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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: Yesterday you said that you would pick (TOI, LSPD, BAMA, CUS, GSY, WELL, WSP) as your 7 Cdn stocks to hold for 5-10 years without selling. What would you choose as your 7 U.S. stocks? Thank you.
Read Answer Asked by Stephen on August 17, 2021
Q: IRBT got smashed by the market after their earnings on July 28th. They are now trading below their 200 day moving average. From my read of the earnings transcript, things on the top line are going very well, and the earnings disapointment is directly attributable to a shortage in semiconductors, getting caught in the US tariffs on Chinese goods (which they claim will change in the back half of 2021), and supply chain issues. But demand for their products seems to outstrip supply by a wide margin.

My questions: do you think IRBT is a good long term buy right now, or could it drift lower? Are hedgies selling? Is the short interest still high relative the past? Are they making progress with their strategy to switch to recurring revenue? What does the competitive landscape look like?

Thanks

T
Read Answer Asked by Thomas on August 16, 2021
Q: Hi 5I team. I am attempting to set up a long period (5 year) US portfolio for an educational fund for my grandchildren.
Considering that I read 5I question answers daily, let us see if I have retained any wisdom and your current preferences by sector-
FIN(JPM); Health(ABBV); Real Estate(WPC); Materials (NTR); Info Tech (PLTR); Energy(CVX);Industrials(CAT); COMM(VZ)

would you change any of these choices?
Read Answer Asked by Peter on August 13, 2021
Q: Cybersecurity Question: Morningstar Canada suggests these three equities as candidates in the expanding cybersecurity sector. Your comments on these, please. Are there ETFs with similar sector exposure, but with more diversification?
1. CHKP - Checkpoint Software
2. OKTA - Okta
3. PANW - Palo Alto Networks

Thank you
IslandJohn
Read Answer Asked by John on August 13, 2021
Q: Morgan Stanley just issued a warning that the “commodity-type” semiconductor companies (DRAM and other) have entered late-cycle. MS adds that earnings going forward for such companies will be challenged. I hold more than a full allocation in semis once I include semiconductor securities held directly.

My question is on SOXX which is held in a taxable account. What components in, and what percent of, SOXX would be considered DRAM and other commodity-type companies? Would I be correct in thinking if the percentage of the said commodity-type companies is higher than 15% , it would be best to trim? (I would not be trimming securities that are held directly).
Read Answer Asked by Adam on August 13, 2021
Q: Hi !

Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?

Much appreciated!

DD
Read Answer Asked by D on August 12, 2021
Q: I have these 5 positions that I entered in at one percent weights. I am looking to do a clean up to fewer positions. Do my give you concerns or are you still comfortable with all 5? How would you rank them for 3-5 yr opportunity? Thx as always for amazing service.
Read Answer Asked by Brian on August 12, 2021
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