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: I currently hold a 2% position in Unity (at breakeven) and I am considering adding to 3% or diversifying with a starting position in Roblox since it is struggling at the present time? It would be a 5-10 year hold.

Your thoughts would be appreciated.
Kevin
Read Answer Asked by Kevin on February 18, 2022
Q: I have very limited tech exposure in my portfolio (AT, SYZ, LSPD & TIXT all less than 5% each) and I am interested in these 3 names due to recent tech down trend.
1) Can you provide your opinion on them and suggest which one of the three is cheapest in terms of valuation ?
2) which one would be your best pick of the three, and why?
3) Also pick and explain the second choice.
Growth investor with med-high risk appetite and looking at 5 to 10 year holding period.
Thank you
Read Answer Asked by Jabs on February 18, 2022
Q: Pltr got hammered 15.75% today after Q results.Please comment. In light of the above & market backdrop,I am thinking of selling and take my losses as there maybe more pain,& maybe replace it with Goog &/or Msft. Please provide u opinion.Txs for u usual great services & views.
Read Answer Asked by Peter on February 18, 2022
Q: My position in ROKU has decreased to less than 1% with the losses it has taken from the highs (bought at $353/share). Would you recommend adding to it at these levels? How expensive is it right now? Is it at the high end of its peers? I am comfortable with risk, is held within my TFSA, and looking 5+ years hold.
Read Answer Asked by Justin on February 17, 2022
Q: What are your thoughts on the earnings. I hold stock in my account and joint account. Both are in Cash account.

Tax Purpose - When I sell do I need to Average combine both accounts. Or I need to report profit separately since one is in joint account and another my own account.

Thanks for the great service
Read Answer Asked by Hector on February 17, 2022
Q: Your top 10 US growth stocks please. Thanks.
Read Answer Asked by Peter on February 17, 2022
Q: Both of these health care stocks fell significantly after reporting what appear to be decent earnings. They are both expensive -- less so now -- and high valuation stocks are currently being punished. But the drops seem overly harsh. Could you please comment on their earnings and guidance. Is this a good time to buy? Thanks.
Read Answer Asked by Ron on February 17, 2022
Q: Hi Peter and 5i,
Would you please comment on GRMN earnings?
With regards to their future guidance for next year - Sales $5.0B up to $5.5B, GM% - 57.5% down from 58.0% (also down more so from previous years), Pro forma EPS $5.90 basically the same as this year at $5.82.
I like their $3.1B cash position.
Do you think supply chain issues are the main driver for their GM% reductions and thus their EPS in 2022 guidance? And do you see GRMN returning to their steady growth (single and sometimes low double digit) beyond 2022 and would you continue to hold this stock for the long term (5 years +)?
Read Answer Asked by Dennis on February 17, 2022
Q: Is this (160) a good entry point for 3M if looking for a strong dividend payer? How about the potential risk related to several lawsuits in the U.S. The company is not getting back to its full earnings potential as the global economy is facing a downturn.
Read Answer Asked by Alessandro on February 17, 2022
Q: Do you think that DIS share price will be more sensitive to 1) Disney+ performance, 2) theme parks/cruises or 3) theatrical and linear TV businesses? There is likely still some re-opening upside for 2) but I suspect that they will find it difficult to continually achieve lofty expectations for 1), and I assume 3) will be under pressure as well. I'd appreciate your thoughts on holding DIS or selling. Thanks.
Read Answer Asked by Ben on February 17, 2022
Q: Hi Peter, Ryan, and Team,

I know you like GOOG, and am wondering if the following story is further reason to buy some/more, and perhaps a reason to lighten up on MSFT?

https://www.thurrott.com/mobile/chrome-os/262838/google-wants-to-turn-old-pcs-into-chromebooks-with-chrome-os-flex


Thanks as always for your insight.























Read Answer Asked by Jerry on February 16, 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!