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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: Looking to lighten the load on above names. In terms of growth please rank their prospects over at least 3-year time horizon. Thanks.
Read Answer Asked by Randall on April 05, 2022
Q: I have owned XIT since 2017 and use it as a proxy for my technology allocation. Based on trying to keep relatively close to my allocation targets, I have trimmed it 14 times and added it 3 times (most recently adding at $47 and $41.

It looks to my amateur eyes that we are near a reasonably strong technical support level of +/- $41, which leads me to consider topping up to my target weighting again. In January I also thought we had support at $46-47...wrong.

However, the forecasted aggressive interest rate hikes might be a headwind to each of the underlying stocks, in which case I am more than happy to sit on the cash to see what happens with the next rate increase or two.

So, it really comes down to SHOP, CSU, GIB.A, OTEX (over 74% of XIT). When you look at each individually, and then in aggregate, what does your crystal ball say for adding at this time? I suspect your answer would include...if it is an asset allocation question, just add/sell now.

Your thoughts? Thanks...Steve
Read Answer Asked by Stephen on April 05, 2022
Q: if the electrical grids have to be beefed up to accommodate charging many more EVs , what infrastructure electrical companies { power lines & transformers }and parts suppliers{ charging stations } that are publicly traded ,could be considered a wise investment with lots of future upside ?
Read Answer Asked by jim on April 04, 2022
Q: I had planned on removing both of these stocks after 5i discontinued them. Unfortunately, I waited too long on and am now down 75% on REAL and 10% on GUD. I heard a speaker on BNN Bloomberg recently say that it is too late to sell stocks that declined since the fall 2021. My question is - should I continue to hold these stocks if I don't plan to use the cash from their sale to purchase anything new (they will stay in cash)? Is there any hope that they can improve?
thanks as always for your help
Read Answer Asked by Mary on April 04, 2022
Q: Topicus has a press release revealing they are going to buy a tech firm that creates vertical market software for numerous markets in Poland. I’ve converted the $ to USD because I don’t understand the currency:

Offer price: $61 million
Annual revenue: $38 million
P/S multiple: 1.6X
Free cash flow per annum: $5.5 million

1) What do you think of the deal?
2) Did Constellation Software ever buy a public company? If so, when and what was the name or names?

Thanks for the great service.
Read Answer Asked by Michael on April 04, 2022
Q: Hello,

Can you please provide your highest conviction names in the US and Canada?

Thanks!
Read Answer Asked by NAIM on April 04, 2022
Q: Hello Peter and team,
What do you think of Galaxy Digital's Financial results? Is Well Health worth taking a full position as they seem to be going in the right direction? Thanks very much.
Read Answer Asked by umedali on April 01, 2022
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
Read Answer Asked by Brenda on March 31, 2022
Q: Hi 5i Team - I hold shares in Enthusiast Gaming. Besides continuing to hold I would like to add another stock in the same space. I am looking to add Brag and Penn. Do you have a preference over these two. Also do have any other recommendations in the gaming and/or e-sports space, especially in the small and mid caps. Thanks.
Read Answer Asked by Rob on March 30, 2022
Q: Hi 5i Team - Besides companies such as Tesla and the large auto companies, are there any smaller auto companies that may have some upside in the EV space. Any geographic location is fine. Thanks.
Read Answer Asked by Rob on March 30, 2022
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