Investment Q&A

Q: Do you consider Kohls worth holding? The company pays a good dividend but does it offer potential for moderate growth? I own about 1/2 as position.
(S&P gives it a sell and Morningstar give it a buy.)

Q: I am way down with team and gh. Please advise your outlook for them over the next 12 months (acknowledging and notwithstanding your standard 5 year time horizon). Also, what is your feeling today regarding the recent shift from growth to value, will it continue or does it seem like it has run its course?

Q: Hello Peter, Ryan and others,
My wife bought SQ and MU when they were high. Now she has about 14% of MU and 29% of SQ of unrealized loss, and they are in her RIF. Could you give some suggestions what she should do in the current situation? Please also comment on TOY, BPY, GE, LIN, COST and NEE. We always appreciate your comments and suggestions. Many thanks! Jim

Q: What is your opinion on this stock.

Q: What do you think about Illumina and their recent results? Would you continue to hold, or even buy more, here?
Thanks you.

Q: I have a small (1%) position in US dollars that I would like to invest in a US dollar health sector ETF. What would you suggest?

PS -- It is great to have a resource like 5I.

Q: Would you agree with a switch from AMZN to DIS for security and growth?

Q: Would appreciate your comments on the awarding of the JEDI contract to Microsoft.
Thanks
Bob Rose

Q: SEDG keeps going up and I wonder if you can see anything specific that might explain it. There seems to be a lot of enthusiasm for this company but I've seen enthusiasm switch to disappointment pretty quick in the past. Any rumours of a buyout maybe? Sell before or after earnings?

Q: What are your thoughts on the results? I own this one already at a loss since the last quarter and am feeling sick about the drop after hours. Thank you.

Jason

Q: Thoughts on TESLA as an investment for a 5+ year hold?

Q: Can you please comment on earnings? Would you add on the weakness (3,5% position currently?
Thanks
Karim from Montréal.

Q: Hello

I read MA is to acquire tech firm for an undisclosed sum. Since then, the stock has been dipping down .
Would you see this acquisition a plus to the company and would you recommend buying some stock here?
MX - stock is down drastically since Dec2018 and did not recover yet.
The company stated they reached an 5 year agreement with ENAP for natural gas supply to its Chile operations.
What is your outlook on the company in general and do you see the stock recover soon ?

Thank you

Q: Could you please comment on their results and outlook? The stock droped quite a bit after earning release, I have shares about 4% in my portfolio, after drop still have some profit, do you think I should sell now and swtich to other better options? What do you think their future in long term? Thank you!

Q: I hope I can get your thoughts on AIMT please.

Q: i know you do not like these 2 companies, but the home care market in the u.s. is on fire.
these 2 companies keep scoring new wins.
would you buy either or both.
do you a better choice, small cap.
dave

Q: Could you please comment on their results and outlook?
Would you buy it today?

Thanks,
Milan

Q: Dear 5I Team:
I hold Visa for wonderful gains of 80%. Lately it's seems to be going sideways a for a bit. I've tried to follow your advice about not selling on momentum and holding for 5 years at least. Does this apply to Visa at them moment. Been fascinated to see how many of my Asian colleagues now using Visa in Thailand, Japan etc whereas 5 years ago, it was only cash when they made purchases. Thx for your advice. Lorraine

Q: Hi team

I seldom invest in healthcare stocks as they are a political football in the U.S. and often have binary outcomes with drug trials. It seems you either hit a home run or strike out. I saw a question earlier on BIIB. It is on my pharma/healthcare watch list. I am not sure why I even keep this list as I never buy anything off it. BIIB is now taking a 2nd look at trial data on an Alzheimer drug it dismissed as not promising six months ago. Now they view it as promising. It makes no sense to me. Did they hire a new scientist or sharpen the font on their computer screen? Others that I put on my list include AMRN and GH that to me also depend on binary outcomes on drug trials. My question is a general one. How does one develop a strategy for investing in health care stocks when it seems like they can jump or drop 30-50% overnight with the success or failure of a drug trial or the boss saying let’s take another look at this old data we dismissed earlier? Risk management seems very difficult in this sector.

Thanks again for the insight.
Dave

Q: McDonald's Corp seems to have gone from a rock-solid blue-chip to a stock in free-fall in a very short time. Two senior analysts on BNN recently issued strong warnings against owning it. What do you think? What might be a good replacement for it for a 3-5 year hold?