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Investment Q&A

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

Q: Hi everyone!

I have a 2% weighting in technology. I am deploying a lump sum from a real estate sale and so far I've deployed 35% of my total, with 1% each in Kinaxis and Lightspeed, although Lightspeed is now probably a 2% position with its advance. Looking to exchange some money to U.S. dollars and was looking at the Companies above. My target weighting for technology is 14% so I can add a few companies. Which are your favourites? Any others to add to the list?

Thanks,
Jason
Read Answer Asked by Jason on December 29, 2020
Q: Peter and Team:
I own 15K score Media @ 35cents. The takeover of Great Canadian looks more certain and that means very few public gaming companies to invest in, Score being one of them. Do the chances of it being licensed in most of the canadian provinces look like it will come to fruition? The USA states? The last cash raise should help the balance sheet, but for how long? Your opinion please about adding to my position forgetting about sector weights. Would you also compare it to Mitek, which you spoke favourably about on Dec 24th. Which would you go with, if either, or would you wait until the possible retraction in Jan. ( Sorry, market timing. )
Thanks,
Ben.
Read Answer Asked by BEN on December 29, 2020
Q: Your thought on Takeda vs Roche for investment account. Would you recommend trimming ABBV (10% of my portfolio) and acquiring both Takeda & Roche?

Thank you!
Read Answer Asked by Nhung on December 29, 2020
Q: Hi. On the above six stocks, I am down today alone (Dec 28) more than 6% on half of them and down 4% on the other half. On a day when the 3 major markets are up. The question is, is this a theme of investors thinking these are stay at home stocks with a view to normality returning and therefore more downside on these type of stocks to come as the virus wanes, or more just tech, growth, high flier stocks having their usual ebbs and flows.
Read Answer Asked by William on December 29, 2020
Q: I was wondering if I could get an updated opinion on GAN. They sound the Shopify-equivalent of the gambling space. The CEO claims the US online gambling market to expand from 12% of the country to 75% by 2025 (over 6x increase). Thank you and happy holidays to the whole 5i team.
Read Answer Asked by Laxmyharan on December 24, 2020
Q: Hello team,

Thanks to your suggestions, I am considerably up in tech. I bought lemonade awhile ago and am planning on selling tomorrow. I also own Crowdstrike and I am thinking of adding to my positions, although with the recent gains, I am thinking of maybe holding off. If you could please suggest a momentum growth stock that maybe hasn’t been getting attention lately, or if it is better to hold off till after tax selling in January. Love 5i! Thank you for service and Happy Holidays!!
Read Answer Asked by Meghan on December 24, 2020
Q: I am hearing a lot of buzz regarding Roblox. Just wondering if you have any thoughts on this IPO and gaming sector in general. Thanks for your great service!
Read Answer Asked by Meghan on December 24, 2020
Q: Hi there,

If you were to build a US growth portfolio today of12 to 15 names, what names would you select?

Thanks!
Read Answer Asked by Michael on December 24, 2020
Q: NNDM May I please have your opinion on Nano Dimension ? Many thanks
Read Answer Asked by Hue on December 23, 2020
Q: Thanks for helping guide my families investments in such a crazy year. With my twins having only 4 years until university 5i's advice was a game changer in terms of returns and helping one sleep at night. Over the last week I bought two of my nephews in there early 20's a 5i subscription (which due to your generosity also gives $70 to the food bank!). I am so excited for the potential your teams sound advice will give them for years to come

While I have you, a couple questions (please charge accordingly). I am full up on tech (and then some) but was intrigued by your recent responses on MITK and RDFN. If you were to pick one which would it be? Would you use DOCU as a possible sell candidate if you needed to raise cash to buy one of them? Secondly, would you buy either QS or CRSP after there meteoric rises?

Thanks and happy holidays,
Brian
Read Answer Asked by Brian on December 23, 2020
Q: Hi, recently PFE, AZN & Moderna have all dropped a lot from their highs in early December. Why do you think these stocks have dropped so much? Thanks.
Read Answer Asked by Esther on December 23, 2020
Q: Any thoughts on Vistra Corp. Company on a valuation basis is cheap, the metrics from a p/e, cash flow , growth point of look good. Part of their revenues are from coal plants and that has held back the share price, they are however transitioning out of them with a future focus on renewable energy. BAM is one their largest shareholders and should aid the transformation to more renewable energy (primarly solar ). Thank you for the great work
Read Answer Asked by Mario on December 23, 2020
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