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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: In possible answer to Bruce's question about why Shopify and Lightspeed are down heavily today, there was an article on the Motley Fool today which said that anyone buying these stocks was gambling, not investing, as they were both ridiculously overpriced and subject to huge risk.
Read Answer Asked by John on September 02, 2019
Q: Good morning 5i

These two stocks are over the percentage limit in my portfolio. I am thinking about lightening up on one of these. Thought I would ask for your input. I notice in the most recent comments on google you say that you see no reason to sell and that you have a very positive view of it. Broker recommendations seem to have higher expectations for google and hold recommendations for csu at the moment. I am learning towards selling csu. There are no other considerations other which might be the best to hold and the best to sell, at this moment.
Thanks as always for the great service
Read Answer Asked by joseph on September 02, 2019
Q: You have always said that LSPD is very expensive and more risky than other stocks.
Also that it trades at 15X sales
For the last 3 years, haven't you said the same with SHOP which has gone from $50 to over $500 in 3 years time? Shouldn't we ignore them being expensive and just buy them? Of course, in a downturn, they will be hit the hardest.
Read Answer Asked by Herm on August 29, 2019
Q: Hi there, between the 3 of these ETFs, which would you recommend for a balance of growth and stability? Or alternatively, would you recommend simply purchased QQQ or ZQQ/XQQ? Do you see software as a continue growth theme into the future and what is your opinion on the sector? Thank you!
Read Answer Asked by Michael on August 23, 2019
Q: i own ayx, would you own rpd as well, do you prefer one over the other.
team you seem to really like this one,all 3 are cloud based saas, how do you rank them or own all 3.
and unrelated real matters keeps hitting 52 week highs, would you buy it today.dave
Read Answer Asked by david on August 23, 2019
Q: Please comment on their latest earnings. I sense they are making progress on the debt reduction but revenues appear weak compared to prior year. Is the revenue drop the result of selling off portions of the company to reduce debt or is there some other reason? Backlog seems to be smaller but not horribly so which may be a positive. Not sure why they are keeping their 0.01 USD dividend other than public relations I suppose. I suspect MAXR needs to make itself smaller if it wants to show a profit and it appears management has put the company on that road.
I no longer own any shares but am still mildly interested. Without sustained revenue / profitability growth it would be too risky to jump in.
Thanks,
Jim
Read Answer Asked by James on August 22, 2019
Q: Due to extraordinary volatility, I have reduced above stocks to minor positions and have looked at healthcare stocks. Not sure, whether this approach is realistic. Technology seems still to be surging after setbacks. Your assessment is appreciated.
Thank you, Team!
Read Answer Asked by Sigrid on August 22, 2019
Q: Hi 5iTeam,
Cramer on CNBC's Mad Money mentioned a number of cloud stocks i.e. Splunk, Alteryx, Twilio, etc....that are not your household names for cloud stocks. As far as I can see, none of the above stocks mentioned in Cramer's piece are in SKYY's (cloud stocks etf) holdings. Just wondering if you are aware of an etf that are focused on the lesser known cloud stocks.
Cheers,
Read Answer Asked by Harry on August 22, 2019
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