an add while its down or hold and do nothing?thx
Read Answer Asked by Adam on November 03, 2022
Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!
Read Answer Asked by Neil on November 03, 2022
Q: Hello 5i,
Continuing on Pietro’s question posted on Oct 31, 2022, please recommend a few (3 to 6 companies) good buying opportunities in the cyclical sector.

Thanks,
Roger
Read Answer Asked by Roger on November 02, 2022
Q: When you last commented on PDI you said "Okay with". Noting the one year return on fund value is minus 15% but the long term returns seem to be in the 8-10% range. I am in it for the dividend (I'm retired). Do you think the ~ 13% dividend is safe long term ? And how much of that 13% is ROC ? What are your overall thoughts on this one ??
Read Answer Asked by Randy on November 02, 2022
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