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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: Hello 5i,

We have a small position of ACLS to sell and add to VRT or SMCI, or open a new position of DRX.

Which stock has your highest conviction today?

Thank you
D&J
Read Answer Asked by Jerry on June 17, 2024
Q: My question is about CreditRiskMonitor (CMRZ) they are solvent from what I can gather but their main competitor Dun & Bradstreet Holdings (DNB) is not, what can you tell me about CMRZ besides it is tightly/majority held by the Flum family?
Read Answer Asked by MG on June 17, 2024
Q: What do you think of airbnb and uber? i use both companies a lot and like them.

Can you give me your thoughts on each in terms of: valuation, growth prospects, how they stack up to peers, and how good the ROE is?

Would you say one is better than the other? I assume they are both pretty GDP sensitive w/how much travel and leisure spending impacts them
Read Answer Asked by Max on June 17, 2024
Q: Hi 5i

What would be your top 5 undervalued US growth stocks with good fundamentals that you would buy for a 5 year hold?
No specific sector required.

Thanks for all you do!
Read Answer Asked by Josh on June 17, 2024
Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!
Read Answer Asked by Esther on June 17, 2024
Q: I own STAG and it had a nice run at the end of 2023 but has come down a bit since, and it’s share price is about the same from a year ago. It’s in a stable real estate sector and I don’t mind holding onto it if it has some decent growth potential (by REIT standards), but if you think it’s struggling to grow, I may look for a better REIT. Thoughts?
Read Answer Asked by Brendan on June 14, 2024
Q: hi group i am very light on financials does it make sense to invest in the smaller companies for exposure to the financial sector. (eg GSY,IFC EQB - please rate these 3 (in order of preference and why.-against CAD/US BANKS .. also I am light on Health care do you see the sectors as a buy please give me you top 3 picks in healthcare presently i own CVS and PFE should i sell them to invest in you picks?...Thanks for you help with this
Read Answer Asked by Terence on June 14, 2024
Q: I have held XLP for sometime and thought it may be better to hold a few consumer defensive stocks instead for better overall performance. Also, XLP has a high percentage of tobacco companies that would prefer not to hold.

Would you be able to provide a 2 or 3 suggestions. I would prefer US or international companies.

Thank you
Read Answer Asked by J Stephen on June 14, 2024
Q: I recently read an interview with Jensen Huang from back in 2017 where he went on record stating that AI will eat the software industry. It's a bold statement, but it appears many are expecting this thesis to play out. So my question is 2 fold.... do you see the larger upside within Tech on the chips side (picks and shovels) vs software going forward? And, is the acquisition and vertical software integration model with CSU the safer play within the software industry and more immune to declining margins like we recently saw with large enterprise software companies like CRM. Thank you!
Read Answer Asked by Nick on June 14, 2024
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