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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: NVDA has become 10% of my portfolio. Too often, I have sold too early, and too often I have not sold, and lost the gain. What to do! I wonder if it's a good idea to trim and buy some TSM, or AMD, or is there another company I should be looking at? Or, if so many are at the point of entering NVDA, does that mean it just makes sense to hold a little longer and reevaluate regularly?
Read Answer Asked by Kim on July 06, 2023
Q: Good day guys ..
Would u agree with Mr Jordan’s zinberg assessment for this name .. recently it has been hold in your eyes.. is it now a buy at current levels .. this guy is a donville disciple and appears to be rather sharp in picking small cap stocks.. would u follow his lead here and buy as he currently thinks it’s at maximum pessimism..
thank u
Mark
Read Answer Asked by Mark on July 06, 2023
Q: Hi 5i,

May I please have your current thoughts on EV makers other than Tesla (which I already own)?
Are companies such as Rivian, Lucid, BYD, Nio etc. (or any others you can suggest) worth investing in as a stock?
Multiple questions here, but if you could give a brief breakdown of the more viable companies and their investment merits (or not) that would be great.


Thanks!
Read Answer Asked by Brian on July 05, 2023
Q: Hi group can you help me understand how to get a dividend for my cash that I have presently (100 k ) its sitting in my RBC direct investing account / they do not give any interest for this money.
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.

2 nd question
Please give me your top pick in each sector regardless of US or CAD

Thanks for your help with this
Read Answer Asked by Terence on July 04, 2023
Q: Is US large cap tech too expensive to buy here, or does the AI theme make it have room to run up further?
Read Answer Asked by Michael on July 04, 2023
Q: So far it has been an eventual year to date for Quarterhill -- gone are the CEO , the dividend , the CFO and the WiLan Division . The sale of WiLan seemed like an overly complicated transaction -- what is your opinion of the price of $71m they received ?
Quarterhill was a top pick yesterday on BNN , and at close of business today the stock was up 20% in two days . What is your current opinion of QTRH -- are they perhaps a candidate for going private , or maybe a takeover target ?
Read Answer Asked by Thomas A.J. on June 30, 2023
Q: Hi team
awhile ago, someone did mention re: some of the top Canadian companies that has involvement in AI (artificial intelligence) that are top picks
the names of OTEX and KXS were mentioned; are they still the top picks in this sector in Canadian stocks? could you add 1-2 more names in the order that you would recommend? I got both OTEX and KXS already in my portfolio; thanks
Michael
Read Answer Asked by Michael on June 30, 2023
Q: Hello 5i team,

There is such a difference in Nuvei’s adjusted and unadjusted financial results. On an adjusted basis it looks like an incredible growth at a VERY price story. Unadjusted with stock compensation doesn’t look close to the same. What are your thoughts on the adjusted and unadjusted results for this story?

Also, do you have any concerns about the adjusted fcf yield that is used to buy back shares that are issued at part of comp and adjusted out, effectively making the story less profitable?

Thank you!
Read Answer Asked by James on June 29, 2023
Q: Hi - of these two stocks, would you be buyers of both at current prices? Do you favour one over the other or are comfortable buying both? Growth objective and held within diversified portfolio. Which of the two would perhaps have greater downside in a recession? In your mind does either have a beta higher than 1 in a mkt downdraft? Thanks as always!
Read Answer Asked by Doug on June 28, 2023
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