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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: Hi Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George
Read Answer Asked by George on July 14, 2022
Q: Hey Team, thanks for holding strong during this rough time to be a portfolio manager. I have one ticket to add to the above list that didn't show up in your database, its EVVTY (Evolution Gaming) out of Stockholm. Anyway I consider many of these to be high quality compounders, with strong mgmt teams. Could you rank for me which companies you would add to now? Or if anyones you would avoid, let me know. Thx
Read Answer Asked by Adam on July 13, 2022
Q: It seems many analysts feel that Health care is a good place to be going into the next 1 to 2 years, do you agree?
Could you name your top 5 Health Care Names, Canada or US?

Thank You
Read Answer Asked by Timothy on July 12, 2022
Q: Based on your last comments on Pliant therapeutics(PLRX) from May 12, could you please update on those specific comments and on the recent news that made the stock double. Where do you see it going from here? This is what you wrote last time…

Asked by James on May 12, 2021
5I RESEARCH ANSWER:
PLRX has $277M in cash, but only expected revenue of $16M this year. Cash burn was $37M in 2020. 1Q loss of 64 cents per share was 6% worse than estimates; sales of $2.2M were 49% worse than expected. Insiders own 3.5% directly. We do not know management but see no concerns there. There is not much to go on here. As a clinical stage company, performance is going to depend on trial results. It has two main trials (early stage) that will be releasing results later this year. The pipeline is decent but again, early stage. It has been public less than a year, but shares have nearly doubled in that time. There is upside potential for sure, but the future may also be binary based on good/bad trial results.

Read Answer Asked by James on July 12, 2022
Q: CSU and BEP.UN are graded A and are your only A grade companies in Canada. What might be an A grade company from the U.S. if you were to grade?

Thx
Read Answer Asked by blake on July 12, 2022
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