Investment Q&A

Q: Both companies are in the iBuying category. How do their valuations compare and which would you prefer at this moment?

Q: Hello,

Can you comment on the merger of ZENA into HEXO. Combined company should have sales around $220M and reduced admin costs. Also, buying ZENA now seems to offer a ~13% discount to the takeover price. Is this due to takeover uncertainty?

Thanks

Q: Lately, I've been researching companies that sell their products or services directly to consumers such as Angi, Pinterest, Fiverr and Pelaton to name a few. I dig up at least a dozen articles and opinion pieces from various investment-related websites, including yours truly, 5i Research. In the case of the above-mentioned companies, there hasn't been much in the way of negative facts that would lead me to take a pass on any of the above companies,. But, when I go to review websites such as TrustPilot, etc., the percentage of negative comments from consumers of these products or services is extremely high, anywhere from 20% to 70% with ratings of 0 or 1 star. More worrisome is the fact that the number of reviews is in the hundreds which leads me to think that the negative comments do not originate solely from competitors. How much importance would you give these reviews when weighing the pros and cons of an investment in a consumer-facing company?
Robert

Q: Hi group bought CJT last week but so far not impressed with the stocks performance . Everything looks good and their business should be growing into the present environment not steadily going down can you help me understand why the market appears to be discounting the stock. Buy sell hold and why thanks PS i would have thought that the contact with Amazon would have helped but so far it has not ?

Q: Please give US or Canadian stocks, in Consumer defensive, Energy and Health sectors which are buyable now. Thanks for great service.

Q: Hello Team
Do you have a preference for one over the other and why?
Regards,
Barry

Q: Would you consider this company current price a good entry for initial investment?
Does this company has a reasonable outlook for growth in the current markets environment?

Q: Like many others, I've been taking a bath on Pinterest the last few weeks. Is your recommendation still to ride this out assuming a <5% portfolio weighting?

Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?

Q: Hi, for AAG - everything related to Peru is weak right now pending their election.

My question - what are your highest conviction growth picks (any country) that you think can grow over 50% revenue for each of the next 3 years without hiccups. Current valuation doesn't matter given the fact that if they can execute that growth they will grow into any present valuation assigned.

Q: I have been holding on to acuity ads. I am down 29%. Would you recommend holding still? And what might be a timeframe for that size of recovery?

Q: Hi Team,
Currently I am down over 30% with kxs in a cash account . I am considering selling and generating a capital loss and using the funds to buy either TOI, or ABNB. Would this be advisable? Or do you see kxs having more upside long term than the other two mentioned? Or do you have a different top pick at the moment you would recommend buying instead to replace Kxs with , if I sold? Either US or Cnd. Thanks
Shane

Q: Good morning 5i,

Out of Topicus, goeasy or BRP inc, if you had to pick one... which stock would you “top up” hoping for the best one year gain?

Roku... your thoughts as it is down from 480 to 300. It had some huge gains and even at 300 it’s a big winner but it’s a big drop and I feel it’s overall trajectory as a company has only gotten stronger with recent acquisitions plus the overall move to streaming for consumers and companies alike, plus advertising potential growth etc. Thoughts on topping it up for 5 year growth I don’t see many better opportunities especially for potential for a quick turnaround within 1 year. (earnings tomorrow should be interesting in this market).

Q: I am interested by growth companies that have a lot of potential, and preferably relatively secure and not extremely volatile. I thought of the following companies: LSPD, NVEI. TOI, GSY, TAIG and LEV. If you would have to buy those companies, in what order would you buy them. Feel free to include other ones that are not on this list or exclude some of these if you think that they are not appropriate.

Q: With the merger with APHA now complete and making the New TLRY the largest in the industry, what is your current short and long term perspectives and the company and its projections? Thank you for your input and analysis

Q: Do you know of a Canadian company that is manufacturing Electric cars similar to Tesla. Thanks. Ernie

Q: Hi 5iTeam - Would you consider Nuvei a buy today for a full position or is its price mostly factoring in future growth. The timeline is 3 to 5 years. Also could you provide an update on insider ownership and recent trading. Are there any fundamentals that you think should be noted. Also do you have any suggestions for a similar company with good growth prospects - one Canadian and one U.S. if possible. More if you think it applies. Thanks.

Q: I'm interested to hear your thoughts on Ballard Power at $20 given the 52-week high of $53.90. Is now a good price point to get in?

Q: Good morning 5i,
I'd like to ask if ABNB is a buy at this time. If not, at what price level is a buy.
Thank you!

Q: You answered a question today about your choice of the best materials stock to buy. Your answer was NTR. Why did you suggest this as your top materials pick? Thanks for your support.