Q: Given Sangoma's market cap now and current valuation would 5i consider it worthy of inclusion in your model growth portfolio?
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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: At what price/valuation would it make sense to take a position in this company?
Q: As speculation, which mariuana co. has the best chances
You are great Lorraine
You are great Lorraine
Q: Gud or GH for long term portfolio? Risk okay. Which do you prefer all things considered? I own gud at break even
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Stella-Jones Inc. (SJ)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: In the LIRA account which is quite small the holdings are SJ, FSZ and TOY. TOY is only a 2% weight, SJ and FSZ both 3.6 % weight and all 3 are in a loss position. Would you add to any of these or look for a new stock to add like GDI to the LIRA? I have a long time before retiring.
Thanks
Thanks
Q: have taken a large loss in my TFSA on cov. rather than waiting it out am thinking of selling it and replacing it with a junior trading in the 2.00 to 3.00 dollar range. are there any juniors that you like in this price range? I am not risk averse. thanks for your help Richard
Q: Could you please give me your latest thoughts on this company. Seems to be a leader in voice recognition. The momentum has been impressive since 2016 and analysts keep ratcheting up share targets. I am thinking of making an investment in my RRSP.
You have provided me with many tremendous ideas over the years!
Thanks for all you do and keep up the great work!!!!
You have provided me with many tremendous ideas over the years!
Thanks for all you do and keep up the great work!!!!
Q: What is your view of the company today,at $265 million market cap is it a takeover target?
Thanks, George
Thanks, George
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Boyd Group Income Fund (BYD.UN)
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Block Inc. Class A (SQ)
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Royal Nickel Corporation (RNX)
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The Rubicon Project Inc. (RUBI)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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WELL Health Technologies Corp. (WELL)
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Alteryx Inc. Class A (AYX)
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Guardant Health Inc. (GH)
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Digital Turbine Inc. (APPS)
Q: In my TFSA I have had a nice run with SQ and was thinking of selling it out and "starting over" with a couple or three of the above listed stocks that you have recently identified as having high potential ( with the same? amount of risk that came with buying SQ a couple of years back) What do you see as the pros and cons of such a move and if implemented which 2 or 3 would you chooses at this time?
Thanks,
Terry
Thanks,
Terry
Q: Do you have a preference of one over the other?
Do you suggest a better weed stock.
Thank you
PB
Do you suggest a better weed stock.
Thank you
PB
Q: could you comment on the latest results and future for this underfollowed cannabis co. listed on the CSE. Thanks. terrascend TER
Q: Peter; Does the Ontario government’s announcement re pot licensing change your opinion on the weed stocks? Thanks. Rod
Q: Hello Peter and Team. I am looking at selling MX to decrease my number of positions in the materials sector and looking to increase my current Nutrien exposure. Do you think that this is the best way to go, or should it be the reverse and what would be your reasoning?
Thank you.
Thank you.
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Royal Nickel Corporation (RNX)
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The Rubicon Project Inc. (RUBI)
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WELL Health Technologies Corp. (WELL)
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Digital Turbine Inc. (APPS)
Q: What are your top 5 (multi-bagger) growth stocks to buy right now (US or Canada)? Understanding that there is a high level of risk with each.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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BRP Inc. Subordinate Voting Shares (DOO)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hello 5i,
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM)
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Twilio Inc. Class A (TWLO)
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The Trade Desk Inc. (TTD)
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Paycom Software Inc. (PAYC)
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Rapid7 Inc. (RPD)
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Alteryx Inc. Class A (AYX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave
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Kinaxis Inc. (KXS)
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Boralex Inc. Class A Shares (BLX)
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Axon Enterprise Inc. (AAXN)
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Alteryx Inc. Class A (AYX)
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Digital Turbine Inc. (APPS)
Q: Hi 5i Team - Could you provide the names of 5 or 6 companies which you think have potential for good growth but are still in relatively early stages of development and are still pretty much unknown to the investment world. I am looking for companies with manageable levels of debt or no debt at all. Sector and market cap are not a factor. Thank you.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Discovery Inc. (DISCK)
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Netflix Inc. (NFLX)
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The Walt Disney Company (DIS)
Q: A first question on this Discovery, which has a fairly stale chart over five years. However, they have some significantly subscribed to channels including Discovery, Animal Planet, TLC and HGTV. With Apple, Amazon, Netflix and Disney vying for space and content, how would you rate DISCK as a takeover target? With a $15B market cap, I know APPL and AMZN could afford it, what about the others?
Thanks.
Thanks.
Q: Greetings 5i,
There seems to be much interest in asset management and infrastructure firms these days, BAM.A, BEP, Apollo Global Management, Blackrock... etc. Do you see the business model becoming saturated? Is there competion between these companies for the better assets? Has risk increased due to lower margin aquisitions and competition? Or is there plenty of opportunities for these companies and a clear runway for growth? What are your thoughts.
Cheers!
There seems to be much interest in asset management and infrastructure firms these days, BAM.A, BEP, Apollo Global Management, Blackrock... etc. Do you see the business model becoming saturated? Is there competion between these companies for the better assets? Has risk increased due to lower margin aquisitions and competition? Or is there plenty of opportunities for these companies and a clear runway for growth? What are your thoughts.
Cheers!
Q: I am looking to make a small speculative investment and wanted your comments before I pull the trigger. I am interested in FIRE, but don't want to get burned and would like to know:
- how much cash do they have on hand and based on their current burn rate how long will this last?
- how much debt do they have and are they in danger of insolvency?
- I understand that being a smaller player they carry more risk but is their management well regarded with a clear path to grow and are they considered to be a likely survivor?
I don't mind investing and waiting for the stock to find its footing but do not want to invest in a company that is not highly regarded. I appreciate your comments.
Cheers
Scott
- how much cash do they have on hand and based on their current burn rate how long will this last?
- how much debt do they have and are they in danger of insolvency?
- I understand that being a smaller player they carry more risk but is their management well regarded with a clear path to grow and are they considered to be a likely survivor?
I don't mind investing and waiting for the stock to find its footing but do not want to invest in a company that is not highly regarded. I appreciate your comments.
Cheers
Scott