Investment Q&A

Q: Hi there, can I please have your opinion on Opendoor? Do you feel it has potential to rebound similarly to Carvana? Thank you!

Q: Hi There,

Can you give an update on GE Earnings?

Is it time to jump in, in a diversified portfolio?

Thank you

Q: Hello, can I have your top ten list of consumer stocks, Canadian or CDRs, based on projected total return (share price plus dividends, if applicable), for a 5+ years holding period? Thanks!

Q: I understand this is a us rare earth company , would you consider this a strong solution to the chinese dominance in this area ? Please advise your view and any other suggestions for this sector.
Cheers Doug

Q: How would you compare these two companies for long-term investments?

Q: I asked a question last week but it must have got lost. This is a follow up question regarding my question about if you could only hold 3 ETF's what would they be. You answered ZSP, XIC and ZNQ. Can you please explain the rational for owning both ZSP and ZNQ. Is there not a lot of overlap between the two? And if I were to hold only these # ETF's can you also explain why you wouldn't include another international exposure ETF? I believe ZNQ is currency hedged which usually means higher fees. Is there another option to ZNQ that isn't hedged with a lower MER?
Thank you for your service.

Q: Thanks for the CTLP pick. Could you please recommned a replacement now that it's being bought out? Doesn't have to be in the same sector, just similar size/potential?

Q: Hi Folks,

Big drop in Black Sky this morning, down 15%. Do you see this as a buying opportunity or is there something material that’s changed here?
Do you still see this company as a compelling buy?
Thanks for all you do!

Q: If Apple is an opportunity, would you buy the shares themselves or get exposure through Berkshire B which has also lagged over the last quarter or so? Thanks!

Q: Hi there,

What do you think about the eTVOL (electric aircraft) sector?

No doubt it’s a work in progress but is it investable at this point in time? Companies like JOBY seem to be steps away from FAA certification but I don’t think these are profitable companies?

Thank you

Q: Just saw two recent questions on this company, both calling Blacksky as being one of your top small-cap picks in the US. These two questions are the only two questions that come up from the symbol.
Can you share more on why it's one of your top picks? Has anything changed recently?

Q: Can you share any insights on FCCN - Spectral Capital Corporation? I have a high level understand of what their business is but would like your comments on the following:
1. What is the probability of them being granted a Nasdaq listing as a result of their pending application and if granted, would their be an immediate impact on share price?
2. Is there a functioning business today or is it just a Quantum hope story?
3. An overview for their potential growth if their areas of focus pan out.

I understand it's raw and speculative as well as that you likely don't cover it but the market cap isn't absurdly small and it seems to be focused in high upside areas.

Q: At today's price, for a 5 year hold, how would rate these stocks? In what order would you purchase and at what price?

Do you think that Fico price has now stabilized?

Q: In the last few months, I am up over 80% on both NBIS and RKLB. I would never have dicovered them without 5i. So this is just a big THANK YOU!

Q: Many thanks for your detailed response to my recent question on Google - "https://www.5iresearch.ca/questions/186348". Is it fair to assume that with 50+% of their revenue and possibly more of their EPS (due to higher margin within this vertical) that the stock price is fairly priced and that any future potential increases in stock prices will potentially require new product lines, ... As you stated, their vision is not clear. And until then, is it fair to assume that their stock price, from a P/E perspective, is lower than other Mag7 companies due to this caveat. Having said all of this, investors make (or lose) money when times are unclear and stock prices are deflated. What are your thoughts re the future of this company and what drives your investment thesis? Thanks.

Q: What is your rationale for picking this stock as small cap pick? The interest on the offering is high (and the eventual share dilution.) doesn’t worry you?
Is it because this actually improves cost of debt structure?

Q: What are the prospects of Coinbase? I recently listened to a podcast where they extolled its future role in speeding up money transfers and currency conversions and transactions across different countries. Sounded really convincing, but was hard to judge biases from the contributors.

Q: Hi a follow up to my previous question.
What do you believe as the best buying opportunity in the “US market” these days? 1 small cap stock 1 mid cap stock 1 large cap stock 1 ETF Thank you

Q: I’ve been watching Zoetis for a while now, but have not bought yet. It seems to me like it’s in a good business…people seem to spend plenty on their pets. It keeps going down though. Can you give me your opinion and would you buy it here?

Q: If you were setting up a diversified unregistered account for yourself from scratch using US ETFs today, for a long-term hold:

How would you approach this?
What would ETFs would you pick?
What percentage would you put in each?

Please charge multiple questions as needed. Thanks very much.