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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: Hi. These companies are all from the industrial group of the S & P Dividend Aristocrats list. I'm looking to invest in one or two of them, to hold for the long term. Do any stand out to you? Any that you would avoid?
Read Answer Asked by William on July 29, 2020
Q: Hi there,

People have made good money investing in SPAC's this year (DraftKings, Virgin Galactic, Nikola) although I'm sure have been less successful. Ackman and Pershing Square seem to be bringing PSTH forward with a structure more friendly to the retail investors. My question is whether you consider PSTH to be a worthy investment at this time or if you would wait for an announcement about who they bring public? It would seem that if you have faith in Ackman you have to get in now to capture upside. Would you buy or wait and why?
Read Answer Asked by Tim on July 29, 2020
Q: Hi 5i team,
Kodak caught my eye today. It was up 250% in the pre-market. I used to own it 100 years ago. Last I remember, it was on the verge of bankruptcy as no one was buying cameras anymore with all the smartphones offering that function. Now it wins a contract from the U.S. Government to manufacture drug ingredients to help offset supply chain issues with China. I don’t plan on buying Kodak but this seems like the craziest company pivot I have seen from manufacturing cameras to drug ingredients. A sign of the times, perhaps?
Dave
Read Answer Asked by Dave on July 28, 2020
Q: My belief is the corona virus will be with us for a least a couple of years and masks and PPE will be a growing industry in the future. What companies would you recommend in this industry and specifically your thoughts on Teleflex. Thanks for you expert advice.
Read Answer Asked by Ian on July 28, 2020
Q: These stocks are somewhat different [financials and commercial services]. For a long-term investment, please advise top 2 for growth with rationale. Since all are priced for perfection, would plan to initiate positions only.
Read Answer Asked by sam on July 28, 2020
Q: Hi
Could you please compare Abbott and Dexcom. I am hopeful that the Diabetic Glucose Monitors market will be profitable. I think I am not alone with this giving the valuation of DXCM...,or would ABT win the comparison on size, diversity, etc.? Thank you for helping us out with your insight.
Read Answer Asked by Jeremy on July 28, 2020
Q: What are main competitors of CRM? What are risks to the company's growth? Are any present indications that the company will lose its competitive edge in the future? Overall, do you like the company and would you own the stock?
Read Answer Asked by Steve on July 27, 2020
Q: I've read the Q & A's on veev and see that it's a name you like longer term. What about the short term? How do you like it at the current price given that it's experienced a nice run in the last month or so. Does it have legs to keep going higher shorter term in your view? I bought some today and it immediately dropped and of course I'm wondering whether I was the last one to join the party. I realize you don't have a crystal ball. Thank you as always.

Jason
Read Answer Asked by Jason on July 27, 2020
Q: So if one agrees that a significant US tech exposure in a portfolio seems correct but the Big 5 US mega-techs and their valuations seem scary at the moment, given the recent correction of a stock like Intel, would you recommend that this investor with a 2 to 3 year horizon buy Intel at this level, watch it for a while and see how it settles in, start a partial position, consider other tech companies (such as what?) or continue to build positioning in the Big 5 and not focus on their valuations??? And perhaps a comment from you regarding what you would advise this concerned investor from a safety perspective regarding some of your favourite tech growers that have even higher valuations (Docusign, TTD, Team, etc.) - what is your recomendation and opinion in the context of this question comparing adding to those growthy tech names versus an Intel or a Cisco type tech purchase. I guess in essence I want to know whether you think the extra risk at this time is warranted over that term. Thank you for your anticipated helpful response - Ken
Read Answer Asked by Ken on July 27, 2020
Q: PSTH-UN

Can you please give me your opinion on Bill Ackman's new SPAC IPO. In your opinion, is it a good medium/high risk investment?
Read Answer Asked by Brady on July 27, 2020
Q: Hello 5i,
In a recent answer you rated VEEV higher than AYX. I have a half position in VEEV and a full position in AYX. Based on your rating should I trim AYX and add to VEEV or is there not enough difference between their respective performances to warrant such a move?
Thank you so much for all you do!!
Dave
Read Answer Asked by Dave on July 27, 2020
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