skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hoping you can comment on your thoughts on stock based compensation in general and go into some details with Palantir (PLTR) specifics. It seems that PLTR are giving a very high amount of stock since it has gone public and seems to have a big impact on earnings per share despite revenue increasing. Is this common practice? Is this a product of it just going public? What concerns, if any, do have with this (e.g., diluting share holders)? Does this give you cause for concern about the long term potential for PLTR? Does stock based compensation tend to decrease in time with newly listed companies or is it often held consistent through time?
Read Answer Asked by Justin on July 26, 2022
Q: I just received a couple of weighty voting packages from Atlassian which I gave up on after the 74th “whereas”. I take it they are changing their domicile from UK to US, and essentially issuing new shares to be listed on the Nasdaq. If I understood the tax implications for Canadian shareholders if seems it will be a deemed disposition and capital gain or loss type of event. I know I am a little out of bounds asking for too much analysis about a non-Canadian company but just wondering if you had any thoughts. Is it a non-event or do you see any risks (competing with Boris Johnson for moving trucks?) or maybe possible upside? Thank you.
Read Answer Asked by Stephen R. on July 25, 2022
Q: This company has been doing rather well in a difficult market. Would you consider it a buy at today’s
price?
Thank you for your valued opinion.
Ernie
Read Answer Asked by Ernest on July 22, 2022
Q: Peter/Ryan can I get your current opinion on BIGG I've held it since Nov. 21 at a cost of 1.70 is it time to give this one a rest or could one average down. Thanks as always
Read Answer Asked by Nick on July 22, 2022
Q: I have recently started committing cash to the tech sector and own LSPD and SHOP. I was wondering if you could provide 3-5 CDN listed names other than these that represent the best growth opportunities.
Thanks
Read Answer Asked by Robert on July 21, 2022
Q: I have heard leveraged ETF’s are not good long term holds. I am looking at QQQ but would TQQQ be fine for a long term investment (15-20yr)
Read Answer Asked by mike on July 20, 2022
Q: the globe mail had a report from wells Fargo analyst saying things aren't looking good for shop. June numbers were down. analyst revised his price target down to 40. shop has consistently been one of your favourite growth picks. do you still feel this way. what do you make about specific claims from Wells Fargo.
Read Answer Asked on July 19, 2022
Q: I recent sold UPST for a tax loss and purchased AFRM, it has been 30 days now - would you rebuy UPST or would you purchase another in the same sector with the same risk profile and upside potential?

Thanks for your service!
Read Answer Asked by Ozzie on July 18, 2022
Q: NVDA is a top US favourite of yours. An article yesterday that husband of Nancy Pelosi reportedly bought $1-$5m shares of NVDA. before a bill of $52B in chip subsidies and/or tax credit go to the Senate for vote as early as Tuesday. In light of the foregoing is it timely to buy some NVDA and/or AMD in this market backdrop which had imparted lots of pain. Txs for u usual great services & views.
Read Answer Asked by Peter on July 18, 2022
Q: NVEI is down only 78% from its highs. Goldman came out this morning with this downgrade and commentary :


Nuvei downgraded to Neutral from Buy at Goldman Sachs Goldman Sachs analyst Will Nance downgraded Nuvei to Neutral from Buy with a price target of $40, down from $72. The analyst believes the company's revenue growth could be under pressure as a result of pressure on its crypto sales given the decline in crypto prices activity. In addition, softening economic trends will weigh on Nuvei's "largely discretionary verticals" of online gaming, currency trading, sports betting, and crypto trading, Nance tells investors in a research note. In addition, continued currency headwinds "could be an incremental drag on back half of the year revenues," says the analyst.

Their target is $US so the Cdn target is approx $52.

Do you have any comments on the points of the downgrade or are you in agreement with all said. And if so should we sell what is left before it goes to Zero/

Thanks


Sheldon
Read Answer Asked by Sheldon on July 15, 2022
Q: Hi Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George
Read Answer Asked by George on July 14, 2022
Q: there is no doubt in my mind, the microchip situation will eventually pick back up. When it does, which companie(s) do you think will be great to invest with and would have a high impact on the chip return.
Read Answer Asked by Ziaad on July 14, 2022
Q: Hi 5i,
I have been following Sierra Wireless since mid May when it reported results that significantly beat expectations. It has moved steadily higher and today on above average volumes, it was up 6.45% on a down day in the market and hit a 1 year high and closed slightly below this high. I am wondering if SW will be a big beneficiary of the Federal Governments initiatives for a new telecom framework for resiliency through mutual assistance and emergency roaming? Would appreciate your thoughts on this perspective and what other companies could be beneficiaries?
Thank you
Read Answer Asked by Gordon on July 13, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!