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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: Morning 5i
I know Amazon has caused some downward pressure on FDX and UPS of late but I'm thinking if Amazon gets into this business it will likely take years in developing the logistics and infrastructure meaning that FDX and UPS will have to be relied upon for at least several more years .As an essential service they're businesses should still thrive still with solid earnings . Both stocks seem to be doing ok recently as well .
Would you have any issues in investing in either of these two stocks at this time .
Thanks
Bill C
Read Answer Asked by Bill on April 18, 2018
Q: Do you feel XON has turned a corner? Q4 numbers seemed generally positive. Maybe they have now beat expectations 2 quarters out of 8! (Ouch) Has their short position and insider ownership changed? I am standing on the sidelines but thinking of initiating a position to no more than 1.5% weighting. Any other comments you think are appropriate would be appreciated.
Thanks as always.
Jim
Read Answer Asked by James on April 13, 2018
Q: Hi team,
It looks like questions are slowing down these days with the volatile markets so I think it is time for me to use another credit. I am a tech guy and read your answers on SPOT with interest. I am tempted to pull the trigger but have been holding back. Years ago, I held Netflix but sold out way too early as the earnings and subscriber metrics were all over the map (look where it is today). The main problem I had with Netflix was that it was paying all these movie/TV companies for access to content. These days it is creating its own movies and TV series and now has some control over it, despite the billions it is spending on it each year.

I have the same issue with SPOT but more so. SPOT has to pay all the musical artists in order to broadcast their songs. How can SPOT overcome the content hurdle like Netflix is doing? I can not see it hiring bands to compose songs and hope the songs become popular.

In your SPOT answers you say it is a sitting duck for NFLX and maybe DIS, AMZN, GOOG, AAPL and others. I was really surprised by the takeover spin as you have never in the past offered that up as a reason for purchase a stock.

I am confused on your buy thesis for SPOT.

Thanks again,
dave
Read Answer Asked by Dave on April 13, 2018
Q: Good morning5i team,
I am thinking about buying Amazon, especially following the positive way in which you view it. I am wondering about the timing, though. I noticed on a number of questions recently asking about the best US stocks to buy at the moment, that Amazon is not on that list. With it's recent fall I am a bit surprised by that. Is there something in particular about Amazon at the moment that would prevent you from adding it to such a list?
thanks
Read Answer Asked by joseph on April 12, 2018
Q: I have US $ Portfolio: FB,SHOP,CGNX,AMZN,NVDA,SQ,NFLX,MA.
Yesterday I sold all of CCGNX because of down trend and Dead cross on
EMA50 & EMA200. I have around 20 K US$ from the sell.
Please suggest some some US stocks to replace CGNX that you would buy
right now or should I wait for change of trend to up to repurchase CGNX.
Andrew
Read Answer Asked by Andrzej on April 11, 2018
Q: I am looking at VGG as a way to use Canadian dollars to acquire a reasonable number (around 70 I believe) of dividend growing US large caps. Do you think this ETF makes sense for US exposure to dividend growers or would you prefer to invest using US dollars and select 5 or 6 dividend growers (any suggestions in that case). Lastly do you consider this a sensible investment strategy for part of a balanced portfolio at this time for a 3 year hold. I appreciate your input as always - Ken
Read Answer Asked by Ken on April 11, 2018
Q: A guest on MarketCall mentioned both Hubspot and DXC Technologies.
Please give your opinion of both these U.S, companies.

I was considering SPOT. Would you prefer either of these 2 to Spot?
Thank you.

Take multiple credits.

Read Answer Asked by claudette on April 11, 2018
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