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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: I was looking at adding another US position to my portfolio. I hold VUN, BAC and FB already. The rest of my portfolio is well diversified so any sector is fine. I was looking for a stock or two that you think has very good upside over the next 5 years or more. I'd prefer one that doesn't pay dividends. I was thinking of ICHR
Read Answer Asked by Richard on October 25, 2017
Q: I currently own a full position and have done quite well with it. I have noticed a few questionable advertisements that's been on FB however and I'm concerned about what may come of it. They've recently had adds for mail order marijuana. I've investigated and these company's have not licence and they are asking for absolutely nothing for you to buy their products. No medical license and not even age verification. I mean I can see it going really bad once a few teenagers get caught buying this stuff so easily. My gut is telling me to to sell my position or are least lighten my holding. I'm no expert on this type of thing and would appreciate your opinion.
Read Answer Asked by Richard on October 25, 2017
Q: Although this UK, NASDAQ listed company is not in your usual wheelhouse, 5i (and Peter in particular) seem quite in tune with the tech area so I am hoping you can provide some information into this company.

It rose about 25% on Friday on its earnings report and has had stellar growth (I think) even without that bump. It is debt free and has money in the bank but does not yet turn a profit. I know individuals who deal with the company and they are quite impressed. Can you provide any further insight into this firm?

Appreciate all that you do.

Paul F.
Read Answer Asked by Paul on October 24, 2017
Q: Can you please provide 5 us stocks that you consider as good candidates for shorting? I would like to short them with options for hedging purposes. Thank you.
Read Answer Asked by Ron on October 24, 2017
Q: The future of Pharmacy benefit managers (PBMs) remains unclear to me even after I worked my way through financials, analysts’ comments, analytics and commentaries in the more serious financial journals. CVS and ESRX appear to have been hit hard this year by the mere possibility being whispered ---- that Amazon might enter the pharmacy markets. Amazon might well do that just as they might start their own delivery service to compete with FedEx and UPS.

But surely even mighty Amazon cannot drink ALL the water in ALL the oceans.... or can they? The latter might well be confirmation bias in my reptilian brain.

I had largish positions in CVS and in ESRX. Whereas I had previously decided to ride things out, I have now trimmed at largish losses. I have reviewed past questions here on both CVS and ESRX, including my own past questions.
1. Do you care to update your answers in view of the seemingly unstoppable powerhouse that is Amazon?
2. What would you suggest a risk-tolerant (but not completely imprudent) investor do on each of CVS and ESRX?
3. Sell all and hide under the bed? Buy AMZN with the proceeds? Just PRAY?
4. I spent many hours ploughing through detailed reports on each of CVS and ESRX. Yet I am just as undecided after these reviews as I was before. Almost all analyses that I read say that both CVS and ESRX are under valued; that each is either a buy or a strong buy. I grant that the latter could have been confirmation bias in my reptilian brain.
5. What are YOUR insightful thoughts on the PBM business model in view of (a) possible Amazon threat (with reasons if you would please)
6. Since US Gov policy changes would make significant impact on all PBMs, although you might prefer not to incorporate the current instability in US politics into your own equations, I think in this case, please if you can make an exception and incorporate the political landscape into your comments, that would be very helpful.
7. I would be thankful for your substantive response on each of CVS and ESRX separately as their businesses have significant differences.


Read Answer Asked by Adam on October 23, 2017
Q: Hi 5i Team.
Apple has grown to be twenty percent of my portfolio.
What percentage would you suggest to hold, and which fast growing US stocks to add for diversity.
I currently own half positions in:
NFLX, AMZN, GOOG, STMP, NVDA, BRK.B, CGNX.
Full positions in:
FB, DIS, MCD, WMT, V.

Thanks for the service I am always learning something new.
Read Answer Asked by David on October 23, 2017
Q: I have never owned amazon, apple, google.microsoft, Facebook. I owned intel, Cisco and nvdia (sold way too soon) over the years. Could you rank which you would buy first in order of safety for five years. Thanks.
Read Answer Asked by Helen on October 23, 2017
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