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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: Can you speak to the class-action lawsuit filed against Coinbase?

What do you think of the future prospects for Coinbase? Their fees appear high relative to the competition, and the threat of commission free (or low fee) crypto exchanges looms large. Competitors, such as Kraken, are preparing to follow suit and go public. Is the Coinbase business model and continued growth rate sustainable?
Read Answer Asked by Colum on July 27, 2021
Q: I have had CQQQ for quite some time and it has probably been cut in half over the last year and a half and continues to underperform.

XBI has a similar pattern to CQQQ (not quite as bad).

The stocks SEDG and APPS are underperforming the market quite a bit. I have all 4. Which ones would you be getting rid of? I usually wait for an uptick to get rid of securities but with CQQQ and XBI that doesn't seem to happen. When you get rid of stocks do you wait for an uptick or just get rid of them? Your help is appreciated as usual.
Read Answer Asked by Dennis on July 27, 2021
Q: Hello,
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. I’m considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.
Read Answer Asked by Mark on July 27, 2021
Q: Could you please rank SQ, NVEI, PYPL and V for a growth investor with moderate risk tolerance and a time-frame of at least 5 years. Please add other suggestions that fits the theme. LSPD is already owned. The reasons for your top two choices would be appreciated. Thanks.
Read Answer Asked by Alvin on July 27, 2021
Q: Hi, I've sold IYW for a decent gain in a US rsp account. I would like to consider 2 US stocks with reasonable dividend. I currently hold ICLN and RBLX as US stocks. Can you suggest a few US dividend stocks or ETF to consider? Thanks.
Read Answer Asked by Dan on July 26, 2021
Q: Modest amount of funds in trust for teenagers. Plan to sell Alteryx at small loss. What would you suggest for USD purchase please? I was looking @ VTRS. Not keen on debt levels but will it provide downside protection in this volatile market? Time horizon 1.5 years. Could you also please identify growth oriented names. VEEV already owned. Also ETF ideas to look @ please. Please deduct question credits as appropriate.
Read Answer Asked by Joel on July 26, 2021
Q: Hello. I am looking at buying stock in one of these three companies. I recognize that these selections are in very different sectors. I would very much appreciate your opinion as to which one seems to hold the best potential as a long-term hold (5+ years). Thanks.
Read Answer Asked by Kyndryl on July 26, 2021
Q: Hi 5I,
How do you view Vicor's reported earnings today? They are a maker of power related conversion products.

How do you view their growth going forward and would you be interested in this company as a 3yr investment especially related to its EV potential...
if so at what price would you consider an attractive entry point.
Thx
Jim
Read Answer Asked by jim on July 23, 2021
Q: Good Morning to 5I team.

You are big help in educating and making us make better decision every day. I have BAM.A and BBU.UN. Looking to add more to BBU.UN. Over the next 3 years do you see a better growth in BBU or would still prefer BAM.

I am looking at Xela. I see that have a global presence and they mention that they serve about 60% of the fortune 100 companies. What is your opinion on Management, Technology, Debt, Cashflow and past performance. Do you see a good growth potential over 5 years. Can one start a position in it at current level

Sector and weighting do not matter. Have a good risk appetite but not looking to gamble.

Thanks
Read Answer Asked by Nimish on July 23, 2021
Q: I bought TTD @ $200 (pre-10:1 split) and rode it upward to a peak of $970 during the pandemic. Since December 2020 it has settled back and been as low as $48 in 2021. My question is whether the good times are over and it's time to take my profit from this stock and move on. Thanks.
Read Answer Asked by Kyndryl on July 23, 2021
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