Q: IN FEB. 2020 I SOLD VISA , THINKING I WOULD BUY PAYPAL BUT I NEVER DID. IS IT TOO LATE TO BUY PAYPAL NOW? HERBERT
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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, I know you don't follow this company but can you provide your thoughts on how expensive its, growth outlook, debt level and general thoughts you might have on if it is attractive?
Thank you
Thank you
Q: I am looking to add some Industrials to my US holdings and wondered if Air Transport Services Group might be a likely candidate. Does it have the same ability to move as Cargojet (no pun intended!) and be a viable addition for some time to come? Is there "balance sheet strength" to this one?
Q: Hi Peter & 5i, Hope you are keeping safe. Is there any overlap with ZSP & ZUQ, is it okay to have both in a portfolio. Also what do you think of OGIG in a portfolio for the Tech sector. It has 65% in the USA, 20% in Hong Kong. Thanks for the great work.
Ivan
Ivan
Q: Thoughts on this US Logistics company. Retiree looking for a bit of growth and a dividend?
Cheers
Cheers
Q: Hello,
it has been a year since you last commented on Fluor. At the time, it was trading around $30 and had a healthy dividend yield but going through a transition that dropped its share price. Much more has changed recently, including suspension of the dividend May 1. It's now trading under $10.
I'd appreciate hearing your thoughts on it now as a possible recovery play.
Appreciate your insights as always.
it has been a year since you last commented on Fluor. At the time, it was trading around $30 and had a healthy dividend yield but going through a transition that dropped its share price. Much more has changed recently, including suspension of the dividend May 1. It's now trading under $10.
I'd appreciate hearing your thoughts on it now as a possible recovery play.
Appreciate your insights as always.
Q: What is your opinion on this company? I bought a small position at $85. Earnings just came out, and the stock is soaring. Good long term hold?
Q: Morning guys:
Please comment on recent quarter.
Thx
Mark
Please comment on recent quarter.
Thx
Mark
Q: DHT earnings metrics were up massively, and they increased the dividend for a forward yield of 20%. Rates for their ships for this quarter are almost double the Q just reported. Is this not a pretty solid buy at this point?
Q: Could you please give your opinion of this company and whether or not you feel it would be a good growth buy at this price.
Many thanks as always
Many thanks as always
Q: Hi Guys,
The after market doesn't like the 1Q numbers for AYX. What are your thoughts? I have a full position. Would you recommend hold or sell some or all?
Thanks,
Dennis
The after market doesn't like the 1Q numbers for AYX. What are your thoughts? I have a full position. Would you recommend hold or sell some or all?
Thanks,
Dennis
Q: Hello 5i
Could I have your analysis of Bill.com please?
In January you said you needed to see execution to justify the lofty valuation. They reported Feb 6.
Thanks
Dave
Could I have your analysis of Bill.com please?
In January you said you needed to see execution to justify the lofty valuation. They reported Feb 6.
Thanks
Dave
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Activision Blizzard Inc (ATVI)
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Microsoft Corporation (MSFT $510.96)
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Thermo Fisher Scientific Inc (TMO $524.80)
Q: I currently own both these 2 stocks for a 4% weight and have done well so far. I was wondering if I should sell 1 % of each and then buy MFST for a 2% weight. What do you think the comfortable weight of these 2 stocks should be? What % would you hold in a portfolio if 5i had a US portfolio? Do you feel that there is a better US stock than MFST for purchase at this time for a retired person?
Thanks
Thanks
Q: This large cap active managed ETF has a very low MER, and has help up well. What's your take?
John
John
Q: What sustainable advantages does ROKU have vis a vis its competitors and which 2 or 3 companies are its top competitors?
Q: What do you think of this co. now?
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Adobe Inc. (ADBE $337.51)
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Amazon.com Inc. (AMZN $216.37)
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Salesforce Inc. (CRM $241.68)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Atlassian Corporation (TEAM $144.56)
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Veeva Systems Inc. Class A (VEEV $286.59)
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ServiceNow Inc. (NOW $888.71)
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The Trade Desk Inc. (TTD $52.36)
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Paycom Software Inc. (PAYC $199.82)
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JD.com Inc. (JD $31.85)
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Rapid7 Inc. (RPD $18.62)
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DocuSign Inc. (DOCU $68.40)
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RingCentral Inc. Class A (RNG $26.39)
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Alteryx Inc. Class A (AYX)
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DexCom Inc. (DXCM $65.12)
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Qualys Inc. (QLYS $128.81)
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Repligen Corporation (RGEN $145.24)
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Match Group Inc. (MTCH $31.45)
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PDD Holdings Inc. (PDD $124.27)
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Palomar Holdings Inc. (PLMR $118.07)
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Five9 Inc. (FIVN $20.61)
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Beyond Meat Inc. (BYND $2.01)
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Chewy Inc. Class A (CHWY $39.03)
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Freshpet Inc. (FRPT $48.35)
Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.
FRPT - Freshpet is not in your database.
FRPT - Freshpet is not in your database.
Q: Unfortunately I bought shares in AYX in February, near its all time high and have experienced a significant loss. It is off its deepest low since March but even with a 5% increase today it is presently still below its best recovery since then. What is your view on its prospects for when the economy solidifies to a recovery - is theirs the sort of product line that will attract good business? Is there reasonable prospect for upside? I see an answer to a question today referred to it having high risk; is there more down side than upside? If you were me, would you move on? And if so, what would be something with more potential and less risk (I know, those sometimes are seen to be mutually exclusive, but perhaps there is something)? Thanks for your excellent service.
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FLIR Systems Inc. (FLIR $57.34)
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Salesforce Inc. (CRM $241.68)
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Welltower Inc. (WELL $165.94)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM $144.56)
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The Trade Desk Inc. (TTD $52.36)
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Roku Inc. (ROKU $92.02)
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Rapid7 Inc. (RPD $18.62)
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DocuSign Inc. (DOCU $68.40)
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Alteryx Inc. Class A (AYX)
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Match Group Inc. (MTCH $31.45)
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RTX Corporation (RTX $157.70)
Q: From a risk profile point of view, please classify each of the above companies as:
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM
Q: Hi folks. In you coverage you say FLIR is Info Tech but your answers say Industrial. Could you please clear this up for me.
Much thanks
Much thanks