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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: Those 3 are well underwater but I like all 3 for their long term potential. I need some tax loss and I'm thinking to sell one or all and buy back in 30 days. I wonder if you could think of proxy titles to replace for the next 30 days or just leave the money on the sidelines. Would you sell all or not? DOO is the closest to breaking even is 12% down. The others are down in the 30% range and are very volatile. I need an opinion to help me decide. Thank you.

Yves
Read Answer Asked by Yves on May 27, 2022
Q: Hi 5i , 5G: Can you please pick the best 3 of these Co., best first.
thank you!
F
Read Answer Asked by Fernando on February 08, 2021
Q: I'm looking for your updated views on Inseego as it has been fairly flat since your last question in September. Their CEO was on Mad Money last week and I found the story he told to be compelling. I wonder if you could please describe what their position is within the market, who their main competitors are and what the total addressable market is as 5G gets rolling? Are we in the first or the fifth inning in terms of where INSG can run? At 1.5 billion in what I gather is a huge potential market it would be nice to know if you would rate it is a buy? Perhaps for good measure you can suggest if this has more or less room to run than Marvell and how they are different.

Thanks
Read Answer Asked by Tim on December 15, 2020
Q: Hi 5i team,

Like many here, I follow the 5G theme, but there is a proliferation of participants in many facets of the technology. I own KEYS and am happy there. About a year ago, I put INSG on my watch lists. It has been dormant since then but now seems to be breaking out. I don’t see any real catalysts as such. It missed its last earnings report, but I have read some positive reviews on its 5G prospects for hot spots and SaaS. It is a smaller name and I am unlikely to buy it but I was curious as to your thoughts on it.

Thanks again for the insight.
Dave
Read Answer Asked by Dave on December 05, 2019
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