Investment Q&A

Q: Hi 5i,
Would you be able to comment on Lantronix? I believe the released earnings recently. Would you buy, sell or hold?
Thank you!

Q: Hi 5i,
Can you provide three US health related stocks that are in different areas of the healthcare field, that you would currently buy?
Thanks
Terry

Q: Is FB now competition to SHOP?
From their TWITTER account.
Thanks

Facebook
Today we're introducing Facebook Shops, which will make it easy for businesses to set up a single online store on both

Q: Could you provide your thoughts on this stock? Growth prospects, valuation.

Q: Vaccine developers are something like the Klondike goldrush, numerous companies are hoping to discover the vaccine for this virus and that would make them the next Shopify. I read a lot and especially on US sites. A few companies surfaced recently which could possibly be the next gold discovery (vaccine) which are ARCT, NVAX, DVAX, IBIO and GOVX. Do you recognize any of these and think they could be the next big stock winners in providing a vaccine for the epidemic?

Q: I would like your opinion on VIAC given that it aims to build on its CBS All Access platform to launch a major new streaming service. It is well priced right now. can you suggest a few other US stocks that are oversold and would be a good entry point.
thanks

Q: what is your thought on UHAL, it seems its not recovered from COVID-19 yet and it has room to grow.

Q: i own Richards in canada and looking for a comparable in the US - looks like good results announced this week. Your thoughts?
REtired and looking for a bit of growth and dividend.

Cheers

Q: Can you comment on your thoughts on the company? Management, balance sheet, MOAT, future growth, risk? Thanks.

Q: Hi 5i,

I'm concerned with all the sabre rattling leading to a US/China trade war. Of particular concern are American companies that are needing China as the engine for growth. 1. Do you think this is a valid concern? 2. Would you position your portfolio more domestically/defensively for a trade war? 3. What would be some good alternatives to these three companies that are more domestic (or Western) centric for growth?

TIA!

Q: I currently hold GUARDANT, ALTERYX and ROKU in one account. As a basket they collectively just can’t seem to stay above water. Are you still optimistic on these names or has your opinion changed? Should I remain patient or would you swap any for VEEV?

Q: Hi,
I am interested in getting exposure to the cybersecurity sub-sector. Can you provide your three best stock ideas at this time?
Thanks,
Dan

Q: Bloomberg Businessweek of May 4, 2020 has an article "Tock to Go Brings Fine Dining To the Socially Distant" in which mentioned that Tock is a comprehensive platform built to fundamentally change the way restaurants think about and run their business. This includes a robust reservation, guest, and table management system for restaurants of all sizes across the globe. It sounds a very powerful platform for the industry mentioned. I am not sure if Tock has a stock. If it does, will it be a competitor to LSDP?

Thank you as always for helping us navigating through this crazy time.
Lin

Q: Read in today newspaper that China might "elicit damaging retaliation aimed at U.S. technology companies that depend on sales to China, such as Qualcomm". I hold a position in QCOM which is now breakeven. Now wondering - sell this position to avoid a possible headache?....What say you?.....Tom

Q: What’s your thoughts on Uber and Grubhub as companies as well as the potential acquisition of Grubhub by Uber?

Thnx again!!!
Dave

Q: Can you please provide an update on this company. It is vastly underperforming the tech sector recovery. I keep averaging down my cost base.
What is your outlook for the company?
Is it worth holding. Do you hold it yourself ?
Thank you z

Q: Hi : What's your view on Monster Beverage? It screens well (based on pre-CoVid data) but I am unsure how its business will be affected by the CoVid situation. Are there other companies in the same space that you like better?

Thanks for your insight,

JohnR

Q: San Diego small cap Sorrento Therapeutics stock exploded on Friday. Sorrento said it's STI-1499 antibody demonstrated 100% inhibition of the COVID-19 virus infection of healthy cells in pre-clinical trials. The company advised full results of the experiment will soon be submitted to a "peer-reviewed publication." A week ago they announced an agreement to work with Mount Sinai Health System on a phase one clinical trial of the retained plasma of 15000 covid patients commencing in Q3.
The company appears to be claiming that STI-1499 at the pre-clinical stage is a cure which they plan to develop as a stand alone treatment as well as the 1st part of an antibody cocktail treatment which they are developing in cooperation with Mount Sinai for the same purpose.
Generally speaking I am an investor, not a gambler but am interested in your views/comments on this company and it's financial situation, which is why I mention the word "gamble". Would you invest/gamble ? on this co. at this stage or sit back and wait for further confirmation of test results.

John

Q: I took a look at these two stocks. They've taken a hit, but I think they might be interesting. I would appreciate your opinion please.

Q: Hello 5i team. Trying to make some money on the home fitness hibernation trend. Looking at Nautilus which has quadrupled (how did I miss that ?!?!?) in the last 6 months for my TFSA. The bride says pass, that I should go with Peloton instead, which has a higher profile, whose shares are also on an upward trajectory and which she believes trumps Nautilus in 'the cool factor'. Your insights are always appreciated.