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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: i have noticed that 5i prefers JPMorgan as an American bank. I read recently that Warren Buffett has bought more of an already large component, of Bank of America., while selling other banks, like Wells Fargo. i imagine you can't go wrong on either of these two banks, but it would be interesting to know why you would prefer JPM over bac, and since you like to look at the other side of the trade, why Buffer would seem to prefer bac.
thanks as always for the great service
Read Answer Asked by joseph on October 02, 2020
Q: Hi there 5I. I am looking at adding Cons cyclical/discretionary to my taxable portfolio and currently hold PLC(1.2%); WMT(3.1%) and PBH(2.1%). I am weighing the option of doubling down on WMT, or add CVS and/or BIG. Is there a preference in your professional opinion and/or are there considerations that I should consider for the upcoming holiday(thanksgiving, amazon prime days, xmas) seasons to the new year

Thank you
Read Answer Asked by Peter on October 02, 2020
Q: I read over the internet that this European company has the only technology to produce the future generation of chips for the big manufaturers like intel and nvidia. I hear that they could be in a sort of monopoly situation because of the complexity of the machines that they manufacture. Is apple a customer of ASML with their chips ? Thanks for your opinion about this company.
Read Answer Asked by jean on October 01, 2020
Q: Sorry for asking about two US companies but I've noticed you're bullish on VEEV and recently SLP showed up in one of your responses.

Are these not similar companies? Briefly, what differentiates therm, and do you have a preference? Would you own both?

Cam
Read Answer Asked by Cameron on October 01, 2020
Q: Note U have made any recommendation for the last few months. Now that the FAANG plus MSFT have recently corrected quite a lot,I am thinking of buying MSFT &/or APPL.Your opinion please .Txs for u usual great services & views
Read Answer Asked by Peter on October 01, 2020
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