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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: I've held TTD for many years now (since about $17 thanks to 5i) and it's starting to seem expensive at current prices (especially given the roku talk). Would it be best to diversify some towards others in the ad sector like APP or MGNI (or any other suggestions)?

You've spoken favourably of APP recently, do you like it better than TTD at current prices? My holding period is as long as possible if that helps.
Read Answer Asked by dan on December 05, 2024
Q: Good morning, In the communications sector my only current holding is GOOG, which is a half position. I previously held BCE and T but sold them in recent months. Would you be comfortable topping up GOOG to a full (5%) position for growth over the next 3-5 years? Are there other companies in the communications sector you would recommend, US or Canada? Thanks!
Read Answer Asked by Lois on December 05, 2024
Q: Noticed this company has come up a few times in the Q&A the past several days. How much of this is a speculative buy vs. an investment? The only thing I can seem to gather here is that there is positive momentum, it was endorsed by Citron, members of 5i seem to own it, but it is still losing money.

Are there similarities to the dot com boom here? What makes this company buyable?
Read Answer Asked by Mike on December 05, 2024
Q: Hello 5i
Please rank these companies for 2-3 year growth and in which order you would buy them if you had a fairly high risk tolerance.
Thank you
Dave
Read Answer Asked by Dave on December 05, 2024
Q: I had FOUR on my watch list, and was waiting for a pullback to $105. In the meantime I bought NBIS and caught some of the upward slide. Now with the uncertainty with FOUR, would you just hold NBIS, or also take a position in FOUR? Which do you consider the better quality company.
Read Answer Asked by Kim on December 04, 2024
Q: I have full positions in all of these. All in the positive, no tax implications with selling. Do you see any unnecessary overlap here? If so, what would you sell and what would you keep? CRWD up 18%, DDOG up 47%, TTD up 355%.
Read Answer Asked by Kim on December 04, 2024
Q: Hello 5i
Could I have your assessment of DAVE inc please?
Thank you
Dave
Read Answer Asked by Dave on December 04, 2024
Q: Good day 5i !

With PRMW now gulped by a USA water company, what Canadian water oriented companies remain for investing? Please also comment on their prospects and timings for investment. Thank you.
Read Answer Asked by Franklin on December 04, 2024
Q: I am losing patience with ULTA and am thinking of using this recent bump to top up my AXON and ISRG. I have a half position in both these later two stocks. Do you have any thoughts?
Read Answer Asked by Gordon on December 04, 2024
Q: Could I get your thoughts I get your thoughts on Intuitive Machines (LUNR) as a speculative investment?

Thanks you for the great service
Read Answer Asked by Lynda on December 04, 2024
Q: I have a few questions about the recent special committee report which found no “substantial concerns about the integrity of Super Micro’s senior management or audit committee”,

1) To what extent was the recent report actually “independent” and to what extent can it be relied upon by us as investors? I think the committee was appointed by the board so can the report be trusted? I

2). Can we assume that there’s no fraud? What do you make of the comment that there was no “substantial” concerns about management or the audit committee? It seems that there were issues but those were not “substantial” whatever that means.

Do we have to worry about fraud here or do we simply worry about whether there may a guidance issue? Thank you,

Jason
Read Answer Asked by Jason on December 04, 2024
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