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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 5i,
I wonder if the market is (and will continue) reacting quite negatively to the new federal cabinet, out of a belief that economic growth, national self sufficiency and real prosperity for Canadians is not currently high on the list of government priorities. Nothing can hinder economic health like obstructionist government policy and I sure see lots of that in Canada these days. I'm feeling like I should concentrate hard on moving as much as I can into US and international names.
Would you say I'm overreacting to what the next 18 months to 2 years (the usual life span of a minority government) might bring to Canadian business? Are there sectors that are likely to thrive during that period, other than maybe the banks, do you think?
Thanks for any insight you can offer.
Peter
Read Answer Asked by Peter on October 28, 2021
Q: Hey Peter,

I am confounded. Ctc.a is down approx 10% in the past few months. HD and LOW are up approx 15% similarily

That's a disparity of approx 25% and they're all in the same business.

I know its not the B of C announcement today that caused this.

What is your thoughts on why and MOST IMPORTANTLY would you suggest I still hold?

Up only 6% on my position currently.

Thanks


Sheldon
Read Answer Asked by Sheldon on October 28, 2021
Q: What is causing the current weakness in Methanex ? I have had success with it in the past and your fairly recent comments are positive so am considering picking some up at todays price. Any benefit to buying in US$ other than retaining dividends in US$ without losing on currency exchange ?
Have been with 5I since inception and am very happy with your insight.

John.
Read Answer Asked by JOHN on October 28, 2021
Q: Hi Team,
After the failed takeover rumour by pypl Pins is quickly at a 52week low. Do you see this as a buying opportunity in a name that continues to spark takeover interests from big names like pypl and previously Msft? I hold the stock and am currently down on the name. Average down or simply hold? Or ….is it time to sell? Thanks
Shane
Read Answer Asked by Shane on October 28, 2021
Q: Q1: I have QCOM for quite some time. I am thing to sell it and buy higher growth NVDA and CRWD. What is your opinion? What other US growth company do you suggest?
Q2: I have PKI and AQN which are going nowhere. I have TRP also which has gained recently but is still down from its high. I am thinking to sell all three and buy higher growth GSY and NVEI. What other CDN growth company do you suggest? What order should I sell PKI, AQN and TRP?
Q3: What growth companies will be impacted positively from high energy prices and higher inflation? Thank you.
Read Answer Asked by Dev on October 28, 2021
Q: Hello,
What are your current 'best ideas' in the micro to small cap space, 5 in Canada and 5 in the US for a 5 year hold that have a market cap of at or below $1 billion market cap, are founder-led, have high insider ownership and high forecasted annual revenue growth (greater than 20%/yr)? Thank you.
Read Answer Asked by Marc on October 28, 2021
Q: Since I bought Pltr at $29 from my Tfsa, it keeps going down , it was back to $29 for one day, then it dropped again. I want sell Pltr and buy Sklz. Wondering if Sklz is similar business like Eglx? Would you buy Sklz at current price or what would be a good entry price to get in? It has been moving up for over a week, or should I wait until after report earnings on November 3, your thoughts please, thanks
Read Answer Asked by Hue on October 28, 2021
Q: Please list your top 5 absolutely MUST-have stocks, regardless of sector or industry. (feel free to adjust the number of stocks, to more or less than 5 if you want)
Read Answer Asked by Brian on October 28, 2021
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