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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: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken
Read Answer Asked by Ken on May 17, 2021
Q: Hi 5i team,

I like the big cap Consumer Discretionary names for growth, and with lower beta than the tech names I own. I think the U.S. consumer is still alive and well. There hasn’t been a question on TGT since it issued its earnings warning in mid-January, as SSS were slower than expected over the Xmas season. If I recall, TGT attributed it to softness in toys and electronics, which it brushed off as not being key categories. The stock sold off but is coming back, so I think that warning is now baked in for the Q4 results. Since then, we have the coronavirus and many factories in China are closed. I think TGT sources many products from China. There could be another warning coming from TGT for Q1 on inability to secure product. What do you think of TGT here?

Thanks again for the insight.
Dave
Read Answer Asked by Dave on February 18, 2020
Q: Hello 5i,
I am up 125% on Target (10,000) and down 25% (5,000)on ZPR. Should I sell ZPR and substitute it with something else that you can suggest and sell TGT. This to buy back in a month.
Would you suggest buying back TGT with the full amount gained or get back to the original amounts splitting the proceeds between your suggested replacement for ZPR and TGT?

Should I just keep everything as is, collect the dividends and watch TGT go up? I do not need the funds.
Thank you and please remove the appropriate amount of credits.
Read Answer Asked by STANLEY on October 29, 2019
Q: Looking to purchase full positions in large caps with steady growth, at least a 2% dividend, and low debt in both the consumer defensive and cyclical sectors. Canadian and US names both appreciated. Thank you.
Read Answer Asked by Maureen on October 09, 2019
Q: Hi team,

I am watching WATCH. Cramer keeps coming up with new acronyms. I think he coined FANG several years ago. Cramer likes large cap consumer names with scale. So do I. I am looking for a new name in that sector to offset my large tech holdings. I already own a full Walmart position. While I like Amazon, I still view it as trading with tech sentiment, despite its classification, and I have more than enough tech. I am not sure it should be in this grouping, but I guess Cramer needed an A. I am considering Target, which I think is back on track after its foray into Canada a few years ago. I think I missed the big run in Costco. I don’t mind buying expensive tech stocks for growth, but I am more reluctant to overpay for consumer stocks. Lastly is Home Depot and it still looks relatively attractive to me here. What is your view on adding either Target or Home Depot for growth or are there other large cap consumer names that I should consider?

Thanks again.
Dave
Read Answer Asked by Dave on July 17, 2019
Q: Could AMZN prior to buying Whole Foods short stocks like Kroger, Costco, Target and Wal Mart and use the money made on the short to buy Whole Foods for the win?
Most companies use cash to buy equities. Or would this be totally offside?
Read Answer Asked by Terry on September 15, 2017
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