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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: Fanuc corp has really taken a hit. I’m down 22% with a position of about 1 1/2% position in my portfolio. Do you think it’s worth adding to the position? Why is it down so much?
Read Answer Asked by Anthony on April 27, 2018
Q: Can you comment the last financial results and give your opinion on this company? What can I expect for the short/medium term if I hold on? Is it worthwhile to hold or better to sell to pursue better opportunities? Finally could you suggest 2 or 3 stocks that would be a good value at this time? Thanks
Read Answer Asked by Michel on April 26, 2018
Q: I hold these 3 bowzers and am obviously getting whipped. Is there any sound logic in combining the 3 into just one of them and that one would have the highest probability of the quickest recovery? I would turn to 5I for advice on which one that would be.

Carl
Read Answer Asked by Carl on April 26, 2018
Q: Hi, Guys
A couple of questions for your insight.
1) Have the Semi conductors been punished enough??
2) Any thoughts on MongoDB - seems to be an interesting disruptor
3) Manhattan Bridge Capital - seems to bevery stable and has a good dividend, Any thoughts??
Cheers, Chris
Read Answer Asked by Christopher on April 26, 2018
Q: I am new to 5i. My question pertains to portfolio management within 5i portfolios.

I have read your paper on when to sell a security - it is an interesting article. I am wondering if you have a similar paper on when to buy a security? Members who joined at inception have benefited by your portfolios. I am following your BE portfolio and have slowly transitioned my exiting portfolio to resemble your BE portfolio. At the end of last quarter I purchased AIF, ENB, WSP, SJ, SLF, KXS, COV and VB. With the exception of WSP all are underwater.

I have read enough of your posts to gather you avoid market timing and instead take a long view of five or more years. The markets in the USA are late cycle, rising rates, inflation and global tensions are front and center. On several occasions you recommend members raise cash to protect against market downturns however your BE portfolio has a 3% cash weighting .

My question is - do you have a paper on when to purchase securities you have deemed worthy of purchase and how should members raise cash within your portfolios?

Thank you
Read Answer Asked by Glen on April 26, 2018
Q: Are any of these a buy in your opinion and if so in what order ? Thanx Robbie
Read Answer Asked by Robert on April 26, 2018
Q: There's lots of chatter about a secular rotation out of stocks and into bonds. The US 10 year treasury bond has crossed over 3% and lots of speculation about more interest rate increases coming from the Fed. I've seen declines in my bond proxies (REITS, Utilities, Pipelines, Infrastructure, etc.) over the past few weeks but in recent days lots of talk from talking heads and analysts suggesting that the market has peaked and could be time to rotate. What is 5I's position?

Carl
Read Answer Asked by Carl on April 26, 2018
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