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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: Real and bsr are laggards in my portfolio. i would like to replace with two good performers .
on 5i i see crwd celph mgni et all i dont really know what they do
please suggest two that are on the safeside not necessarily the best .
also pbl a cdn co was a top pick by Stephen Takaczy
Read Answer Asked by thambirajah on January 26, 2021
Q: I read about AMY and like the idea of taking a flyer on a company focused on battery recycler technology considering the EV momentum. I see news came out about it on the 21-Jan but it made a significant jump the day before. Is this 'pre-emptive' jump typical?

Are there alternative companies in this space that you would recommend?
Read Answer Asked by Kyle on January 25, 2021
Q: With the possible turnaround of traveling later in 2021 would sabre be worhtwhile investing.It was a 24,00 US stock but now trades around $12.00 and they are reservation company for airlines, hotels. Also with Biden adm. signing of mining materials would NEO (canadian) for ev be ok.They seem to be part of of MP for rare earth minerals. For growth 1 to 2 yrs Tks 5I use as many credits needed
Read Answer Asked by Guy on January 25, 2021
Q: I have been watching this stock rise rapidly and wonder if there is still room to grow even more given the green energy focus of the Biden administration. I have recently purchased CSIQ and would like to have your comments on this stock moving forward as well.
Thanks, Lesley
Read Answer Asked by Lesley on January 25, 2021
Q: Hi team,
In the US small caps in the growth mode, which are your current favorites ? Any views on FTHM-Q, CTRN-Q, ROAD-Q ?
Gratefully,
J IDS
Read Answer Asked by Jacques on January 25, 2021
Q: Hello 5i,
Can provide and info on this company?
Thanks
Dave
Read Answer Asked by Dave on January 25, 2021
Q: Good Afternoon I am looking for your thoughts on VISA,

I held it pre-covid as I love the type of business it is and the margins it has, and at the times I figured with trends and expecting e-commerce to grow steadily I felt it was a good long term hold and certainly still do. Now with Covid transforming the way we live our lives, I feel like its dominant position as a payment processor should only help its business, with the accelerated growth taking place in e-commerce and contactless payments. The stocks is essentially even since Jan 2020, PayPal is up over 100%. I own both so I am not complaining and I get why PayPal is up a ton, as its more of a true cash-less play with bitcoin helping it gain more exposure. But any reason as it why it has lagged so much?

Considering Visa's moat, financial health and the fact that consumer trends are aligning perfectly with its business, where would you rank Visa in the realm of the other large cap stocks (FAANGM etc)? top 10, 15,20.... I look at it as "set it and forget it" stock for 15+years but I am very tempted to add more. Have a great weekend!
Read Answer Asked by Michael on January 25, 2021
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