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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: Hello 5i team. I wanted to get your opinion regarding these companies. With investment in Rivian by Ford, GM's EV product and new cars, they both seem like good value opportunities with upside. Can you compare the two from a valuation perspective, and give your opinion?

Also, I read that Intel has best in class driverless car tech. Their legacy business is a drag on their PE. What are your thoughts on Intel and would you be a buyer?
Read Answer Asked by Fabio on January 14, 2021
Q: Hi Peter and Staff

FInally bite the bullet on Sienna, looking to redeploy in the US topping up some or all of my US basket of health care. Please eliminate any of the above that you do not feel are a buy at this time and rank the rest within categories of strong buy, buy or hold.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on January 14, 2021
Q: Hi Peter,
The market did not take kindly to the revenue guidance for 2021 even if the growth rate would be 20%? Were the expectations from Europe much higher than what the company expects? What is your view? With its current valuation and projected growth, would you expect the stock price to stagnate? Unless they promise low and deliver over?
Read Answer Asked by Rajiv on January 14, 2021
Q: Hi, what are your thoughts on these companies and which, if any, would you recommend? I'm thinking of adding one or two to my TFSA portfolio. Thanks!
Read Answer Asked by Keith on January 14, 2021
Q: Hi, my respected 5i team
Could you please recommend some solid names(US and Canadian markets) focusing on post-Covid theme play? I would like to take advantage of the price decline due to the pandemic lock down, some solid names that will be the survivors.

Thanks in advance!
Read Answer Asked by Jane on January 14, 2021
Q: Good morning 5i team!

I am considerably underweight in healthcare stocks. I do own Well, and I have considered Doc. I was wondering your thoughts on Personalis as I do not see any questions relating to this company. Thank you for your great service.
Read Answer Asked by Meghan on January 14, 2021
Q: I'd like your opinion about DOCU. The stock peaked SEP 1, 2020 and since then the past 4 months+ have been lower -- repeatedly dipping below $200 USD in this volatile market. The previous four months (before SEP 1) resulted in a gain of 154% in stock price. My question: I'm up 63% on this stock. Should I sell and move on? Thing is, I like the product as a consumer, and have already been e-mailed several docs to sign using that app. Works great. Yet I wonder if it's going to become a pandemic orphan -- and might suffer the same fate that could beset ZOOM when this pandemic ends.
Read Answer Asked by RANDALL on January 14, 2021
Q: What are your thoughts on Appian, Blackline, Datadog, and Zoom from a balance sheet, growth potential and management? Could you rank in terms of growth potential in the next 5-10+ years? Thanks.
Read Answer Asked by Andrew on January 13, 2021
Q: Morning Team,
Please rank the above 3 video game publishing companies and rationale for your ranking.
Thanks for your great service.
Cheers
Read Answer Asked by Harry on January 13, 2021
Q: Hi guys - when (if ever) does it make sense to sell individual stocks and replace them with a focused ETF? For example, I hold the 3 chip stocks above (though only for about 3 months, so only modest gains) since I expect AI, gaming and 5G to be areas of growth in the next few years. Would it make sense to sell these and replace them with SMH, which holds 25 semi-conductor stocks? These 3 are among the top SMH holdings and SMH holds other interesting stocks like TSM, ASML and MRVL. Obvious downsides are that buying SMH would add stocks that aren't currently doing so well (INTL) and would dilute my concentration in these 3. For a non-professional, part-time investor does this simplification make sense or does it significantly limit the upside?
Read Answer Asked by Michael on January 13, 2021
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