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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: I have been investigating ESPORTS and some numbers are incredible. This seems to be another disruptive force poised for growth. The Patriots owner has just bought a team and even the Olympics are looking at it.
I see three ETF’s for esports. GAMR. Fidelity,79 holdings $95m AUM; ESPO. Vaneck, 25 holdings $13m AUM; NERD Quaterhill small new 25 holdings.
I am looking at a small position through my TFSA of 1.5 % of my total portfolio including RSP and cash accounts. Also considering adding 5% ( of the 1.5%) of TSGI ( their future is online sports gambling, not no/ slow grow poker) to round the theme.
What do you know of this industry? Would you recommend another approach? Any specific recommendations? Thanks. Derek
Read Answer Asked by Derek on March 13, 2019
Q: I am compiling a list of companies that have a large cash pile and a track record of being acquisitive and who might exploit opportunities efficiently during a recession, or other negative market event. Who would you put at the top five on that list? Thank-you.
Read Answer Asked by Alex on March 12, 2019
Q: Good Afternoon 5i,

I'm looking for companies that have little to no debt, high growth in Canada or the USA.

Some companies I hold include (which I believe meet this criteria): SHOP, KXS, NVDA, SQ, MU, GOOS.

Can you provide a few more that you like that meet this criteria?

Thanks!
Dave
Read Answer Asked by David on March 12, 2019
Q: Hi Guys,

Of the picks in this folio, which ones do you consider the most likely to break out, all things being equal, and which do you like to be a candidate to be bought out?

I'm looking to deploy a little cash in a growthy pick, and would appreciate your opinion based on today's valuation and prospects. Or would you recommend holding until better signals become apparent?

KC
Read Answer Asked by Kelly on March 11, 2019
Q: I would like to get your opinion on Verde Agritech's current achievements and what you would like to see them achieving in the next 1 to 5 years. And if you could specifically address several different discussions regarding 1) the speed which they should attempt to increase production 2) the markets they should be targeting 3) the possibility of a dividend at a future point. I would assume a dividend would be a long way off but it is an idea that I find very interesting.

Thank you for your time.
Read Answer Asked by Frederick on March 11, 2019
Q: Hi team
I have a full position in the above as well as WSP

Stantec has a very slow growth as compared to the above

I have no position in ARE

is it prudent to sell half of the stantec holdings and put it equally in ARE and WSP ?
I already have nearly a full position in WSP which has done very well for me
thanks

Michael
Read Answer Asked by Michael on March 09, 2019
Q: Your reply to Karl on Mar 7 stated that You are going to give it a few Qs & that it is not a stock that "need to own" If the latter,please suggest some replacements My $9.10 p/p represents a 28% drop.Thanks for u usual great services & views
Read Answer Asked by Peter on March 09, 2019
Q: Hi,
I have approx 10% weight in these in a long term RRSP following your porfolios(Only 1% WN as spin off)
I have about $!0,000 to add. What are your thoughts?
Add to a few laggards or add new?
Read Answer Asked by Paul on March 08, 2019
Q: Hi 5i team,

Of the stocks that have recently hit 52 week highs in 2019, which of these stocks are you comfortable buying/holding and you feel have the most conviction of hitting further 52 week highs?
I prefer Canadian stocks but if you feel there are US listed stocks worth mentioning that follow this trend...that would be a nice bonus. :)

I realize this might be considered momentum investing (or trading) but stocks hitting 52 week highs generally continue that ride for a bit.
And for those good companies that are missing earnings (KXS, GC, TOY), they seem to be getting no love at all....even though this is likely a quarterly event...hopefully.

Is there a site where we can get this info, maybe on a weekly/monthly basis? G&M used to have this but it is a paid feature now. :(
I did find https://www.tradingview.com/markets/stocks-canada/highs-and-lows-monthly-high/ but there are only a few filters to be applied. It does however have an earnings calendar that might be useful to some.

Your site has the daily highs but unless we are watching this daily it can be a task. Can a filter be added in the future to at least view monthly or YTD highs?

Cheers,
Steve
Read Answer Asked by Stephen on March 07, 2019
Q: Like many here I suspect, we missed the cannabis event completely. Fearing to be too late, trying to ascertain whether to enter via an ETF like HMMJ (the only one I can find with any kind of liquidity) or do I try to build a small "equal weight" holding of the 5 or 6 stronger entities in this space. So how would you rank today the top 5 or 6 entities trying to build a presence or should one try to follow on the coat tails of an established company trying to enter the cannabis space like ATD.b or one of the liquor companies?
Read Answer Asked by William Ross on March 07, 2019
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