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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 am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome
Read Answer Asked by John on August 26, 2020
Q: Hi 5i team,
I am not a value guy as you know from my questions, but I do mix in a sprinkling here and there. There seems to be some speculation by U.S. analysts that GM could or should spin off its electric vehicle division into a public company and that would attract a much higher market multiple. In the past, you were not very positive on GM and its prospects. Given the spectacular run of TSLA, has your opinion changed at all on GM, given its electric vehicle assets, and what would you consider to be the likelihood of a spinoff?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on August 25, 2020
Q: May I please have your opinion on this company? Thanks.
Read Answer Asked by Marco on August 25, 2020
Q: I hold ET in a registered account, and as it is a MLP I've had non-resident taxes withheld from dividends. They have indicated that they will likely convert to a c-corporation, and I'm wondering how that would affect the withholding tax on distributions, and if that would automatically mean a lower distribution.
Read Answer Asked by Rick on August 25, 2020
Q: I have been looking at this company, and can't understand the steep discount on its share prices. I understand the Dakota Access Pipeline issues, and the fact that "energy companies" are generally in disfavour, but the cash flow looks solid and rateable, and debt levels are high, but sustainable and interest rates are lower, not higher, so debt levels look not so bad. What am I missing here??? Am I glossing over some risks???
Read Answer Asked by David on August 25, 2020
Q: I owned Dow stock before it split into 3 separate companies and now I own shares in all 3. I've kept the shareholders and haven't touched them since the split. Do you prefer one of these companies over any others? I plan to add to this position (which is now 3 stocks instead of one). I am unsure if I should add to all 3, or pick the 'best' one. Can you offer some insight?
Read Answer Asked by Michael on August 25, 2020
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