skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 2 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: Hi Ryan
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.

Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.

Thanks for your insight

Brad
Read Answer Asked by Brad on July 11, 2018
Q: Hi team,
I follow a lot of U.S. tech. One that I actually haven’t been following closely at all is GRPN. It came to my attention this morning on a Seeking Alpha alert on GOOG. It seems that GRPN may be putting itself up for sale and several U.S. big tech names may be interested (or may not be). I was a bit surprised to see no questions on it yet on your website so time for me to use another credit.

I am never used GRPN but I believe you can sign up and get discounts off meals, travel and many other services. I think it is a highly competitive space and their stock chart looks like a disaster since its IPO a couple of years ago. I don’t like buying stocks just on takeover speculation but it is a nice kicker if there is merit in the underlying business model, which I suspect is likely not the case here.

Your thoughts?

Thanks again,
dave

Read Answer Asked by Dave on July 10, 2018
Q: I just read an article about the future of Esports by B Carlson and he concludes that Esports is (will be) very big. Any ideas how to invest in this growing trend? Not sure that players bet on outcomes, so TSGI may not be relevant. Apparently Bezos owns a piece of the action, so maybe Amazon?
Thanks for helping with this rather difficult question.
Read Answer Asked by Gordon on July 10, 2018
Q: I recently entered into a 2% position in the recent dip when Amazon announced the PillPack acquisition. This dip was shortly after WBA's addition to the DOW. Do companies historically see short to medium term strength after being added to the DOW? The long term trend isn't great on WBA so I am trying to decide whether I should lock in profits and enjoy the successful trade or hold it longer term as an investment. My healthcare allocation is ~5% including WBA.
Read Answer Asked by Marco on July 10, 2018
Q: Cintas has been very good to me but I am seeing comments recently that it is currently very much overpriced and will probably take a serious hit with the first sign of bad news. I believe it is a great company but I am thinking it may be time to move on. What is your opinion of holding on to this stock vs. putting a close stop loss on it?
Read Answer Asked by Elliott on July 09, 2018
Q: Peter and His Wonder Team
Another question about this company if you please. It is about trading volumes. The other day BBOX in a filing to the SEC stated that they might run out of cash by the end of the year and have to file for bankruptcy. The stock crashed from $1.95 to $0.75 in a few hours. Then 2 days later they announce a great giant contract and the stock recovered closing at $2.03 today. The company has 15.1M shares outstanding yet the trading volume today was 61.4M...YES that is right 61.4M. That is 4X more than the entire float. So as a rookie investor I am trying to understand this incredible volume. Is this professional day traders buying and selling ...buying and selling knowing that the price has to continue to rise. Also I notice large orders going through...are these mutual funds buying and selling when they have made a 5-10% profit.
Would you rate this as a very unusual event. Your assessment please! Thank you immensely.
Read Answer Asked by Ernest on July 09, 2018
Q: I wish to add more fixed income to both my Can $ and US$ portfolios. Reviewing recent Q & A has given me information for Canadian options. Can you suggest US$ Etf's for US and/or international exposure. Thanks for your help and continuing good advice. Doug
Read Answer Asked by Doug on July 06, 2018
Q: I notice that DBX is declining today while most tech companies are doing well. I’m wondering what the reason is for the relative weakness and if that’s a bad sign. What’s the valuation like after the drop?

Also, in a recent answer you referred to BOX and DBX as the two best in their sector. Did you mean “cloud computing” as a sector? Perhaps you could name a few of their rivals to give me a better idea of what you meant. Thanks.
Read Answer Asked by Brian on July 06, 2018
Q: Healthcare is approximately 10% of our portfolio. Medical Facilities is the largest investment which we have held for a long time. JNJ and HCP we have added more recently. NVS and AZN we inherited. We want to simplify our portfolio and plan to sell NVS and AZN and add to JNJ. Wonder what your opinion is of DR and HCP specifically and also AZN which I didn't see mentioned in your question section.
Thank you, Marie
Read Answer Asked by J on July 06, 2018
Q: I own these three US traded companies. my question is are they all bankrupt and should I be gifting them to my online brokers TD, to clean up my portfolio. mlkkf,rbeif,guesf
Read Answer Asked by Dave on July 06, 2018
Q: I have 4 stocks on my US watch list and even when the market is underperforming they always outperform the Market. One of them TRHC I asked you about awhile ago and you said it was a good growth story. I should have acted on it then. The other 3 are SRPT, NTLA and FNKO. Which one do you think would be the best taking risk into consideration and which one is the worst taking risk into consideration? Thank you. Dennis an old Sprott Growth Fund holder.
Read Answer Asked by Dennis on July 06, 2018
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!