skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold both in a non-registered account, and I'm always concerned about U.S. companies doing spin-outs, because it invariably requires an 86.1 election with the CRA, because the total value of the spin-out is included in the current year's T5. While the 86.1 election will defer the tax for another time, it requires paper-filing, including a letter with your tax return that explains what you're doing, and I'd rather avoid it if I could. Do you know if the new company that will be created with AT&T's assets will be spun-out to existing AT&T shareholders, or does AT&T just receive the $45B mentioned today, and that is it?
Thanks very much...
Read Answer Asked by Warren on May 18, 2021
Q: Dear Team,
These stocks are listed as 'comparables' in a Refinitiv report. I would appreciate your ranking as to capital structures and growth potential.
Thank you, Team!
Read Answer Asked by Sigrid on May 17, 2021
Q: PLBY (PLAYBOY GROUP INC.)

Please provide some thoughtful insights on PLBY Group.

The company has performed very well since it de-SPACed approximately 8 months ago. The company was taken public in 2011 by Rizvi, but since Hefner's passing in 2017, the company has shifted in a new direction led by CEO Ben Kohn (someone with great success in his previous ventures - taking minority stakes in pre-IPO tech companies [Twitter, Facebook, Square, Snapchat, SpaceX, Uber]). I have watched as many interviews from the CEO and recent developments I could get my hands on, and I'm impressed!

Retail Analyst Brian McGough from Hedgeye has touted this to be a potential 10 bagger ($250.00+ stock / 10B+ valuation) (See his publicly available tweets). Ben Kohn believes the company can be worth 40B.

The thesis here is multi-fold, which also includes improving licensing agreements (Hef and Co. were lackluster on this front), expanding in other categories, and possible NFTs (monetizing on their previous works).

There seems to be significant brand improvements from the old Playboy from my cursory exploration. www.playboy.com / www.yandy.com / www.playboy.tv
(Seems more youthful and gender balanced).

Just wondering if PLBY has come across 5i's radar, and what insights you can provide beyond the recent earnings report. Very much appreciated!
Read Answer Asked by Stefano on May 17, 2021
Q: What is your long term outlook on the above companies.

I own them and some ARKG. Do you have any others you fell would complement them? I got space to add another name or two with out being overweight in the sector.
Read Answer Asked by Richard on May 17, 2021
Q: Your thoughts on CYBR? Have held it for a few years and surprised by it's volatility. Is it time to let this one go?
Read Answer Asked by Monique on May 17, 2021
Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken
Read Answer Asked by Ken on May 17, 2021
Q: I thought I heard a report that US banks would be allowed to resume share buybacks and resume or increase dividends effective June of this yr. Is that correct?
Thanks
Read Answer Asked by steve on May 17, 2021
Q: What stocks would you look at that could be expected to benefit from the apparent shortage in chips? I have a 3-5 year horizon.
Read Answer Asked by JAMES on May 17, 2021
Q: I have a 2%-or-so cash position that I had earmarked to buy AAPL, but I was wondering if it might make more sense to double my existing 2% position in CRWD. Alternatively, I could initiate a position in NVDA. Any thoughts?
Read Answer Asked by Domenic on May 17, 2021
Q: I'm looking for tax-loss proxy ideas for GH and TTD.
Thank you!
Read Answer Asked by Andrew on May 17, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!