Q: Went up 25% today, I see no news , do you ?
Should I keep it or sell, am -5% even after today.
It has not moved along as other tech stocks,can you comment please ? Also lots of lawsuits against IQ, do you think this is the reason for poor performance ?
Thanks
Q: 5I Team, Good Morning.
I hold IQ a small position 0.5% on a registered account (lost 32%)
I noticed there is a recovery since oct.
I can be patient.
Buy more, hold or sell.
Your thought please. Thanks
All the best for 2020
Q: With the guiding lights of 5iResearch, my portfolio value has reached all time high. I would like to express my deep gratitude to Mr.Hodson and his team for the great service, knowledge, education and support.
I am a DIY concentrated, unbalanced, buy and hold investor. Not all of my holding stocks fared so well and contemplate a Spring Weed Out. My losing stocks are namely TSGI (-47%, 2% of portfolio), TCL.a (-45%, 0.6%), IQ (-30%, 0.4%), PHO (-25%, 1.1%), COV (-13.5%, 1%), GUD (-7.4%, 2.5%), TOY (-5.1%, 4.5%), NFI (-4.6% 0.5%), and TV (-68%, 0.01%). Please kindly advise if any of the above holdings require chopping or double down and rank them in priority ? Please deduct deduct my question credits as you see fit. Thank you very much.
Bill
Q: I am thinking of shifting my portfolio to overweight Chinese equities such as Baidu, Ctrip, Iqiyi, NIO, JD.com, BABA, Tencent. I have a very high risk tolerance and these are all long term holds 10+ years if needed. Couple of questions, firstly any red flags in any of these names. Secondly, what do you think of Chinese equities in general? My thesis is that the Chinese market sold off aggressively last year and valuations look cheap. Trade wars seems to have been priced in and if we get some type of deal potential upside there. I know the economy is slowing, but I believe this is priced in also as thats all I hear almost on a daily basis from BNN, Bloomberg, CNBC, etc. Also, the possibility of stimulus and rate cuts seem bullish for the equities. Your thoughts? Thank you.
Q: Gentlemen,
I hold these 5 companies in the U.S, market and wish to hold at 5. I know you don’t have my total portfolio to view but would you replace any of these companies with any others such as SQ, BOX or any others you wish to name? Thank you for your amazing service, you give me a confidence that didn’t exist before I joined you guys.
Andy
Q: I would appreciate your opinion on these three companies. Softbank seems undervalued based on their asset base. IQ, after the correction, appears interesting. Would Etsy be sufficiently competitive with other web retail sites?
Thank you for your input!
Q: Hi 5i
It seems that CGNX will take some time to recover (down 20%) and am wanting growth. Is it worth holding for 2 or 3 Q? Could you give me your opinion on replacing it with IQ or Box, or another suggestion. I have a small position in IQ which looks promising. Thanks for your help.
Gary