Investment Q&A

Q: Hi 5i team. Can you comment on BIG. Is this company still in good financial shape for growth and increasing revenues? Or is there something that might negatively affect it? If fundamentals still look fine, would this be a good entry price point?

Q: Good morning Ryan, Peter, and 5i Team,

Given the recent earnings miss and resulting downward momentum of WW shares, are you still confident that the thesis for investing in Medifast holds water? If not, might you suggest which one of your favourite US growth stocks (any sector) that you might currently prefer over Medifast? Thanks for your great service!

Brad

Q: Is ABNB still a long term hold with the lingering concerns with COVID delta variant and likely future variants? Thanks.

Q: What is your opinion of Stelco?

Q: What are the top Artificial Intelligence companies to invest in at this stage, if one is looking for a ten year time horizon and multi-bagger potential with a very high risk tolerance.

Q: Jean Francois tardif chose this one as a top reopening contender to benefit from the reopening trade. It hasn’t panned out. Do you like the company? Would you keep holding ? Thank you

Q: I do not see this company in your data base, please add.
SKIN Beauty Health Co
Can you please tell me a bit about it.
Is it a buy, hold, or sell.
Thank you

Q: What is your take on AI ?would you be a buyer right now?
You see a very bright future for this company?
If you want to buy a stock in a US company what would be your top 3 be,regardless of sector?

Q: Hi,
I was looking in questions and could not find anyone who asked about the last quarterly results.
Could you provide your take on the latest quarter please?
Also, what are analysts expectations over the coming years in terms of growth for revenues and EPS? On a forward basis what is current PE?
Thanks,
Dan

Q: I own the following in my US-denominated TFSA:

ADBE, DAL, FIVE, PYPL, PAYC, TOL, SLQT, GOOG, AL

The goal of this account is high-conviction, long-term growth strategy, focused on eight US equities, with a risk profile somewhere in between that of your Balanced and Growth portfolios.

A) If I had to sell one of the 9 holdings listed, which should it be?

B) Are there any others that should be sold in light of the investment goal stated?

C) Which of these should I add to, if any, or, which new postition should I consider (US market only) that would complement the existing positions well? Please note that I am already fully-weighted/over-weighted in FIVE, GOOG, PYPL, and PAYC.

Thank you. Please deduct the appropriate number of credits as needed.

Q: I hold the US portion of my portfolio in my RRSP. It represents roughly 20% of my total investment. I do not need to convert to RRIF for another 5 years and at that time will be taking the minimum required.
I currently hold ZQQ; ZPAY; ZDY; ZWH; ZSP.
I am thinking of switching my holdings to the following in roughly equal amounts: ZPAY; VUN; ZSP; ZNQ; XSU.
The objective is to get better coverage of the total US market through XSU and VUN. Maintain coverage of S&P 500 through ZSP. For Tech switching to non hedged via ZNQ. ZPAY will still provide good income with perhaps some downside protection through its options strategy.
Your thoughts and recommendations of alternatives.
The rest of my portfolio in my Non-Registered account and TFSA follow a mixture of your 3 portfolios which by the way have provide me with a return of 12 - 15% in the past 6 plus years.

Q: legato merger corp what about this merger with algoma

Q: looking for a fintech growth company with a 1-2 yr investment horizon. Could you pls comment on each.

Q: A number of years ago I did some due diligence on NOC and have successfully owned it at times since then. The stock had a bit of a pop this spring but has been going sideways in recent months. If I was a technician I might think it was consolidating or building a base. The company could benefit from US stimulus or it might be impacted by supply chain issues.
I would appreciate your thoughts on the company's prospects going into it's next earnings report in late October.
Thanks for your insights.
Ian

Q: Hi 5i team. Can you comment on ADSK. It’s been on a downtrend lately since last earnings announcement. Is this company still in good financial shape for future growth or should be concerned about cash flow headwind with their recent changes to subscription payment plans? If fundamentals still look fine, what might be a good entry price point for this stock? Would recent news cause stock to go sideways for a while before picking back up from its current level?

Q: can you think of any drug and addiction centres that are publicly listed that could have some growth and up side going forward ? thanks

Q: Hi, Can you please provide a brief update on SMG: Current valuation, possible reasons for the recent drop (~20% YTD) and growth potential ?

Thank you,

Q: Hello 5i,

I would like your thoughts on this company. Is there any resemblance to UPST?
As always, thank you very much for your insight.

Marc

Q: Hello Team

Heard this company on BNN and kind of caught our eye. Can you provide some information and thoughts on this company, We would buy and hold for longer term (5 years)

thanks again for your valuable insight.

cheers
K&C

Q: Abbvie keeps getting sold off. Down another 2.5% today. Do you think it has bottomed after the steep slide over the past 10 days or so? Would this be a good entry point?