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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: Could you provide any up- dated assessment you may have re. Novo Nordisk in light of FDA approval of their obesity drug Wegovy. The monthly cost of a regimen of the drug is apparently $800.00 ( without insurance ) . But with 100 million obese Americans and obesity increasing risk factors for many other diseases, might it be a reasonable speculation that insurers may cover the drug at some point. Any sense of how much of this potential might be already factored in and how much might be a potential game changer if it plays out successfully over time?
Thank-you
Read Answer Asked by William on June 09, 2021
Q: Over the weekend, financial press reported that “ President Joe Biden on Thursday blacklisted more Chinese companies from U.S. investment, expanding and clarifying a ban introduced last fall.” This adds more companies that the U.S. says have ties to China’s military complex.

Based on this update would you sell all holdings in Chinese companies and especially ETFs such as CQQQ other? Or would you say this has already been discounted by investors such that now would not be a good time to “dump” possibly good companies? Although I normally look for nuance in answers, on THIS question, more than just a hint would be much appreciated (We understand that you do not study CH companies in detail).

PS: As of midday, CQQQ is about flat (down only half a %; BABA down 1.3% but that could be due to other things, including general weakness in tech
Read Answer Asked by Adam on June 08, 2021
Q: Greetings,

Your thoughts on FUTU Holdings LTD - nasdaq. Apparently the chinese "Robinhood" - digitized brokerage platform. Im especially interested in your take on financials, company guidance,market expectations, and association with TENCENT.

Cheers!
Read Answer Asked by Duane on June 02, 2021
Q: Hi,

I saw a recent interview with Mark Bunting and Jessie Gamble (DKAM Investments) whereby Jessie was highlighting Vitalhub, Topicus and NeoGames. I have followed Jason from DKAM for years and did well by him.
There are already Q&A on the first 2 stocks but nothing on NeoGames.
Can you elaborate a bit more on NeoGames and whether it might be considered investable? I know they have a relationship with Pollard Banknote but not sure about their finance metrics, management credibility, ROE/ROI, competitive advantage, etc.
Can you also pls add this stock to your database as I tried to pull it up but it could not be found.

cheers,
SteveMc
Read Answer Asked by Stephen on June 01, 2021
Q: Hello 5i
Could I have your assessment of Neo Games please. They seem to be in quite a run since their IPO.
Thank you
Read Answer Asked by Dave on June 01, 2021
Q: IDBA Just wondering if you could do some research on this Norway biometric company and if worth investing a small amount in?
Read Answer Asked by kenneth on May 31, 2021
Q: I understand you don't normally follow this company(trades on London Stock Exch.). I have been a long time share holder and am starting to wonder whether I want to continue with it or seek better alternatives. It has been quite flat for some time now and has done some questionable stock 'schemes' and share capital consolidations in the past. I would greatly appreciate any input and thoughts you may have on this company, if any. Many thanks to the 5I team for all their great work!
Read Answer Asked by Raymond on May 31, 2021
Q: NVNXF Would like your thoughts on this company,they are looking to develope and supply lithium batteries for car and houses,they have an partnership with Emera to develope energy storage systems for community micro grids.
They seem to be getting their ducks in a row for potential commercial long term possibilities....
Thanks
Read Answer Asked by Greg on May 28, 2021
Q: Hi team,
I would like very much to read your take on the 3 following industrials, as growth stocks: ZIM-N, CRAI-Q and TGLS-Q (Technoglass). Would you buy it now or do you have better alternatives to suggest ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on May 25, 2021
Q: What is your opinion of BNTX as a 3 year plus hold. Do you believe there is evidence to show there technology is transferable to cancer and flu vaccines. Do you see any potential downside to purchasing the stock at this time or are there other companies that you would prefer in this sector. Thanks
Read Answer Asked by Ian on May 18, 2021
Q: I have been searching for quality emerging market stocks with only moderate success to date. Does your information suggest that either of TIMB or VINP have the financial and marketing wherewithal to be strong long-term choices? Diversification and, to a lesser extent, income are my primary goals. Thanks!
Read Answer Asked by David on May 14, 2021
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