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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: FFIV.us disappointed shareholders and price dropped on results that didn’t look that bad. The shares have run up a lot though. Is FFIV still worth buying? How does it look on pure fundamentals especially debt levels? Do you like its business model? Does it handle competition well?
Read Answer Asked by Adam on January 29, 2018
Q: Hi 5i,

I hold the above in the semiconductor space. Do you think there is too much overlap or do they all serve separate markets. Would it make sense to keep all of the above or should I swap one of them out for AMAT? Would that give me better diversification? If so, which one?

Thanks!
Read Answer Asked by Wayne on January 26, 2018
Q: I sent a question in yesterday and assume it is still for processing. This is a different question. OLED has dropped 20% in the last 5 days. Should I sell it and purchase another US stock. I come across many by reading your questions and answers everyday - the likes of TRHC, NTLA, MYOK and ANET or perhaps you have something better to suggest or do you think this thing will rebound faster than me using a replacement? Thank you, Dennis.
Read Answer Asked by Dennis on January 26, 2018
Q: HI 5iResearch team,
Can you please advise re: US utilities? I believe Stephen Jarislowsky's view that the US $ will increase relative to Can $ in near term, so have converted some US$ to Cdn$ recently with plan to repurchase at better exchange. He recommended US utilities for a longer term hold. Do you concur and if so, what would you buy?
Thank you, Linda
Read Answer Asked by Linda on January 26, 2018
Q: Thanks for your recent reply -- but I think my question was misunderstood.

While I thank you for the recommendations on SQ, CGNX and ALGN, they are all in the Technology sector, which is something I would like to move away from at this time.

Even if I retain a 5% position in Netflix, Nvda and Shopify, that would bring me to a 15% in my portfolio, which I think 5I suggests should be a good enough weighting at this time.

Could you please provide a few names, with good growth, outside of tech? Your favourites?

Please deduct as many points as is required -- as I've got lots in store. : ) Sorry for being such a pest, but I suppose my first question was misunderstood?

Thank you!
Read Answer Asked by Sylvia on January 25, 2018
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