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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: We are experiencing the third day of steep declines in the US tech sector. Is it time to look at picking up some bargains if so what names would you prefer at today's prices? Would we be better advised to buy an ETF like VGT or individual stocks?
Read Answer Asked by Ron on September 09, 2020
Q: Please, your views on rth-q. VanEck Vectors Retail ETF ? What would you rather buy now in consumer cyclicals ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on September 08, 2020
Q: Hi guys, what a day for Roku. Thanks for recommending that one. I currently hold roku, square, nvda, and docu. I was contemplating taking profits on a few of those winners and moving into other USA growth stocks. Can you give me your top pics at this time? I have a long term timeframe in mind. Thanks as always for your valuable advice.

Jason
Read Answer Asked by Jason on August 27, 2020
Q: I know U.S listed Chinese companies are likely not your primary focus but I'm very interested in some of the tech based companies China is producing (KC.US specifically). I understand there are political risks but do you see 3-5 companies that you find VERY interesting as a mid-term hold? Or is this a space too filled with risk to bother?
Read Answer Asked by Robert on June 29, 2020
Q: I'm curious what your favourite emerging market companies are right now (that can be bought on a US exchange). I currently own MELI and am looking for some other ideas in the tech space. Or can you suggest an etf?

Thanks
Read Answer Asked by Dennis on June 18, 2020
Q: Kim Bolton on Market Call had 2 charts one for Cloud Consumer and Cloud Producer.
Cloud Consumer Stocks
TWTR, SPOT, SNAP, SHOP, NFLX, JD, Googl, FB, EA, DIS, BABA, AMZN, AAPL, ZS, ATVI.
Cloud Producer Stocks
ZM, WORK, WIX, WDAY, SPLK, RNG, ORCL, NOW, MSFT, INTU, DOCU, DDOG, DBX, CSCO, CRM, ADBE.

Can you please suggest 5 top picks from Consumer and producer in order which one would you suggest has Little or No DEBT and good management.

Thanks for the great service
Read Answer Asked by Hector on June 16, 2020
Q: Given whats happening in the US senate now would you dispose of any holdings of BABA, GDS, MOMO, etc?

Re the delisting issue.

Your urgent response would be appreciated.

Thanks

Sheldon
Read Answer Asked by Sheldon on May 25, 2020
Q: Hello 5i Team,
Excerpt from MarketWatch : "the Senate looks set to consider sweeping new legislation that could ultimately bar many Chinese companies from listing shares on U.S. exchanges, or otherwise raising money from American investors." I own ADRs in JD.com and I'm starting to wonder what would happen if they were delisted from the NASDAQ as a result of the above. I fear being stuck with my shares in the company and not be able to sell them at some point in the future. Should I sell them now as a precaution?
Robert
Read Answer Asked by Robert on May 20, 2020
Q: First of all, I can't thank you enough for the excellence of your answers. I have been a member for many years. The answers just keep getting better.
Re my question:
I keep having to trim my tech sector. Perhaps I should sell a couple of names instead of just trimming? Would you please arrange these best to last? Many thanks.
Read Answer Asked by Elaine or Gerry on May 19, 2020
Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.

FRPT - Freshpet is not in your database.
Read Answer Asked by Terry on May 06, 2020
Q: I have US cash to deploy and want to do so gradually in stages. I am already well invested in US Tech and I also have decent positions in COST and AMZN. Could you recommend some other US companies - those that have been unfairly punished by the virus that could be good long term investments. Also looking for some international exposure.
Thank you,
PD
Read Answer Asked by Patrick on April 17, 2020
Q: Hello 5i, if you had to choose 10 companies out of the USA or Canada for a 5 year hold what would you choose?

There is no need for additional comments, the money isn’t needed in 5 years that’s just a timeframe that should hopefully allow for success vs the virus and recovery economically and adapting to the changed world ( going cashless, online shopping, deliveries, remote work etc) Risk is not an issue and neither is sector diversification. thank you !
Read Answer Asked by Michael on March 27, 2020
Q: I managed to do well during this down market. I got out early and have put 83% in DOG, 15% in cash and have 2% in TSLA with and avg price of 189.

I am going to slowly start selling some DOG and deploying some cash. Can you recommend 3 to 5 stocks that I can start small positions in. I have a high risk tolerance and a time frame of 10 years or longer.

Thanks in advance.
Read Answer Asked by Richard on March 24, 2020
Q: What US stocks is 5i staff currently buying and why?
Read Answer Asked by Marco on March 24, 2020
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