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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 am looking to find some software stocks with excellent Net Revenue Retention rates and strong revenue growth that should make for bounce candidates/long-term compounders if the tech market turns. What are some of your favourite CAD and USD names with NRR above 110% and revenue growth of at least 30%?

Do you like any of SMAR, ASAN or MNDY?

Thanks
Read Answer Asked by Angus on March 04, 2022
Q: Good day. I think I made a rookie mistake. A number of months ago I bought 40 shares of Novax, based on emotion and speculation believing its protein spike vaccine would fill the void for vaccine hesitancy and boosters. I am now showing a 56% loss. This stock represents about 3% of my portfolio. Should I sell and take the loss or hang on hoping it turns around upon FDA approval? Thanks for your opinion.
Read Answer Asked by Robert on March 04, 2022
Q: Hi 5i,

I am having some trouble finding the percentage of their respective business is in cybersecurity. Would you have this breakdown?

How would you rank the 5 for overall growth?

TIA
Read Answer Asked by Wayne on March 03, 2022
Q: Good day 5i,

I hold SEMR and VEEV and both reported recently. I would appreciate your analysis of their earnings reports as well as what you see going forward for both.

I have a long-term outlook and a high tolerance for volatility, if the growth story is intact.

Thank you for your insights.
Read Answer Asked by Doris on March 03, 2022
Q: I've reviewed past Q&A on your website re: GDRX; also their investor newsletter released with the Q4 and Annual results. Do you see value over the next 5 years after today's strong drop (-38.9%) given it's competitors, revenue growth still reasonably robust, and adj net income and EBITDA that is + and growing?
Read Answer Asked by John on March 03, 2022
Q: I am down 20 to 40 % on these equities.
I am considering harvesting a loss and moving to other names in their respective sectors. Please assess by my plan and provide any necessary input.
Swap LULU for CROX
Swap ADBE for CRM
Swap RCII for DKNG - I am less convinced it this third swap.

Thank you
Read Answer Asked by Karim on March 02, 2022
Q: With an 11 dollar option price and closing of the deal expected in Q1, it seems like there is an opportunity in DWACW at 28 when DWAC has been consistently mid-80's and higher. Am I missing something?
Read Answer Asked by Rick on March 02, 2022
Q: Given the current volatility in the markets could you provide your top 5 Canadian and US stocks based on earnings, with some growth upside?
Read Answer Asked by Timothy on March 02, 2022
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