Investment Q&A

Q: I bought Intel some time ago and thought of keeping it for a long time. But it seems to go just one way...down. Is there any competitor to Intel that I should look at instead?
Thanks
Margita

Q: Can you comment on earnings and outlook for Netlifix. Considering the after hours sell off would you recommend adding, selling or holding onto my current full position.

Q: What can you tell me about Crown Holdings? Ticker CCK on the NYSE. Would you consider this a strong buying opportunity?

Q: Hello, I purchased a 1/3rd position on Spotify a when it came to the market and it is already up about 20%. Wondering if it time to add more. Is there a reason for its rise or it is just the markets are good. Have they had any positive news or earnings releases? Thanks. Shyam

Q: In your answer to a question today where the member had a higher risk tolerance you suggested BOX was a good American choice. I've noted you have done this in the past. Please explain to me why you are so positive on the potential of this company and give me a bit more detail regarding exactly what services the company provides. Once again I can't thank you enough for your services.

Q: Hi 5i Team,

I am interested in buying some US Coal company stocks, do you have any suggestions? I found three big US Coal company BTU, ARCH, and CLD, which do you think has better potentials?

Thanks
Adam

Q: What you think about COTY? Is it a buy, hold or sell?

Q: Recently I opened a Corporate Investing Account for our small business to put money not currently required vs sitting in a bank account ; investing period would be at least 5 years. Funds are in USD so the plan is to invest in US stocks and currently plan to invest $15,000 to $50,000 USD. I am considering MSFT , NVDA and V. Your comments / recommendations would be appreciated. Thank you.

Q: I should no better than to get 'hungry' for a stock i've been eyeballing for a while the week it announces its earnings but we probably wouldn't have a market if we ALL acted rationally.

I am tempted to buy before they announce. Your thoughts on my irrational needs ( and anything else to inform the cause).

Much thanks,
Mark

Q: Johnson and Johnson is a highly rated company. However they are facing a large number of law suits, mostly related to talcum powder. Although the scientific basis for these lawsuits is extremely weak, I am concerned about the legal system in the USA. Would you recommend I keep holding my JNJ shares or sell and invest in something else in the USA? Diversification is not an issue.

Q: What do you think about Wellcare? I'm looking for stability, security and some growth.

Q: Could I get your thoughts on Broadcom’s recent acquisition? The stock is taking a hit, would you hang on for the long term or sell to avoid further loss?

Q: Hi. What are your views regarding buying Twitter as part of a well-diversified portfolio? Thx

Q: Is it a Buy at around $ 36 ?

Q: Hi Ryan
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.

Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.

Thanks for your insight

Brad

Q: Hi team,
I follow a lot of U.S. tech. One that I actually haven’t been following closely at all is GRPN. It came to my attention this morning on a Seeking Alpha alert on GOOG. It seems that GRPN may be putting itself up for sale and several U.S. big tech names may be interested (or may not be). I was a bit surprised to see no questions on it yet on your website so time for me to use another credit.

I am never used GRPN but I believe you can sign up and get discounts off meals, travel and many other services. I think it is a highly competitive space and their stock chart looks like a disaster since its IPO a couple of years ago. I don’t like buying stocks just on takeover speculation but it is a nice kicker if there is merit in the underlying business model, which I suspect is likely not the case here.

Your thoughts?

Thanks again,
dave

Q: I just read an article about the future of Esports by B Carlson and he concludes that Esports is (will be) very big. Any ideas how to invest in this growing trend? Not sure that players bet on outcomes, so TSGI may not be relevant. Apparently Bezos owns a piece of the action, so maybe Amazon?
Thanks for helping with this rather difficult question.

Q: I recently entered into a 2% position in the recent dip when Amazon announced the PillPack acquisition. This dip was shortly after WBA's addition to the DOW. Do companies historically see short to medium term strength after being added to the DOW? The long term trend isn't great on WBA so I am trying to decide whether I should lock in profits and enjoy the successful trade or hold it longer term as an investment. My healthcare allocation is ~5% including WBA.

Q: I am looking to add another US growth company in my TFSA, and am thinking about GRUB and SPOT. Which of the 2 would you prefer for growth, or do you have others that you would prefer over these 2 stocks. I am already pretty heavy with tech in my TFSA.
Thanks
Nancy

Q: At about 9:30 this morning, the price was approaching a 3 year high, but seems to have met resistance, although it didn't drop dramatically.

Are fundamentals still looking good and could we hope that the price may break through the resistance level?