skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi! After this quarter would you sell Unity for a tax loss? Two other growth stocks I own are Crowdstrike and Nvidia. Which stock would you buy with Unity proceeds? Crowdstrike or Nvidia?
My thinking is getting back in at Unity at a later time.

Thanks
Kevin
Read Answer Asked by Kevin on May 11, 2022
Q: Hi 5i,

Amongst other pricey cybersecurity companies, CHKP seems very reasonably valued. It it 'cheap for a reason', or is it a solid stock to pick up now?

Also, do you still like RPD after its recent report?

Is there anything else (besides CRWD) that you prefer in this space?

TIA!
Read Answer Asked by Wayne on May 11, 2022
Q: For the companies listed, do you believe any are at risk of fully going out of business with respect to the current market and recent/anticipated stock pricing effecting their ability to continue to operate? thanks!
Read Answer Asked by Andrew on May 10, 2022
Q: Are these stocks still expensive? In what order would you buy them today?

Thank you for great service.
Milan
Read Answer Asked by Milan on May 10, 2022
Q: Good morning
I would appreciate 5i's thoughts on investing in D2L.
Does 5i have concerns on the company's governance in that CEO John Baker is also Board Chair (vs the preferred model of separating the two roles), had a loan from D2L that was repaid at the time of the IPO, and (I assume) controls decision making through the multi-voting shares.
Thank you for your comments.
Edward
Read Answer Asked by Edward on May 09, 2022
Q: Hi Team,
Atz beat earnings and things appear to be going strong on all fronts for the business…yet the stock tanks some more today. Is this one of those disconnects where an investor should be buying more shares ?
Also …with the brutal tech selloff what are some of todays choices to buy for potential multi bagger over the next few years once the carnage stops? Thanks!
Shane
Read Answer Asked by Shane on May 09, 2022
Q: I am down about 30% with Keysight. I am thinking of selling it to harvest the loss and purchasing Qualcomm in place.

QCOM is much bigger and has a noticeably lower P/E (14.87 v. 27.10) somewhat better Price to Cash Flow (17.9 v. 21.3);

But QCOM has a higher P/B (12.18 v. 6.87) and while not worrisome, a noticeably higher Debt / Equity ratio( 1.8 v. 0.53).

Which matrix would you use to evaluate these 2 companies?

Which of the 2 do you see having a better prospect going forward?

Thank you for your excellent service.
Read Answer Asked by Leonard on May 06, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!