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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: With something like 2/3rds of ECN valuation coming back to me as a dividend (!) I will be losing a fair bit of my financial exposure within my portfolio. I do like the smallcap Fintech space. Do you have any suggestion on where to start looking to gain more exposure? I have GSY on a full tank and so not an option. Should I buy more ECN now or wait?
Read Answer Asked by Gerald on August 11, 2021
Q: Crowdstrike has fallen just over 10% in the last 10 days. Is this a prelude to their upcoming (Aug.30th) report. Are you aware of any news that would cause this drop. They have several analyst recommendations with a target slightly over $300. Do you still feel that this is an outstanding buy or is it getting too costly to recommend at this time?
Ed in Montreal
Read Answer Asked by ed on August 11, 2021
Q: Everyone,
A BIG thanks for recommending: SHOP, LSPD and NVEI. I am up 40x times on my original SHOP investment - only recently sold a small piece to by CSU. LSPD is now 4x my original investment after two years and I will not sell. And only up 70% for NVEI investment since I bought it this spring.
Thank you!
Clayton
Read Answer Asked by Clayton on August 11, 2021
Q: Hi 5iTeam - There seems to have been a substantial amount of insider selling in both of these companies over the past few months. Could you please comment on this as well as the overall insider holdings in each of the two companies. It looks like both companies are quite similar in their business model. Could you please let me know if this is an accurate assessment. Also if you were to choose one or the other for an investment which one would it be or are they relatively equal. Thank you.
Read Answer Asked by Rob on August 11, 2021
Q: This company seems to have reasonable ROE (just under 20) and good growth but has sold off with several large blocks transacting recently despite positive analyst coverage. It reports this week so I don't plan to jump into a position but I wanted 5i's opinion on whether mid $30's represents an attractive entry point for a company that has exposure to a variety of Pharma companies? Would it be a buy, sell or hold for you and what would it take in terms of a news event or drop in price to make it a buy? What do you like and/or dislike about the company?
Thanks!
Read Answer Asked by Tim on August 11, 2021
Q: Good morning,

I recently started selling puts and put credit spreads in SPY, QQQ, IWM and AAPL, these being among the most liquid underlyings with very tight bid-ask spreads. Things have worked out well, so far, as the market has been moving higher and higher.

I'm told that my positions are highly correlated and should consider underlyings that are not as correlated to the broad markets. Could you suggest some underlyings that I can consider? I prefer liquid underlyings so that I can exit them quickly in the event the trade goes against me.

Thank you

Read Answer Asked by Vee on August 11, 2021
Q: Please comment on the earnings report. Specifically are you concerned that revenue growth is being swamped by increasing cost and cash outflows? Are the expense increases in categories that support future growth, such as r and d, or they just drags on performance like salaries, stock compensation etc.
Greg
Read Answer Asked by Greg on August 11, 2021
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