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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: I recently purchased Qualcomm as it seems to be a frequent recommendation of 5i's.
I'm around the break even point at this time due to its decline on Friday after news came out about Apple making its own chips, replacing those of Qualcomm.
This represents about 11% of their revenue.
Do you still recommend holding the stock or switch to something like Nvidia?
Read Answer Asked by Bruce on December 14, 2020
Q: Hi guys. Would you be able to tell me your ratings on these medical stocks for growth and risk please. It would be a 3 year time frame minimum. Thks again for the great job you do.
Read Answer Asked by wilson on December 14, 2020
Q: I have the above U.S. tech companies thanks to your help.
Medtronics hasn't done much in the past year - should I hang on to it?
Am wondering about purchasing VEEV or Unity Software.
If I were to add to the above positions, in what order would you do this?
Thank you so much for all your valuable help!
Margaret
Read Answer Asked by Margaret on December 14, 2020
Q: Hello 5i
I’ve owned LHX for almost two years. I’m getting impatient and wondering if you would endorse a move to TT for more growth? Or any others in the same space.
Thank you
Dave
Read Answer Asked by Dave on December 11, 2020
Q: Hello 5i
Could I have your opinion in PNSL please?
Also who would their competitors be?
Thank you
Dave
Read Answer Asked by Dave on December 11, 2020
Q: I am intrigued by how VEEV has succeeded over the last 5 years. In 2015, one commentator on BNN stated that salesforce (CRM) would likely crush VEEV, because all VEEV did was customize existing software (so reduced start-up costs) and sell it in the life sciences vertical, while undercutting its competitors on price. It then quickly gained market share. Why did VEEV succeed and how did it fend off CRM and others? How big is VEEV's "moat"?
Read Answer Asked by Alfred on December 11, 2020
Q: Contemplating selling VGT and buying ARKK. The only thing stopping me is ARKK's 10% investment in TESLA. Would you stay away from ARKK given its strong bet on this one stock with a history of volatility? Additionally, how do you see TESLA's price (and therefore ARKK's) being impacted by TESLA's addition later this month to the S&P500? Thank you.
Read Answer Asked by Maureen on December 11, 2020
Q: Hi 5i team,
I will use XBC as an example here. It is now approaching $1B market cap. You guys always seem to reference this as a magic threshold that can bring in bigger investors that either don’t like the small cap space or are not permitted there by their mandate. I am curious if this is a key threshold for just Canadian companies or is the threshold typically higher for U.S. companies, where the cap sizes are proportionately higher.
Thanks again for the insight.
Dave
Read Answer Asked by Dave on December 10, 2020
Q: There is a rumor that CISCO might buy FSLY. If they do what price range will it go for. How much Debt or CASH does FSLY hold. News is only on some site. Is there anything on Bloomberg?
Do you think CISCO is a good fit or any other company that might be interested to buy?

Thanks for the great service
Hector
Read Answer Asked by Hector on December 10, 2020
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