Q: Hi
I sent a question on July 1st but have not received an answer. I was wondering what your thoughts are on this company? Would you buy it in to-day's environment?
Also, do you know of a service for US stock similar to your Canadian service?
Thank you
Steve
Q: Hi 5i,
I would like your opinion Concerning the recent IPO of DNB. Is this a company you would consider for a new investment. Why/why not?
I see most recently that DNB had been taken private last year in 2019 and now has gone public again. Is this an action that raises a warning flag of some type.
Thx
Q: Which company in your opinion would be the best investment in IoT chip market. I saw a report saying that this market would grow to 525.4 billion by 2025. Thanks Ernie
Q: Can you explain why this was down so much even after Warren Buffet made a sizeable investment? Is this because Buffet got a good deal? Why would the company do a move like this?
Do you have any thoughts about Curtiss-Wright? Seem like good end markets, valuation, not too much debt, free cash flow generation, share count is steady, etc.
I appreciate that you don’t follow them but looking for an alternative to RTX and the like.
Q: Hi folks
I would like to add a bit to my Industrials. What do you think about Old Dominion Freight at this juncture? I believe they have been around since 1934 ish. I am looking for a steady eddie with some growth.
Thank you for all the support you give us every day...
Q: I have very little healthcare in my portfolio and also need to diversify geographically. There are so many opinions on what types of healthcare to invest in (drugs, medical devices (knees, hips), insurance, pharmacies, etc.) that I am struggling to jump in. What would be your top three healthcare related choices (outside Canada) to invest in for the long term.
Q: Peter and His Wonder Team
If you had to choose one gold company to hold for the long term which would it be. HMY has just hit a new high and appears to have momentum and good leverage if gold goes higher. On the other hand GORO has less geopolitical risk, appears to be well managed but seems very range bound with resistance to follow the sector. Is this more of a short term problem for them. I am in a quandary. Your thoughts please! Thanks!
Q: I have a massive,massive gain in MSFT after buying this in the low $20 range over 10 years ago. Would you sell off a portion and invest the proceeds in IWO or just hold on to MSFT? Thanks Ron
Q: Can I get your thoughts on the Lemonade IPO please, the market seems to eat up all the tech ipo's these days. I couldn't resist myself, but what does 5i think a ballpark fair price would be for something like this?