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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: Vaccine developers are something like the Klondike goldrush, numerous companies are hoping to discover the vaccine for this virus and that would make them the next Shopify. I read a lot and especially on US sites. A few companies surfaced recently which could possibly be the next gold discovery (vaccine) which are ARCT, NVAX, DVAX, IBIO and GOVX. Do you recognize any of these and think they could be the next big stock winners in providing a vaccine for the epidemic?
Read Answer Asked by Dennis on May 19, 2020
Q: I would like your opinion on VIAC given that it aims to build on its CBS All Access platform to launch a major new streaming service. It is well priced right now. can you suggest a few other US stocks that are oversold and would be a good entry point.
thanks
Read Answer Asked by Mary on May 19, 2020
Q: Hi 5i,

I'm concerned with all the sabre rattling leading to a US/China trade war. Of particular concern are American companies that are needing China as the engine for growth. 1. Do you think this is a valid concern? 2. Would you position your portfolio more domestically/defensively for a trade war? 3. What would be some good alternatives to these three companies that are more domestic (or Western) centric for growth?

TIA!
Read Answer Asked by Wayne on May 19, 2020
Q: I currently hold GUARDANT, ALTERYX and ROKU in one account. As a basket they collectively just can’t seem to stay above water. Are you still optimistic on these names or has your opinion changed? Should I remain patient or would you swap any for VEEV?
Read Answer Asked by Marty on May 19, 2020
Q: Hi,
I am interested in getting exposure to the cybersecurity sub-sector. Can you provide your three best stock ideas at this time?
Thanks,
Dan
Read Answer Asked by Daniel on May 19, 2020
Q: Bloomberg Businessweek of May 4, 2020 has an article "Tock to Go Brings Fine Dining To the Socially Distant" in which mentioned that Tock is a comprehensive platform built to fundamentally change the way restaurants think about and run their business. This includes a robust reservation, guest, and table management system for restaurants of all sizes across the globe. It sounds a very powerful platform for the industry mentioned. I am not sure if Tock has a stock. If it does, will it be a competitor to LSDP?

Thank you as always for helping us navigating through this crazy time.
Lin
Read Answer Asked by Lin on May 19, 2020
Q: Hi : What's your view on Monster Beverage? It screens well (based on pre-CoVid data) but I am unsure how its business will be affected by the CoVid situation. Are there other companies in the same space that you like better?

Thanks for your insight,

JohnR
Read Answer Asked by John on May 19, 2020
Q: San Diego small cap Sorrento Therapeutics stock exploded on Friday. Sorrento said it's STI-1499 antibody demonstrated 100% inhibition of the COVID-19 virus infection of healthy cells in pre-clinical trials. The company advised full results of the experiment will soon be submitted to a "peer-reviewed publication." A week ago they announced an agreement to work with Mount Sinai Health System on a phase one clinical trial of the retained plasma of 15000 covid patients commencing in Q3.
The company appears to be claiming that STI-1499 at the pre-clinical stage is a cure which they plan to develop as a stand alone treatment as well as the 1st part of an antibody cocktail treatment which they are developing in cooperation with Mount Sinai for the same purpose.
Generally speaking I am an investor, not a gambler but am interested in your views/comments on this company and it's financial situation, which is why I mention the word "gamble". Would you invest/gamble ? on this co. at this stage or sit back and wait for further confirmation of test results.

John
Read Answer Asked by JOHN on May 18, 2020
Q: Hello 5i team. Trying to make some money on the home fitness hibernation trend. Looking at Nautilus which has quadrupled (how did I miss that ?!?!?) in the last 6 months for my TFSA. The bride says pass, that I should go with Peloton instead, which has a higher profile, whose shares are also on an upward trajectory and which she believes trumps Nautilus in 'the cool factor'. Your insights are always appreciated.
Read Answer Asked by Asher on May 16, 2020
Q: Is Quidel worth owning on its merits -- quite apart from the diagnostic testing that's given it an incredible pop in the last month? As a health care play, would you prefer this one over Teladoc, (TDOC) for instance. I realize they are not "exactly equivalent" in terms of their intrinsic businesses, but I am looking for solid growth story in the health field.
Read Answer Asked by Sylvia on May 15, 2020
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