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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: Good Morning 5i,

Just wondering if these two stocks are still a hold or should be replaced?
Intel seems to be having problems with its 10mm process, insider trading and competition from Nvidia and AMD. As for Cisco a report last week claiming that Amazon Web Services plans to start selling network switches to other businesses and other major networking companies could impact Cisco down the road. Should we anticipate that though times are ahead for this network giant?

Thx
Marco
Read Answer Asked by Marco on July 20, 2018
Q: Hi Peter, Ryan, and Team,

I manage my daughter-in-laws small portfolio, and the sector balances are now out of whack due to her recent cashing out of her TFSA for a major purchase.

She now has almost zero in the Technology sector. After I reallocate some funds from over-exposed sectors in her LIRA and RRSP, I'd appreciate knowing what Technology stock(s) you'd recommend at this time that provide a measure of safety and growth (preferably from the stocks covered by 5i. Thanks as always for your valued insight.
Read Answer Asked by Jerry on July 18, 2018
Q: In your answer to a question today where the member had a higher risk tolerance you suggested BOX was a good American choice. I've noted you have done this in the past. Please explain to me why you are so positive on the potential of this company and give me a bit more detail regarding exactly what services the company provides. Once again I can't thank you enough for your services.
Read Answer Asked by Les on July 16, 2018
Q: I should no better than to get 'hungry' for a stock i've been eyeballing for a while the week it announces its earnings but we probably wouldn't have a market if we ALL acted rationally.

I am tempted to buy before they announce. Your thoughts on my irrational needs ( and anything else to inform the cause).

Much thanks,
Mark
Read Answer Asked by Mark on July 16, 2018
Q: Hi Ryan
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.

Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.

Thanks for your insight

Brad
Read Answer Asked by Brad on July 11, 2018
Q: I notice that DBX is declining today while most tech companies are doing well. I’m wondering what the reason is for the relative weakness and if that’s a bad sign. What’s the valuation like after the drop?

Also, in a recent answer you referred to BOX and DBX as the two best in their sector. Did you mean “cloud computing” as a sector? Perhaps you could name a few of their rivals to give me a better idea of what you meant. Thanks.
Read Answer Asked by Brian on July 06, 2018
Q: Hi All, I have a 30 yr old son who is very bullish on cryptocurrency. He is quite excited about a new product, similar to "acorn" which I believe operates as a trading platform in the form of a downloadable app., and allows trade, buy, sell crypto with ease. I think I know your answer, but what do you think of investing in this idea? Is there an existing platform?
2nd question - What can you tell me about Clovyr? Does it trade on the TSX or DOW?
Thank you! The 5i team has helped me invest wisely over the years, and sleep well at night. I appreciate your research and members questions.
Read Answer Asked by Donna on July 06, 2018
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