Investment Q&A

Q: Hi 5i group, could I please have your opinion on Planet 13?
Thanks,
Ken

Q: Hello 5i:
I hold UTX and would like your advice re the Raytheon deal and should I buy, sell of hold my UTX shares?

Q: Which companies do you prefer for a long term hold from the list of names provided and why ? Also could you list them in order of preference. ( deduct as many credits required )

Q: In your asset allocator, it shows that I am lower in US and international stocks. I have recently purchased US positions in TEAM, AYX, and NVDA. What other growth stocks for a 10+ year hold that would cover International/US?

Q: Is it a buy option at this price for 10 to 15 years?

Q: Salesforce price drop on acquisition of Tableau . Please comment. Thanks a lot.

Q: hello 5i:
On your advice, I purchased OTEX back in 2015, and have done very well with it. thank you. I feel, however, that its overvalued at the moment and don't want to see the gains disappear. I'm thinking of selling OTEX and buying PANW. Could you comment and elaborate a bit on this potential move? I'll be staying in the Tech sector, so any other options you have would be of interest.. I'd like a US company, if possible (already own CSU and a small amount of PHO).
thanks
Paul L

Q: Good morning 5i, there isn't much talk about Netflix on this site so I am wondering if you can give me your outlook on it as a growth stock for 10 plus years.

To me it is so well priced for what you get that I will never cancel it. They are currently winning the streaming wars with 148.8 million subscribers globally. They have a ton of competition coming but I don't think any competitors even Disney will be able to compete with them and would anticipate most consumers not canceling Netflix for Disney but adding Disney to their list of streaming services and cutting cable... They have a huge lead (subscriber wise) already and continue to grow, I don't think even Disney will be able to compete with the amount of NEW content they release, not the quality of content but but quantity of content which is what will help grow and maintain subscribers. Foreign content and subscription growth is huge for them as well and where they need to grow anyways. I view them as the leader in streaming and with a global growth outlook they seem to be the best bet to maintain they dominance. The global video streaming market size anticipated to reach USD124.57 billion by 2025, according to a new report by Grand View Research, Inc. Looking ahead if they maintain and grow dominance worldwide do you not see this stock as being one of the best options for growth?

They as you would surely point out have a ton of debt and burn cash etc. Morgan Stanley predicts they become free-cash-flow positive in 2021 and reach over $10 billion in free cash flow in 2025. Thank you for your thoughts!

Q: Does the below note (from BMO) mean SQ is looking to push into the same space as LSPD? Do you view them as competitive or is overlap minimal?

01:38 PM EDT, 06/06/2019 (MT Newswires) -- Square (SQ) on Thursday said it will allow orders from Postmates, DoorDash, and online order integration company Chowly to appear directly in a restaurant's point of sale.

The move will give owners a combined delivery and point-of-sale product, eliminating the use of multiple tablets and the need to manually enter online orders, Square said.

Q: Hi just bought DATA on Friday and got a good bump on Monday with Salesforce purchase. Would you recommend holding on to my shares or should I move on.

Q: Hello 5i,
Would you attribute the drop in CRM today to the share dilution due to the Tableau purchase or something else?
Thanks
Dave

Q: What are the company's that compete directly with Lightspeed?

Q: Do you have any opinions RLI Corp? It appears to be an insurance holding company who's stock has done very well historically with good current momentum. It seems to be very under the radar with little discussion about it.

Q: IEP: I noted a yield of 11% on this security. Is it correct ? Is it sustainable ? Can you please comment on the payout ratio.

Would you have recommendations for similar funds but based in Canada. I am familiar with Onex and Fairfax. Thank you

Q: Hello 5i I was hoping you could help me evaluate iep. It seems to have a low p/e of around 5x, but the growth prospects over the next 1-2 yrs dont look positive. Has a big dividend with a yield of around 10%. This company seems to have done well for its shareholders over the years. Wondering what you think. Thanks

Q: What's your current position on Beyond Meat? Is there any "moat" around this thing to protect it from competition? It seems like any company in the food processing industry could compete. What's the short position like?
Would you advise subscribers to even consider a short position or could that just result in being trampled by the herd?

Q: Do you know what is happening with this stock today? I tried to buy some the first day of trading but it got away from me very quickly. What would you pay for this if you were looking to invest in the alt meat space. Or other suggestions? I am hoping impossible foods goes public.

Thanks

Q: What are your thoughts on VMWare to purchase now?

Q: Peter and His Wonder Team
They just reported there Quarterly Report and the stock crashed 9%. What do you think happened?
Thanks!

Q: Retired income oriented long term (10 year focus) investor.
Already own CPD, CVD and XPF.

In the process of rebalancing asset allocations with the objective of increasing fixed income, and given the current interest rate environment can a case be made for buying one or all of these stocks? Why or why not?

Any other thoughts also appreciated.

Thanks.