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: Peter please: I have owned a full position in JP Morgan since the lows of 2009 and have had a tremendous gain in this stock. I also purchased wells Fargo and Citigroup and some other top us financials around the same time and have held all this time. Recalling how US financial stocks plumetted in 2009 has lately given me pause. After ten years of building this wonderful gain, is it now time to sell (tax is a consideration here obviously) or hang in for the very long term in keeping with my usual long term strategy and risk my gains evaporating a la 2009. I gravitate to quality companies however I realize how poorly financial stocks can behave in a serious downturn and don't want to see my hard earned gains erode in jpm. Do you consider jpm a trade or a very long term hold. Side note I'm liking Facebook these days and considering ways to fund a FB purchase.
Read Answer Asked by Vicki L on June 20, 2019
Q: What are your thoughts on the Zillow Group as a (longish term) investment ? Would this be a good way to get a toehold in the Real Estate sector in the US? .. or are there better ways?

ZG seemed to have started out well enough, but then took quite a dive last fall; now it seems to have stabilized and is back on the rise. Was the dive from general market unease, or something fundamental in the company?

Thank you.
Read Answer Asked by Sylvia on June 20, 2019
Q: There will be SLACK IPO tomorrow . Can you please comment on the investable stock price range. Thanks a million. I appreciate your excellent service.
Read Answer Asked by Lai Kuen on June 20, 2019
Q: What are your thoughts on this company and buying stock now or wait for a quarter?
Read Answer Asked by LUIGI on June 19, 2019
Q: Peter please: I'm looking to add fresh cash to one of three stocks in an investment account, I realize all three are outside your area of coverage but would appreciate your opinion on your preferred among Philip Morris (PM), ICICI bank (IBN), Total S. A. (TOT) or if you would avoid any of the three, such as Total. I would be adding to PM and ICICI, Total would be a new (half) position. I realize Total is an energy supermajor (energy not currently in favour and likely in a secular decline) and there would be a French withholding tax. However Total has interests in renewable energy and the chemical space in addition to oil and gas and that is somewhat appealing to me. The other two securities are appealing as a result of secure dividends (PM) and exposure to India (ICICI). I would consider each to be a very long term hold, your valued opinion please
Read Answer Asked by Vicki L on June 19, 2019
Q: With recent blacklist Huawei by US, which companies sales will be impacted since Huawei imports millions of dollars hardwares from all over the world? As results of that, will their stock price be impacted as well?

Thanks,
Read Answer Asked by Lin on June 19, 2019
Q: do you think I should continue to hold ROK or perhaps switch to something with more potential.
I could add to AVGO and I do like CRM and or MRVL.
I realize I wouldl be reducing industrial and adding to tech.
Would you have any suggestions. Thank you.
Read Answer Asked by Maureen on June 19, 2019
Q: Hi Team,
I am thinking of taking a position on either PYPL (pays a 1.7% dividend with a 1.6% short interest) or SQ (price had pulled back almost 30% from its all time high and a 7.7% short interest), which one of these 2 would you recommend?
Thanks...
Read Answer Asked by Harry on June 17, 2019
Q: Further to my question on this company back in April, after their switch to a C suite company now do you see any hope for this company in terms of tailwinds or do you see this as a looser short term?
Am under water considerably but have patience if you see any hope for some price appreciation?
Thanks again Gary
Read Answer Asked by Gary on June 17, 2019
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!