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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: XYL had pulled back almost 30% since its highs in February. I understand its one of your favorite industrial (water theme) stocks. Would you please shed some lights on why it didn't bounce back like most stocks did since March 8. Also is it a good time to add to a half position?
Cheers,
Read Answer Asked by Harry on May 13, 2020
Q: I am wondering how you would categorize these companies (V, SQ,PYPL) in relation to one another and if you had to pick 2 to invest in for growth over 10 plus years which ones would you pick? I liked the digital payments theme prior to COVID-19 and think it will clearly accelerate the move to less cash and more digital payments (in-store or online) more e-commerce.
VISA is the largest payment processor in the world (according to your information under stocks profile page) so they process the most payments right now online and in-store.
SQUARE is obviously not as big as Visa but they would be similar in being in both markets (online and in-store payments processing), but Square would be more of an all in one solution for e-commerce, payment processing for Small and Medium sized busineses plus CASH APP and investing etc.
PAYPAL would seem to be similar to Visa in that it is mainly a payment processor (with Honey acquisition maybe adjusting this course somewhat?) but would be essentially be ONLINE payment processing only, so maybe more of a pure play online payment stock? and any main reason why Visa has such great margins compared to Paypal? on its earning call Paypal said "On May 1st, we had our largest single day of transactions in our history, larger than last year's transactions on Black Friday or Cyber Monday." which was extremely bullish to me...
Read Answer Asked by Michael on May 13, 2020
Q: EZPW will announce second quarter fiscal 2020 results after market close today. I not expecting much. However, EZPW is covering a market segment that has significant potential with employment rates being decimated. Are you aware of other, higher quality alternatives in the Pawn Loan space? Thanks for your insight.
Read Answer Asked by David on May 13, 2020
Q: Dear Sir,
Hearing a lot about the upcoming 5G system boosting economic activity. Can you suggest companies in the robotics, communications, chips manufacturer, etc. sectors that one can invest in to benefit from the 5G roll out? Alternatively, an ETF that covers this space would also be helpful. Thank you.
Regards,
Danny
Read Answer Asked by Danny on May 13, 2020
Q: As far as REITs go, do you think the 5G REITs (American Tower and Crown Castle) are likely to retain all of their business and get paid the rent on their towers? Or is there some question about customers and rent? I'm assuming 5G is relatively immune to the COVID-19 issues that other companies have.
Read Answer Asked by Ed on May 13, 2020
Q: Can you please give me your opinion on the above company
Thanks in advance
Read Answer Asked by Rick on May 12, 2020
Q: Peter.
VOO vs VFV

Both these ETFs track the S & P 500. VOO cost U.S. $ $269 and yield 2.5%. VFV cost $72.48 CDN and yield 1.7%. Assume 1) purchase for long term hold 2) to simplify assume FX rates stay the same as today. 3 )can will invest either Cdn$ or U.S. $. How would you determine which is better? Would you normally get hosed on fx conversion with VFV?
Thank you

Paul
Read Answer Asked by paul on May 12, 2020
Q: My question is about the Advanced Emissions Solutions company (ADES:NasdaqGM) The website wants to convert this to IOTS:US. Did ADES undergo a name change? Also, ADES seems to be in my sweet spot which is a firm that is currently undervalued, good future growth prediction and phenomenal, well-covered dividend. Can you comment on whether this firm is as good as it looks?
Read Answer Asked by David on May 12, 2020
Q: Hello Peter,
I'm interested in investing in biotechnology stocks (you know, the ones who will stop the next plague!), but don't want to 'stock pick'. Can you please suggest an ETF that focus on that sector. (I'm partial to Vanguard ETFs, if possible.)
Thanks!
Read Answer Asked by James on May 12, 2020
Q: Hi 5i team,

I know there are a lot of SHOP followers here. Late last week SHOP announced a partnership with PINS and introduced a new App which allows SHOP merchants to upload their catalogues to PINS. The deal is likely of little consequence for SHOP, but it should help PINS. I assume this would attract advertisers back to PINS if a broader range of products is now available. I thought PINS would have gotten a boost from the announcement. Are you still relatively positive on PINS? It seems to me it could be a nice acquisition for SHOP or one of the big guns.

Thanks again.
Dave
Read Answer Asked by Dave on May 12, 2020
Q: Can you please comment on DKNG. It has done very well since the new year and hasn't suffered over these last few months. I know one should be buying good companies that are going up rather than supposed bargains that are falling but have I missed the boat on DKNG.. There don't seem to be any comments on 5i about draftkings.
Read Answer Asked by Neil on May 12, 2020
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