Investment Q&A

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• C3.ai Inc. Class A (AI)
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Q: In 5i's opinion, if you had to choose, which would you see as being your top 5 most promising AI companies?

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Read Answer Asked by James on November 08, 2021

• Guardant Health Inc. (GH)
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Q: Maybe have your take on results?

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Read Answer Asked by Rick on November 08, 2021

• Citrix Systems Inc. (CTXS)
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Q: CITRIX HAS BEEN IN A DOWNWARD SPIRAL FOR SOME TIME. IS IT JUST OUT OF FAVOUR OR ARE ITS FUTURE GROWTH AND PROFITABLITY PROSPECTS BLEAK?
THANKS, HUGH

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Read Answer Asked by Hugh on November 08, 2021

• Semler Scientific Inc (SMLR)
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Q: May I please have your thoughts on this one?

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Read Answer Asked by Adam on November 08, 2021

• Progyny Inc. (PGNY)
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Q: Comments/opinion on Progyny’s earning report and things you like about company going forward and concerns if any.

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Read Answer Asked by James on November 08, 2021

• Broadcom Inc. (AVGO)
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• Skyworks Solutions Inc. (SWKS)
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Q: What's your view on Skyworks Solutions in comparison to Broadcom for exposure to 5G?

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Read Answer Asked by Gerry on November 08, 2021

• Confluent Inc. (CFLT)
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Q: Could you comment on earnings and future outlook. Is it a good buy for the future ?

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Read Answer Asked by francis on November 08, 2021

• Weber Inc. Class A (WEBR)
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Q: Would you be interested in webr at this price?

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Read Answer Asked by Mike on November 08, 2021

• Kyndryl Holdings Inc. (KD)
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Q: An interesting spin-off from IBM ? or still part of the big blue?

Thank you

Dan

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Read Answer Asked by DANIEL on November 08, 2021

• BlackLine Inc. (BL)
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Q: How do you view BL earnings. Would you add to a position?

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Read Answer Asked on November 08, 2021

• Floor & Decor Holdings Inc. (FND)
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Q: Can you please comment on Floor and Decor's recently announced earnings. I hold a small position in the company and am considering adding to it. Any comments you have on this company would be appreciated. Thank You.

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Read Answer Asked by Brian on November 08, 2021

• Cognex Corporation (CGNX)
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Q: Hi 5i Team,
Pls comment on Cognex ‘s earning and guidance, and the company going forward.
Should I continue to hold?
Thank you for your great advice as always.

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Read Answer Asked by Pui on November 08, 2021

• Americold Realty Trust Inc. (COLD)
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Q: Could you please update your views on Americold. Do you think the recent price declines represent an opportunity? Thanks!

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Read Answer Asked by James on November 08, 2021

• Lam Research Corporation (LRCX)
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• Brookfield Business Partners L.P. (BBU.UN)
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Q: With the chip shortage, what is your outlook on Lam Research.
Is it a long term hold ?

Where do you see Brookfield Business Partners going forward.
The stock is relatively flat for months.

Thank you

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Read Answer Asked by Kristelle on November 08, 2021

• Arista Networks Inc. (ANET)
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• Airbnb Inc. (ABNB)
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Q: Your thoughts on these 2 stocks please.

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Read Answer Asked by Mark on November 08, 2021

• Applied Materials Inc. (AMAT)
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• KLA Corporation (KLAC)
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• Lam Research Corporation (LRCX)
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• NVIDIA Corporation (NVDA)
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• ASML Holding N.V. (ASML)
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Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?

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Read Answer Asked by Graeme on November 08, 2021

• IonQ Inc. (IONQ)
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Q: Can I get your thoughts on this company?

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Read Answer Asked by Mike on November 08, 2021

• Booking Holdings Inc. (BKNG)
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• MEDIFAST INC (MED)
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Q: Can i get your thoughts on Medifast's quarter and if you would buy, sell, hold? I am thinking of swapping it for Booking Holdings. Thoughts?
Thanks

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Read Answer Asked by Neil on November 08, 2021

• Rent-A-Center Inc. (RCII)
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Q: Hi 5i Team,
Your thoughts on Rent-A-Centre's quarterly earnings, reasons for the decline and prospects going forward. Would you be a buyer?

Thanks,
Bob

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Read Answer Asked by Bob on November 07, 2021

• International Business Machines Corporation (IBM)
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Q: I have recently learned that the Kyndrel spinoff has been finalized. I have a position in IBM, so I expect I will be receiving some Kyndrel shares. Should I hold or sell these and buy more shares of IBM? I am a patient investor and understand the turnaround at IBM may take some time still.

My stake in IBM is in a dividend-focused portfolio with a risk profile similar to that of the 5i Income Portfolio (though holdings differ). Thank you.

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Read Answer Asked by Walter on November 06, 2021