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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 5i,
Can you provide three US health related stocks that are in different areas of the healthcare field, that you would currently buy?
Thanks
Terry
Read Answer Asked by Terry on May 19, 2020
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
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