Investment Q&A

Q: What companies do you see having the most influence or ability to bring the Metaverse to reality? I have been reading a fair bit about this, some think it will be the next version of the internet in conjunction with AR & VR. Using your crystal ball do you have any suggested companies for a long term plays.

Q: Can you please provide recommendations for three US and 3 Canadian consumer cyclicals, with the strongest conviction names noted first? Medium risk-tolerance, with a preference for a longer-term hold (3-5 years).

On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?

Thank you.

Q: What are your current thoughts on this stock and the outlook for the next 2-3 years? Thanks very much.

Q: I’m seeing this company on the news more often lately. could it be driven up by sentiment like some of the cannibus stocks when they first came to be traded publicly.?

Q: "Compounding machine" [CM] stocks - please rank stocks that can be classified as CMs for a 5 year hold and your expectations for these - risk and reward.

Q: Do you have any insights into Cango Inc. and do you agree that it is a good value stock at this price? It seems very cheap to me.

Q: I perceive a change in Bitcoin/crypto sentiment - El Salvador, other LatAm countries, now India is changing it's tune......
Rather than own cryptocurrencies outright, I'm looking for more torque on their appreciation. Would you consider either of these companies to be a good way to leverage any appreciation of the underlying cryptocurrencies? I understand this is a double-edge sword.

Q: What are your thoughts on FOOD? - valuation looks good and their results are positive, however the stock keeps trending down. I have a small position (around 1000 shares @ $6). I feel it will make a run at some point and do like the company and will likely hang on to it for the medium term. Thank you

Q: What are your thoughts? Is it time to buy? Dropped another 8%

Q: Any reason for the sharp price drop recently ? Thanks a million .

Q: I am up 104% on TOU and the stock now represents 28% of my portfolio. I know it is time to trim, but would like your opinion on how much to sell and where I might reallocate the money for growth (non-sector specific).

Q: This one looks like a great pick - thank you for bringing it to my attention. It looks like it has nice growing earnings and yet appears to be cheap when looking at some basic metrics. What is the risk on this one? Is this a case of the market not picking up on the value or is there a reason why it is cheap? I once bought research in motion instead of apple because it looked cheaper. Hence I stopped looking at the cheapness factor awhile ago. Thank you,

Jason

Q: Any thoughts on this IPO?
Are there any comparable stocks that could be used to determine value?

TJ

Q: Following Celsius for a while now , Many Thanks !
They seem like they have a very popular product with lots of momentum . How does valuation compare vs Monster and Red Bull ?

Greg

Q: Could you tell us why 12% drop with high volume yesterday ? I did not find any news. Is this a time to buy???
Thanks!

Q: Good morning 5i,
On December 29/20 I had some cash kicking around and asked you for a few names you thought might be good candidates for a quick "pop". You recommended AT which was then trading at $16.75 but which did indeed soon head north and, because I'd asked and you'd answered, I was fortunate to get exactly what I was looking for. (Much appreciated!)
AT closed at $13.75 on Friday and, finding myself in the same position cash wise as last December, I wonder if you think the conditions are there for another pop, or if things have changed enough with the company and the way it's viewed that it will more likely languish at its current levels? If so, might there be a two or three other names you think are worth looking at for that satisfying pop?
Thanks,
Peter

Q: I'd like your recommendations on 3 or 4 gaming stocks that you would recommend. These can be usa stocks.

Thank you.

Donna

Q: What are your thoughts on BRAG and SCORE now? Is it a buy or wait it out? SCR seems to be turning around from speculation that the betting bill would move through the senate before summer. But not for BRAG. Any ideas why BRAG keeps dropping? Is it a buy for either stocks at this point?

Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

Q: Similar to a question I asked the other day, NVDA has had a nice increase in price in the last while, though not without some volatility.
5I has suggested that NVDA is a good growth opportunity; do you see growth continuing from its current level? Can you provide some context to why you like it at this time. Also, I am comfortable with its current weight in my portfolio; at what price level would you start to trim, or even sell the whole position?
Thanks you for your excellent service