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: Correct me if I am wrong, the above mentioned names operate in the same space. If so, which one would you suggest I add to my portfolio at this time. Or would you suggest positions in more than one.
Regards
Read Answer Asked by Rajiv on May 08, 2020
Q: Hello Peter,
While SQ holds the promise when the retailers open, it does not really matter for PYPL. Which one would you suggest.
In your presentation at the MoneyShow yesterday you mentioned DXCOM in the healthcare sector with an increasing demand, company raising guidance and now being included in the index.
If I were to take a position in it, I will not be able to have positions in both SQ and PYPL. Which of these two would you suggest I let go.
Or would you suggest I hold them both and take a pass at DXCM instead.
As always, your opinion is appreciated.
Regards.
Read Answer Asked by Rajiv on May 08, 2020
Q: Hello
I would like to have your outlook on both companies.
Which one do you see as a buy in the current COVID situation with more companies favoring working employees from home .
Can you also comment on the companies earnings and debt.

Thank you
Read Answer Asked by Kristelle on May 08, 2020
Q: Your thoughts please on earnings from RUBI? As a small company with similarities to TTD they don't seem to be performing as well. What did you like or not like in their quarter? Are they well capitalized to weather the storm? Do you see upside from here for a speculative position in a TFSA and would you advise for or against a new 1/2 position.

Thanks!
Read Answer Asked by Tim on May 08, 2020
Q: i predicted shop would do a secondary and sold all my shop 2 days ago.
and i now predict kinaxis does a secondary any day now. i also sold all my kinaxis.
please comment
dave
Read Answer Asked by david on May 08, 2020
Q: Hi Peter and 5i:
Thanks you for all your sage advice during the C19 situation. The question and answer part of your website is invaluable. Also thanks for the special reports you've issued.
I have almost a full position in KXS with the gains from the past year. It is in my TFSA. I'm starting to build a position in DSG with my TFSA yearly contributions. With the run up of KXS would you trim a bit and put the proceeds to DSG. Or just let it run? I know you still like it a ton.
Read Answer Asked by Dennis on May 07, 2020
Q: Hi Peter & 5i, Hope you are keeping safe. Is there any overlap with ZSP & ZUQ, is it okay to have both in a portfolio. Also what do you think of OGIG in a portfolio for the Tech sector. It has 65% in the USA, 20% in Hong Kong. Thanks for the great work.
Ivan
Read Answer Asked by Ivan on May 07, 2020
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!