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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: Hi,

I have had Heico on my watchlist for quite some time but never purchased any because of the premium valuation. Everything I read about it (including the questions/answers on 5i) is positive so I'm wondering if it is one of those stocks that warrants a premium valuation, ie. will always be expensive?

I do own some Ferrari (RACE) shares which have done well for me and are also at a premium valuation, but it seems (at least so far) that it deserves the premium. Same story for my Tesla shares. So I am wondering if Heico is similar to RACE and Tesla in that way? Would you consider a purchase of Heico for a growth investor with a long time frame?

Thank you,
Read Answer Asked by Doris on July 20, 2023
Q: I would like your suggestion on an ETF for AI. I currently hold ROBO and it has done quite well. Consequently, I am looking at THNQ as well as BOTZ, IRBO and RBOT. Of these mentioned which would be your preference. Do you have any other suggestions? Thank you

Stella
Read Answer Asked by Stella on July 19, 2023
Q: Hi Peter and company,

Has there been any recent news or analyst upgrades to explain the incredible momentum for SMCI? The stock has basically taken off since Nvidia blow out earnings outlook. Are you concerned that the stock is coming in too hot before the upcoming earnings release, or is the stock still reasonable priced?

Thanks for the great service,
Angelo
Read Answer Asked by Angelo on July 19, 2023
Q: I have a 5% position in cash, and am looking at the above three positions for medium term growth (1-3 years). I understand that these have different risk factors, but taking risk out of the equation, would you split the position, and if so, how. Thanks!
Read Answer Asked by Kim on July 19, 2023
Q: Good day,

Can I please have your updated analysis of Equinix? I have read all past questions on this stock dating back to 2016. Many of your responses mentioned high debt levels, low inside ownership and high valuation. Are these still factors? I have a small position but am trying to decide whether to add to make it a more meaningful position.

Thank you,
Read Answer Asked by Doris on July 18, 2023
Q: Pls ahare your favorite health stocks or ETFs. I am looking for growth - medium risk. Thanks
Read Answer Asked by gary on July 18, 2023
Q: Good day,

Can I get your take on Blackrock’s earnings? Revenue growth seems to have slowed but do you see anything to worry about for a long term investor? I have a small position and am thinking of adding. Would you consider it an add or a hold for a long-term position and your reasoning, please?

Thank you,
Read Answer Asked by Doris on July 18, 2023
Q: Similar to a question you responded to recently. I hold the above stocks....all in the red....and wondering if I should hold or sell and replace with another stock....and if sell, please suggest a replacement.......Thanks for your insight....Tom
Read Answer Asked by Tom on July 18, 2023
Q: Please rank these equities in order of preference for a combination of income and capital growth in a taxable account. Thanks!
Read Answer Asked by Don on July 18, 2023
Q: Can you list out a 5 securities (US or Canada) which you feel are mispriced (ie. where the price is substantially lower than its true value)? I know folks that 5i are generally growth investors, but also know that Warren Buffet's approach is also widely respected.
Read Answer Asked by Mike on July 18, 2023
Q: I recently shorted some puts on VZ with the idea of locking in a "decent" ($34) purchase price and making a few $$ in advance of the next dividend. The lead wire scandal seems to open up VZ and the other telecom carriers to punitive lawsuits akin to the situation with MMM and the earplugs. Given the seemingly inevitable assignment of my puts and the grindingly long-term nature of U.S. group personal injury claims, and the words of the Clash, "Should I Stay or Should I Go?". I am a retired income investor who, at 62, still needs inflation resistance.
Read Answer Asked by David on July 18, 2023
Q: Inmode's share price recently had a sizeable increase, presumably due the guidance it released. Would you expect a further increase based on that guidance? What are the prospects for the company going forward and where do you see the share price going from here, for the short as well as long term? Many thanks for your excellent service.
Read Answer Asked by Leonard on July 18, 2023
Q: PJAN— Innovator U.S. Equity Power Buffer ETF (not in your data base). This ETF sounds fascinating. The fund sheet demonstrates the manager’s fondness for complex word choices and I am not sure that I understood the fund info. Would you be good enough please to explain the ETF’s strategy and tactics?

Is this a security *you* would buy and in what market conditions? Your reasoning with a bit of substance would be very valuable. Thank you.
Read Answer Asked by Adam on July 17, 2023
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