Investment Q&A

Q:
This question is prompted by concern I felt upon seeing portfolio consists almost entirely of growth companies, few dividend payers, and no bond holdings. After reading the notes, articles and opinions of several financial analysts and investment gurus, I gather:
— that “value investing” has not worked for the past decade; and
— that now however is the time for investors to adopt a Value-centric approach.
Do you agree with this sentiment? If yes, does 5i have screens (or links to them) of US-listed companies whose share prices have declined more than fundamentals justify AND whose prospects for share price appreciation look good going forward ?

Additionally, IF, and *ONLY IF*, you believe “value’s time has come” do you have a US-listed value-oriented ETF that you care to recommend? I reviewed these two ETFs: ILCV and VLUE. Do you like either one? If yes, do you prefer one over the other? Or do you have other suggestions? Thanks! :ao: sab

Q: Continues to move north. Anything on your radar to account for this?

Thx

Q: Hello Team,

I have been with the above stocks and seen their highs in my portfolio. The punishment for not selling however is to see them crash and burn. Some I still have some money left in and some I have lost 98% of the original investment (APPS).

So, should I just sell them all or is there an argument that one (thinking MGNI) may be worth keeping.

Thanks for all the help! :)

Q: This Brazilian fintech/bank has not been performing well. I have a small position. Not sure if I should add or hold. It is hard to find good info on Stone since it is Brazilian . What is 5iresearch's opinion?

Q: What is your opinion of Money Lion? How do its prospects compare to, for example, SQ, STNE, PYPL or PAGS?
Thanxx!

Q: How would you rank these in terms of their a) upward mobility
B) risk of bankruptcy/price decline
Thanks! Happy New Year
David

Q: Hi,

Could you tell me why Stone is dropping like a ''stone'' given that the quaterly results seemed pretty good ?

Thanks

Q: Hi,

Your analysis of Stone's latest results ?

Thanks

Q: Hi,

Your comments on Stone's just published results ?

Thanks

Q: Thoughts on quarter? Do you consider STNE a close proxy? Both seemed to have bottomed, high volatility with strong potential(understanding South American risk)

Q: Good morning, some colour on the STNE quarter please. This stock seems to be bottoming? Would you concur... a starter position or stay away?

thx, M

Q: Hi,

Could you comment on Stone's results and do you know if Buffett still holds a position ?

Thanks

Q: this stock has been crushed. would you buy it?

Q: Although I recognize that Market Timing is not your "oeuvre", can you comment on the wild fluctuations between STNE's daily high & low today (i.e. and on high volume)? In the absence of any remarkable news could this be indicative of an impending bottom?

Q: Hi team,

Could you please provide your thoughts on the relative valuation of this company currently and if you believe their business prospects are still solid long term?

Thank you

Q: Hi,

Do you consider STNE cheap at the present level ?

Thanks

Q: Can you please comment on StoneCo results. Absolutely horrific stock price movement. What has me perplexed is how the big money has invested in this(ie- Berkshire etc..), are they expecting long term upside? If you owned $50 average would you cut bait and move on or ride out long term?

Q: I am down significantly in the above three stocks. 43 any of these worth holding or is it time to take the loss and move. Where should I invest Although I am also down on well health, I could add to it and average down.
Thanks

Q: Your thoughts please on the Stone quarterly report and the impact on the future direction of the company.Thanks.

Q: Hi 5iTeam,

I would appreciate your thoughts on STNE going forward. I am thinking of taking a position on this company for a 2-year hold.
Cheers,
H