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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 guys. Which do you prefer ILMN or NVTA and why? And same question for SQ and PYPL....Thank you
Read Answer Asked by Ryan on October 08, 2020
Q: ExP World Holdings is a cloud-based real estate brokerage company with global growth aspirations. Market cap of US$3.5B. Appears to have solid elements including subsidiary division (VirBELA) companies use to create virtual events during COVID. Seeing exponential growth in revenues and stock price. Seeking 5i's opinion. Thoughts on growth trajectory and valuation? Thanks again 5i for all you guys do!
Read Answer Asked by Maury on October 07, 2020
Q: Hi,
This is just a comment on another question - it may be of interest to note JKS has a short float of more than 20%, which may lead to short covering as price rises. suspect it is getting a boost from the overall renewables theme, but short covering might be exaggerating things? Always enjoy perusing the Q&A section - thanks for all the insight!
Dawn
Read Answer Asked by Dawn on October 07, 2020
Q: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv
Read Answer Asked by Rajiv on October 07, 2020
Q: Hello Folks:
What is your opinion of these companies:
Caterpillar, cummins, cosco, walmart
I currently own caterpillar, cummins and cosco. Cummins and cosco have turned out very well. while caterpillar has struggled. Do you think industrials have much upside?
I am interested in what consumer staple businesses or others you may recommend such as cosco, walmart, touche card etc. to see us through these strange times.
Thank you very much
brian
Read Answer Asked by Brian on October 07, 2020
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