Investment Q&A

Q: Hello!

What are your thoughts on this company? Looks oversold at this point.

Thanks in advance!

Q: Good morning 5i team!

What is your near term outlook for MITK?

Is there specific news, or activity(chatter...rumours...?) to account for recent downside volatility?

What is your medium to long term outlook for this stock price taking into consideration any recent news or anticipated developments?

If I were to decide to sell to harvest a capital loss, which stocks would you consider comparable substitute in this sector for a pair trade?

Thanks for your assistance.

SGR

Q: May I please have you opinion of Armour Residential Reit in the US. Thank you.

Q: What do you think of these semiconductor equipment suppliers? Thinking of adding them to my TFSA. They haven't done anything for last 3 months but sales and profits have been growing nicely. Reasonable PEs and HIMX has a dividend. Thanks

Ross

Q: Is SIVBP just a way to be SIVB shares in small amounts . i.e. ( 1 Sivbp share = 1/40 of ! SIVB share).

Is this a safe way to buy smaller amounts of SIVB ?
I don't know if this is a common way to do it.

Thank you

Q: Good Morning,

Considering the rapid share price appreciation in both of these stocks, which one would you consider the better choice for a purchase today for a three year hold? Thanks.

Q: Hello Team,
Could you rank these three different securities for growth and safety. Are they all companies you would recommend?
Thank You,
Barry

Q: Hi Team,

Can you provide your opinion on this company?

Thanks!

Q: I have a position in BAM and am thinking of increasing it or adding a new position in BX to enhance my diversification. Does BX offer a range of different assets compared to BAM, or am I simply doubling up? Is now a good time for a purchase of either BAM or BX? Thanks.

Q: Hello 5i
Could I have your assessment of GPI please?
What are the pros and cons of investing in this company?
Thank you
Dave

Q: What would be better buy today and why?

Thank you,
Milan

Q: Hi 5i Team,

I have approx. $100k USD of capital to deploy to a portfolio with a 3 to 5 year hold outlook with a focus on High Growth. Comfortable with higher risk.

I’d like to have meaningful position sizing so want to limit the # of stocks to 4.

The pool I am considering is COIN, SI, ROKU, NVDA, SHOP, AFRM, SQ, CRWD, and ZM.

My inclination so far is to go:
45% - NVDA – This just seemed like a must own to me. Semiconductor exposure in a supply-short environment along with the multitude of other things they support – AI, Gaming, Genomic sequencing etc. Hard to see how they won’t be over a trillion dollar market cap especially if the ARM acquisition is go (Risk factor).

25% - AFRM – BNPL adoption in North America is far behind that of Europe/APAC and I like AFRMs positioning as a consumer first proposition with transparency and AI with strong partnerships with AMZN, AAPL Canada and SHOP.

20% - COIN – Continued adoption of Crypto. Would use this as a proxy instead of going with ETFs/Fund exposure

15% - CRWD (Valuation risk so smallest position, but cybersecurity industry hasn’t matured yet with lots of runway remaining for a stock with strong MOAT)

I decided against SHOP due to how much growth they've already seen and potential impact on consumer spend from an inflationary environment.

Could you comment your thoughts / advice on the above? Any stocks that you would switch out or position sizing you’d recommend to reconsider?

Q: ZIP IPOed recently, and I wonder what your thoughts on it are? I worry that it may not have much of a moat compared to larger job board Indeed, but it seems to be growing very fast, and may be a great idea for the post-pandemic recovery, especially since so many people are changing jobs right now. What are the strengths/weaknesses and risks that you see?

Q: Hello 5i,
I am fractionally underweight Communications (BCE, T) and fractionally overweight Consumer Cyclical (AW.UN, LNF, MGA). I am also significantly overweight Canada, underweight United States.
My thought was to sell AW.UN and use the proceeds to purchase VZ in my RRSP. The yields are very close which is a major consideration. Obviously, no tax considerations.
Would you see any concerns with such a move?
Many thanks as always!!
Cheers,
MIke

Q: I think there may be an opportunity in china and would like to purchase CQQQ as I could use some more international exposure . In my US RRSP I would need to sell either ROKU or MITK. Which stock do you think has more upside between these two?
Dave

Q: How best to play the labor shortage market present in Cad /USA. Head hunters may be a preferred option - your thoughts please

Q: Casino stocks have taken a beating because of the fear of Chinese Government intervention and renewal of licenses in Macau. Do you think it safe to initiate a position in the above companies? ThNks

Q: Any idea why Facebook is having a steady decline? At what price would you be comfortable entering the stock as a mid term (2year) trade? Thanks, Greg

Q: Hi 5i Team,

How would the fact that Humira will be coming off patent in the not too distant future affect share price of Abbv going forward? Is it a buy, sell or hold now?
Cheers,
H

Q: In our “balanced portfolio” we have decided to go to US stocks for our healthcare allocation. Currently holding MDT, VEEV and GH. Are these reasonable holdings? We like a concentrated portfolio so only have these 3 as our healthcare stocks. Would you suggest any changes or potentially a new 4th position? We are buy and hold growth investors looking at greater than 10 years until we would require these funds.