Investment Q&A

Q: I own a small amount ( about .5% each) in these varied areas of the above stocks. My balanced portfolio is a bit short on cash for other purposes. Would you rank these as you can, for possible sale and recommended keepers for adding to, in this market? Long time subscriber and thank you for putting it all our there.

Q: Hi guys, am thinking of a small 1% buy in MDR and would appreciate your analysis of them. Has had huge volume lately and is on a steep slope downwards. Do you see any potential in these guys in the near term as they approach their next report in late October.
Thx Gary

Q: Would appreciate your analysis of MO in regards to dividend safety and do you view them as a good contrarian buy over the next 12 months?
Are they worthy of a small 1% buy.
Thx Gary

Q: What are your views for this stock over the next 6-12 months and do you see any potential headwinds coming.
Thanks Gary

Q: I see that isrg is up very strongly (3%) on very large volume, in a down market. I can't find any news. Do you have any information that might account for such a strong move in such a weak market?

Q: Buffett has bought into Crown Castle. Is American Tower the better buy? Both are Reits which will benefit from 5G. Perhaps prudent to hold an equal weight in both for diversification?

Q: Palo Alto has identified Zscaler as their competition and ripped the company somewhat on an earnings call. The CEO of Zscaler fired back on CNBC with comments such as the below. My question is whether this is a buy with potential based on your knowledge and comments below. It has gone from nearly $90 to $51 in a few months despite seemingly doing well.

"Zscaler, which came public in the first half of 2018, offers cloud security software for IT professionals to monitor network traffic and protect data. The company surprised analyst estimates by turning a small profit in four straight quarters.

Revenue grew by more than 53% in its July quarter and is expected to near $90 million in the current quarter, according to FactSet.

“The market is coming to us. We’re seeing a lot of growth,” Chaudhry said. “We crossed 400 off the Global 2,000 companies as our customers, so [we are] very bullish about the opportunity.”

Q: I own shares of AABA. Not exactly sure of their announcement of dissolution of the fund. should I sell my shares?

Q: Hello 5i Team,

I was too late buying into both Roku and Pays and am now considerably underwater on both. Are either worth the long wait for a rebound, or is it time to cut and run? Thank you.

Brad

Q: Hi Everyone at 5i! What are your thoughts on Spotify as a long term hold? Would there be other names in the same field with a better growth potential ? Cheer, Tamara

Q: Hello Team,
Could you give me your opinion on this company and is it a buy at this time.
Thank You,
Barry

Q: Lots of negative news regarding Roku lately. Has your opinion on changed? Do you see increased competition as a major hurdle moving forward?
Thank you

Q: Roku is down around 20% today, what do you make of this. A buying opportunity??

Q: What would 5i's top 3 ways to invest in the coming 5G in Canada and the US - thank you.

Q: Hello, I'd like your thoughts on IMXI please.
Thanks.

Q: FDX just reported some weak numbers. I own some shares in the company. The stock will be down today substantially based on their first quarter earnings miss and weak forecast. Would you continue to hold the shares here or switch to another company with better growth prospects. Could you please provide some rationale for your position. Thanks.

Q: Your comments on Springworks as a speculative investment in healthcare please. Apparently Pfizer owns a chunk.

Q: Would like to take a position in either Aspen Technology or Verisk Analytics. Any advice of which one would be your preference and if you think it's an investment with potential for 2-3 year hold. Appreciate your exceptional service.

Q: Considering all the companies involved and getting involved in streaming: NFLX, Amazon Prime, ROKU, DIS, APPL Comcast, FB - which is your best pick or is there an ETF one could buy?
Thank you.

Q: I bought Square in October last year after the CFO left. I’m down on the stock but still like it. Because the rest of my portfolio has risen this is now slightly <1% position. I want to add to the position up to 2% but don’t want to throw good money after bad. How do you like square over the next 5 years?