Investment Q&A

Q: Would you have an opinion on this reit in the U.S. THANKS

Q: Hi 5i,

Thanks for the great work. What’s your opinion on Upstart Holdings?

G

Q: I have these 5 positions that I entered in at one percent weights. I am looking to do a clean up to fewer positions. Do my give you concerns or are you still comfortable with all 5? How would you rank them for 3-5 yr opportunity? Thx as always for amazing service.

Q: Any particular reason for the steep losses suffered in this name of late?

Q: Do you any recommendations for a "safe" dividend paying equity or ETF in USD? Also, are there any tax efficient options? Thanks.

Q: Hi, Could you please comment on PLTR earnings. Thanks

Q: People who are very close to the market having connections that I don't have. Here are examples: PINS - in May it was $50 and up until recently it was up as high as $82, then it started selling off and eventually quickly plummeted below $60. AMAZON - this was not doing much most of the year by July it was at $3760, a short time latter it was $3300. PINS started selling off fairly rapidly once it hit the low $80's. I think some people knew that the writing was on the wall for this stock. In the case of Amazon, since it wasn't doing much anyway - it sold off rapidly over a short period of time down to $3300 - again I have the same feeling as I have with PINS. PAY PAL had a massive sell-off and ROKU in July at one time in July was $490 plus and now it is down over $100 and seems to continue to fall I wish I had got out when it reached the $500 value. Would you say these lucky people who got out at the high price are well sophisticated traders or have a lot of connections? Your opinion. Thank you.

Q: Do you consider mksi a buy at these levels?

Q: Your thoughts on Z, please. The latest report showed revenues and earnings higher than estimates and future revenues predicted to be +2 billion, yet the stock was down about 10%.

Q: How would you rate the solar space currently? What are your favourite names in the sector? Do you think SPWR being owned by TotalEnergies gives them added safety beyond their own numbers? Thank-you.

Q: Opinion on DOCS please and their recent earnings. Thanks.

Q: Your thoughts on Hyre's lastest quarter and do you think the share price reaction is overdone?

Q: Any comments for the Q2 report, do you suggest to buy more for the current price?

Q: How would you order these in terms of potential. In what order would you buy them today?

Thanks,
Milan

Q: Hi guys,

Please comment on their quarter and also is it a buy/hold/sell, inside a growth portfolio.

Thanks

Jim

Q: Is this a good time to initiate a long term position in Apps? Thanks

Q: Can you comment on SAIL's latest earning?

Thanks

Q: Crowdstrike has fallen just over 10% in the last 10 days. Is this a prelude to their upcoming (Aug.30th) report. Are you aware of any news that would cause this drop. They have several analyst recommendations with a target slightly over $300. Do you still feel that this is an outstanding buy or is it getting too costly to recommend at this time?
Ed in Montreal

Q: This company seems to have reasonable ROE (just under 20) and good growth but has sold off with several large blocks transacting recently despite positive analyst coverage. It reports this week so I don't plan to jump into a position but I wanted 5i's opinion on whether mid $30's represents an attractive entry point for a company that has exposure to a variety of Pharma companies? Would it be a buy, sell or hold for you and what would it take in terms of a news event or drop in price to make it a buy? What do you like and/or dislike about the company?
Thanks!

Q: Please comment on the earnings report. Specifically are you concerned that revenue growth is being swamped by increasing cost and cash outflows? Are the expense increases in categories that support future growth, such as r and d, or they just drags on performance like salaries, stock compensation etc.
Greg