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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 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
Read Answer Asked by David on April 30, 2024
Q: Can you name another stock that is as boring as this business that can match the return on investment? Do they have any competition?
Thanks Again
Read Answer Asked by eugene on April 30, 2024
Q: Further to Glen's question regarding Apple making up 50% of BRK's portfolio, is it not 50% of its 'public-market' holdings, but if you included its fully-owned holdings, such as Geico, its Class-A rail holding, along with its vast re-insurance business, that the Apple holding, in and of itself, drops substantially in weighting?
Read Answer Asked by Warren on April 30, 2024
Q: I need some USD income investments for my RRIF.

1. BIZD looks interesting for income. What are your thoughts?
2. Can you suggest other stock/ETF dividend paying options for USD account?

Thanks so much.
Dan
Read Answer Asked by Danny-boy on April 30, 2024
Q: While Disney is a great company is it a great stock? I am down considerably on the stock as video streaming... have not met my expectations. Do you have any alternatives in this sector that would upgrade my portfolio or would you stay with Disney?
With appreciation,
Ed
Read Answer Asked by Ed on April 30, 2024
Q: I am trying to track down a pipeline company someone recently mentioned, along with enbridge and others. It trades at less then $1, and has dropped in price considerably in one year (maybe 42%). I think the ticker starts with T, and has a sister company that deals with diesel fuel. If you know of it, do you have an investment opinion of it?
Sorry for so little info to work with.
Read Answer Asked by Phil on April 29, 2024
Q: Hello,

What are your favourite US small and mid caps. And what would be your ranking for putting money to work?

Thank you!
Read Answer Asked by James on April 29, 2024
Q: Greetings 5i,

LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.

Cheers!
Read Answer Asked by Duane on April 29, 2024
Q: Dear Peter et al:

PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)


This is a general question and not personal!

If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?

IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)

Many thanks.


Read Answer Asked by Savalai on April 29, 2024
Q: Would I be correct in saying that your recent answers are showing a preference for VRT rather than SMCI or ALAB? Can you rate each of the three on a scale of 1 to 10 (10 being a strong buy) and at what level you would buy each? Also, if you have in fact shifted slightly away from SMCI and to VRT as a fav, what makes it more desirable?
Read Answer Asked by Tim on April 29, 2024
Q: Hello,

What are your thoughts on Alarum technologies and its current valuation? Thank you!
Read Answer Asked by James on April 29, 2024
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