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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: Hello! I'm a recent subscriber to 5i and liking what I see so far! I have a favorable view on the tech sector and own CQQQ and BABA. Any thoughts on these names or sector in general? Any other names that might be a good fit (besides Amazon)? I was also thinking VB would be a good way to play the tech and financial sector at the same time. How long has it being in the growth portfolio? Any other suggestions regarding niche banks?
Read Answer Asked by David on April 23, 2018
Q: blah blah "do not answer US equity questions" blah blah............

(not a shot, just friday levity......that, or its 4-20)

so, given you do not specialize in US equities..........why do you think Limited Brands is doing so poorly?

is it as simple as they are being 'amazoned' ?

thanks again for all your guidance

bob

Read Answer Asked by Robert on April 23, 2018
Q: Hi guys,
I own TEAM, JPM, AMAT, GRUB, and AAPL in my RRSP. Each are 4-5% weightings with the exception of AAPL which is 10%. I've owned AAPL for years but I've acquired the other 4 companies within the past 2 months.
AAPL - up 140%, TEAM - down 10% (on yesterday's earnings miss), GRUB - down 10%, JPM - down 5%, AMAT - down 5%.
Do you see any issues with any of these companies? Would you HOLD all or recommend adding to or selling any.
I like to buy and hold long term and have no issues with patience. I just want to be sure that there are no red flags on any of these companies that I am missing...or if I should be viewing their recent drops as a buying opportunity.
thanks for the excellent service.
Mark
Read Answer Asked by Mark on April 23, 2018
Q: Roper Technologies ROP, is like an American CSU except about seven times bigger. It's earnings report today was great. Looks like every measure was up. Yet the share price is pretty flat as of this writing. Is it a "sell on news" phenomenon? Is there something negative in the earnings that's not so obvious? Wondering what some of the thinking is behind a flat or negative response to a great earnings report. Of course the day isn't over yet. Thank you for your valued insights and opinions.
Read Answer Asked by Jerry on April 20, 2018
Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.
Read Answer Asked by Willie on April 20, 2018
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