Investment Q&A

Q: Hi 5i,
Because 5i looks favourably on ZDC I've looked into it with an eye to investing some of my hard earned money. Based on my review I wonder if you could elaborate on the reasons for your favourable analysis. I went to its website expecting to see a highly sophisticated and somewhat difficult to duplicate mobile security technology and found instead that ZDC basically provides little camera towers that it'll wheel out to a jobsite to provide mobile surveillance. Which really doesn't seem like much to me, but does really look like something that almost anyone with a mind to could replicate without much trouble.
I understand that it's a nice little business, but is ZDCs really a serious candidate for investment?
(I know this sounds very skeptical, but I was stunned by what a one trick pony ZDC appears to be, and not a very sophisticated pony at that. But it's a Calgary company and I'm a Calgary boy I would like to invest in it - if there's really any reason to think that reasonably soon - 1 or 2 years - it might be worth $11 or $12 instead of its current $5 and change, to justify taking the risk.)
Thanks 5i - I look forward to your thoughts.
Peter

Q: Hi 5i, thoughts on their results. Selling off hard today. A little confused here as the economy has been very weak and if people are struggling then I would have the discounters would benifit.

Q: Would you add to DOL after earnings, if you were underweight. Thank-you.

Q: Thoughts on the Q?
thank you.

Q: GRGD is down 35% from its high and ATZ is down 25%. Do you still like both of these clothing retailers, and which do you think is the better buy at the current price?

Q: I’ve been puzzled over PBH’s share price for several years now, my cost is ridiculously low so I’ve been loathe to sell. BNN guest today commented on debt levels being a concern. The company’s recent commentary explicitly talks about selling some holdings and the goal of de-leveraging the balance sheet. One thing I’ve learned from 5i is the danger potential of debt. Do you have concerns? And how does a company that is acquisitive by nature “square the circle” with reducing its debt? Thanks for your thoughts.

Q: What is your favourite small cap and large cap uranium stock currently? Would you initiate positions at this time?

Q: with the current downturn in the market do you see this as an opportunity to buy or would you wait. If you see it as a buying opportunity what are your top 3 growth picks for a 5 year hold

Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?

Q: Results looked good. Down 30% on this name. Is this a weed that needs to be pulled? Less than 1% of my portfolio. Thanks!

Q: Hello, could you comment on BOYD earnings?

Many thanks
Stephane

Q: Has there been that much of a slowdown in the retail sector to have all 3 down 20%.

Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks

Q: Updated opinion please

Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Q: You increased the weight in the Income portfolio yet Ryan called it a hold on 05 March BNN? Just seeking clarity. Thanks

Q: Hi Guys,

Please rank the following stocks in order of highest conviction, Tsat, Elva & Mda. Inside my portfolio, they are all around 1%.

Thanks

Jim

Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks

Q: Good Day 5i,
Are the following companies/ETF a buy, sell or hold?
Thanks

Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.