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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: Thank you for your prompt answer; I was not sure whether the company consistently advised much lower prospects or whether there was some seasonality to their earnings. My take is that corporate earnings prospects do need to be as accurate as possible and is an appropriate response, and guidance, to shareholders investment.
Read Answer Asked by Mike on February 12, 2025
Q: Can you provide a short list of small or mid cap US stocks that you would recommend?
Read Answer Asked by Jim on February 12, 2025
Q: Hi folks, watched podcast with Ryan Modesto, and for 5i members, I would say this is a "Must Watch"...again many thanks to 5i and great staff led by Peter, Ryan Modesto, Chris White, & others, for so much great information for DIY investors...had never heard of Genius Sports Geni/q prior, but more I heard...more I liked and took position...your thoughts of Geni going forward once works it way thru the $8.50 finance....thanks again for all the great work 5i does/provides to us newbies, jb Piedmont QC
Read Answer Asked by John on February 11, 2025
Q: What is your opinion on this stock, doesn’t seem to be in your data base.
Read Answer Asked by Greg on February 11, 2025
Q: I would appreciate your comments on these ETFs [plus Capital Group Growth which did not register- CGGR] - my earlier question was too broad. How to go about assessing them one against the other. Would appreciate guidance on which ones are keepers for long-term hold. How would you evaluate them. Thanks
Read Answer Asked by sam on February 11, 2025
Q: To the gentleman who responded to my earlier question on this issue - the revenue for the past quarter was $168.6M vs $152.7M estimated, although I am not sure where the latter figure came from, but the forecast revenue for Q4 is only $132M which is down substantially, and not up, from their current revenue of $168.6M; hence my question and concern. Rational analysis indicates that the prevailing rate of growth will not be sustained in Q4 and the past quarter(s) was/were an aberration for reasons unknown to me for certain. Can you please elaborate.
Read Answer Asked by Mike on February 10, 2025
Q: This T Rowe Price ETF is a US equity only .31% MER broad based ETF spun out from a Lipper and Morningstar award winning fund that was approximately 60% equity with a variety of fixed income holdings making up the remainder. David Giroux the manager is highly respected. Could you look at the holdings and the long record of the fund that gave birth to this ETF and provide your critical review. I would like to average in to at least a 10% holding as I see this as a strong long term sleep at night well managed reasonable cost candidate. Thank you.
Read Answer Asked by Ken on February 10, 2025
Q: I've held XYZ in a reg account for a while now awaiting a recovery (down 50%) that never seems to take hold. I have to imagine there are much better opportunities, particularly in the US tech space. What would be some suggestions for replacement I could explore. I've had my eye on FOUR for a while, thoughts on this one as well would be very much appreciated. Thanks so much.
Read Answer Asked by Tony on February 10, 2025
Q: Just wondering if you have any thoughts regarding two companies that operate in the footwear category: Deckers and Skechers. These companies appear attractive because of their offerings in the marketplace. Deckers owns the hugely popular HOKA brand while Skechers has developed the step in technology which, I think, is a game changer.

Are you comfortable with either or both for small positions in an otherwise diversified portfolio.

Thank you

Brad
Read Answer Asked by Brad on February 10, 2025
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