Investment Q&A

Q: Which companies (CAN/ US) and/or ETFs would you recommend to buy today for the best exposure to AI? This would be for an 80 year old investor who wants to allocate 8% of his portfolio to AI.
Thank you for your guidance.

Q: Hope all is well! Can you please walk me through the PSTH SPAC? From my understanding, units were originally sold at $20 and each unit consists of one share of common stock and a warrant for one-ninth of a share. With PSTH now at $25.40, if the market hates their proposed deal can you walk me through downside scenarios?
If shareholders vote down the eventual deal or there is no deal before deadline can you redeem for $20 and have a max loss of $5.40?
Is it correct to assume that the only way to lose more than $5.40 would be if the market doesn’t like the deal, shareholders still approve the deal ($20 floor goes away) and then the stock drifts lower on the back of company prospects?
I am interested because of Ackman involvement and the high implied vol on the shares in the options market. I am considering various bullish strategies (selling puts, risk reversals and covered calls) but just trying to develop a clear understanding of downside risks if the market hates their deal, shareholders vote down the deal or no deal happens.
I see the $23 strike warrants trading for around $9.20 with an 07/24/2025 expiration date, do only original unitholders get warrants or will unitholders that buy today and hold through a deal get a warrant for every 9 shares?
Thanks for your guidance!

Q: How do you feel about this recent listing?

Q: Hi,
Could you comment on the earnings after hours today (Dec2) for SNOW.
Would you consider an entry point here?

Thanks,

Q: Price action has been down since going public and the company recently announced results (Dec. 1), Please provide an analysis of the moves down from the IPO.

Thanks
John

Q: What are your thoughts on Pacific Gas & Electric now that it has exited bankruptcy after the wildfires caused by their equipment?
I see a new CEO, new board and was interested to see that it is now David Tepper's largest position at Appaloosa, Dan Loeb's largest position at Third Point and Baupost just made it a top ten position. Is this a good rebound play as California's largest utility? Thanks

Q: Can you comment on recent results. They seem to be great considering the environment.

Q: Hi 5i team,
The market is not very impressed with either CRM’s guidance and/or purchase of WORK. This pits CRM directly against MSFT in the work collaboration space. Is this a wise move by CRM? Is this a good entry point for CRM or is MSFT the better long-term bet?
Thanks again for the insight.
Dave

Q: Hi, any comment on their decline to $21.60 today. I'm wondering if I should hold. Morgan Stanley down graded them to $15 today citing - "With Palantir up 155% since listing with very little change in the fundamental story, the risk/reward paradigm shifts decidedly negative for the shares". Any guidance appreciated. Thanks

Q: I have done well with Canadian micro and small caps over the past 25 years , in large part because that is where I have found the biggest growth opportunities as the share prices are often not at all reflective of the actual and potential earnings. There seems to be far fewer opportunities in Canada (ex commodities) to make largish investments ( minimum of $50,0000) and am looking to American micro and small caps. From your experience would you say that there are much more opportunities to find bargains in the US exchanges or are American investors more aggressive and bigger risk takers so that there is less mispricing?
Tangentially, it would be educational for me to see how the 5i team goes developing a thesis for purchasing a stock.
Thanks.

Q: After being shorted from nosebleed levels by at least a couple of firms, the stock has come down substantially. Realizing that it may fall some more, in your opinion what would be a reasonable entry level. Thanks.

Q: Peter and Ryan: Firstly let me congratulate you both on the launch of i2i and I look forward to your information rollout in the near future.
While I wait maybe you can give me some direction on two US stock that are dragging down my foreign portfolio. Both EBS and CHGG have preformed poorly this past month, should I cut my losses and redeploy elsewhere or hang in and wait?. I am open to new ideas and have a high risk tolerance.

Q: My question a few days ago was for Danaher, a US health stock. Your answer was for an industrial stock. How about a 2nd try?

Q: Hi, I have enough fund to buy one of the two. Which one would you add today based on long term growth potential. This will be purchased in TFSA account. Thanks.

Q: Reading your answer/comments on their latest quarter where you say, "we see no real concerns from the quarter"; by using the word "real" this statement implies to me that there are some concerns as opposed to saying; "we see no concerns..." . If that is the case that there are some minor concerns, what might they be? Thank You

Q: Please give me your view of Apple. Has it got room to grow yet or has it more or less flatlined. Does 5G have an effect or is it big enough to work with or around it.? Do you think there will be a rise after the pandemic? Your input is valued.

Q: It seems that Northern Genesis has merged with Lion Electric, a Canadian company producing electric buses and now electric trucks. It seems that POW owns a 31% interest in Lion and both co-founders of AQN are also involved in this endeavour . Would you consider this a good play in the EV sphere?

Q: Nice read in Globe. Winner ? NGA - $14.01 and NGA.WS - $3.30, why so much difference, is it better to buy NGA.WS ? Thanks

Q: Can you please give us your opinion on the WORK and CRM deal? Do you think there will be another deal? I have 100 shares of WORK - how many CRM shares will I get.

Thanks for your great service
Hector

Q: Hi, With recent more companies use SPAC IPO, I wonder how can I know if a company was SPAC IPOed or traditionally IPOed in late days, say 3 month after the IPO? Was PLTR IPOed in that way? Also related, where to find SPAC companies lists? Thanks,

Lin