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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: 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
Read Answer Asked by ed on August 11, 2021
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!
Read Answer Asked by Tim on August 11, 2021
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
Read Answer Asked by Greg on August 11, 2021
Q: Hi Everyone at 5i! What are your thoughts about the merger between LEGO and Algoma Steel, and would it be something you would be interested in? There is however, some sort of legal issue mentioned on Yahoo. Cheers, Tamara
Read Answer Asked by Tamara on August 11, 2021
Q: Is this a good entry point into Airbnb? I don't know much about the company except that I've been a customer. How is it that they rent out other people's properties and still not make money? I don't get how these companies continue to operate without a profit -- can you help explain how the current valuations are justified?
Read Answer Asked by Eugene on August 11, 2021
Q: I currently own Fair Isaac (FICO) and it has done very well the past few years. Recently the stock has been dropping. I'm assuming it's based on the current news. Apparently the US banks are using the Fico credit score less and are starting to use their own credit score system. Also congress is proposing to create their own credit score system. All this means that there could be less business for Fico going forward. Should I hold or starting trimming my position in Fico?
Thanks
Read Answer Asked by Ben on August 11, 2021
Q: Hello 5i
Could you please give me your opinion on Vaxart. Thank you, Bill
Read Answer Asked by William on August 11, 2021
Q: Do you know of an ETF that specializes in industrial REITs? I think warehousing and distribution centres will continue to be a growth business. Would you agree?

Thank you.
Read Answer Asked by David on August 11, 2021
Q: I have 2 American Equity mutual funds: BTG105 and MAW108 in an RRSP. I also own the ETF VFV. Performance wise BTG105 has lagged MAW108 and VFV in the last 6 months, 1 yr, 3 yr, 5yr, and 10 yr periods, so I will sell it. But should I replace it with MAW108 or VFV?

MAW108 appears to have outperformed VFV in the last 3 yr, 5yr and 10 yr periods, while VFV outperformed MAW108 in the last 1 yr.

Can you rank these 3, best to worst?

Would you replace BTG105 and MAW108 with VFV (and consolidate all 3 into 1), or keep both MAW108 and VFV for US equity exposure?

Thanks,
Paul
Read Answer Asked by Paul on August 10, 2021
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