Investment Q&A

Q: I am looking at PCLN earnings and I'm not sure I understand the 10 percent drop. Guidance was lowered due to increased spending necessary for future growth. Am I missing something?

Q: Hi Peter: Do you know what caused Priceline to dive this morning? Thanks.

Q: Hi 5I
I've done ok with Starbucks, though its going sideways of late. I feel I can do better some where else. What's your favorite US companies as replacements
Thanks and good job on your web site.
Maurice

Q: I have a recollection that about a month or two ago you suggested a company engaged in artificial intelligence that would be a cheaper alternative to Nvidia. Can you remind me of the name of this company? Thanks.

Q: I am hoping that you might have some comments on this US stock. As I see it, It seems to have many of the things you look for - manageable debt (I think), high
5-year dividend growth (including today's announcement), decent sales growth, high return on equity. Do you see it as a buy for the long term?

Appreciate your insight?

Paul F.

Q: I have owned BRK baby B since 1997. I would appreciate your comments in general, about the latest quarter, and about its long term future. Many thanks.

Q: Hello 5i team,
I am up $6,000 on MMM of the the lost value is $15,500. I just bought $5,000 of GS. Should I reduce MMM by $5000 and buy another $5,000 of GS? I have a $600,000 in equities and this GS purchase would bring me up to 20% financials.
thank you
Stanley

Q: Hi , this is a follow up on my NORSB question; it is called North State Telecommunications , from High Point North Carolina.
I am thinking of including it in my Income Portfolio as a long term hold.
Let me know your thoughts, thanks
Rick

Q: Can I get your thought on McKesson, buy, sell, hold?

Q: What do you think of the recent earnings. Looks exellent to me. Would you add to this position on the earnings report?

Q: SPRINT -would this be a decent pick for capital appreciation, considering the drop due to merger failure.
thanks

Q: Hi there,

I am considering Raging River for a position but hope for your comments on Parsley Energy as an alternative. I already own Spartan Energy. Eric Nuttall seems high on the US producers and has mentioned this as a favourite. Currency movement may add appeal on Parsley? Which would you suggest for a new position and why? Energy would remain a small part of my portfolio.

Q: What are the prospects for recovery and is the present discount justified?

Q: Congrats on the New Site. Love the New Features and Look.

What are you thoughts on HEMP.V and ABCN

Also, E-Sports seems to be a Big Market. Any potential companies that you like.

Thanks. Have a Good Weekend. Barry.

Q: Please provide comments on Hanesbrands. Share price has pulled back in the last few days. I believe due to lower Q4 and FY expectations. Is the recent price drop over done. Currently HBI represents 3% of my portfolio. Should I consider this a buying opportunity or just hold. Are there other Consumer Products I should consider?

I like the new features of the website. At first I found the larger font size and line spacing difficult. Changing the zoom setting (from 100% to 80%) for the browser tab has improved it for me.

Thank you

Stephen

Q: Please rank them on the growth?

Q: Hello, I see that AT&T has not been doing very well, actually down by about 22% since the beginning of the year. How do you explain that poor performance? Should we switch for another name in the same sector? Regards, Gervais

Q: Hi team,
New website looks great; cleaner and simpler to use. I own two of the FAANG stocks; FB and GOOG. I am overweight FB, but I don’t always trim my winners unless I see heightened risk going forward. Anyway, all FAANG stocks that reported earnings in past week or so, plus MSFT, crushed earnings. All FAANG and MSFT got some nice price gains and held those gains. FB did not and they had a blow-out quarter. It seems every quarter Zuckerberg warns of upcoming big spending on the next big issue. One quarter it was video. This quarter it is the need for much tighter security on ads with all the fuss about fake news and the Russians trying to influence the election. FB and GOOG have been dragged before Congressional committees, although FB seems to be getting most of the heat. FB has said it will hire another 10,000 employees to vet ads and stories for authenticity.
What is your view of FB going forward from here? What is the likelihood that Congress would come down hard on FB (and GOOG) and maybe regulate parts of their businesses? Or will Zuckerberg be able to deflect all this heat with the measures he is taking and FB’s earnings will power ahead without missing a beat?
thanks again,
dave

Q: I bought QCOM a couple of months ago with the intention of holding this longterm for the dividend. In light of the potential takeover by Broadcom, what should I do now and/or if/when it gets taken over? If I have to find a replacement, which US tech-sector stock would you endorse for a generous, stable dividend (preferably >3% if possible) and modest growth, for a longterm hold?

Q: I was thinking of buying zbh for a long term time horizon. I know it's not your area of focus but would appreciate any feedback you can provide.