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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: Can you tell me about this company.
Is is a Buy today?
Read Answer Asked by patricia on June 09, 2020
Q: Good Morning
Do you see an apparent rotation away from tech stocks as a concern? There has been current weakness in some of your favourites such DOCU, VEEV, TEAM and AYX despite recently posting good numbers. Would you lighten up on any particular names or do you see the basic growth thesis intact.
Thank you
Read Answer Asked by Marty on June 08, 2020
Q: Hi,
I would be interested in your comments on this company. It seems to be growing well, with a recent announcement of a big increase in earnings. However I am somewhat concerned about the fact that Huawei is on their stated list of customers. Will the recent threat from Trump to limit sales to Huawei have a large negative effect on Inphi? As a small cap, do they have a lot of debt? I found a Debt/Equity figure of 1.37 on Finviz.com, but am not sure how to interpret that, given that they currently show a negative income. Many thanks for all you do to keep us on the right track!
Dawn
Read Answer Asked by Dawn on June 08, 2020
Q: SOME Stocks fluctuate lot daily such as BYD,CSU,SHOP,PKI makes me feel better to trade in this market,what is your opinion.
For safer long term low risk hold which stocks you would recommend in US &CAD,
low growth is OK.
Read Answer Asked by Nizar on June 05, 2020
Q: I've made some money on MSFT and currently its hit a high water mark, been treading water and today has dropped a bit. What do you think about selling MSFT and using those proceeds to buy DOCU and CRWD. Obviously risk is tremendously greater with those two than MSFT, and both are still losing money but their rev. growth is big, debt is less than cash for DOCU and almost nothing for CRWD sitting on $1 bil in cash. Thinking momentum and growth continue, with price appreciation greater than MSFT, while biting my nails along the way.
Thanks.
Read Answer Asked by Mark on June 05, 2020
Q: Van Eck Vectors Biotech E.T.F. BBH (Nasdaq)
1. I rarely buy ETFs. When I do, I favor ones with less than 50 holdings. I am under the impression that an ETF with a large number of holdings is so diluted that you tend not to get as much upside/downside. Is this this approach favoring higher beta better or worse than one that ignores the number of holdings?
2. BBH has a relatively concentrated portfolio of 26 biotech businesses.
3. Your insight into BBH please? Substance only please; have already reviewed material including ETF.com, ETF Channel.
4. If you think others are better , please do suggest names. I have not researched IBB or XBB.
Read Answer Asked by Adam on June 05, 2020
Q: Hello 5i Team

I am reviewing global infrastructure / real asset closed end funds as a means to diversify into US/Global infrastructure companies. Two examples I could find on the Canadian Market are Brookfield Global Infrastructure Securities Income Fund (BGI.UN) and Middlefield Global Real Asset Fund (RA.UN).
Questions are:

1 - Which is the better choice BGI.UN or RA.UN?
2 - Any Canadian or US listed ETFs that I should be looking at?
3 - Any other Canadian Closed End Funds I should be looking at?
4 - Any US listed Closed End Funds I should be looking at?
5 - What is a reasonable MER for these products (BGI.UN is 1.25 % and RA.UN is 1.10 %)?
6 - What is the minimum assets under management (AUM) I should be looking at ( BGI.UN is +/- $102M and RA.UN is +/- $100M)?
7 - Any other items to review?
Thanks


Read Answer Asked by Stephen on June 05, 2020
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