Investment Q&A

Q: Hi 5iR Team, Solar power generation, installation, technology, etc., anything to do with solar power, can you list a few Can/US notable companies for me? Thanks Team. Cheers, Chris

Q: Hi, I'm looking to add some cryptocurrency exposure to my RRSP. Which would you prefer? What's your current view on the sector? Thanks!

Q: We currently have 100 shares of Visa and believe the cc space is a strong area to invest in with the cashless trend in business, while we feel Visa and Mastercard are the dominant players we personally use our Amex card extensively and would like your opinion of adding axp to our portfolio or should we add to Visa.
Doug

Q: Can you assess the risk reward of buying these 2 cruise line stocks here - or would you advise waiting. NCL looks to cheaper; but has no dividend.

CCL has a 4.5% dividend ... (likely to be secure?) ..... which could justify be payed to wait for the eventual increase in share price.

Thank you for your help.

Q: Can I have your guide on how to invest in pharmaceutical stocks? Please share a few names to start with. Also please comment on TEVA's latest result. Thank you.

Q: I am concerned about problems with A&Ws problems with understanding their core brand and Burger King seems to be contra to a shift to healthier food. Will BK's followers carry the company? and is this a time to bail.

Q: Paypal looks to be making some very strategic moves from getting access to the Chinese Market, worldwide partnership with Unionpay and a strategic investment in Mercadolibre. I have not really felt a need to add them as a holding but with these moves they are shaping up to be a play on international markets such as LATAM and China without owing companies solely focused on those markets. How does it looking for a long term hold alongside MasterCard, Visa and Square. I like the payment space.

Q: Annaly seems to have produced some good results, based on market reaction, but I have difficulty understanding their financial statements. For me it's rather like peering through mud.
I've owned varying amounts of NLY for over 10 years and have recovered most of my capital as well as continuing to receive a fairly high yield.
Are you able to shine some light on it or would you need a team of accountants?

Q: Can you please recommend 5 US high risk growth stocks, small to mid cap?
Thanks

Q: can I get your view on this co ?
thanks
Margit

Q: Based on the research available to you, do you see reasonable upside potential for Global Blood and Sarepta? Would you choose one over the other? Do you see any major downside risks for either company? Thanks again for your support>

Q: Hi 5i team,

I like the big cap Consumer Discretionary names for growth, and with lower beta than the tech names I own. I think the U.S. consumer is still alive and well. There hasn’t been a question on TGT since it issued its earnings warning in mid-January, as SSS were slower than expected over the Xmas season. If I recall, TGT attributed it to softness in toys and electronics, which it brushed off as not being key categories. The stock sold off but is coming back, so I think that warning is now baked in for the Q4 results. Since then, we have the coronavirus and many factories in China are closed. I think TGT sources many products from China. There could be another warning coming from TGT for Q1 on inability to secure product. What do you think of TGT here?

Thanks again for the insight.
Dave

Q: Hello. I’m interested in hearing your take on Simulations Plus (SLP on NASDAQ) with regards to its fundamentals, prospects, valuation, etc. I understand you may not have a lot to say about this lesser known company, but anything would be appreciated. Thanks.

Q: I have held Cisco for many a year and I am up. Lately it seems to going nowhere but it is a top pick for many. What are your thoughts. Would it be a sell and purchase ROKU.
As always,
Regards

Q: I currently hold the listed equities in my TFSA, advised by a newsletter that will be winding down in a year. When this happens, I will likely liquidate my current TFSA holdings. Understanding that you cannot give personal advice, which of the following strategies do you think would be most likely to generate a longterm annualized return of 10+%?

1) Allocate the proceeds to 30% ZSP, 30% VGG, 20% XEF, 20% VEE, and hold these longterm, rebalancing annually to maintain original allocations
2) Allocate the proceeds in the 5i Growth Portfolio - I am already overweight Canada in general, so I don't really like this option
3) Allocate the proceeds into 5i's favourite growth/total return potential 8-10 US equities at the time, and then periodically ask 5i say, every three months, if there has been any change in this roster of 'favourites', (if you select this, I will ask for specific names in a followup question)

Parenthetically, I would absolutely love it if 5i would add a US-based portfolio to go along with the current three Canadian-focused portfolios, and would be willing to pay significantly more for my annual subscription to access this (reviewing the QandA, one already has a good idea what the 5i ' US favourites' are, it would just be nice to have this presented as a regular growth-oriented portfolio). I reviewed the Investor Suite and don't feel I would make good use of many of the tools, reports, and features offered in that comprehensive suite.

Thank you, and please deduct as many credits as deemed appropriate.

Q: I was very lucky to have purchased Disney the day before in jumped to $153.
unfortunately it has now returned to almost my purchase price of $138.
with the coronavirus affecting their parks in China and Hong Kong quite extensively, would you suggest selling and hoping to purchase later after the
medical disaster has been eradicated? or is there enough strength in the overall company to just wait and see what happens!
ed in Montreal

Q: Any thoughts on why this one is shit*%ng the proverbial bed after surprising to the upside? Like winning first prize but the reward is a kick in the groin.

Q: I have been watching AYX, NVDA and ROKU for a while, but haven't bought any of them yet. If you were to buy them today, please rank 1st, 2nd, and 3rd in the order that you would buy them.

According to RBC, ROKU has 118.1 M shares, and of that only 64.235 M are floating shares. The short interest is about 14% of the float. On Friday Feb 14th, the volume of shares traded was 63.1 M. That's 98.2% of the floating shares were traded. Can you help me understand what this information can tell you? On the surface every floating share was traded, but really some shares were traded multiple times throughout the day. When the volume of trading is this high compared to the float, what does this trading pattern indicate?

Q: 5i teams,
Recently I bought FDX some shares and realized it's has been up and down quite much. Should I keep it or sell it now?

Thanks,
Alice

Q: CSIQ is back on the top of its range, part of me want to sell as it has been cycling back from there a few times, and part wonders if this a start to a better story with renewables being in favor and making this a good growth story. what is your opinion? besides a hedge fund buying a position is there any othr worthy news? what are expected earnings?
Thank you.