skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Which of the above etfs is better/preferable. I am looking for growth with reasonable risk. Income is not important. Don’t need the cash for the next three or so years.
Thank you
Read Answer Asked by satish on June 24, 2020
Q: In Late April you answered my Increased data and Internet Traffic Question with Akamai and Fastly , Thank You !
Fastly has been on a Rip and Akamai is virtually flat would you add to either at this point ? Any others you would add in this space ?
Many Thanks
Greg
Read Answer Asked by Greg on June 24, 2020
Q: Private Equity is an area of investment that has been getting a lot more attention recently. Which listed asset managers specializing in Private Equity are worth looking at? Would the multiple-recent-name-change firm SuRo Cap Corp. be worth inclusion in this group?
Read Answer Asked by David on June 24, 2020
Q: I am underweight in US in my portfolio - for example in my communication sector AT+T represents only 2% -of a 17% weighting. What are some US communication funds that have performed well and appear to continue to do so - please list in order on rating. What are your thoughts on AT+T? Thank you for your excellent service.
Read Answer Asked by Lorraine on June 23, 2020
Q: Hi there,

Could I please get your 2 opinions on these US listed stocks? Would you consider them buys at the current prices? For NVTA can I get your opinion on their acquisition of ArcherDx?

Thanks for your great service!
Read Answer Asked by Michael on June 23, 2020
Q: If work at home flourishes post pandemic what are your top 5 picks as stocks that have the best chance of benefitting in that environment?
Read Answer Asked by JAMES on June 23, 2020
Q: I have read a number of articles predicting that a large number of jobs, possibly in the order of 1 out of 5 or more, will remain work at home after a vaccine is developed for COVID. If companies learn to manage "work at home" employees efficiently in North America, then it seems only a matter of time before these companies start transitioning their workforces to less expensive labour, employees who "work at home" from low cost countries. Do you agree with this hypothesis? If you do, it would seem to me that international HR firms will be in high demand, to assist firms to source skilled labour in low cost countries. Which firms do you see as being able to benefit from this possible trend? At the moment, it seems to me that the market is focussing mainly on the high tech beneficiaries of these trends.

Thank you for your excellent service, and thoughtful insights.
Read Answer Asked by Dale on June 23, 2020
Q: Can I get your thoughts on this company please.

Thanks,
Scott
Read Answer Asked by Scott on June 23, 2020
Q: I've been watching this one for a while, ever since you compared it favourably within the context of alternative energy / solar stocks. Wednesday's "dip" turns out to have been driven by a class action lawsuit concerning alleged revenue manipulations.

The press release from the legal firm filing the class action has this to say:

"On June 17, 2020, Prescience Point Capital Management issued a report alleging, among other things, that 'at least 39%, or $205.3 million, of [Enphase's] reported U.S. revenue is fabricated.' The report also claimed, citing former employees, that 'a large portion of [the Company's] astronomical growth over the past two years is attributable to accounting gimmicks that artificially inflate revenue and profits.'"

What are your thoughts on Enphase in light of this news?

Also, I'm curious given your experience, are you able to share any insights on how class action lawsuits affect companies and their share performance -- at least, until the allegations are actually proven or rejected in court?

Please deduct as needed.

Kind regards
Read Answer Asked by Marc on June 22, 2020
Q: First are ETFS and ISHARES the same ? i am consideing whichever is appropriate .
i ownPFE JNJ Gld . i guess they are okay paydividends and have some role in vaccine.
i would like to with these to an ETF. Going by your answers i would like to have ABBvie let go of PFE .
JNJ i see your concerns on legal issues however i am okay holding this So please recommend an ETFforthis
Also i would like an ETF FOR med insruments i woud like SYK DXCM ISRG or other companie that fit into this mix
Read Answer Asked by thambirajah on June 22, 2020
Q: Could I get your opinion on Mastercard please. Also would you own either it or Visa.
Unless the trend to less cash reverses these companies should have some strong tailwinds but are never inexpensive from a valuation standpoint. Thoughts pls.
Read Answer Asked by Michael on June 22, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!