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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: Hi 5i,
I'm not happy about the performance of GSK, what do you think about the performance going forward, also what else could you recommend for international exposure. Currently own Merk and Pfizer.
Thanks!
Read Answer Asked by Mark on October 09, 2020
Q: Hi,
I was wondering how you view Sony and Activision blizzard. Would you own them moving forward? There were reports that Sony would decrease production on the PS5 last month, but they denied the reports.
Read Answer Asked by Patrick on October 09, 2020
Q: Am I too late to enter the chip space, namely Nvidia or AMD? Should I buy one or the other or both?

Your thoughts please.

Bob
Read Answer Asked by Robert on October 09, 2020
Q: HI Team,

Your responses to DKNG so far have been fairly cautious. What do you need to see from them to become more willing to give them your blessing?

How do you compare them to someone like The Stars Group who you have liked in the past? Is this more a valuation and "newness" caution?

Thanks!
Read Answer Asked by David on October 09, 2020
Q: Hi 5i team,
There are a ton of 5G companies that you mention from time to time. One that comes up less frequently is MRVL. MRVL had a virtual investor day today, which I attended, but kept it on in the background. A number of executives gave their views on their major markets, technology and growth rates, which as expected was all positive. The stock traded up for a while but then faded. I did not pay that close attention but was not overly impressed with the day. What say you on MRVL and what is the real point of investor days if there is nothing that noteworthy?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on October 09, 2020
Q: I am looking for US health exposure (growth) and was considering GH, VEEV, TDOC. I already own ZUH, XHC, IBB, IHI. Would you suggest adding to what I already own or would you buy 1 or all 3 of GH, VEEV, TDOC. If you have other recommendations, please include the stocks.
Thanks for your service
Read Answer Asked by Ozzie on October 08, 2020
Q: Hi guys. Which do you prefer ILMN or NVTA and why? And same question for SQ and PYPL....Thank you
Read Answer Asked by Ryan on October 08, 2020
Q: ExP World Holdings is a cloud-based real estate brokerage company with global growth aspirations. Market cap of US$3.5B. Appears to have solid elements including subsidiary division (VirBELA) companies use to create virtual events during COVID. Seeing exponential growth in revenues and stock price. Seeking 5i's opinion. Thoughts on growth trajectory and valuation? Thanks again 5i for all you guys do!
Read Answer Asked by Maury on October 07, 2020
Q: Hi,
This is just a comment on another question - it may be of interest to note JKS has a short float of more than 20%, which may lead to short covering as price rises. suspect it is getting a boost from the overall renewables theme, but short covering might be exaggerating things? Always enjoy perusing the Q&A section - thanks for all the insight!
Dawn
Read Answer Asked by Dawn on October 07, 2020
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