Investment Q&A

• Ginkgo Bioworks Holdings Inc. Class A (DNA)
  • View DNA Profile
  • View Questions on DNA

Q: What are your thoughts ? Thanks.

Upvote 0

Read Answer Asked by Norman on November 11, 2021

• SEMrush Holdings Inc. Class A (SEMR)
  • View SEMR Profile
  • View Questions on SEMR

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

Upvote 0

Read Answer Asked by jean on November 11, 2021

• Village Farms International Inc. (VFF)
  • View VFF Profile
  • View Questions on VFF

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

Upvote 0

Read Answer Asked by John on November 11, 2021

• Rivian Automotive Inc. (RIVN)
  • View RIVN Profile
  • View Questions on RIVN

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

Upvote 0

Read Answer Asked by Tamara on November 11, 2021

• DigitalOcean Holdings Inc. (DOCN)
  • View DOCN Profile
  • View Questions on DOCN

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.

Upvote 1

Read Answer Asked by Pui on November 11, 2021

• NFI Group Inc. (NFI)
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

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

Upvote 0

Read Answer Asked by Ronald on November 10, 2021

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG)
  • View BKNG Profile
  • View Questions on BKNG
• iShares Russell 2000 Growth ETF (IWO)
  • View IWO Profile
  • View Questions on IWO
• iShares Biotechnology ETF (IBB)
  • View IBB Profile
  • View Questions on IBB
• Global X Robotics & AI Index ETF (RBOT)
  • View RBOT Profile
  • View Questions on RBOT
• CrowdStrike Holdings Inc. (CRWD)
  • View CRWD Profile
  • View Questions on CRWD

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.

Upvote 0

Read Answer Asked by Adam on November 10, 2021

• Unity Software Inc. (U)
  • View U Profile
  • View Questions on U

Q: Good Morning

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

Thank you

Upvote 0

Read Answer Asked by Marty on November 10, 2021

• Upstart Holdings Inc. (UPST)
  • View UPST Profile
  • View Questions on UPST
• Coinbase Global Inc (COIN)
  • View COIN Profile
  • View Questions on COIN

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.

Upvote 0

Read Answer Asked by TRINA on November 10, 2021

• Upstart Holdings Inc. (UPST)
  • View UPST Profile
  • View Questions on UPST

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

Upvote 0

Read Answer Asked by Bill on November 10, 2021

• Cronos Group Inc. (CRON)
  • View CRON Profile
  • View Questions on CRON

Q: How significant is the delay in filing the financial statements?

Thanks

Upvote 0

Read Answer Asked by Jean on November 09, 2021

• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
  • View CURA Profile
  • View Questions on CURA

Q: CURA .. your take on earnings ...thx

Upvote 0

Read Answer Asked by Bob on November 09, 2021

• Amazon.com Inc. (AMZN)
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOGL)
  • View GOOGL Profile
  • View Questions on GOOGL
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• PayPal Holdings Inc. (PYPL)
  • View PYPL Profile
  • View Questions on PYPL
• Visa Inc. (V)
  • View V Profile
  • View Questions on V
• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Descartes Systems Group Inc. (The) (DSG)
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Enghouse Systems Limited (ENGH)
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Aritzia Inc. Subordinate Voting Shares (ATZ)
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Berkshire Hathaway Inc. (BRK.B)
  • View BRK.B Profile
  • View Questions on BRK.B
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Pinterest Inc. Class A (PINS)
  • View PINS Profile
  • View Questions on PINS
• Airbnb Inc. (ABNB)
  • View ABNB Profile
  • View Questions on ABNB
• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Upvote 0

Read Answer Asked by Cory on November 08, 2021

• Arista Networks Inc. (ANET)
  • View ANET Profile
  • View Questions on ANET
• Airbnb Inc. (ABNB)
  • View ABNB Profile
  • View Questions on ABNB

Q: Your thoughts on these 2 stocks please.

Upvote 0

Read Answer Asked by Mark on November 08, 2021

• WSP Global Inc. (WSP)
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Thomson Reuters Corporation (TRI)
  • View TRI Profile
  • View Questions on TRI
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Aritzia Inc. Subordinate Voting Shares (ATZ)
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?

Upvote 0

Read Answer Asked by Eric on November 06, 2021

• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• lululemon athletica inc. (LULU)
  • View LULU Profile
  • View Questions on LULU
• Aritzia Inc. Subordinate Voting Shares (ATZ)
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
  • View GOOS Profile
  • View Questions on GOOS
• NV5 Global Inc. (NVEE)
  • View NVEE Profile
  • View Questions on NVEE
• MEDIFAST INC (MED)
  • View MED Profile
  • View Questions on MED
• Brookfield Asset Management Inc Class A Limited (BAM)
  • View BAM Profile
  • View Questions on BAM
• Trane Technologies plc (TT)
  • View TT Profile
  • View Questions on TT
• Celsius Holdings Inc. (CELH)
  • View CELH Profile
  • View Questions on CELH

Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks

Upvote 0

Read Answer Asked by Curtis on November 06, 2021

• Pinterest Inc. Class A (PINS)
  • View PINS Profile
  • View Questions on PINS

Q: Hi 5i Team,
Pls comment on Pinterest future outlook.
It reported earning beat, but MAU still declining.

Would you be comfortable initiating a position of this stock?

Thanks you for great advice.

Upvote 0

Read Answer Asked by Pui on November 05, 2021

• Maple Leaf Foods Inc. (MFI)
  • View MFI Profile
  • View Questions on MFI
• Spin Master Corp. Subordinate Voting Shares (TOY)
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY
• Nuvei Corporation Subordinate Voting Shares (NVEI)
  • View NVEI Profile
  • View Questions on NVEI

Q: Hi,

I have held both MFI and TOY for several years now. Much to my surprise both popped today from earnings. I am thinking about selling both of these to switch into NVEI (after their earnings next week).

I get that none of these companies are comparable on any metric-but I am interested in your viewpoint of selling stocks that have upward momentum to buy into a stock that currently has downward momentum.

Thanks,
Brad

Upvote 0

Read Answer Asked by Brad on November 05, 2021

• Exelixis Inc. (EXEL)
  • View EXEL Profile
  • View Questions on EXEL

Q: Can you comment on the recent quarter? The sell off today seems to be overdone, what do you think? Would you buy at this level?

Upvote 0

Read Answer Asked by fwb181 on November 04, 2021

• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Xylem Inc. New (XYL)
  • View XYL Profile
  • View Questions on XYL
• NV5 Global Inc. (NVEE)
  • View NVEE Profile
  • View Questions on NVEE
• MEDIFAST INC (MED)
  • View MED Profile
  • View Questions on MED
• CrowdStrike Holdings Inc. (CRWD)
  • View CRWD Profile
  • View Questions on CRWD
• Digital Turbine Inc. (APPS)
  • View APPS Profile
  • View Questions on APPS
• Jacobs Solutions Inc. (J)
  • View J Profile
  • View Questions on J
• Palantir Technologies Inc. (PLTR)
  • View PLTR Profile
  • View Questions on PLTR
• Affirm Holdings Inc. (AFRM)
  • View AFRM Profile
  • View Questions on AFRM

Q: Recommendations for USD growth stocks with a 10 year investment horizon please. Thanks

Upvote 0

Read Answer Asked by Peter on November 04, 2021