skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Was considering a position in Equinix. I’ve read that the company lowered it’s Adjusted Funds From Operations (AFFO). Would you say this is reflected in the stocks chart. I understand that AFFO is typically used for Reits. Would you look at Equinix as a tech stock or a reit? Would it be a good time to buy, do you think they have a good future, do they have a good moat?
Read Answer Asked by Anthony on May 23, 2018
Q: Hello 5i Team,
Thanks for your great calls on MU-Micron (up 6% in pre-market today) in one of your responses to members' questions & PHO-Photon.
Please let me know your opinions :
WWE recent increased 28% in three days due to new deal with FOX: buy more, sell or hold
OXY: buy to replace EQNR-Equinor ADR (New name of STATOIL) - we bought in November(up over 35%) in our US- RRSP account. Reason for switch for same growth, OXY has no dividend tax withholding and lesser currency fluctuation.
RMBS-Rambus: buy, hold or sell.
Thank you for the great work.
Read Answer Asked by Nhung on May 23, 2018
Q: I believe Axon sells more camera wearing devices than Tazers these days. The camera is one aspect of the sale but the ongoing revenue stream is from the servicing and maintenance of the information. I have been told that Axon has more information in the Cloud than You Tube. They have recently open up operations in Europe as well.
Read Answer Asked by stephen on May 22, 2018
Q: Hi team,

I have been in SQ now for over 6 months and quite happy. Last night, PYPL bought iZettle, a Swedish payments company that is in competition with SQ. I guess good and bad about this for SQ. The bad part (for me anyway) is that PYPL did not buy SQ as that was speculated as a good possibility for some time. It also makes PYPL a stronger competitor for SQ. The good part I guess is that PYPL’s push into this segment endorses the “bricks and mortar” payments side where others are lukewarm about this segment but SQ has a strong presence. What is your view now about the competitive landscape for SQ and does this make a bid for SQ by another candidate more or less likely? I know you guys don’t like speculating on takeovers (except for SPOT, lol).

Thanks again,

dave
Read Answer Asked by Dave on May 18, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!