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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: Happy Holidays to all at 5i!!!
Could I have your assessment of Personalis please?
Thank you for all you do for individual investors!!!!
Dave
Read Answer Asked by Dave on December 30, 2020
Q: I own full positions (5%) in GOOG and AMZN.
Would you sell either or both to buy SHOP?
I'm not a huge fan of partial positions but would consider turning two into three if you recommended.
If the answer is both, what would the other full position be?
Thanks for the great service, Just gave a gift membership for Christmas.
Read Answer Asked by Kyle on December 30, 2020
Q: Hi there,
Hi there,
I am in the process of exploring the cloud computing sector to build a position with new money starting in the new year in my tfsa.
I don't mind risk at all, but am interested in growth longer term. Appreciate your thoughts on the outlook of the sector as a whole over the next 3 to 5 years.
Thanks so much for again contributing to my stock literacy over the past year and best of the season to all of you. Stay safe!
Read Answer Asked by Erna on December 30, 2020
Q: Both these are connected to Marathon Oil. Mplx pays about 12% dividends while Mplxp pays none.
Could you explain what these companies do?
Happy New Year.
Steve
Read Answer Asked by STEVE on December 30, 2020
Q: Greetings All:
The only tech name I own is MSFT, and I should have added to this sector long ago. Would you please do a comparison between apple and facebook including the following metrics: Expected growth,volatility,fundamentals including strength of the balance sheet, cash on hand. Finally, your recommendation or perhaps other more favourable companies.
Thanks,
Ben.
Read Answer Asked by BEN on December 30, 2020
Q: Do you have any info on this little company, that went up from $0.88 to $1.35 during trading today and to $1.70 in after hours

Ken
Read Answer Asked by KENNETH on December 30, 2020
Q: sorry to bother you and an answer next week ( still 2019 trading) would be fine. What do you think of AMRC? Less of a risk? Still for the risk tolerant?

Merry Christmas to all of you at 5i. I noticed a subscriber coming to your defense this morning and concur with his comments. There will always be detractors, as you know, but like the great Taylor Swift would advise, "shake it off". Our financial situation has greatly improved thanks largely to your advice. Have a great holiday.
Read Answer Asked by alex on December 29, 2020
Q: Three or four years ago I bought Blackstone as my vehicle for diversification into the area of private equity. I mainly chose it over the others in this area because of the yield it offered.
When we descended into Covid hell last spring I viewed it as a time of opportunity for companies like Blackstone, picking off struggling companies or providing funding. Others might include BAM and Berkshire Hathaway.
Since then I've noticed Blackstone making multiple news announcements of purchases they've made.
What's your opinion here? Am I being biased by my own opinion or do you also think the company is setting up a bright future?
Read Answer Asked by Larry on December 29, 2020
Q: I keep hearing about SPACs and although I am mostly weary as; tbh, I’ve had enough success with the companies that I’ve been introduced from 5i that I don’t really see a point in taking much risk outside of your suggestions. That said, I was wondering if there are any that you find interesting and what you think of SPACs. Thank you
Read Answer Asked by Meghan on December 29, 2020
Q: Hello team,

No need to answer this question quickly at all please!

I am surprised no one has asked, but is SolarWinds setting up for a nice trade or is this still too expensive? (And too risky based on their fundamentals?)

Given that its products is sticky and its many customers' (government) natural reluctance to use other companies, do you think it is a good bet?
If yes, at what price will you get in? Who is the competition anyway?

Hope you are all enjoying your Christmas holidays at 5i, and may peace, love, and prosperity follow you and your loved ones in 2021.

Thank you!


Read Answer Asked by Saeed on December 29, 2020
Q: Hi 5i,
Currently holder of CIEN. Since latest earnings Dec 14, stock is up around 15%, while after the last earnings in Sept share price essentially fell of a cliff...I believe because of reduced forecasts forward.
What is your current opinion on the short term and long term prospects for this stock based on latest earings? Would you continue to hold this going into the new year or would you take any profits and re-examine in 2021?
Thx
Jim
Read Answer Asked by jim on December 29, 2020