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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: Good morning team. I recently exited ATVI with all the sexual harassment allegations directed at the management. Didn’t sit well with me from an ethnical point of view. I did however do well with the stock. Wondering if you could suggest a couple of comparable companies to replace it. I do like the space. Thanks. Happy long weekend.
Read Answer Asked by christopher on September 03, 2021
Q: The large toy companies have warned there will be big shortages of toys this fall and winter and that prices will be higher. What industries will be the winners and losers? If people choose not to spend on toys where do you think that money will be spent on, assuming it will be spent?
Read Answer Asked by Murray on August 31, 2021
Q: Would welcome your interpretation of the recent Quarterly Results reported from Roblox, and your opinion on the merits of holding a position in the stock as part of a technology growth-oriented portfolio, or identification of any peers that may offer a better risk/return for a 5-year hold. Thanks as always to you and your staff.
Read Answer Asked by Michael on August 27, 2021
Q: Hi 5i,
ATVI reported earnings today and shares are down over 5%....and considering initiating 2% position for 3 year hold.

How were the earnings and how do you view company going forward? What is your opinion on this company and would you be interested in starting a new position?

Why/why not and if so, what would you consider good entry price.....Suggestions for alternatives in same space?

Thx
jim
Read Answer Asked by jim on August 05, 2021
Q: Hello 5i what are your thoughts on PINS, SPOT, ATVI and RBLX recent declines, I think all are overreactions for varying reasons (ATVI/RBLX getting dragged down with China crackdown on gaming, PINS USA MAU declined but everything else looks good, SPOT ... not sure what really changed here but it took a huge dive..) I like to buy a stock I know and follow anytime there is an overreaction like this. I know ATVI has culture issues with female harrasment and that has dragged them down as well but I don't really see how any of these stocks trajectory/themes have really changed all that much. How do you view these 4 stocks?

Read Answer Asked by Michael on August 03, 2021
Q: Hi. There seems to be some confusion between a “ gaming “ company and a “ gambling “ ( or betting ) company. For example, EGLX is involved in gaming while WYNN is involved in gambling. Two very different activities. Derek
Read Answer Asked by Derek on June 08, 2021
Q: Hi - Need some insight. I have had SWK for awhile and it has done well, but I am not sure how much more room there is for it to grow. I am thinking of selling and using the money on ATVI. Only concern is that ATVI might be a "Covid" stock whose value will decline with a vaccine. What do you think about these moves?
Read Answer Asked by Patrick on November 13, 2020
Q: Hello,
For a TFSA with a long term horizon (5+ years) would you please rank these companies, keeping in mind their current valuation?
Also, are there any that you would shy away from/not consider?
Thanks for your help
Read Answer Asked by Antonio on August 12, 2020
Q: I currently own both these 2 stocks for a 4% weight and have done well so far. I was wondering if I should sell 1 % of each and then buy MFST for a 2% weight. What do you think the comfortable weight of these 2 stocks should be? What % would you hold in a portfolio if 5i had a US portfolio? Do you feel that there is a better US stock than MFST for purchase at this time for a retired person?
Thanks
Read Answer Asked on May 07, 2020
Q: Hi,

Which would you buy for the long term or is there a better choice? I'm surprised at the low beta of both ATVI and TTWO as I don't like volatility.
Would you wait or buy now?
Read Answer Asked by Graeme on April 17, 2020
Q: regarding cyberark software - CYBR-US - do you think there is more upside in this stock? What do you think of this company for a long term investor - any other stocks in this sector you like - any stocks you like in the e-gaming space? - Thanks
Read Answer Asked by Karen on January 27, 2020
Q: Classic Warcraft came out and the new call of duty releasing in the fall along with Overwatch 2 and Diablo 4 possible release(s) in 2020 (one of them)....what are your thoughts on this company and possible resurrection! The stock really went down starting in Nov 2018....but I see in the past month the stock seems to be on the move and I see a few analysts recommendation to buy. Thoughts on buying and timeline?

Thank you guys for the great site.
Read Answer Asked by Brad on September 09, 2019
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