Investment Q&A

Q: Can you please compare these companies in what they do, their prospects and financial strength. Would you have a preference or buy a bit of each? Use what credits are appropriate. Thanks!

Q: Hello team,
Due to market conditions, noted exchange postponed the major indexes re-balancing, Tech is near 1/4 of S&P index,
1 What may effect the most sectors weighting post re-balancing? how does it work?
2 Earning season just kicked in, major tech earnings will be coming out next week, what's your predictions for the tech sector in general?
Thanks

Q: Hi 5i,

What do you think about FLIR as a C19 stock? I read that there is increased demand for thermal imagine and temperature readers. Does that increase make a difference in offsetting declines in other parts of their business?

TIA!

Q: I understand that these companies have raised their dividends recently a good sign and is it the case and which one would you buy?

Thanks

Q: I would like to add MMM to my RRSP account - it's well diversified touching many sectors and it has a good growing dividend ( I believe since 1959 )- your opinion on the stock would be greatly appreciated

Q: Hello,

What is your opinion on Capital One Financial? I noticed they have large insider ownership (for US financial institutions). The CEO has been there for 16 years. They were profitable during the financial crisis and apparently have strict underwriting. They have been beaten down worse than many. How do you think they will fair during this time? Would you buy here and if so, what is your target price in 12 months time?

Thank you!

Q: Wondering what you think of this company? It is a spinoff from Hewlett Packard that i had in my account. I noticed one question about in in 2018 when you mentionned it had a high debt load. I notice that it makes much larger swings than the general market on up's and down's. And i was wondering whether it might be a good candidate for swing trading, especially since i have a bit of it already.
Thanks

Q: Hi Team,
I am holding TWLO, and down 12% on it as of today. It has been showing some strength lately with the other tech names, but perhaps not as much as some others. What do you think of this companies growth potential? I am wondering if I should hold it, or if you would recommend switching the holding into a different US tech growth stock that you are much more convinced of (was noticing ROKU or DOCU)? I currently already hold NOW, AYX, CRM, SQ,TTD,FB. Thanks for your advice.

Shane.

Q: Hello,

Now a stand alone company. Seems to be recession proof and have huge barriers to entry and limited competition. What is you opinion on this company? Is it very recession proof? Would you buy it here? What is your target price?

Q: Good day,
FIT was purchased by google for $7.35 in Nov 2019, now its 5 months later and the price is inching up the last few weeks to $6.80 . Without any bad news of change of plans over 5 months is the risk to hold it now much less then a few months ago?
Thanks,
George

Q: Peter and His Wonder Team
KOSS has spiked over 150% today and I do not know why.
Is there anything on the wire? Your thoughts please!
Thank you!

Q: With oil Storage at a premium , and contango in the futures market
is relatively strong. the value of these oil tanker companies is fairly cheap and they have been able to increase their oil storage price.
This seems to me setting up for some very profitable earnings .
If you agree which companies would you prefer in this situation ?
Thanks
Cal

Q: I am interested in adding another name that would benefit from the roll out of the internet of things. I currently own Nvidia, Taiwan Semi and American Tower currently. What names would be complimentary and timely? Thanks

Q: What are your thoughts on these stocks at the current levels? What are the current debt levels? Dividends sustainable? Earnings due on some, if not all, right away, would this be built in to current price? Also just overall thoughts on these stocks...
Thanks for your service guys...

Q: What can you tell me about this company?
For a risk taker, would you enter .?
Thanks

Q: What are some of your favorite US growth names right now? I am a younger investor with some money to deploy. I have a 20+ year time horizon. I am not too worried about sector allocation due to having a defined benefits pension when I eventually retire (20+ years).

I am also wondering what US stocks 5i staff are currently buying and why.

Thanks for all your advice. I read the questions daily. Your support through these tough times (my first as an investor) has been beyond insightful and finding I am getting my financial education through your words of wisdom and advice. I keep speaking highly of you to my friends looking to get into investing and am encouraging they subscribe to your service as it is beyond exceptional.

Thanks for all that you all do! Hope you and yours are safe and healthy during these tough times.

Q: Hello 5i,
Paycom Software showed tremendous growth in 2019 (+117%) and was off to a great start in 2020. Could you tell me how the virus related business slowdown is likely to affect the business going forward? Can it regain its prior momentum?
Thank you so much
Dave

Q: I did own bbt Corp which amalgamated to become truist Corp.
Not doing too well, down considerably
Please comment on this bank going forward
Not sure if I should sell or hold
How does it compare to other regional banks
Many thanks for your great service
Peter

Q: Good morning,

I have some cash to add to 3 new US technology positions. I am looking for growth, and I am comfortable with volatility. Looking out 5 years what would be your favourites from the list above at current valuations. Any concerns with the list above? I already own MSFT, SQ, RPD, DOCU, AYX. If you have other suggestions please do share. Thanks in advance.

Q: Can you please offer me your insight on Middleby. Stock has been excruciatingly punished, moreso than restaurant stocks.
Do you think There is value at this level. Would you buy?
Lastly is balance sheet strong enough to survive a recession?
Thanks