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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: Peter and His Wonder Team
Guess is a clothing company which caters to the young and trendy. It is international and has a high visibility brand name. I know retail is devastated and there will be bankruptcies large and small. However people still need cloths. On the plus side they have a strong international footprint, there online marketing is strong and there clothes are most affordable for there young clientele.So I am wondering if this company has what it takes to survive this crisis. I do own this stock and of course am underwater. So I wonder what to do...double down at such a low price, just do nothing or run from retail. Your thoughts are always of great value for retail investors as we manage our portfolios...thank you immensely.
Read Answer Asked by Ernest on May 15, 2020
Q: WBA: this one is driving me crazy - I have held for a long time. Last 4 Q beat except for one previous to the April report. I keep thinking I should add to my position. You would think pharmacy would be doing well during this panic crisis? I know people were worries about Amazon; but, quite frankly, it has not panned out. Any analysis you have would be appreciated. Maybe, I should sell and buy technology - already own IGM Etf - had for 3 years.
Read Answer Asked by James on May 14, 2020
Q: Hi Team,
I like to buy stocks in tranches of 3 to give me time to further evaluate from time and new information. If a stock experiences incredible growth in between I find it hard to revalue as I generally don't expect exponential growth. How or what do you do with a stock that has run far higher than you expect before you get to your full book position? My example is DocuSign which I got my initial position at 45 and in 6 months now at 120 (which is great). I see you like Docu even at these levels, do I just buy the remainder of what would be a full position and not think about my initial price (which tends to anchor in my mind)
Thanks! My first 5i question!
Allan
Read Answer Asked by Allan on May 14, 2020
Q: I am following this company. its competitors are Visa , MasterCard and American Express. In last 4-5 years its ROE is around plus-minus 25 on average, increased dividend constantly, buys its share every year. Is these are good sign to invest in it as its price has fallen almost 40 to 45% from its peak. Could it be a good value play compared to V-N, MA-N, AXP-N? Your thoughts about this company.
Thanks
Read Answer Asked by Piyush on May 13, 2020
Q: XYL had pulled back almost 30% since its highs in February. I understand its one of your favorite industrial (water theme) stocks. Would you please shed some lights on why it didn't bounce back like most stocks did since March 8. Also is it a good time to add to a half position?
Cheers,
Read Answer Asked by Harry on May 13, 2020
Q: I am wondering how you would categorize these companies (V, SQ,PYPL) in relation to one another and if you had to pick 2 to invest in for growth over 10 plus years which ones would you pick? I liked the digital payments theme prior to COVID-19 and think it will clearly accelerate the move to less cash and more digital payments (in-store or online) more e-commerce.
VISA is the largest payment processor in the world (according to your information under stocks profile page) so they process the most payments right now online and in-store.
SQUARE is obviously not as big as Visa but they would be similar in being in both markets (online and in-store payments processing), but Square would be more of an all in one solution for e-commerce, payment processing for Small and Medium sized busineses plus CASH APP and investing etc.
PAYPAL would seem to be similar to Visa in that it is mainly a payment processor (with Honey acquisition maybe adjusting this course somewhat?) but would be essentially be ONLINE payment processing only, so maybe more of a pure play online payment stock? and any main reason why Visa has such great margins compared to Paypal? on its earning call Paypal said "On May 1st, we had our largest single day of transactions in our history, larger than last year's transactions on Black Friday or Cyber Monday." which was extremely bullish to me...
Read Answer Asked by Michael on May 13, 2020
Q: EZPW will announce second quarter fiscal 2020 results after market close today. I not expecting much. However, EZPW is covering a market segment that has significant potential with employment rates being decimated. Are you aware of other, higher quality alternatives in the Pawn Loan space? Thanks for your insight.
Read Answer Asked by David on May 13, 2020
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