Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Karora Resources Inc. (KRR)
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• Celsius Holdings Inc. (CELH)
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• Dye & Durham Limited (DND)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Upstart Holdings Inc. (UPST)
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• Topicus.com Inc. (TOI)
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• Coinbase Global Inc (COIN)
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Q: Hi Peter,

What is your brief overall take should the following stocks be part of one's investment portfolio?

High risk is tolerable and time horizon is greater than 5 years.

Thanks,

Thanks,

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Read Answer Asked by ilie on November 16, 2021

• Ballard Power Systems Inc. (BLDP)
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• Plug Power Inc. (PLUG)
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Q: Team,

What would be a good replacement for Ballard in a similar space?

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Read Answer Asked by Ian on November 16, 2021

• goeasy Ltd. (GSY)
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Q: With the pending takeovers of PFB and VEG I need your top ideas for new $$, let’s assume my portfolio is generally well diversified, and a bit of risk is fine but I have no interest losing what I have gained!! Lol

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Read Answer Asked by Jim on November 15, 2021

• Broadcom Inc. (AVGO)
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• Intel Corporation (INTC)
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• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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• Skyworks Solutions Inc. (SWKS)
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• Texas Instruments Incorporated (TXN)
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• Advanced Micro Devices Inc. (AMD)
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• VanEck Vectors Semiconductor ETF (SMH)
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Q: Given the recent run up in certain semi conductor and chip stocks, would it be prudent to use an ETF such as SMH to better diversify risk right now if only one position available in a portfolio? Or, going the individual stock route, how would you rank the following in a moderate risk portfolio QCom, AVGO, TXN, NVID, AMD, SWKS, INTC?

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Read Answer Asked by Gerry on November 15, 2021

• 3D Systems Corporation (DDD)
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• Stratasys Ltd. (SSYS)
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• Materialise NV (MTLS)
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Q: Do you have any recommendations for 3D printing manufacturers. It looks like there could be some consolidation.

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Read Answer Asked by Anthony on November 15, 2021

• fuboTV Inc. (FUBO)
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Q: Hi Team,
Thanks for the great commentary you provide daily. Could I please get your thoughts on FuboTV’s latest quarter? The company reported over a million subscribers and with sportsbetting and expanding their streaming offering to new international markets, what do you think of the company’s prospects long term?

Thanks

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Read Answer Asked by Carlos on November 15, 2021

• Enthusiast Gaming Holdings Inc. (EGLX)
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• Flutter Entertainment Plc ADR (PDYPY)
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Q: Which is poised for higher growth over the next five years? Would owning both be redundant or complementary?

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Read Answer Asked by Tony on November 13, 2021

• Costco Wholesale Corporation (COST)
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• NVIDIA Corporation (NVDA)
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• Sun Life Financial Inc. (SLF)
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• Constellation Software Inc. (CSU)
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• WSP Global Inc. (WSP)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• goeasy Ltd. (GSY)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Topicus.com Inc. (TOI)
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Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim

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Read Answer Asked by jim on November 11, 2021

• CareRx Corporation (CRRX)
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Q: With a new quarterly report and higher stock price, what do you think today of CARRX? Would you see owning both CRRX and WELL as a good decision on health care?

John

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Read Answer Asked by John on November 11, 2021

• Ginkgo Bioworks Holdings Inc. Class A (DNA)
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Q: What are your thoughts ? Thanks.

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Read Answer Asked by Norman on November 11, 2021

• SEMrush Holdings Inc. Class A (SEMR)
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Q: This company is recent on the market and has published some results since being a public company. What is your opinion and does it have the potential of becoming much bigger with time? Thanks

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Read Answer Asked by jean on November 11, 2021

• Village Farms International Inc. (VFF)
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Q: Hi folks..opinion of Q3 results for Village Farms...believe 1, if not only Cdn LP..that actually posted a profit....Cdn run rate for cannabis sales is $4B+...so do you think Vff/t is Buy, Hold, or Sell...thanks as always..jb Piedmont QC

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Read Answer Asked by John on November 11, 2021

• Rivian Automotive Inc. (RIVN)
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Q: Hello Everyone!! Rivian is releasing an IPO ( I don’t know if I said that right ). They make electric trucks. What are your thoughts on the company, and should one wait and see where these stocks go??? Thank you for your great service, Tamara

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Read Answer Asked by Tamara on November 11, 2021

• DigitalOcean Holdings Inc. (DOCN)
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Q: Hi 5i Team,
Digital Ocean has been doing well since it went public in March. What do you think of this company going forward, is it still buyable at the current level?
Thank you for your great advice as always.

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Read Answer Asked by Pui on November 11, 2021

• NFI Group Inc. (NFI)
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Q: Have a small position in NFI having sold most at a much higher price. Would you hold this small position hoping for better days or just let it go? How do you rate management of this company and what do you think the future will bring? Thanks Ron

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Read Answer Asked by Ronald on November 10, 2021

• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• iShares Russell 2000 Growth ETF (IWO)
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• iShares Biotechnology ETF (IBB)
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• Global X Robotics & AI Index ETF (RBOT)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Good morning 5i,

Aside from industrials and general tech. What is a thematic ETF you'd suggest for growth right now? Encompassing maybe a favourite stock or 2.

Examples being FINX, SMH, BOTZ, QQQJ.

Looking for the theme and suggested ETF.

Thanks as always for the tremendous service.

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Read Answer Asked by Adam on November 10, 2021

• Unity Software Inc. (U)
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Q: Good Morning

Your take on Unity’s latest quarter and acquisition please.

Thank you

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Read Answer Asked by Marty on November 10, 2021

• Upstart Holdings Inc. (UPST)
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• Coinbase Global Inc (COIN)
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Q: Could you please comment on the ER for COIN and UPST and confirm how you would rank them for growth over the next 5 years. What would be a good add or entry price point?

Thanks as always for your much appreciated insights.

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Read Answer Asked by TRINA on November 10, 2021

• Upstart Holdings Inc. (UPST)
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Q: Dear 5i
Is the drop in UPST justified ? Is it an ideal time to snap up some shares and is the growth story still intact ?
Appreciate your insight .
Thanks
Bill C

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Read Answer Asked by Bill on November 10, 2021

• Cronos Group Inc. (CRON)
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Q: How significant is the delay in filing the financial statements?

Thanks

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Read Answer Asked by Jean on November 09, 2021