Investment Q&A

Q: You have mentioned J quite a bit in the last few weeks. My son’s portfolio is short industrials and US stocks. At what point would you pull the trigger and buy J. I noticed earlier today that you said you were still watching it. He owns SIS, TFII and CAE and it seems J would be an excellent fit for his portfolio. Thanks

Q: Could you provide an opinion on QuantumScape and its merger with KCAC as part of going public? Is this something you would endorse starting a small position in before the merged listing completes? Thank you as always.

Q: Can You give your opinion on these two stocks in terms of valuation and potential returns within the next three years
would you advise to buy ?
I noticed altimeter capital has these two stocks as
a large percentage of the portfolio at approximately current prices
thank you

Q: I'd like to get your more recent thoughts on a position in XPEL? Fundamentals look pretty good here. Thanks

Q: Hi,
What do you think of Costco's long term outlook. Is it a buy at the current price?
Thanks,
Matt

Q: Your thoughts on CVI ? Thanks

Q: Hello 5i Team,

I'm considering selling my slumping AYX and replacing it with either JD for some China exposure, CRWD, or CRM. Just wondering if I can get your thoughts on this and a ranking for a five year hold. I would be selling AYX with a small gain, but I know it's not expected to do much in the short term and maybe prospects are better elsewhere? Thanks.

Q: hi,
apple is about 14% of my portfolios is good to increase at 20% after the split
thanks Jean guy

Q: My powder keg is dry waiting for the covid 2nd wave and in my opinion anticipated second market adjustment. The recent jitters made me realize I haven't made my buy plan for my cash...I am pleased with my portfolio and don't have any huge gaps, I am slowly switching from growth to income so am looking more toward your income portfolio for inspiration. In Canada ENB and H looked like good buy options and I already own Suncor so would top up on that as well to a full position. In the USA I am leaning towards P&G and Coke. These complement my current holdings and I feel these additions will do OK in a possible extended covid induced economic slowdown as well as be good long term income holdings.

Any names you wished you had added on the last drop or names you are watching with interest?

Q: Going forward past the covid and the US elections, what sectors would you prioritise and what would be your picks in those sectors
Thanks for the great help

Q: "Hello 5i team,

As we approach election season and Q4, the markets look to be taking a bit of a downturn that is reminiscent of earlier this year in Feb/Mar.

What are your thoughts on what's ahead for Q4 in terms of buying? Are there any industries and/or names that you would suggest to focus on?

Specifically, I am considering AAPL, MA, SHOP, SQ and AMZN on the current correction, given the upcoming holiday and gift buying season is likely to have a lot of ecommerce action and new apple toys, with payment processing being a natural fit.

If you could suggest your views on which industries and names have typical strength Q4 that would be appreciated.

Thanks very much! "

Q: New IPO your thoughts on this company, too early topurchase?

Q: hi, what is your thoughts for those two stocks 1% each on my portfolios.
Crowdstrike CRWD, and Draftkings DKNG.

jean guy

Q: Sorry if this is a repeat question. Who do you like as an investment for coming up with a covid vaccine.

Thanks Steve

Q: HI 5i,
New IPO for Unity Software, your thoughts? Too early to take a postion?
Thank you.

Q: How big is the acquisition of zemimex media and bethesda soft works.

Q: would you have any comment on this company. Some one told me that it is part of parts for trucks and expects to have upside to mit in the very near future.

Q: Since their last acquisition, the share price of Becton Dickinson fluctuate a lot. Will you buy the shares at its current price?
Is there a better alternative in the US health sector. If so, what would you suggest?
Thank you

Q: First of all, thank you for all your great advice. It's appreciated.
I'm interested in ideas for some good stocks involved in "data protection," please. Basically cyber security I guess, but more specifically the protection of what the everyday individual does on the internet, social media, etc (ie: your personal data) from being collected and used by Facebook, Google, Apple, Amazon, etc, etc, etc.
If you have a differing opinion please feel free to express it, but my thought would be that what is done with our personal data and all the compounding issues that tie into this theme are a societal issue that will hopefully get a lot of attention in the coming years.. decades..
Thank you.

Q: I see Fortinet is down since it last reported. Could you give me your outlook for this stock at this point? I own HACK and done very well but would like to hold a stock in the sector as well.