Investment Q&A

Q: Hi 5i, Would you buy (today) these stocks for a 3-5 years hold ? & in which order would you buy them, which ones would drop off this list.

thanks

Q: Hi Team,

Now that DOGE may have had its day of influencing spending in the U.S., do you have any updated thoughts on Booz Allen? I am looking for a dividend grower with a reasonable valuation in the defence/security space. Any other suggestions for companies that haven’t ’taken off’ (pardon the pun) in the last six months in this space?

Thanks!

Q: Do you like Photronics Inc at around $20?

Q: Do you think there is still runway on HOOD or do you feel it's currently priced to perfection?

Q: Curious what your thoughts are on this health reit. Why is it down so much?

Q: There was an article in the Globe and Mail today by David Rosenberg about the aging population and he suggested health care related investments such as health care REITS, pharma, devices, and services. What do you think of this idea and can you give me a few recommendations in canada and the US for each of the 4 categories (health reits, pharma, devices, sefrvices)? A mix of ETFS and individual stocks would be great.

Q: Can I please get your current opinion on rpd?
Is it worth holding onto?

Q: I am looking to increase dividend income, while preserving capital. In a US Rif, of the two mentioned, which to own? Jepi seems more stable with a lower Mer but lower yield. Spyi higher Mer but outsized yield.
Both seem to employ complicated strategies to obtain yield; what are the downsides here.

Q: How do you like its future. 10 years forward looking is there a large addressable market for growth & profitability. Could it be a take over target?

Q: Why is FL trading above the takeover price of $24? Is there a good possibility of a higher offer coming or is it the link to the share price and direction of Dick's Sporting Goods stock? Trying to decide if it is best to take the money now.

Thank you

Q: CSU has grown too large a position in my portfolio, and I am very reluctantly (sadly even) forcing myself to sell a portion.

Along with some additional free capital, I am considering adding four new positions.

I am indifferent to industry, size or region. This is all about growth.

I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.

How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?

If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.

Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.

Subtract as many credits as needed.

Q: IBM- what's happening here?

More to go?

Q: May I have your take on Webull please? (BULL:US)

Thank you.

Q: Happy Summer day 5i Community :

Over the weekend watched a YouTube video of Tom Lee's interview with Korean news, Tom mentioned "GRNY" his recently inception ETF:Fundstrat Granny Shots US Large Cap ETF which runs a concentrated 35 large cap stocks, and has been out performed "QQQ" & "MAGS" so far this year. Could I have your opinion of this ETF if it is worth to give a try and rick facts associated with it please?

Thanks,

Q: Tom Lee is quite bullish on bitcoins and mentioned "CRCL" a stable coin name. What is your take on this one, how does it compare with "GLXY" in terms of risk-rewards for next couple of years? Thanks

Q: Can I get your opinion on SWIM please. Is it likely to take business from the concrete pools going forward? Is the balance sheet in good shape? Any opinion on management and growth? Is it a good buy in the present price range?

Q: Hoping to get your view on this NA small cap. Stock price seems to have taken a huge hit from its IPO at the height of the pandemic years, and although it began a recovery in the last year or so it’s still nowhere near its IPO. What do you make of this company specifically and the industry it operates (leisure products) specifically. Thx

Q: Dear Peter et al:

I understand that JPM won a case against regulators and got their SCB-Stress Capital Buffer reduced from 3.3% to 2.5%. Apparently this frees up 18 B from their reserves and they can invest it wherever they want. I understand that they have announced a share buy back (50 B) AND a dividend hike! (1.50$: 7% increase over the last time).

1. Is this true? If so, is JPM a buy over other banks/Financials? Especially BRK.B?
2. If you don't fancy JPM or BRK.B (you don't like their cash position is what I see in you previous answers), which other large financial would be your pick?

Many thanks.

Q: The stock price of CLBT has been weak and has fallen lower from the February high in the past months. Any specific reasons the down turn ? Please kindly advise if I should continue to hold or sell for tax loss harvesting ? Thank you. Bill.

Q: Lately, these 3 stocks have performed well (exceptionally well). Sometimes it is said, "let your winners run" or "don't be afraid of new highs", however I wonder if they are becoming overvalued or extended beyond what is appropriate. Do you think P/Es of AXON @ 199; SPOT @ 129; or NFLX @ 63 show they are overvalued and it is time to sell? If you think otherwise please explain why they continue good investments and should continue to be held. Many thanks for your excellent service.