Q: for 2021 and beyond who are your 2 favourite hardware companies and your 2 favourite software companies to take advantage of the growth of the cloud thanks Richard
Q: I own full positions (5%) in GOOG and AMZN.
Would you sell either or both to buy SHOP?
I'm not a huge fan of partial positions but would consider turning two into three if you recommended.
If the answer is both, what would the other full position be?
Thanks for the great service, Just gave a gift membership for Christmas.
Q: Hi there,
Hi there,
I am in the process of exploring the cloud computing sector to build a position with new money starting in the new year in my tfsa.
I don't mind risk at all, but am interested in growth longer term. Appreciate your thoughts on the outlook of the sector as a whole over the next 3 to 5 years.
Thanks so much for again contributing to my stock literacy over the past year and best of the season to all of you. Stay safe!
Q: The price has recently come down to about $24.50 US ? Reason for this? Has your outlook changed and is it currently a buy, hold or sell for you? If you suggest a buy, would now be good or would you wait for a better price?
Thank you
Q: Both these are connected to Marathon Oil. Mplx pays about 12% dividends while Mplxp pays none.
Could you explain what these companies do?
Happy New Year.
Steve
Q: Greetings All:
The only tech name I own is MSFT, and I should have added to this sector long ago. Would you please do a comparison between apple and facebook including the following metrics: Expected growth,volatility,fundamentals including strength of the balance sheet, cash on hand. Finally, your recommendation or perhaps other more favourable companies.
Thanks,
Ben.
Q: What do you think of Gilead Science going forward ? It's really down in the dumps. Div. is decent at 4.8 % . Is it sustainable ? It's got an ugly chart. Forward P/E is 8.4 = good ? Is it worth getting in ? Thanks.
Q: sorry to bother you and an answer next week ( still 2019 trading) would be fine. What do you think of AMRC? Less of a risk? Still for the risk tolerant?
Merry Christmas to all of you at 5i. I noticed a subscriber coming to your defense this morning and concur with his comments. There will always be detractors, as you know, but like the great Taylor Swift would advise, "shake it off". Our financial situation has greatly improved thanks largely to your advice. Have a great holiday.
Q: Hello
From the following four US Utility ETFs which one is your choice:
VPU, XLU, IDU and FUTY
I am also wondering as to why the first two have a yield of 3.2% but IDU's yield is 5.2% ?
Thanks
Q: Three or four years ago I bought Blackstone as my vehicle for diversification into the area of private equity. I mainly chose it over the others in this area because of the yield it offered.
When we descended into Covid hell last spring I viewed it as a time of opportunity for companies like Blackstone, picking off struggling companies or providing funding. Others might include BAM and Berkshire Hathaway.
Since then I've noticed Blackstone making multiple news announcements of purchases they've made.
What's your opinion here? Am I being biased by my own opinion or do you also think the company is setting up a bright future?
Q: I keep hearing about SPACs and although I am mostly weary as; tbh, I’ve had enough success with the companies that I’ve been introduced from 5i that I don’t really see a point in taking much risk outside of your suggestions. That said, I was wondering if there are any that you find interesting and what you think of SPACs. Thank you
No need to answer this question quickly at all please!
I am surprised no one has asked, but is SolarWinds setting up for a nice trade or is this still too expensive? (And too risky based on their fundamentals?)
Given that its products is sticky and its many customers' (government) natural reluctance to use other companies, do you think it is a good bet?
If yes, at what price will you get in? Who is the competition anyway?
Hope you are all enjoying your Christmas holidays at 5i, and may peace, love, and prosperity follow you and your loved ones in 2021.