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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: I'm interested in researching US financial institutions for new investment ideas. Could you provide me with a shortlist of 4 to 5 US companies (e.g., chartered banks and any other financial institutions) that I might consider. Many thanks.
Read Answer Asked by RANDALL on December 09, 2019
Q: Hello Peter and Team,

Cloudera just had another earnings beat quarter. Do you think that this may be a good buying opportunity, now that the buyout of Hortonworks appears to be integrated and the chart is starting to move in the right direction? Relative to other cloud companies, doesn't it seem inexpensive?

Thanks.

Brad
Read Answer Asked by Bradley on December 09, 2019
Q: Further to a previous question about your suggestion for 4-5 core holdings in the U.S., I notice that you did not suggest any Healthcare stocks. Could you comment on this - do you like any? I don't see much in Canada to choose from.

Thanks so much
Margaret
Read Answer Asked by Margaret on December 09, 2019
Q: Hello-I invested in both of the companies early this year. Williams share price has dropped and now yields an eye popping eight per cent. Is that sustainable? What are your thoughts on wmb. I am tempted to buy more. Also, Citibank gave a shout out to enbridge today and it’s current yields are also high. Your thoughts on enb please?
Read Answer Asked by alex on December 09, 2019
Q: NXPI along with KODIAK Science which is up more than 100% in the last month, what are your opinions of the two stocks?
About the PE ratio - on my Globe Invest it has for instance 98.4 TTM (I do not know what that is), is that number too high for you if you were looking to purchase a stock with that number? What would be a more comfortable number? Thanks for providing info that the average investor would not know. Dennis
Read Answer Asked by Dennis on December 09, 2019
Q: I recently asked you for 4-5 core picks for U.S. stocks and you kindly sent them to me that was appreciated. I am trying to keep my stocks organized by sector, which you have also helped me with and wondered what (based on your Sectors) Costco and Disney would be in?
Thank you so much
Margaret
Read Answer Asked by Margaret on December 06, 2019
Q: Please comment on the financial results of these companies. PD & ZM drop afterhours.
Thanks a lot
Read Answer Asked by Lai Kuen on December 06, 2019
Q: Hi 5i team,

Like many here, I follow the 5G theme, but there is a proliferation of participants in many facets of the technology. I own KEYS and am happy there. About a year ago, I put INSG on my watch lists. It has been dormant since then but now seems to be breaking out. I don’t see any real catalysts as such. It missed its last earnings report, but I have read some positive reviews on its 5G prospects for hot spots and SaaS. It is a smaller name and I am unlikely to buy it but I was curious as to your thoughts on it.

Thanks again for the insight.
Dave
Read Answer Asked by Dave on December 05, 2019
Q: Listed on Nasdaq as AUPH. After market close today,it was halted pending news.Later it announced positive phase 3 trail results showing that its Voclosporin is much better than Standard of Care in Lupus Nephritis.It plans to file NDA submission to FDA in 1st half of 2020,There will be a conference call @ 8.30am ET on Dec 5 .AUPH closed @ US$8.39 up 0.41 on 4.9m shares.However in After Hours trading it was @ US $18.39 to US$19.00 on total 10.6m shares.Thinking of selling my 1.5% position,p/p Can$8.33 especially if the Price is around US$18.39 to 19.00.Should I sell all or partial.Please provide your usual great advices & services.Thanks
Read Answer Asked by Peter on December 05, 2019
Q: Hello, Air Canada has been very strong for quite some time. AC's PE now sits at around 13X wheras US carriers are sitting ~7-8X PE. With the risk of oil prices spiking likely sitting at all time lows, the previous "highly cyclical sector" knock on the airline business, seems less of a problem. What are your thoughts on taking a position in an airline at this time? If you were to take a position, which would be your preference in order - and why?
Read Answer Asked by Jeff on December 04, 2019
Q: I have been very fortunate to have my second 10-bagger with ARWR bought at $4 in 2017 (after some earlier losses). It has been running very well recently but is down to-day on the news that they are issuing 4m shares at $58, well below yesterdays close of $68.66. Why would they issue new shares so far below the recent market? Is there something here to worry about?
Thanks for your great service, Bob.
Read Answer Asked by Lynn on December 04, 2019
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