Investment Q&A

Q: Last October, on a recommendation and some analysis I did of the stock, I ended up purchasing TPL. Since then, the stock has gone up by 177%. What is driving this price increase? Is there some underlying value beyond what I can see or is it unsubstantiated hype?

Q: If one believes in the potential importance of mRNA therapies to the future of human medicine in applications beyond COVID vaccines, which company would stand to benefit the most? Which are likely to benefit the most in the short term from COVID vaccines, or is this "baked in" for most already? Deduct points as needed and thank you for your excellent service.

Q: In my last question you included INTU.. Was this intentional and if so,, can you elaborate? It’s not a company that’s been on my radar.

Q: Hi,
I am starting an RESP for my daughter. I was thinking of buying shares of Disney each year for the next 10-15 years. I feel like this is a safe company with a long history that she will be interested in.

Q: Your thoughts on selling FDX (after a nice pop) to buy UPS today. Thank you!

Q: Hi 5i Team, What are your thoughts on the semiconductors for the next 3-5 yrs and these 2 ETF (SOXX and SOXL).
Thanks!

Q: Thoughts on Adaptive Biotechnologies Corporation (ADPT)?

Much appreciated,

Q: Peter/Ryan would like your opinion of 5 good American stocks for an RRSP. Thanks,

Q: Your thoughts on Aeva?

Thanks

Q: I am doing a comparison between U and NOW. When looking at guidance given by both companies, they are very similar, both around 30% revenue growth for the next two years. NOW has lots of cash flow and a growing operating margin, U is far from being profitable. The price multiples for U is almost double NOW. Is the difference in valuation justified? Which would you buy?

Q: Grateful for your views on C3Ai. Where do you think it will find support in its downtrend ? Buy, sell, or hold ? What would you replace it with ?
Gratefully,

Jacques IDS

Q: Can you provide your outlook for this company? I noticed that Bill Gate's Foundation recently acquired shares.

Q: How serious is this investigation against Visa ?

Do you think it will Visa, is this a good point to enter visa ?

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: Hello Team,
With Visa's DOJ issue, would you stay the course and keep it, switch it for Mastercard to stay in the space or go totally elsewhere?
Thank You,
Barry

Q: I have some V and quite happy with it. Do you think the news today is material or a good opportunity to pick up more.....or better to see how it plays out....I know this one is hard to answer but you folks are smart!! Thanks for all you do!

Q: Happy Friday. But not happy with my Visa stock down almost 5%. Most unusual. Can't find any news. Could you offer me your expert understanding? Thanks so much.

Q: Hello 5i, could you please comment on UPST's earnings and whether you would trim a modest holding after the very large jump in the stock price, or hold. Thanks.

Q: Hello 5i
Please comment on Upstarts latest quarter and their prospects going forward.
Thank you
Dave

Q: Hi 5i Please rank in order based on present value and future returns.
Thanks for all you do.
Gary