Investment Q&A

Q: Hi 5i
Do you think the pharma/biotechs sector has risen on (assuming) hopes of vaccine success only for most within the sectors to deflate again when a decisive outcome has played out (does this seem a simplistic view)?
I guess I'm trying to gauge risk factors within these sectors at this time.
Thanks
Mike

Q: Good morning, could you update your thoughts on Spotify. Is it a strong buy right now? I heard someone recently make the case for Netflix tie up again. What do you think of the Joe Rogan deal and the podcast push?

thanks, Mark

Q: Hi the great team, do you see correction coming Oct. or Nov. this year as usual or it is correcting in the technology sector already?

Q: What are your thoughts on the news this morning on orcl is it a buy the rumor sell the news stock or a keeper.

Q: Hi group appreciate your views on NKLA - its been on a wild ride over the last week after GM purchased a position now its short sellers attacking it Your views please Buy sell or hold have a half position that is presently down 11%. I am a medium risk investor with a short time frame Thanks

Q: Howdy - Why didn't Warren buy some Stanley instead of Bank of America? Too small? So for exposure to US financials in the form of a sorta bank isn't MS better positioned than most with no loan default concerns and great exposure to wealth management (high net worth concentration?) Decent divi too. Why no 5i love for MS - is it the symbol of the stock matching what most associate with something horrible? Bothers me. Fondly, Ken

Q: What do you make of the short report on NKLA?
https://hindenburgresearch.com/nikola/

Looks pretty compelling - obviously that is the point they want it to go down - but do you know much about the Hindenberg Research (other than they couldn't not have picked a better name for a short seller)?

Q: Hello 5i team,
Which one do you prefer GOOG or AMZN for a long term hold (no worries about day to day variations)? And why? Does your conviction vary based on investment horizon or the results of the November election?
Thank you for your collaboration, Eric

Q: Both GH and ILMN are held in diversified US Portfolio, with weightings of 2.36% and 2,22% respectively. I bought both with initial positions with the intention of adding on other positive future factors. After reading recent Q&A for these two companies, should I own both or just one and if just one, which one?.....thanks....Tom

Q: Hi, Please comment on expectations for this week earnings of Adobe and Herman.
Thank you

Q: In a recent missive, David Rosenberg suggests that smallish pharma and biotech companies are the place to look for future growth. As I don't have enough cash on hand to buy a bunch of stocks, can you please suggest a fund or two that would be a good way to play the pharma/biotech sector. Though your focus is mainly Canada, I suspect that the US would be the place to play this sector. Do you agree?

Thanks in advance!

Q: hello 5i:
I hold AVGO, and have done very well with it, but the valuation is beginning to look stretched. I'd like to stay in the same sector, but most tech valuations look high. INTC and LRCX look "reasonable". While not completely similar (subsectors differ), can you give me your opinion of these two companies? I've reviewed other questions eg you like NVDA, but with a PE of 90, as compared to INTC's 9, I can't see this as a contest (yes, I realize there is more to valuation than just looking at PEs). We also own CSU, OTEX, and PANW in this technology, with a small position in PHO. Normally, we're very long time holders eg. bought CSU at $115 (no, not a misprint). Look forward to your comments, as I really dislike stock gains to evaporate, unless they're being held for income.
thanks
Paul L

Q: Does the upcoming IPO have negative implications for GH? Can they coexist or will it take away from GH? It seems like their test detects more?

TIA!

Q: Just curious. Looking forward, would you see any reason not to include these two health care companies in my portfolio? Are there other health care companies that you would prefer?

Q: Can you please comment on today’s earnings release

Q: It keeps going down.
Would you sell it.

Thanks,
Milan

Q: Your detail quote shows earnings of 21.50, but looking at their earning announcements on tdw it is not even close.
Did they sell an asset that gave them this one time earning.
Your thoughts on this company in the past shows a less then stellar impression yet the year low is 127 and closed yesterday at 328.
How does 5i. see it for a 2 yr or more hold.
Btw - a professional in the field I know thinks their scanner and products are second to none.
Thanks

Q: Would like your thoughts on this company,is their value here at this price,do you think the worst is over and is their a chance for a decent bounce off these lows thank you

Q: Hello, I would like to know about the Snowflake ipo and what are your thoughts. The fact that Berkshire and Salesforce are investing big on this makes it look very attractive. Between Snowflake and Palantir what would be your preference? Are they considered to be in the same sector? Thank you!

Q: Both of these companies are in cyber security. How do they compare and which one is preferred given the substantial correction currently.
Thank you, Team!