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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: JNJ shares have been sliding down for weeks. Today the company lost its appeal to segregate its talc div for bankruptcy and JNJ Shares gapped down. The talc litigation was already priced in before the decision. The ruling itself was not a real surprise. What gives? Is it much of a risk to add to existing holdings? “Waiting for things to settle” does not always work out when negative factors depressing share values were already known before resolution of said negatives.

Read Answer Asked by Adam on January 30, 2023

Q: Fur those if us who have fallen off the Elon musk bandwagon can you suggest TSLA adjacent stocks for those of us who prefer to sleep at night?

Read Answer Asked by Mark on January 30, 2023

Q: If 5i had 3 US model portfolios (income, balanced, and growth), which model portfolio(s) would you put NVDA into and what weighting would you currently have it around or where would you start trimming? Would you consider it one of those ones where you let it keep running as a winner and trim it along the way (e.g., year to date of 30+%)?

Read Answer Asked by Justin on January 30, 2023

Q: I currently own GOOG, MSFT and NVDA and want to round out my tech holdings with a 3% investment in one last stock. Can you please provide three options - in order of preference - that you believe would make strong additions to my existing portfolio? I would also be interested in the rationale for each of your picks. Thank you.

Read Answer Asked by Maureen on January 30, 2023

Q: Hi, and thanks for all the advice.

I own the following in a unregistered account.
I'm in the red for all of them, BMBL down 59%, ETSY down 30% and PINS down 58%. They have all moved quite nicely in the last month so not sure to hang or or sell.
Do you think that these stocks will recover within 2 years or should I be looking to sell some or all and replace them with something else.
Please list what I should be selling and what I should be replacing them with.
Also your reasons for the swap and a good entry point.

Thanks
Joe

Read Answer Asked by Joe on January 30, 2023

Q: Hi 5i, recently Aurinia's patent challenge has been resolved. The stock price has doubled and then some off the lows which is nice but not where it was before this challenge began. The big deal now is sales for the company. What do you think of the current sales and what kind of a buy out value could be put on this company. I realize this would be a guesstimate but your experience in such matters is much greater than mine!

Read Answer Asked by Mark on January 30, 2023

Q: What do you think about L-T Buy and Holds on the above 6 stocks (ADSK, CSU, ATD, BRK.B, INMD, CNR)? Are there any that you would not buy at the present time? Purchases would be funded by new $ and selling DDOG and APPS? Would you be okay with parting with them as part of adding to the above?

Read Answer Asked by Stephen on January 30, 2023

Q: Hi 5i:
I'm down in all of these , what are your recommendations for each one
HOLD SELL BUY ? for the next 12 - 18 months.
Thank you !!!

Read Answer Asked by Fernando on January 27, 2023

Q: I'm looking to add a US dividend company into my portfolio with some growth.
Can you rank the best, in your view, of these 5 companies VNO, BMY, ABBV, BAC and T? Any suggestions to add to the list?

Thank you,

Read Answer Asked by Stephan on January 27, 2023