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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: Hi 5i,

Could you provide a short comparison of these 3 companies, how they overlap and differ?

If one has investments in SHOP and SQ would they "supersede" Lightspeed, or could they compliment? When does Lighspeed start trading?

From my preliminary research Lightspeed appears to be a combination of both SQ and SHOP where they provide POS payment systems with the ability to create a webstore (but seem more focused on brick and mortar vs. Shopify being more online)

Thank you!
Read Answer Asked by David on March 04, 2019
Q: What is your opinion of this company? I feel like with social trends moving in the direction of "pets are more a part of the family" that people are willing to do what they can for their fur babies. Also with the trend of more meat and other live stock increasing in the diets around the world do you see this company as a good long term hold with the stock price increasing?
Thanks
Read Answer Asked by Kolbi on March 04, 2019
Q: I have been looking at CVS in the last few days as a long term hold, the dividend is quite attractive. The share price has dropped to what looks like a 5 year low, the Forward PE is at 8.6. How would you evaluate the long term prospects of CVS? Could the large merger it has gone through make future dividend increases doubtful?
Read Answer Asked by Mike on March 01, 2019
Q: With Danaher being in the news, I'm reminded that the founders of DHR are they guys behind CFX, which has been struggling.

With 5i always discussing how important good management is, do the guys behind CFX warrant investment despite the poor track record of the stock price? What are your thoughts on CFX in general?

C.
Read Answer Asked by Cameron on February 28, 2019
Q: Can you please provide your opinion on Five9 Inc? Momentum small cap rocket with US$3B market cap. NASDAQ listed but not in 5I's system... Appreciate your insight. Thanks, Maury
Read Answer Asked by Maury on February 28, 2019
Q: Thoughts on earnings? How would you exit this stock if you owned a 2% position? How would you exit any stock knowing after hours the stock is down 20% and is no longer something you want to be invested in? Does one wait a few days? A market sell order and hope for the best? Sell at 10:30am when there is a rebound?
I think Box has too much competition and losing ground especially compared to Microsoft and Google's products. Best case is this company is sold but I'm not one to hold onto a stock with the hopes for a buyout.
Read Answer Asked by John on February 28, 2019