Investment Q&A

Q: Peter your opinion on selling Verizon and buying Apple and Microsoft with the proceeds. Also what is the cost to buy and sell a stock with a full brokerage company

Q: Hi team,
Just looking for any new thoughts on Med? Any idea why it’s been weak lately? I don’t understand why this one is being sold off so aggressively after beating estimates last quarter, and you would think the “healthy living “ aspect of the company would be a strong trend right now ? I am -21% on it after today . Is it time to sell or hold? If sell , is there anything in particular you would deem a much better buy right now with the funds ? I hold this in a US cash account so if I was replacing it with something I would prefer it to be US listed . I am typically a long term holder , unless the story changes or there’s a much better opportunity that comes along .
Thanks

Shane

Q: I was just checking out the new iPhone 13 and saw that they use Affirm for buy now, pay later. I do own GSY, is there an advantage to also owning affirm? What do you think about buying it after the latest run-up? If buying, is it overinflated and is it better to wait for it to settle down? Thanks!

Q: Hi, as a retired couple looking for US div. Co.s for income and safety, please list from best to worst and those not to buy or your own preferred picks, thankyou

Q: Nucor keeps drifting lower. With infrastructure, an NB focus in the USA, is it worth continuing to hold or sell and move into another sector? Thanks.

Q: I am thinking of buying apple and microsoft.
Is this a good time?

Q: can you comment on each of the following, cybersecurity companies, in terms of which are likely to show the strongest growth in 1-2 years, with minimal likelihood of a pull back.

Q: Hi 5i,
Need help narrowing this list down to two stocks. Which ones have the best earning or projected earnings and balance sheets. Also what are the analysts saying any additional information is appreciated. Do you have any other ideas for small biotech?
Regards,

Q: I've become obsessed with Crowdstrike and apparently I'm not alone! It checks so many boxes for me but I'm hung up on its valuation. Out of curiosity I compared to plots of historical P/S of GOOG, FB, AMZN, NTFLX and none of them appear to have touched anywhere remotely near the ~60x that CRWD is currently trading at, except AMZN back in 2000 at close to 40x:) Maybe I'm missing something about such a high growth stock. I believe from your answers to other questions that you like it and it comes up on your top high growth US stocks.

My questions:

(1) In your opinion, on a scale of 1 - 10 (10 is highest risk), what is the risk that CRWD has become so overvalued that it may not live up to its valuation and result in a long term capital loss?
(2) Can you provide some comments on how competitive the cloud-native/cloud endpoint security market is and whether you believe CRWD is likely to have a strong moat?
(3) Would you have any reservations about initiating a partial position with the intent to add as the story unfolds, at current levels (long term buy and hold)?

Q: Suggestions on how to invest to benefit from Biden’s proposed increased EV incentives to buy US manufactured electric vehicles? This potentially could speed up the transition (once the chip shortage is rectified).

Q: Would appreciate your take on FISV as have not had any comments since January 18. How have they done in their last quarter? Is this a stock to would buy, sell or hold?

Q: May I have your comments on this stock VLTA for a long term holder. Thank you for your great service!

Q: Hello 5i
In March of this year you thought HRI looked pretty good. It has risen 40+% since then. Do you still like it or has it become too expensive? Any other name in the same space that you like more?
Thank you so much!
Dave

Q: Can you please give me your thought on ABBV . Is it a good buy at USD 110 and what caused the stock to sell off ?

Thank you

Q: What can you tell me about SEMR? It has had quite a move lately, is it a buy or one to watch for a pullback?
Thanks John

Q: Wondering if you could review the recent results and whether you might have an opinion on the stock.

Thanks

Q: Hello,
Could you tell us the upside and risks of TEAM. I am thinking about adding.
Thanks!

Q: I am interested in the solar space. I own SPWR. I am not interested in ETFs at this moment. SOL looks interesting and has dropped tremendously like the rest, and is now approaching book value. In a previous answer you said it was a Chinese company, and yet on several sites I see the headquarters in Stamford, Ct. Can you comment on this and the stock in particular and which solar stocks you find most interesting. Thank-you.

Q: You noted several months ago that Johnson and Johnson may have exposure from opioid lawsuits and that this may be of concern. ABBV, through its Allergen division, may also be involved in at least some of these suits. You have continued to recommend ABBV so do you feel they are less exposed?


Appreciate your insight.

Paul F.

Q: Greetings:
This stock was recommended to me as one with a lot of potential. I did some research and I believe it is a SPAC. I am apprehensive when SPACS are involved, but would appreciate an explanation and an opinion on the potential of WM Technology. I value your opinion and appreciate your service.
Thanks, BEN.