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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 am seeing Buy ratings if not top picks on Boeing and wonder what 5i thinks about it. My question is whether or not you think most of the downside is priced in? What could cause a plunge (another accident obviously) but would a huge lawsuit against the company be something that isn't priced in? I have to think a leg up will occur when the Max 8 lifts off again. Please advise if you would buy and whether you agree with the thoughts above.
Read Answer Asked by Tim on November 15, 2019
Q: Wondering if you have any info/thoughts on the lawsuits (current and future) re BA and the Max issue. Specifically, I anticipate that the airlines which fly the Max will be suing Boeing for lost revenue/extra costs as they compensate for not having the Max fleet in the air (more lawsuits once the return to service date is determined (if returned to service). I read more and more airlines are planning to not use the Max until Jan/Feb 2020 pending FAA approval. Still considerable uncertainty. Essentially a question on the impact of future lawsuits from major airlines.
Read Answer Asked by Bob on October 21, 2019
Q: Hello,
What are the US and Canadian stocks which are looking more attractive due to the tarrif war. I bought TTD and SQ..on the drop. Can you suggest any others. Also can you give your assessment do you think this increased volatility is a temporary phenomenon.Thanks.

Shyam
Read Answer Asked by Shyam on May 14, 2019
Q: I have a relatively conservative portfolio with gold, bond and low risk ETF and stock elements. I want to add a little bit higher risk, higher reward portions to it. Can you rank the above four companies?
Read Answer Asked by Mahdi on May 13, 2019
Q: I have done very well with my Blackstone holding in recent months, having bought it in the high-20s. I still think there is upside to the mid-40s, but toying with the idea of taking some profit (maybe selling 30-50%) and buy Boeing with the proceeds. I think Boeing will figure out the 737, and continue to think it is a worthwhile addition as a core US$ large cap holding. Would be curious to hear your views on both names at this stage. Thank you.
Read Answer Asked by Trevor on May 02, 2019
Q: I have been wondering about Boeing's stock price being able to be bulletproof to this point ( other companies would have been footnotes in history at this point).

I had begun to think that maybe, everyone would forget and their progress higher would reset in a few months, as many pundits have suggested.

But then I came across this post on quora suggesting boeing's possible path to bankruptcy.

https://www.quora.com/How-long-do-you-think-the-Boeing-737-MAX-will-be-out-of-operation-in-the-world

Your thoughts
Read Answer Asked by Mark on April 15, 2019
Q: Question on Boeing. Christmas eve it was under $300 without the threat of mass cancelations and potential litigation staring at it. With all of the uncertainty ahead of it how the heck is it holding at $370? It seems to be bouncing down and hovering there as though supported by something. What's your take?
Read Answer Asked by Tim on March 22, 2019
Q: Hi team,
A question on Boeing. A tragic place crash on the weekend. It was the 2nd one in six months involving the Boeing 737 Max 8, a newer version of the workhorse 737 and for which Boeing has a huge backlog. A number of airlines are grounding those planes today. BA is bouncing around a lot. I have not followed it that closely in the past, so not sure how things typically play out. Before today, a lot of analysts had high price targets. I am not minimizing the tragic loss of lives, but is this a good opportunity to initiate a position, or could a lot of cancelled orders follow?
Thanks again.
Dave
Read Answer Asked by Dave on March 11, 2019
Q: I have been watching BA, UNH, V and MSFT for well over a year, they have all been growing their stock price at an impressive rate for over 5 years or more, and now wonder whether they have finally come down to a point where one could look to buy them with a margin of safety?
Read Answer Asked by Mike on January 02, 2019
Q: I sold dol recently. I'm down 8% on ccl and 5% on pbh. Both have been week lately which is driving crazy while the US markets grow. I'm tempted to sell these 2 and replace with ba, ita, grub.

Your thoughts please.
Read Answer Asked by Mark on October 04, 2018
Q: Thanks for the News Update. and it mentions adding Industrials. For that last few weeks, I'm pondering adding industrial positions to my balanced, diversified US portfolio. I assigned a 15% weighting to the US industrial sector. My current positions are UTX at 4.6% weighting and FDX at 2.6% These two total 7.2% and as a result, I could add 7.8%. Please provide a few US names in this sector for my consideration, including adding to bring FDX to 4%........Appreciate you insights....Tom
Read Answer Asked by Tom on October 03, 2018
Q: Hi 5iResearch Team,

I have held a full position on NOC since March 2105 and am currently up by about 90%. NOC has pulled back by about 18% since reaching its highs 6 moths ago. I am thinking of switching from NOC to BA and would like to get your comments on this move. Thanks.
Read Answer Asked by Harry on August 17, 2018
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