Investment Q&A

• United Rentals Inc. (URI)
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• Rent-A-Center Inc. (RCII)
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• Herc Holdings Inc. (HRI)
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Q: Hello 5i
In March of this year you thought HRI looked pretty good. It has risen 40+% since then. Do you still like it or has it become too expensive? Any other name in the same space that you like more?
Thank you so much!
Dave

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Read Answer Asked by Dave on September 14, 2021

• AbbVie Inc. (ABBV)
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Q: Can you please give me your thought on ABBV . Is it a good buy at USD 110 and what caused the stock to sell off ?

Thank you

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Read Answer Asked by Kristelle on September 14, 2021

• SEMrush Holdings Inc. Class A (SEMR)
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Q: What can you tell me about SEMR? It has had quite a move lately, is it a buy or one to watch for a pullback?
Thanks John

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Read Answer Asked by John on September 14, 2021

• Ceres Global Ag Corp. (CRP)
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Q: Wondering if you could review the recent results and whether you might have an opinion on the stock.

Thanks

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Read Answer Asked by Robert on September 14, 2021

• Atlassian Corporation (TEAM)
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Q: Hello,
Could you tell us the upside and risks of TEAM. I am thinking about adding.
Thanks!

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Read Answer Asked by Issaku on September 14, 2021

• First Solar Inc. (FSLR)
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• Renesola Ltd. ADR (SOL)
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Q: I am interested in the solar space. I own SPWR. I am not interested in ETFs at this moment. SOL looks interesting and has dropped tremendously like the rest, and is now approaching book value. In a previous answer you said it was a Chinese company, and yet on several sites I see the headquarters in Stamford, Ct. Can you comment on this and the stock in particular and which solar stocks you find most interesting. Thank-you.

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Read Answer Asked by Alex on September 14, 2021

• AbbVie Inc. (ABBV)
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• Johnson & Johnson (JNJ)
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Q: You noted several months ago that Johnson and Johnson may have exposure from opioid lawsuits and that this may be of concern. ABBV, through its Allergen division, may also be involved in at least some of these suits. You have continued to recommend ABBV so do you feel they are less exposed?


Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on September 14, 2021

• WM Technology Inc. (MAPS)
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Q: Greetings:
This stock was recommended to me as one with a lot of potential. I did some research and I believe it is a SPAC. I am apprehensive when SPACS are involved, but would appreciate an explanation and an opinion on the potential of WM Technology. I value your opinion and appreciate your service.
Thanks, BEN.

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Read Answer Asked by BEN on September 14, 2021

• Zscaler Inc. (ZS)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Please comment upon ZS's Fourth Quarter and Fiscal 2021 Financial Results. Thanks!

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Read Answer Asked by Kyndryl on September 14, 2021

• Hippo Holdings Inc. (HIPO)
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Q: Hipo seems like quite the turnaround story from the perspective of their volatile stock price. Are they “for real” or is it too early to tell?

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Read Answer Asked by David on September 13, 2021

• UiPath Inc. Class A (PATH)
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Q: PATH has been pretty beaten up since the expensive IPO pricing. Interesting at current price or further decline required?

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Read Answer Asked by John on September 13, 2021

• Amplify BlackSwan ISWN ETF (ISWN)
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• Simplify US Equity PLUS Convexity ETF (SPYC)
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Q: What eft or fund would you recommend for upside in case of Black Swan event. Is there any etf that mimics Mark Spitznagel’s $4.3 billion Universa Investment fund. Any thought on Kim Bolton's Black Swan tech fund?

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Read Answer Asked by Ian on September 13, 2021

• Sea Limited American Depositary Shares each representing one Class A (SE)
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• Trupanion Inc. (TRUP)
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• Aterian Inc. (ATER)
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Q: I do have existing position in ATER, TRUP & SE. What's your view - Buy, Sell or Hold?
If sell then any alternate stock in same sector.
Great Service 👍
Thx

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Read Answer Asked by Jigneshbhai on September 13, 2021

• Amazon.com Inc. (AMZN)
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• Roku Inc. (ROKU)
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Q: Roku has been on a downward slide since July. What are the reasons for this , and should I be selling ? Thanks.

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Read Answer Asked by Frank on September 13, 2021

• QUALCOMM Incorporated (QCOM)
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• Constellation Brands Inc. (STZ)
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• AudioCodes Ltd. (AUDC)
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• Dolby Laboratories (DLB)
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Q: I’ve had this company for several years it’s return has been adequate, however I am wondering if my money might be better invested in something with more pzaas!

Also have AUDC the Israeli company which has only been borderline successful, would u suggest a better option please

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Read Answer Asked by Maureen on September 13, 2021

• Trane Technologies plc (TT)
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Q: What are the prospects on this company and what is a good entry price?

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Read Answer Asked by Brenda on September 13, 2021

• PayPal Holdings Inc. (PYPL)
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• Freehold Royalties Ltd. (FRU)
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• Block Inc. Class A (SQ)
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Q: Square
freehold royalies
i downsized an over leveraged and buy only "safe " and if i do i sell an offset.
Today Kim Boulton featured Square as a star. ii ownPaypal and my sense they were similar prospect.
Shoul i sell Paypal to buySquare.
Also please comment on Freehold as a incomestock

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Read Answer Asked by thambirajah on September 13, 2021

• Altria Group Inc. (MO)
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• Turning Point Brands Inc. (TPB)
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Q: Do you have any recommendations for vaping companies? Are there many where their revenue is mostly from vaping? It is not a fad - I truly believe it is here to stay and will continue to grow a lot as a sector

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Read Answer Asked by Max on September 13, 2021

• Berkshire Hathaway Inc. (BRK.A)
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• Berkshire Hathaway Inc. (BRK.B)
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Q: Why Is Berkshire Hathaway down, since Last Earnings Report? It has been about a month since the last earnings report for Berkshire Hathaway which is underperforming the S&P 500. Any negative reasons, may be due to COVID issue? Kindly advise.

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Read Answer Asked by ma on September 13, 2021

• Chevron Corporation (CVX)
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• Exxon Mobil Corporation (XOM)
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Q: Hello 5i Team

I own Chevron and ExxonMobil in my US$ denominated RRSP. These are the only US$ oil and gas stocks in my RRSP account.

My US$ RRSP is structured as a large cap dividend aristocrat account.

My cost basis per share for CVX is US$115.00 and for XOM is US$80.00. Current yield on CVX is 5.6 % and on XOM is 6.4 %

As I cannot harvest capital losses in a RRSP account, is there any benefit in consolidating these two holdings into one stock? Which company has the better potential for growth long term (5 year or greater). Or should I do nothing and continue to receive dividends until the stocks return to their former highs?

Thanks

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Read Answer Asked by Stephen on September 13, 2021