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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Afternoon I am looking for your thoughts on VISA,

I held it pre-covid as I love the type of business it is and the margins it has, and at the times I figured with trends and expecting e-commerce to grow steadily I felt it was a good long term hold and certainly still do. Now with Covid transforming the way we live our lives, I feel like its dominant position as a payment processor should only help its business, with the accelerated growth taking place in e-commerce and contactless payments. The stocks is essentially even since Jan 2020, PayPal is up over 100%. I own both so I am not complaining and I get why PayPal is up a ton, as its more of a true cash-less play with bitcoin helping it gain more exposure. But any reason as it why it has lagged so much?

Considering Visa's moat, financial health and the fact that consumer trends are aligning perfectly with its business, where would you rank Visa in the realm of the other large cap stocks (FAANGM etc)? top 10, 15,20.... I look at it as "set it and forget it" stock for 15+years but I am very tempted to add more. Have a great weekend!
Read Answer Asked by Michael on January 25, 2021
Q: Howdy,

AYX seems to be at a crossroad. It may turn things around and resume high growth by upgrading their cloud offering or perhaps be displaced due to their older server based software architecture. Should I sell AYX to initiate a position in NVDA or increase an existing CRWD position? Or just stay put with AYX to see how it turns out? Appreciate your opinion.

Thanks.
Read Answer Asked by Joel on January 25, 2021
Q: I currently own some ARKG and CRSP. If you were to buy a few more individual stocks in this space and had a long term time frame and high risk tolerance what would you buy?
Read Answer Asked by Richard on January 25, 2021
Q: I believe MITK earnings are coming out later this week and I’m wondering what your opinion is on picking up a small position before earnings and possibly adding to it after earnings. Do you feel earnings could be better than estimates and maybe it makes more sense to buy a larger position before they come out or just wait and buy after we see the results of their earnings.
Thanks John
Read Answer Asked by John on January 25, 2021
Q: I'm hearing a lot more talk about the electrical distribution system and overall infrastructure and how we need to upgrade to handle the greening of the world. Thoughts on companies that will be involved. picks and shovel type. Copper?

Thanks for all you do.
Read Answer Asked by Dale on January 22, 2021
Q: Hi 5i team,
I follow a number of communications and 5G stocks. CLFD rose 13% yesterday but I see no news on it. As I understand it, CLFD is more or less a picks and shovels player for fibre networks, providing the glass enclosure. So, I do not know if it has any competitive advantages or not. I just thought I would get your opinion on it. I do not see it in your database.
Thanks again for the insight.
Dave
Read Answer Asked by Dave on January 22, 2021
Q: I am short US and international exposure. I currently have a small USD trading account with 5 US stocks representing 10% of my portfolio. I have another 10% in my Cdn account in XQQ and VMO for a total of 20% US exposure, mostly in non-registered accounts.

I am wondering about selling FTNT or URI to buy NVDA. Or I could exchange for more USD and just buy NVDA. I would like your thoughts on the future growth of FTNT or URI vs NVDA, or should I own all 3 and accept the $ exchange charge to get more US exposure?

Currently FTNT is up slightly in my account, and URI has a 50% capital gain.

Thanks for your advice.
Read Answer Asked by Gordon on January 22, 2021
Q: HON has done reasonably well and now seems fully valued. CFRA has a sell rating on it and RBC-DI lowered its its opinion on HON’s share price appreciation in November. Would you sell HON, and if yes, why please? Please ignore tax impact. If you would hold, why please? If you would sell, would you replace with another US industrial and if yes, which one(s), given the generally toppy valuations today.
Read Answer Asked by Adam on January 22, 2021
Q: I have been lucky with MS which I accumulated during periods when many analysts seemed to misunderstand the poor thing. MS has become a full position. However when reviewing some analyses following MS’ recent results, opinions read as if they were written by bipolar CFAs. Views seem too divided for me to base a decision on. Is it time for me to trim MS —or best to ignore the noise and keep holding. Please do give your reasoning and I would appreciate very much your updating your response to my September 2, 2020 question on MS.
Read Answer Asked by Adam on January 22, 2021
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