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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: Hi 5i Team,

Beginning of the year, time for portfolio maintenance/tuning operations, my doubts/focus is on these 3 US titles : BIG, CTSH, CHRW.

Would like to know your call (HOLD/SELL) and brief appreciation on these. In SELL cases (if any), could you please provide US market replacement suggestion other than (already owned) : GOOG, SBUX, V, BRK-B, DG, CPRT, KMX.

My portfolio is in registered account, holding period would be 5-10 years, aiming for quality company with good mid-long term growth potential.

Feel free to deduct as many points required.
Thank you for your excellent services,

Read Answer Asked by Luc on January 24, 2020

Q: Hi 5i!

been awhile since a question has been asked about CHRW. I am asking on behalf of my sister because she can enroll in a stock purchasing plan. Stocks will be purchased quarterly at a 15% discount. Having said that, I would like your opinion on the company and would like your thoughts on the balance sheet if it's worthwhile for her to enroll or not.

Thank you,

Rino

Read Answer Asked by Rino on December 20, 2018