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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: Good morning,

Could I please have your thoughts on the SPAC Longview Acquisition and its acquisition of Butterfly the handheld ultrasound co. with backing from the Gates foundation? I know you generally are not a fan of SPACS however with knowing the company being purchased does it change your view at all? Any concerns with the pending lawsuit?

Thanks as always for your guidance
Brian
Read Answer Asked by Brian on January 08, 2021
Q: what is the forecast EPS for topicus? who are the major competitors? what exchanges will topicus trade? who are the 3 major shareholders and what percent of equity will they own? thanks Richard
Read Answer Asked by richard on January 06, 2021
Q: Do you subscribe to the theory that it is good to wait for lockup periods to pass before buying shares in a new public company? I’ve listed a few newer stocks - do you happen to have the lockup period dates for these? Any other notable ones?
Read Answer Asked by Mike on January 04, 2021
Q: what is your best guess as to when topics will commence trading on the TSEventure? thanks Richard
Read Answer Asked by richard on December 29, 2020
Q: I keep hearing about SPACs and although I am mostly weary as; tbh, I’ve had enough success with the companies that I’ve been introduced from 5i that I don’t really see a point in taking much risk outside of your suggestions. That said, I was wondering if there are any that you find interesting and what you think of SPACs. Thank you
Read Answer Asked by Meghan on December 29, 2020
Q: I am hearing a lot of buzz regarding Roblox. Just wondering if you have any thoughts on this IPO and gaming sector in general. Thanks for your great service!
Read Answer Asked by Meghan on December 24, 2020
Q: I reviewed your recent answer to a question on Haivision and wanted to follow up. I have had some success profiting from DND on the IPO and a less pleasant experience with BBTV. I am wondering if you can dig a little deeper on Haivision to help me understand if it's more of an LSPD/DND/NVEI company in terms of opportunity vs BBTV which sounded exciting? Does Haivision have a large TAM and if so, is it a market already dominated by a few players or is Haivision a pioneer or one of the early entrants? Who do they compete against (US or Canada) and are they growing more quickly or more slowly than the competition? Lastly, if there are major competitors, does Haivision have any unique offerings that give them an advantage?

Thanks as always for your thoughtful and profitable replies!
Read Answer Asked by Tim on December 23, 2020
Q: With my current shares in CSU( Thank You!), and at 1.859817814 shares in the spin out, I would receive X.96 shares. I can't find any evidence of a cash payout on the fraction. That leaves me contemplating selling one or buying six today to reduce any stranded fraction. Can you give me an idea as to where TOP ought to be trading when it comes on?
Thank You and best wishes for happy and healthy holiday.
Read Answer Asked by Tim on December 22, 2020
Q: Can you enlighten me on this one: “a blank cheque company”. I have bought a few stocks over the years that made me feel like i signed a blank cheque ... but never one that actually declared itself to be a blank cheque company.

BFT hasn’t started business, no revenue, seemingly owns nothing. So what is it? Is there anything here to justify putting a bit of mad money into this non-entity?

Thanks for your help; and please add me to the long list of appreciative and happy 5i’ers wishing you and all the 5i team the best of all life has to offer now and in the years ahead. Merry Christmas 5i.
Read Answer Asked by Donald on December 18, 2020
Q: Hi 5iR,
Cannabis advertising platform Weedmaps going public with $1.5 billion valuation with blank-check acquisition firm Silver Spike Acquisition Corp. I do realize that SPAC merger companies are usually future growth potential companies. What interests me here is a company that is claiming to be profitable since every year in its operation,
has grown revenue at a CAGR of 40% over the last five years and is on track to deliver $160 million in revenue and $35 million in EBITDA for 2020.
https://mjbizdaily.com/cannabis-advertising-platform-weedmaps-going-public-with-1-5-billion-valuation/.
Can you give your guidance on this. Thanks in advance.
Read Answer Asked by Vinod on December 14, 2020
Q: Hi
Thoughts on the we.v Ipo next week? thank you

Read Answer Asked by francis on December 11, 2020
Q: Hi 5i team,
It seems the IPO market is in a frenzy these days, with DASH and ABNB, in particular. I always enjoy reading Professor Damodaron, as per your recent blog, and his musings on ABNB. He views fair value at $36B. The IPO was priced at $68, resulting in an initial company value of $47 billion. It opened around $145, about 3 times the Professor’s view of fair value.
Some market analysts view these IPOs as a market top, a view I don’t share. I just think people are crazy to pay these prices to get a pizza delivered to your door.
Thanks again for your thoughts on this frenzy and what it means for the markets, if anything.
Dave
Read Answer Asked by Dave on December 11, 2020
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