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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: In December DND announced the transformative acquisition of Link for 3.2B financed with a share issuance at C$53.00 and a large debt facility. The timing could not have been worse. DND shares are now trading at $13 and tech valuations have collapsed. The original terms no longer make any sense. Do you expect the terms to be renegotiated or DND to walk from this deal?

Thanks.
Read Answer Asked by Joel on May 12, 2022
Q: In an answer today you stated '20% of biotech companies in the US now trading below cash levels'. What would be your top biotech picks and/or your top biotech ETFs to play a recovery?
Read Answer Asked by Larry M. on May 11, 2022
Q: Related to Kevin's question... I own U, CRWD and NVDA in a TFSA and can't capture a tax loss if I were to sell U (I'm down significantly on the position). Would you suggest continuing to hold U in a registered account or selling and moving on to something else (likely increase NVDA holdings)?
Read Answer Asked by Jordan on May 11, 2022
Q: DND seems to be getting hit hard again. Do you think this is people selling before the earnings later this month in combination with market backdrop? I think this company has been overly beat up. Even if their purchase in Australia is not allowed they are still growing at a good pace are they not?. Would you add to a position today to lower cost? I am down about 25% money not needed for 10+ years. Thanks
Read Answer Asked by Kolbi on May 11, 2022
Q: Hello 5I,
I am down 50% on the above stocks. They are in taxable accounts but it’s not completely necessary for me to take losses necessary. I want to stay invested but am I just better to stay in these names or switch to something else? Basically are these good names to just stay in when things turn positive or do you highly recommend other names?
Thanks
Read Answer Asked by Tyler on May 11, 2022
Q: Hi! After this quarter would you sell Unity for a tax loss? Two other growth stocks I own are Crowdstrike and Nvidia. Which stock would you buy with Unity proceeds? Crowdstrike or Nvidia?
My thinking is getting back in at Unity at a later time.

Thanks
Kevin
Read Answer Asked by Kevin on May 11, 2022
Q: Hi 5i,

Amongst other pricey cybersecurity companies, CHKP seems very reasonably valued. It it 'cheap for a reason', or is it a solid stock to pick up now?

Also, do you still like RPD after its recent report?

Is there anything else (besides CRWD) that you prefer in this space?

TIA!
Read Answer Asked by Wayne on May 11, 2022
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