Q: I know 5i is rarely recommending IPOs, but I wanted to know if the team had the time to look at Duolingo? And how it would compare to other SaaS companies often recommended here for growth. It would you be for a long-term hold (10+) in a registered account.
which one of these companies is better from a growth perspective.
Also, with ransomware and corporate hacking being the new frontier for all CIO's and IT Managers, which 2 companies, in your opinion, have the edge with their technology and I can add these to my portfolio.
Q: I would like to get your opinion on shorting Robinhood Stock. It appears direct brokerages are going to start offering commission free trades. What possible moat does the company have to maintain their 42 billion valuation?
Q: We are looking to create a 'growth' portfolio using our TFSA accounts. This portfolio will represent a small portion of our overall investments. The portfolio will hold ~10 Canadian and ~10 US stocks. All purchases in the portfolio will be made with the intent to be long-term holds (10+ years).
Using the 5i research reports, model portfolios and Q&A section, we've selected the listed Canadian stocks. Please rank these stocks and suggest any tweaks, additions or subtractions, you might make. As well, please suggest a companion list of US stocks. Thanks!
Q: My question is about NVIDIA and the ARM Acquisition. How important do you feel the ARM deal is for NVIDIAS future and growth? If a headline came out that said the acquisition has been rejected, how do you feel the market would react short and long term? Based on the current information available, what do you think the likelihood the deal is accepted?
Q: Hello, Lately I've notice that Cathie Wood has been selling some of the big tech names such as Paypal. Is there something she knows about Paypal or do you think she is rebalancing her portfolios?
Can you please share your thoughts on the future prospects of these two companies. Resonant (RESN) and Grow Generation (GRWG). Both stocks are down significantly over the past month and significantly lower than their YTD highs. Is now a good time to buy in?
Q: Hi 5i team. An article in the Economist this week suggests Apple faces a "growth conundrum" because of its large size and political and economic risks in China. What do you think of these concerns from an investor's point of view? Should we expect less from AAPL than it has delivered over the last decade?
Many thanks.
Q: Crowdstrike is reporting 2nd qtr. results next week. Are you aware of any detrimental news that could affect their report? Would you be a buyer prior to the news or would you wait until you see their results? The stock price is down more than 10% in the last couple of weeks!
Q: Hi 5i
With profitability increasing but growth slowing, would you consider adding at these levels to be sensible or wait for momentum to turn ?
I tend to hold for the long term with minimal selling if that is a factor in your answer.
Thanks
Mike
Q: We have done very well with Apple in an RRSP account. So much so that it has grown to represent 15% of the portfolio. While I do believe Appl can still grow in value I think it would be prudent to sell some for diversification purposes. Can you suggest a good US company to buy? We also hold Disney in this account.
Q: Hello 5i friends - Thought this might be a good holding for using Canadian dollars to invest in semi's valued in US dollars as a portfolio currency diversifier. The subscription is small at this time but this is a new ETF. First, do you like the holdings and their weightings, would you expect this ETF to attract investment over the next year or so in order to satisfy your standards for a sufficient level of investment, do you have any comment regarding the MER and finally other than the low current investment level do you have any cautions to offer. Many thanks for your input. Ken