Investment Q&A

• Cadence Design Systems Inc. (CDNS)
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• monday.com Ltd. (MNDY)
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Q: Hello 5i
Could you please comment on CDNS and MNDY recent results and their respective outlooks going forward?
Would you rate either a buy?
Thank you
Dave

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Read Answer Asked by Dave on February 15, 2023

• Maxar Technologies Inc. (MAXR)
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Q: With the go shop period expiring is it time to sell with no other offers coming forward ? Thoughts please


Thx Blake

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Read Answer Asked by blake on February 15, 2023

Q: Peter; Point is having a “ Fireside Chat” Thursday am- is this just a information type chat to update investors .? I assume no info re the splash would be divulged? Thanks
Rod

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Read Answer Asked by Rodney on February 15, 2023

• Enbridge Inc. (ENB)
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• Cheniere Energy Inc. (LNG)
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Q: Currently own Enbridge in the energy infrastructure space and am not unhappy with it. But considering switch to Cheniere . How would you think about such a switch ? Primarily a trade - off between income and growth ?
Other considerations ?
And more specifically , while accepting that all utility type companies operate with high debt levels , how would debt levels compare between these two companies .
Thank- you.

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Read Answer Asked by William on February 15, 2023

• Palantir Technologies Inc. (PLTR)
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Q: Your thoughts on PLTR's latest earning?

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Read Answer Asked by Ron on February 14, 2023

• Timken Company (The) (TKR)
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Q: I am looking to add an industrial stock to my portfolio and this one (Timken) looks interesting. Can I get your thoughts on it?

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Read Answer Asked by Dan on February 14, 2023

• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• The Walt Disney Company (DIS)
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• T-Mobile US Inc. (TMUS)
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Q: What names in US$ are you recommending in the communications sector. Thanks.

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Read Answer Asked by Gerry on February 14, 2023

• Gold Resource Corporation (GORO)
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Q: What are your thoughts on GORO in light of today’s weakness? Do you see it recovering given enough time? How would you rate it as a silver play? Thanks.

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Read Answer Asked by Brian on February 14, 2023

• MSCI Inc. (MSCI)
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Q: What is your analysis on MSCI

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Read Answer Asked by Nick on February 14, 2023

• Chevron Corporation (CVX)
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• Devon Energy Corporation (DVN)
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• Hess Corporation (HES)
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• Exxon Mobil Corporation (XOM)
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• The Energy Select Sector SPDR Fund (XLE)
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Q: I am thinking of starting a position in an energy company. names that have my attention are Devon with its high dividend. Exxon I mentioned on CNBC a lot. An ETF ? Can you make some suggestions. I am Canadian and realize US dividends are taxed at 15 %.

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Read Answer Asked by Daniel on February 14, 2023

• TD Q U.S. Small-Mid-Cap Equity ETF (TQSM)
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Q: I am trying to insure broad diversity across our investments and we seem to be missing the small to medium cap categories. Would you consider this to be a good way to cover this area?

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Read Answer Asked by Tom on February 14, 2023

• Amgen Inc. (AMGN)
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• AbbVie Inc. (ABBV)
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• UnitedHealth Group Incorporated (DE) (UNH)
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Q: hello 5i:
In the health care sector, we own ABBV, MRK and WELL. I'm not impressed with the future growth profile for ABBV. Would a change to either AMGN or UNH make sense here? Why or why not?
thanks
Paul L

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Read Answer Asked by Paul on February 14, 2023

• Digital Turbine Inc. (APPS)
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Q: I have 100 shares at $61. Would you average down on Apps at current price? The low was $10.65, do you think it would go back down to that price or even lower? Your insight is appreciated.

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Read Answer Asked by Hue on February 14, 2023

• Verizon Communications Inc. (VZ)
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• BCE Inc. (BCE)
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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• TELUS Corporation (T)
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• T-Mobile US Inc. (TMUS)
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Q: I have BCE and T for Canada. VZ for USA. What additional telecom stock(s) would you recommend to round off this sector?
Thank you,
Roger

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Read Answer Asked by Roger on February 14, 2023

• Ares Capital Corporation (ARCC)
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Q: Hello,

I am interested in having a small position of ARCC in my RSP. I am not sure if this will be qualified and is covered under the tax treaty.

Wondering if you know if there would be a withholding tax within my RSP with this fund?

Thank you!

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Read Answer Asked by George on February 14, 2023

• AbbVie Inc. (ABBV)
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Q: Can you comment on ABBV latest quarterly report from last week. What did you like? Anything that you did not like. How is the debt position? Was there anything of particular interest to note from the call (either good or bad)? Do you still see it as a hold for the long term?

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Read Answer Asked by Justin on February 14, 2023

• Peloton Interactive Inc. (PTON)
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• Airbnb Inc. (ABNB)
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Q: At a business university event in Miami on the beach with Jim Kramer as the speaker entertaining questions from business students (held on Feb 3), 2 of many stocks they had done their homework on were ABNB and PTON and Kramer agreed with them and so I bought ABNB the following Monday. They do not look as good as these students thought they were. I have looked at ABNB from a previous question on 5i, but that was over a month ago. Do you still like ABNB. I have not noticed anything on PTON lately. What are your thoughts? Your thoughts are appreciated as always.

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Read Answer Asked by Dennis on February 13, 2023

• ARK Innovation ETF (ARKK)
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• Enthusiast Gaming Holdings Inc. (EGLX)
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• ARK Genomic Revolution ETF (ARKG)
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• CrowdStrike Holdings Inc. (CRWD)
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• Unity Software Inc. (U)
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• Upstart Holdings Inc. (UPST)
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Q: Hi Guys,

The above companies are well below water, I have a 3 year window before needing to sell anything, please advised!
Should I sell, I would be purchasing companies like td, kxs, doo.
Thanks
Jim

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Read Answer Asked by jim on February 13, 2023

• STERIS plc (Ireland) (STE)
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Q: Can I get your thoughts on Steris’ recent quarterly results? Is the drop in price overdone in your view?
Thanks.

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Read Answer Asked by Dan on February 13, 2023

• Fortinet Inc. (FTNT)
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• Palo Alto Networks Inc. (PANW)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Hi, can you give me your thoughts on some Cyber security stocks?
Is now a good time to be edging into these stocks or should I be waiting for a pullback everyone seems to say is coming soon?
I'm thinking of starting a position in either Crowdstrike or Palo Alto. Which would you recommend or do you have others you would prefer?
Thanks
Harry

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Read Answer Asked by Harry on February 13, 2023