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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: looking for a fintech growth company with a 1-2 yr investment horizon. Could you pls comment on each.
Read Answer Asked by Howie on September 08, 2021
Q: A number of years ago I did some due diligence on NOC and have successfully owned it at times since then. The stock had a bit of a pop this spring but has been going sideways in recent months. If I was a technician I might think it was consolidating or building a base. The company could benefit from US stimulus or it might be impacted by supply chain issues.
I would appreciate your thoughts on the company's prospects going into it's next earnings report in late October.
Thanks for your insights.
Ian
Read Answer Asked by Ian on September 08, 2021
Q: Hi 5i team. Can you comment on ADSK. It’s been on a downtrend lately since last earnings announcement. Is this company still in good financial shape for future growth or should be concerned about cash flow headwind with their recent changes to subscription payment plans? If fundamentals still look fine, what might be a good entry price point for this stock? Would recent news cause stock to go sideways for a while before picking back up from its current level?
Read Answer Asked by Sylvain on September 08, 2021
Q: I have three 1 percentage type holdings in trox, ichr, and uctt. I am trying to get down to 25 holdings as well. I was wondering if you think consolidating the three positions into a 3 percent holding in UPST would be a decent play with your current bullish outlook? Thanks as always for this tremendous service.
Read Answer Asked by Brian on September 07, 2021
Q: I have new US $ 20k to purchase US listed stocks. Please rank buying order of the above stocks for long term growth and reasons if possible. Thank you kindly. Bill
Read Answer Asked by Bill on September 07, 2021
Q: Can you comment on their earnings report yesterday? Did you listen to the call and if so was there anything of interest (good or bad) that came up?

I have to echo the thanks to you and your staff for the great service you provide. My portfolio and understanding of investing would not be where it is today without your help and fantastic service! So thank you very much to you and your team!
Read Answer Asked by Justin on September 03, 2021
Q: With the drop in Chewy today, how would you rank it with the above Consumer Cyclical stocks?
Read Answer Asked by Neil on September 03, 2021
Q: Can you please provide a list of your top 5 growth US stocks that are must have if we were to purchase today?
Thank you
Read Answer Asked by Gurleen on September 03, 2021
Q: Good morning team. I recently exited ATVI with all the sexual harassment allegations directed at the management. Didn’t sit well with me from an ethnical point of view. I did however do well with the stock. Wondering if you could suggest a couple of comparable companies to replace it. I do like the space. Thanks. Happy long weekend.
Read Answer Asked by christopher on September 03, 2021
Q: thanks for Thursday's Market Update...the narrative and charts put reduced tapering with interest rate increases clearly in front of me...and now is making me wonder, especially about a possible window of opportunity later in the year, if I should wait until later to top up to full positions in ISRG and SYK, both heath care US stocks in a LIRA and to be held for the long-term, or do it now....what would you suggest I do or consider?.....oh, the funds used would move health care closer to the Portfolio Analytic target for this sector........thanks for the insights....Tom
Read Answer Asked by Tom on September 03, 2021