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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: Hello 5i,
Please tell me what you can about this small(tiny) US company.
It has had an impressive run and their technology sounds like it has great potential.
Thanks
Dave
Read Answer Asked by Dave on May 08, 2020
Q: Hello,

it has been a year since you last commented on Fluor. At the time, it was trading around $30 and had a healthy dividend yield but going through a transition that dropped its share price. Much more has changed recently, including suspension of the dividend May 1. It's now trading under $10.

I'd appreciate hearing your thoughts on it now as a possible recovery play.

Appreciate your insights as always.
Read Answer Asked by Marc on May 07, 2020
Q: Thank you for May 5th report. # 3 states that this may be an opportunity to trim some names that have rallied significantly to reposition into a more conservative large cap portfolio. Could you give some examples of companies that would fall into those categories?
Read Answer Asked by Lorraine on May 07, 2020
Q: The above stocks are big losers in an unregistered account. Can you please recommend which ones to hold on to and which ones to sell. Any worth adding to?
Read Answer Asked by Lois on May 06, 2020
Q: Shopify has grown to be 12% of my portfolio ( thanks to 5i ) and as a result I need to sell some shares. I was wondering what companies you would recommend as a replacement . Would also appreciate your comments on MDF Mediagrif and TCS Tecsys.
Great work through these interesting times.

W

Read Answer Asked by Wayne on May 05, 2020