Q: Hello 5i,
I've been looking at Fortinet for a while now. It's had pulled back a lot with the market and an apparent miss on earnings.
Can you comment on this companies prospects and are there others in this space you would prefer?
Thanks
Dave
Q: I saw my Q and one other today. The response to both was that you had comments in today's Q&A. When I search I only find the same two questions for today.
Q: Good Morning 5i
WEED/Constellation deal completed and a Fundamental Change news release today. Market sort of ho hum on information which is I guess expected as news is old. Anything in the document that peaks an interest.
Thanks for taking a look!
Q: So far I have not invested in any reits. What are your thoughts on dream global reit or would you suggest something else. This would be for a 5 year hold.
Thanks
Q: Hi,
thanks to 5i, my portfolio is fairly well diversified and overall doing quite well. The equities listed in this question are the ones I'm down on the most, some are near 25-50% losses. What general guidelines help determine whether to sell these 'losers' and move the remaining funds to other stocks or whether to continue to hold? Can you list each of these with a buy/sell/hold on a longer term (20 yr) view, these are all 1-5% each of the total portfolio. Deduct as many credits as needed since there are really two questions here.
Q: Hello 5i Team,
I was curious on your thoughts about Fairfax India and Africa Holdings and why are both these positions down significantly (below BV). I hold both a 5% position in my account and wondered if I should add a bit on the premise that the USD is near its all-time high as well as benefiting from tax-loss selling.
These appear to be well managed holding companies that are invested in the growth of emerging markets.
I appreciate your response and thank you for the great service you offer.