Q: Is viavi, the old JDSU, at the forefront of 5G? Lots of good news from the company and the stock hit a new high today. When they split into two companies, Lumentum did great but Viavi went nowhere. How are they positioned now?
Q: 5 year horizon, risk OK because the money is for our kids who are not even in workforce yet. Thinking of doubling exposure in a modest size portfolio. USD in cash is largest holding. Thoughts and suggestions for deploying USD. TY.
Q: you renently answered a question regarding a comparison between Bershire and the S&P. Am I right in concluding from that answer that you do not see an advantage in owning Brkb.us over say, VOO?
thanks
Q: Is Alteryx suitable for a 5 year hold? I prefer investing in stocks that I don't necessarily need to react to every quarterly report and are somewhat supported by long term secular trends. Helps me drown out the noise and ignore short term volatility characteristic to such stocks.
Q: my portfolio is levreraged with about 80 %in equity more than half in growth I understand this is contrary to all good financial planning principles. late last year the correction was scary.
I like to sell 4 or 5stocks for starters.
I am grouping them and would like you to tag which one or two is weakest link in each grouping over say two year time frame.
One( blue chip )growth amzn coog fb msft sq aap
two midcap?shop pho nvda
three small cap tsgi nft tfii brp tcl,a dol gc toy sj
I have not included stocks are more solid like bam constellation and or pay reasonable (over 2 %)dividends
Read Answer
Asked by thambirajah on February 20, 2019
Q: I am interested in investing in this US etf SRVR which holds 45 percent of its funds in American Tower, Crown Castle, and Equinix mainly for the anticipated rollout of 5G. Bill Gates has just recently bought into Crown Castle. This etf has only been on the market since last May but has a 15 percent return to date. Can you tell me if this etf looks good as opposed to buying individual stocks as I prefer the etf basket approach. Thanks.
Q: Hello 5i,
Could I have your thoughts on Veeva Systems growth prospects please?
How would it rank in terms of growth against CRM.ADBE,NOW,WDAY?
Thanks
Dave
Q: I would like to set up an simple and safe American portfolio that does not deliver any dividends (no tax consequences). Berkshire Hathaway comes to mind as a diversified holding. Are there any others that you could suggest?
Q: Lindsay Corporation was mentioned recently on BNN as a past top pick and still worth purchasing. Could you provide a brief summary of fundamentals, insider ownership and any recommendation you may have on the growth possibilities of this company. Thank you.
Q: Hi 5i Team - My holding in TSGI is a little bit high so I am considering selling a partial position and moving it into another gaming stock in order to diversify in this space. First of all is it worth holding on to at least some (maybe half) of my TSGI and secondly could you provide your top picks in the gaming area with a brief explanation for each. Thank you.
Q: Hello, What do you think of BBBY? Although it has had a recent significant rise, I believe that it still trades below book value and the company is aggressively buying back stock. . It seems to be transitioning from brick to online and is still profitable albeit with decreasing metrics. Could you also tell me what was the short position last October and what it is nowadays. Do you know when they report next? Merci.