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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: Hi 5i,

I know you like TEAM and have been holding for a while (Thanks!). However, I'm beginning to worry that with CRM bulking up and trying to compete with MSFT in the enterprise collaboration space, that TEAM will start falling behind. Especially, as the other two do more and more acquisitions and bundling. Do you think that will be the case or do you think TEAM has still got good growth? I currently hold TEAM and MSFT. Should I continue to hold TEAM or maybe swap it out for CRM? (I also have ADBE and VEEV if that make any difference).

TIA!
Wayne
Read Answer Asked by Wayne on May 21, 2021
Q: What do you think of this holding company and portfolio of investments? Comments on recent earnings? I see some metrics that catch my eye, low p/e, trading below book, some insider buying, increasing revenue.....could you please comment on these and any others you might think would be important. I have a small position and it's down slightly and I'm thinking of averaging down, would you consider it a buy, hold or sell at this point?
Read Answer Asked by James on May 21, 2021
Q: Would you consider CNC a good investment given their involvement in senior care and the aging demographics in the US? They also recently acquired Magellan Health which gives them exposure to one of the US biggest behavioural health platforms and are also starting to focus on a pharmacy segment and look to be developing into a fairly diversified company. However they do have significant exposure to Medicaid programs and linkages to the Affordable Care Act but not sure how big a risk to consider that might be? I currently hold CVS which is not perhaps direct competition but appears to be closer to fair value while CNC is still projected to have anywhere from a 16 to 23% discount. Wells Fargo has them overweight with a target of $87. Would you hold CVS, and take a position with CNC as well, or sell CVS and move it to CNC for it's potential upside? Thanks!
Kevin
Read Answer Asked by Kevin on May 20, 2021
Q: Hi, I'm wondering if you might be able to offer me any insight into Goldman Sachs Business Development Corp Inc (GSBD:US)? When I look it up on TMX.COM there is an indication that it is trading at a price earnings multiple of only 3.6, that it has earnings of $5.43 per share (which I assume is for the past year), it pays a quarterly dividend of $0.45 and is currently in the midst of paying several additional special dividends of $0.05 per share and that its current yield is over 9%. With those earnings per share the dividend looks to me to be highly sustainable. I'm wondering why it might be trading at such a low P/E multiple? Is there something highly risky about the source of the firm's earnings or some other aspect of its business? Thank you!
Read Answer Asked by Richard on May 19, 2021
Q: Hi Everyone at 5i! I hold AT & T shares and have done so for a while. I am underwater in this holding and considering the upcoming deal, would you recommend still keeping the stock? There is a strong suggestion that the dividend will be cut. My alternative thought would be to sell out and invest in the QQQ for a long term hold. Your insight would be welcome! Cheers, Tamara
Read Answer Asked by Tamara on May 19, 2021
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