Investment Q&A

Q: Hi Team, Any views on Zscaler reporting? Is this security worth investing in?Thank-you. Sam

Q: Hello team, From previous responses, you said you like this company. Any reason you know of why ICHR is falling of a cliff? Would it be opportunity to buy?
Thank you!

Q: I asked 5i about WEC in September 2017. I have held it, to my regret. I now seek a FRESH and independent look by 5i re WEC. Sabrient is a quant shop I have followed for a few years and I was alarmed to see them slap a “STRONG SELL” on WEC. Thomson Reuters is mostly neutral although they appear (I think) positive on the future, in that they gave WEC a 10 out of 10 in their section “Earnings Outlook” . A couple of other analysts I read show WEC as a hold or neutral. I show considerable loss on WEC (almost as bad as I have on ENB.ca). Is the drop in value in WEC and other utilities due to actual or prospective increases in interest rates? If yes, do you think the market has now baked all that into current price? Would you hold? (Can't use as tax loss). If you would sell, please suggest 2 or 3 US names to replace it with?

Q: TSEM.us Tower Semiconductor is a large/midcap company in the Semiconductor sector. It didn’t show up in the search box at 5i. What is your opinion of TSEM? Is TSEM suitable for growth or value? Is it priced well today ? Does it operate in an environment that is likely to grow well with good prospects for price appreciation?

Q: Hello, what do you think of HPE as an investment in the US technology sector? What is the company's debt / cash flow ratio? Is the ratio good? If you had to select just one between HPE and HPQ, which one would that be? Thanks, Gervais

Q: How do you like this co going forward. Is it fair value. Do you see any upside. Thanks Alnoor

Q: Hi,
I quite happy with this stock which seems to have tremendous potential and is well liked by various professionals I know. Any Thoughts?

Slainte, Chris

Q: Your thoughts on these 2 co please. If you were to buy one today? Thanks. Alnoor

Q: Should I be worried about this latest Facebook data concern as a shareholder?

Q: Can you recommend 8-10 small -mid cap USA stocks with high growth potential, good to excellent balance sheets that your team at 5i would own or do own and consider a long term buy. Can be from any sectors. Please exclude the following names, as these are currently already owned: BOX, FLIR, ANET, TEAM, GRUB, LLL, CGNX, ALGN

Q: Hello 5I Team,

Can I please get your views on OKTA? I like the space they're in and thinking of taking a 3% position.

Thanks

Reg

Q: Would you endorse a purchase of Daktronics at this level for a long term hold?

Q: Visa isabout my largest holding (about 10%). I have no real concern about V however considering trimming V and adding to Apple or Amazon I don't own. appreciate your advice

Q: I have held stock since 1997 and I am very happy to continue to hold the stock. Why is the stock price lagging the overall stock market?

Q: Any insight as to the downturn on Wynn ?

Thanks

Q: Hello,

I would like to add one of these two companies to my protfolio.
Which one would you choose at this time.
Thank you

Q: VNOM has been downgraded to a Hold by Stifel Nicolaus - what are your thoughts on this? I am up quite a bit and wonder if it is time to sell.

Q: Hi Peter and Team,
I am thinking of taking a position on IHI and would like to have your thoughts on this etf. Also for US medical industry and for the foreseeable future, does the medical device segment presents a better potential than pharmaceuticals?
Cheers,

Q: My apologies - I forgot to say that I was looking to invest in that thesis with US stocks. I'd like to invest in the thesis that low-mid level income earners are going to start having more income based on a resurgent economy, lower taxes, and a very tight labor market along with reduced immigration. Can you suggest 3-4 companies that would really benefit from this scenario?

Q: Have recently heard some good things about both these companies but as a 68 year old investor who doesn't need to take money out wondering how you feel about them.