Investment Q&A

Q: 5i launches US balanced & growth portfolios on October 1st. What are the top 5 holdings for each portfolio?

Q: Hello 5i. I would like your opinion on the renewable energy industry. These companies seem to have done well over the yr. Would you classify these as being cyclical and what would there cycle be? I am looking at getting into these but find their valuations expensive currently. Do you see a catalyst for their prices falling in the near future or do they have momentum on their side?

Q: Your thoughts on MMC
Thanks again

Q: I have done quite well holding momentum/growth stocks in the Nasdaq. However, the recent sector rotation into value stocks has hurt my portfolio quite seriously, while the overall Nasdaq was up. To avoid sectoral risk, would I be wise to invest part of my portfolio in general index funds, such as the Nasdaq ZQQ?

Thank you,

Walter

Q: WCN seems to have broken their steady upward trend. Is the market telling us that there's something wrong or is it a buying opportunity. What is the outlook for WCN?

Q: Do you still like Guardant and is it a buy in your opinion at todays price of US$67 and change ?
John

Q: Hello Peter,

It looks like GH is caught in a down draft related to market rotation out of high growth stocks. Given the latest correction, how does the valuation look relative to the growth prospects longer term? What is your latest investment outlook on GH?

Great job at the Money Show!
Angelo

Q: Grateful if you could update your 2016 views on this stocks. How does it compare to Alteryx (ayx) , Five9 (fivn) and other cyber security stocks. How would you rank them for a purchase now . ?
Gratefully,
Jacques

Q: Am doing very well on these guys and am within proper allocation. Do you see much more upside over the next 12 months or have they reached their peak and will drift lower? Your views on them is much appreciated.
Thx Gary

Q: I own a small amount ( about .5% each) in these varied areas of the above stocks. My balanced portfolio is a bit short on cash for other purposes. Would you rank these as you can, for possible sale and recommended keepers for adding to, in this market? Long time subscriber and thank you for putting it all our there.

Q: Hi guys, am thinking of a small 1% buy in MDR and would appreciate your analysis of them. Has had huge volume lately and is on a steep slope downwards. Do you see any potential in these guys in the near term as they approach their next report in late October.
Thx Gary

Q: Would appreciate your analysis of MO in regards to dividend safety and do you view them as a good contrarian buy over the next 12 months?
Are they worthy of a small 1% buy.
Thx Gary

Q: What are your views for this stock over the next 6-12 months and do you see any potential headwinds coming.
Thanks Gary

Q: I see that isrg is up very strongly (3%) on very large volume, in a down market. I can't find any news. Do you have any information that might account for such a strong move in such a weak market?

Q: Buffett has bought into Crown Castle. Is American Tower the better buy? Both are Reits which will benefit from 5G. Perhaps prudent to hold an equal weight in both for diversification?

Q: Palo Alto has identified Zscaler as their competition and ripped the company somewhat on an earnings call. The CEO of Zscaler fired back on CNBC with comments such as the below. My question is whether this is a buy with potential based on your knowledge and comments below. It has gone from nearly $90 to $51 in a few months despite seemingly doing well.

"Zscaler, which came public in the first half of 2018, offers cloud security software for IT professionals to monitor network traffic and protect data. The company surprised analyst estimates by turning a small profit in four straight quarters.

Revenue grew by more than 53% in its July quarter and is expected to near $90 million in the current quarter, according to FactSet.

“The market is coming to us. We’re seeing a lot of growth,” Chaudhry said. “We crossed 400 off the Global 2,000 companies as our customers, so [we are] very bullish about the opportunity.”

Q: I own shares of AABA. Not exactly sure of their announcement of dissolution of the fund. should I sell my shares?

Q: Hello 5i Team,

I was too late buying into both Roku and Pays and am now considerably underwater on both. Are either worth the long wait for a rebound, or is it time to cut and run? Thank you.

Brad

Q: Hi Everyone at 5i! What are your thoughts on Spotify as a long term hold? Would there be other names in the same field with a better growth potential ? Cheer, Tamara

Q: Hello Team,
Could you give me your opinion on this company and is it a buy at this time.
Thank You,
Barry