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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: could you comment on the latest results and future for this underfollowed cannabis co. listed on the CSE. Thanks. terrascend TER
Read Answer Asked by george on November 22, 2019
Q: Peter; Does the Ontario government’s announcement re pot licensing change your opinion on the weed stocks? Thanks. Rod
Read Answer Asked by Rodney on November 21, 2019
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.
Read Answer Asked by Josette on November 21, 2019
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.

Read Answer Asked by Jeff on November 21, 2019
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
Read Answer Asked by Dave on November 21, 2019
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
Read Answer Asked by Dave on November 21, 2019
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.
Read Answer Asked by Rob on November 20, 2019
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.
Read Answer Asked by Cameron on November 20, 2019
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!
Read Answer Asked by Duane on November 20, 2019
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
Read Answer Asked by Scott on November 19, 2019
Q: I have continued to hold because I thought the overall strategy was sound and selling pot as a retail business makes longer term sense compared to the valuations in the pot growing companies themselves. Can you comment on recent earnings and how you see management's strategy playing out? Does their generally optimistic evaluation of the quarter and their prospects seem reasonable?
Thank-you.
Read Answer Asked by Alex on November 19, 2019
Q: I am looking to take on some technology exposure in my RRSP, and leaning toward ETF rather than individual stocks. Would appreciate a couple ideas for core holdings in this sector. Thanks
Read Answer Asked by Steven on November 18, 2019
Q: Can you give me for and against thesis for ZOE, LULU, MSCI and which would be your current preference?
Thank you
Read Answer Asked by Mark on November 18, 2019
Q: How material is Bird,s contract on lng project in Kitmat. I don’t have exposure to infrastructure. A while back I traded this stock and made money. My objective this time is for diversification and longer term hold. The divided also fits in nicely with my portfolio. Your opinion on it’s valuation.
Would you buy it or are there better opportunities in the industry? Opinion please. Thank you.
Read Answer Asked by Roy on November 18, 2019
Q: I sold my PBH in the mid 90s, and am wondering if I should buy it back now, or is QSR a better buy today. I would it hold fit or a few years. Which do you prefer today, and why?
Read Answer Asked by Paul on November 15, 2019