Investment Q&A

Q: Greetings team 5i,

Beside my core portfolio, I invest about 5% of my money in a “fun” portfolio. It has not been much fun recently. I bought ABBV (at the top) in order to write covered calls and cash-secured uncovered puts.

These calls, written just out-of-the-money and puts written just in-the-money on Mondays with the expiry date on the Friday of the same week, have produced premiums ranging from $US0.81 to $US2.73 which happened this week.

Why is there such a wide range of premium prices and what do the higher premiums suggest?

Thank you.

Milan

Q: What is your prognosis on Ford in the near term

Q: Peter et al I am looking at QYLD for enhanced yield in the US and came across EOS. Without regard to the fees attached what is your opinion on these two generally. Secondly which would you buy for income if you had to buy one from a capital preservation perspective. Thanks so much for your insights as always. Ken

Q: Hello 5i,
I am up $3000 to $4000 on JPM, MMM, PEP and others. I am down $3000 on KWH, RME, TCL.A. and others. I do not need money and can stay invested in all. I am retired, 72, with good pensions. I am inclined to just stay put and collect dividends. Should I sell and apply the losses to the gains or just stay put as I am inclined to do?
Thanx,
Stanley

Q: Good morning guys, need your valuable analysis of this beaten down stock for a contrarian investment. Do you see any short term catalysts or headwinds coming their way with their investor day on November 13th.
Thanks Gary

Q: What are your thoughts on this beaten up company? Is it worth a 1% investment for the near term .
Thanks Gary

Q: Hi I'm lost as to what happens here with my Redhat shares. Buy out at $190 but stock is at $170. What are my options? Will it go to 190?

Q: Hi could you please explain why you think healthcare may be a good place to hide if markets stay week? And does this include biotech without revenue or are you referring top the larger drug companies with stable revenue?

Q: Any comments on this US company, they make windows. Love the name, have a very small holding and considering adding to it with the recent drop.

Q: Peter and His Wonder Team
Quarterly miss, CEO resigning and lower guidance...is the 33% drop justified. Your comments please and assessment of this stock please!

Q: Can you please give your view on Tilray? Thanks.

Q: In a question from around a year ago you seemed to like this company, although you don't follow it. Stock has sold off, mainly due to concerns about trade war with China. Wondering if you might take a closer look and offer your thoughts. Thanks.

Q: Hi
Would like to get your opinion on which of the following blue chips is a good buy at current valuation and financial health/future growth.

KHC, TAP, DEO, CPB, BUD, PM

Thanks
Ninad

Q: Hi 5i,

With the market correction, I am looking to add to some positions while things are on sale. I am looking at TSLA, which reposted good results last week and thus the stock started to rise. It also did pretty well today in a negative market. I have read your other answers on TSLA. Has you opinion become more positive after the recent results. Thanks 5i

Q: Looking at Microns history it has been quite volatile. Between the end of 2014 and mid 2016 it fell over 70% which ended up being a fantastic buying opportunity. Looking at it now, it has fallen over 40% since its most recent peak. If it were to fall a similar % as 2014-2016 it could go all the way to 20 bucks.

Looking at the most recent balance sheet however, the company paid down a massive amount of debt in 2018, and generated a ton of cash. Is there any estimates of how much cash/share this company could have at the end of 2019? If 2019 is anything similar to 2018 it looks like a decent % of the market cap could be in cash, which makes me think a similar decline as 2014-2016 is unlikely . Is the risk/reward getting increasingly interesting here?

Thanks!

Q: ABBV share price has slumped from approx. $95 to $82.50 in the past 5 days. Marinol was recently approved by the FDA. ABBV currently has a Forward P/E ratio of 10.72. I understand that the industry's average Forward P/E is 15.85.

What is your view of this stock. Seems like it might be an opportune time to buy and play the marijuana angle from a safe distance.

The Webinar yesterday was great. I hope there are more. Thank you for your services.

Q: What do you think of this company for a long time hold and could you commit on their latest earnings.

Q: Bloom Energy: This is a new company having an innovative type of fuel cell technology. Has some powerful backers and great customers. Was not able to pull up this company in your database..possibly because it is recently listed in NYSe. Can you tell me thoughts on this.and take a look at their financials
..I think this could be a disruptor...Thanks again. Great Webinar as usual.

Q: Hi, you had a comment on AT&T late July and I was wondering, with recent weakness, what the fundamentals look like for this company now. Do you see long term value here? If you think this is a stock with limited prospects going forward, do you have another US income stock (any sector) that might make for a better replacement? Many thanks. Michael

Q: I bought PATK not very long ago because I like the mgmt, they have a good history of compounding capital, and they have made some nice acquisitions, Also good fundamentals. However my timing was pretty bad and its dropped 25% since then due to trade war concerns, US economy concerns and the motorhome/rv sector getting beaten up since people don't buy recreational vehicles if the economy struggles. I planned on holding through at least this quarter to see if good earnings could set it above the sector headwinds. It reported great earnings and beat on many metrics, popped 6% this morning, now oddly is down 3%. That concerns me. Should I get out of PATK, do you think the head winds will be too much for this sector? So far its looking like no matter how positive things are with the company, the sector will just beat PATK down with the rest of the RV stocks.