skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi .... There seems to be a lot of attention these days around new IPO's. One that caught our attention the other day is LUCKIN ..... China..... going up against the Gorilla known as SBUX. This is a 2 part question:
1. What are your thoughts regarding the appeal of Luckin as an IPO?
2. In order to be "allocated" shares on an IPO are there any specific guidelines or rules that apply? E.G how big an investment is required to have a chance of getting IPO shares or is this a investing/trading opportunity more limited to the BIG GUYS with deep pockets vs the average smaller retail investor.

Thanks for any insights you can provide here.
Read Answer Asked by Donald on April 24, 2019
Q: My portfolio analysis indicates I'm underweight in Communications, Healthcare and Utilities; as well as underweight in US and International allocations. Can you recommend US and International stocks and ETF's in these areas.
Thanks,
Camille
Read Answer Asked by Camille on April 24, 2019
Q: Hi, got information package , it says after 5 years, Knight only has 0.05 % of the market. This does not seem right? Are they playing with the numbers here?
I will vote for the current management team, as I’am sure this is in your view the best course?
Is it time to rethink investing in this stock, considering the on going insider bickering.
This stock reminds me of Wy LAN 4to 6years ago that did not work out well. Your thoughts?
Thanks
Read Answer Asked by Brad on April 24, 2019
Q: This is Horizon's New ETF Fund of U S A Marijauna Companies. Due to potential size of U S Market should one own these shares ? RAK
Read Answer Asked by bob on April 24, 2019
Q: I currently hold nothing in the materials sector. What would your recommendation be for a 5% position in a balanced/income portfolio?
Many thanks,
Ellen
Read Answer Asked by Ellen on April 24, 2019
Q: Hi
Based on the Portfolio Analytics program I am now above or below a regional exposure (Canada, USA & International within 1%. I was low on tech suggested percentage big time.
I sold my less than 1% holdings, would XIT be a good holding this would cover my Canadian holdings and increase my Tech holdings.
Based on my age I do not want to own stocks any longer and have several under 1% holdings.
You thoughts please

Mike



Read Answer Asked by Mike on April 24, 2019
Q: Looks like it is picking up which stocks are better growth potential?
Read Answer Asked by Nizar on April 24, 2019
Q: Hi Team,
What is your opinion on the 3 "wave" buy back offer that is in the plan by Dream Hard Asset Alternatives Trust. It seems a unusual way to announce a share buyback. Am I missing something?

I own some units was thinking to add more lately...

With the current yield of 5.1%, what risks do yo see to buy the stock at the current price. Would you be confortable to add more at the current level ?
Thank you !
Read Answer Asked by Michel on April 24, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!