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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 team,
A question on Boeing. A tragic place crash on the weekend. It was the 2nd one in six months involving the Boeing 737 Max 8, a newer version of the workhorse 737 and for which Boeing has a huge backlog. A number of airlines are grounding those planes today. BA is bouncing around a lot. I have not followed it that closely in the past, so not sure how things typically play out. Before today, a lot of analysts had high price targets. I am not minimizing the tragic loss of lives, but is this a good opportunity to initiate a position, or could a lot of cancelled orders follow?
Thanks again.
Dave
Read Answer Asked by Dave on March 11, 2019
Q: Hello,

I took a 1% position, total, in these 3 names about a year ago, as a speculative buy. They have all declined, rather significantly since my initial buy, making all 3 names less than 1% of my total portfolio. I have however noticed some recent relative strength. Would you move on or do you see this area as an interesting speculative buy? To note, I also own a 1.5% position in Illumina. Thanks as always
Read Answer Asked by Aaron on March 11, 2019
Q: "DowDuPont's (DWDP) board of directors approved the separation of the materials science business from the agro-chemical giant, moving forward with plans to create the new Dow that's set to start regular trading in New York next month". I own a small amount of DWDP and I understand I will receive 1 share of the "new" materials science business for every 3 shares of DWDP. What would your recommendation be with the material science business shares once I receive them (hold, sell, or buy more)?
Thanks

Sean
Read Answer Asked by Sean on March 09, 2019
Q: What are your thoughts on this one? I'm looking for growth.
Read Answer Asked by Danielle on March 09, 2019
Q: After reading a detailed report of the semi space I'm more confused than before. A brief comparison and outlook of these 3 please? Deduct credits as you see fit of course.
Read Answer Asked by Charles on March 09, 2019
Q: Hi 5i team,
I do appreciate you going into the usa to recommend a stock. I am trying to reconcile/understand your Micron (MU) recommandation at your latest appearance on BNN (Peter on feb 20th). It seems like MU is rarely (not so often) listed in your more and more frequent lists of recommended usa stocks (am I wrong?). Are the criteria, risk profil or time horizon different for your BNN appearances then your Q&A? More specifically, would you consider MU a long term hold or more a cyclical hold (meaning sell/underweight at certain portion of the economic cycle)?
Thank you for your collaboration,
Eric
Read Answer Asked by Eric on March 09, 2019
Q: Good Morning,

What would be your top 2 or 3 picks for cloud space investments in the USA and Canada?

Thank you!
David
Read Answer Asked by David on March 08, 2019
Q: Lightspeed, what are your thoughts on $16 IPO price? Is it recommended as a buy, considering normal IPO risks? Do you know when it will start trading? Overall, what are your thoughts on prospects?
Read Answer Asked on March 08, 2019
Q: Good Day Team,

Between VEEV and AYX which would you prefer for long term and why? Would you please compare them on their:
1- Quality of management, 2- Software competitiveness, 3- Potential for growth, 4- Current valuation, 5- Balance Sheet.

Much appreciated as always!
Read Answer Asked by Saeed on March 08, 2019
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