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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: I have a well balanced 5I style portfolio, Thanks. Regarding my US holdings I have SPY, EFA, IBB, IWO, VIG, TAL, YUM, XLY, AAPL and a little US cash. Apple is flat, the rest have been fantastic. What do you think about selling Apple and buying something tech like such as QQQ with about 4% of my US portfolio? If you think this is a good idea is QQQ the choice or something else in any sector?
Read Answer Asked by William on March 10, 2014
Q: I lost a lot of money on Apple when it fell from $640 but I sold at $540 and bought back in at $490 on the way back up. I think it is a GREAT company with solid earnings growth and a low P/E but the market has a hard time giving it the same kind of respect that it gives Google, Amazon, Twitter etc.
What do you think about the stock for the next year and what would make you sell it?
Thanks,
Ken
Read Answer Asked by ken on December 17, 2013
Q: Hi 5i team,

I have held Apple for about a year. What's your thoughts on the stock within the next 2-3 years for growth potential? The company needs some sort of catalyst to get it going again, which seems like just a matter of time. Would you recommend being patient and continuing to hold this one? If not, is there another name in the sector that you would recommend switching into?

Thanks as always,
Read Answer Asked by Jonathan on November 26, 2013
Q: Peter, any updated thoughts on Apple (AAPL) since your comments earlier this year? Seems cheap. I have held for some time but am also happy to get out and redeploy the cash. 'Dead' money for a year or more is fine for me as I can't imagine it dropping another 33% unless something materially changes. Thanks!
Read Answer Asked by Derek on April 17, 2013
Q: Peter,

I have a question with AAPL. I have read your comments earlier about it. The company is going to decide what to do with its excess cash. Is it something which is going to prices of the stock in an upward trend and what would be the direction the market might take whrn the actual news comes out? Thanks
Read Answer Asked by Imtiaz on February 08, 2013