Investment Q&A

Q: Thanks for helping guide my families investments in such a crazy year. With my twins having only 4 years until university 5i's advice was a game changer in terms of returns and helping one sleep at night. Over the last week I bought two of my nephews in there early 20's a 5i subscription (which due to your generosity also gives $70 to the food bank!). I am so excited for the potential your teams sound advice will give them for years to come

While I have you, a couple questions (please charge accordingly). I am full up on tech (and then some) but was intrigued by your recent responses on MITK and RDFN. If you were to pick one which would it be? Would you use DOCU as a possible sell candidate if you needed to raise cash to buy one of them? Secondly, would you buy either QS or CRSP after there meteoric rises?

Thanks and happy holidays,
Brian

Q: Hi, recently PFE, AZN & Moderna have all dropped a lot from their highs in early December. Why do you think these stocks have dropped so much? Thanks.

Q: I see this as the first time you mentioned this company. An actual US small cap! Could you give some colour to what you see in it?

TIA

Q: Any thoughts on Vistra Corp. Company on a valuation basis is cheap, the metrics from a p/e, cash flow , growth point of look good. Part of their revenues are from coal plants and that has held back the share price, they are however transitioning out of them with a future focus on renewable energy. BAM is one their largest shareholders and should aid the transformation to more renewable energy (primarly solar ). Thank you for the great work

Q: I’m wondering if you could share your top three cyber security stocks. Thanks

Q: Hi Peter et al:
I had some EMC shares, and when dell tyook them over I received 7 Dell shares. I want to increase this to an even 100- 300 depending on your advice. I researched Dell a little and read a comparison with Apple. Ranks 3rd in the pc market behind HP and Lenovo. Has 45 bil debt, but might spin off Vmware ( 81% x 60 bil=50 bil for Dell. Investors would then get the rest of the company for nothing.Currfent debt/Equity 110%. Apple 6%. Apple cash 190 bil. At current valuations Dell looks more attractive. Apple p/s 7.5x Dell .6x. It has a peg ratio under 1. Apple 2.4. Please advise. Maybe I should just sell the 7 shares and forget it. I don't like small odd numbers. Thank you, as always.
BEN.

Q: Your thoughts on selling XLF to buy JPM & BAC and selling PFE & GILD to buy ARKG.

Thank you!

Q: DCTH and MLND What are your thoughts on these company’s
Thanks for the help

Q: Is ROKU a buy today OR is it too late to get in? I am looking for 1-2 years hold

Q: What are 5 US stocks you expect to perform the best in 2021? Happy holidays and thank you for the great service!

Q: Do you know when this SPAC is coming to market or is it a moving target
Thank you for this valuable service and Merry Christmas and a Happy New Year to everyone at 5I !!!!

Q: Hello,
I have been reading about FaaS (function as a service) and from my readings it is predicted this will grow in the next 5-10 years. Which current companies would be ones to invest in now in hopes for growth in the future?

Q: Which disrupter stocks you see most potential?

Q: Hello, Can you give me your thoughts on this company, both long term and short term.
I currently hold this stock at 3% weight.
Thanks

Q: I notice you really like Unity software.Can you explain a bit more about why you like it so much.Do insiders own shares?
Is there a lock up period and when is this ending?
And at what price do you see the shares in a couple of years?
If you had a choice between CRWD and U ,which one would you choose?

Q: i have to be aware of the one answer begets another question syndrome but when you say
While we are not scared of high valuation stocks we prefer to do this on more-reasonably priced companies in case the entire market rolls over.

i have to ask what specific companies you might have in mind?
thanks

Q: Hi group i would like to sell something so I can buy CRWD. Do you think this is a wise move at this point in time. i see the need for even more security going fwd? - your thoughts please Following is a list of my holdings if you agree with buying CRWD (or have i missed the boat (its almost beck to its 52 week high ) what would you sell to accomplish this ? SU, MEG, TOG , MX, FTS, GUD, DOC , ATZ , LNF , ENGH ,DSG ,LSPD ,CSU , BNS, GSY, TFII, BYD, KXS, WSP, GILD, COST, AMZM, IWN, MSFT , AAPL, BABA, ITP, BAM , BEP.UN MG , J, MLM, W , WEF FN , AEM , GLD, GDXJ, GDX, MAG, WDO, EQX, SIL, USA, Thanks for your advise Happy holidays to you and your group

Q: i am thinking of taking a position in one or all of these high performance etfs in order, which ones, do you favour? could you possibly suggest suggest some other etfs or sectors that i may take a look at (dont mind taking the risk) more than 1 question here Kindly deduct my credits accordingly

Q: What's the scoop on this company? Never seen a chart like that. Seems like they are making immunotherapies for brain cancer? Is the hype due to the clinical trial?

Q: I would like to add some coverage in semi conductors. What are your thoughts on these stocks? Is investing in the ETF a better bet? Any valuation concerns with SMH? Do you have other suggestions that are not overvalued?