Investment Q&A

Q: Hello,
I am looking at the equipment manufacturers and auto industry as possible directions for new investments. The above names are ones I have been considering but am interested in knowing what you think about heavy equipment versus automotive and within those categories, what you think might be the better choices.

Many thanks,
V

Q: Hello 5i
Could I have your current assessment of UNFI please? The last question was 2019.
Thank you!
Dave

Q: Bionano Genomics has been giving mixed messages. Their field looks promising, yet the stock price keeps falling. Street consensus shows a strong buy. Should I hold or sell. Thanks for the excellent service and a ton of good advice.

Q: Hi, My respected 5i team
Could you pls comment on the fundamentals of LPX? Is it a good quality company to own?
It is safe to buy at this moment and hold for couple of years?

Thanks in advance!

Q: are there manufacturers of mini nuclear plants that could be good to get into ?

Q: Your opinion please on Unity Software, buy, sell or hold? Cheers

Q: With escalating tensions between the nuclear superpowers (Taiwan, Ukraine, Uyghurs, etc.) what would be the current best defense stock to take advantage of an eventual change in investor sentiment?

Q: Hi 5i,

Katrina Lake is leaving the CEO position. Does this change your investment case for SFIX in any way?

Thanks!

Q: GEVO;Wondering what your take would be on this company. Conceptually what they are doing sounds very interesting and would seem to have an attractive longer term potential.

Q: Good morning 5i team
How significant does 5i feel the following two factors are to Dolby's future growth, revenue and profitability?
(i) the unauthorized copying of Dolby software, and
(ii) licensees understating or failing to report the true number of products sold incorporating Dolby technologies.
Does 5i feel Dolby is making progress addressing the above two weaknesses/threats with technology or other means?
Thank you.
Edward

Q: I received a note from investorPlace (Allison Brickell ) saying that a Radical new Battery could dismantle a 3.3 Trillion $ oil market. . Question: Any Idea what this companies name is. And does it trade on the Stock market. Ernie

Q: I own full positions (5%) in both these companies. In a portfolio of 23 companies, Is there a reason to own both?
If not which would you prefer, or is there one or two better cyclicals?

Q: Hello 5i
Could I have your current assessment of Levi Straus please? Also how does it compare to Lulu and you there in the retail clothing space?
Thank you
Dave

Q: What are your Top 3 cad and top 3 US stocks regardless of sectors /risk. please provide brief explanation as why you like them Thanks for your recommendations they are much appreciated

Q: How would you rate these firms/etfs from a growth potential, financial well-being and diversification perspective. My portfolio is currently 40% MAW104 with bank, insurance, pipeline, and telecom stocks making up the remainder.

Q: HD has had quite a run since it pulled back earlier this year along with the other "COVID-19 beneficiary" stocks and recently broke US$320 a share for the first time ever. It is not clear to me that this rapid run is supported by the underlying fundamentals. Would you recommend investors hold their full position or consider taking some money off the table? (assuming an ordinary portfolio weighting in a portfolio of 30 stocks)

Q: Ocean rates have gained significantly in recents month. Coming out the pandemic with a robust global economy it is anticipated that global shipping demand will continue to be bullish. Are you able to recommend 3 names(ocean related)that would be a way to participate in this anticipated upswing.

Q: Generally speaking what percentage of one's portfolio do you believe should be allocated to US dollar investments for diversification?

Thanks,

Joe

Q: What is your opinion on PRIM:US. Would you recommend it? If not, please provide me with a better alternative in relation to infracture.

Thank you.

Q: JEPI is a fairly new actively managed ETF (it is not in your data base). In its description of that JEPI ETF.com says JEPI “... is invests in large-cap US stocks and.... ” .

1. What are equity-linked notes and what do ELNs do risk vs. reward?
2. Would you agree with the following statements:
(a) If any investors are uneasy about current valuations, the covered call strategy the manager uses would likely be acceptable.
(b) JEPI would not be good to have in a major draw down, but...
( c) JEPI would not necessarily be a safety net in a major draw down, but would likely be something of a net in routine dips of up to 15%.

If you have other ETFs that you consider better, I would appreciate if you gave some symbols that one could do further research on.