Investment Q&A

• SoFi Technologies Inc. (SOFI)
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Q: hi folks...opinion on Q results for Sofi....the good & bad...and if didn't have a position...would U rate it a Buy or Avoid...thanks as always, jb

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Read Answer Asked by John on May 09, 2023

• Corteva Inc. (CTVA)
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Q: Do you see Corteva (CTVA) as a buy at current levels ($57) for a long term hold based on the company's growth being sustainable?

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Read Answer Asked by Richard on May 09, 2023

• Atlassian Corporation (TEAM)
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• Axcelis Technologies Inc. (ACLS)
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• TopBuild Corp. (BLD)
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Q: Hello, Could I get your thoughts on the recent earnings for these three companies? Any concerns? Would you add at these levels? Thanks,

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Read Answer Asked by Doris on May 09, 2023

• Kenvue Inc. (KVUE)
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Q: What does your crystal ball say about this spin off company?

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Read Answer Asked by Christopher on May 09, 2023

• Booking Holdings Inc. (BKNG)
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• Lowe's Companies Inc. (LOW)
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• Philip Morris International Inc (PM)
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• Crocs Inc. (CROX)
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• Extra Space Storage Inc (EXR)
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• Axos Financial Inc. (AX)
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• Perion Network Ltd (PERI)
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• Airbnb Inc. (ABNB)
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• Lantheus Holdings Inc. (LNTH)
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Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.

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Read Answer Asked by sam on May 09, 2023

• Livent Corporation (LTHM)
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Q: Looking for an updated view of LTHM.

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Read Answer Asked by Jim on May 09, 2023

• AbbVie Inc. (ABBV)
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• NextEra Energy Inc. (NEE)
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• Pfizer Inc. (PFE)
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• Williams Companies Inc. (The) (WMB)
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• National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG)
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Q: Is NGG currently good value? Can you recommend other similar quality dividend paying alternatives?

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Read Answer Asked by David on May 09, 2023

• Progressive Corporation (The) (PGR)
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Q: I have a position in PGR. Stock has not well after it reported. Long term
it had performed well. Should I add to my position for long term.
Thank You

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Read Answer Asked by Al on May 09, 2023

• Perion Network Ltd (PERI)
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Q: Hi Peter and team,

Can I get your thoughts on the latest results from PERI? Does the long term outlook continue to look bright as a long term investment?

Thanks for great service,
Angelo

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Read Answer Asked by Angelo on May 09, 2023

• PNC Financial Services Group Inc. (The) (PNC)
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Q: Hello 5i
Could please tell me the pros and cons of starting a position in PNC Financial today?
Obviously the sector is in a bit of turmoil currently but is this an opportunity also?
Thank you
Dave

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Read Answer Asked by Dave on May 09, 2023

• Danaher Corporation (DHR)
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Q: I’ve held Danaher for the past 3 years and done very well. Recently missed on last quarter. Any concerns here as a long term hold or is it time to move on. If so which company would you suggest as replacement in similar space. Thanks. Chris

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Read Answer Asked by christopher on May 09, 2023

• Emergent BioSolutions Inc. (EBS)
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Q: Looking for an updated view. The large short position is either very positive or very negative.

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Read Answer Asked by Jim on May 09, 2023

• BMO Covered Call US Banks ETF (ZWK)
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Q: Hi do you like this as a contrarian play? The yield looks strong with good 2-3 year appreciation is share price. Is this strong opportunity to buy at a discount. Jamie Dimon claims the worst of the banking scare is behind us now. Would you agree?

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Read Answer Asked by Chris on May 08, 2023

• AbCellera Biologics Inc. (ABCL)
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Q: Can you me give your read on this company. It has had quite a fall and, if I am not mistaken, it initial IPO. Analysts are forecasting quite lofty price targets, however the earning forecast don't seem to be there. I do have a very small hold and I trying to decide if this would be a rare occasion where the 5i team would endorse an "average down" purchase.
Much appreciate.

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Read Answer Asked by Francisco on May 08, 2023

• First Horizon Corporation (FHN)
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Q: First Horizon is down significantly after TD called off the deal. I’m just looking for your opinion on this company as an investment now? It looks like a great buy now with limited if downside. They are profitable and have a history of increasing dividends. Thanks.

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Read Answer Asked by Anthony on May 08, 2023

• Estee Lauder Companies Inc. (The) (EL)
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Q: EL is getting whacked on it’s missed earnings today, what are your thoughts - wait a few days and buy/add or stay away?

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Read Answer Asked by Dan on May 08, 2023

• QUALCOMM Incorporated (QCOM)
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• Bank of America Corporation (BAC)
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• BlackRock Inc. (BLK)
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• Lowe's Companies Inc. (LOW)
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• PepsiCo Inc. (PEP)
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• Philip Morris International Inc (PM)
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• Restaurant Brands International Inc. (QSR)
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• Thomson Reuters Corp (TRI)
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• Brookfield Corporation Class A Limited (BN)
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Q: I've been looking for an addition to the US side of my tfsa, sort of looking at the following (bn tri qlcm blk bac) but would appreciate any other suggestions, looking for growth with dividends, if possible, buy and hold investor and can take volatility.

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Read Answer Asked by dennis on May 08, 2023

• Affirm Holdings Inc. (AFRM)
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Q: Do you think that this stock is a solid hold? Does it have good possibilities? Thx James

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Read Answer Asked by JAMES on May 08, 2023

• NuScale Power Corporation Class A (SMR)
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Q: May I please have your analysis and opinion of Nuscale (SMR)?
With appreciation,
Ed

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Read Answer Asked by Ed on May 08, 2023

• ASGN Incorporated (ASGN)
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Q: Hi 5i,
What is your take on ASGN for the next 12 months ?
Hold/Buy/Sell ?
thanks

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Read Answer Asked by Fernando on May 08, 2023