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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: Can't stop, won't stop. Like 5i, I like momentum.

Thanks for the recommendation a while back. I'm approaching a double and position size is still reasonable at 3.5%. Is a top up to ~4-5% reasonable given the momentum and outlook or do you think it remains a bit too risky to increase position size? Note that I stop buying a position at 5% and let them run to 7-10% before trimming, so topping up to 5% would put ECN as my third largest holding after CSU and GSY.

C.
Read Answer Asked by Cameron on May 28, 2021
Q: Hi Team,

I've been looking at DNTL. It seems they have a similar model to WELL, DOC and DND, in that as it appears their growth will largely come from aquisitions. I would think the dental industry would be a relatively stable business so, to me, looks like an interesting addition to my TFSA. Beside debt (for aquisitions), what are the main risks here? Is it too early for dip your tow in here? What are your general thoughts on the company.

Thanks

Dave

Read Answer Asked by David on May 28, 2021
Q: Good Morning,
This a two part question: I currently hold a 2% position in SHOP and I'm considering adding to SHOP or starting a new position in LSPD. Which of the two would you recommend today?
Secondly- I've noticed in some of the questions you like TT for Industrials. I need to add another Industrial name, and was curious what is is about TT that makes it stand out from other names?
Thank You
Read Answer Asked by Kevin on May 28, 2021
Q: Hi !

I am looking to invest in perhaps just one of the above companies.
I learned the hard way about prioritizing the preservation of capital.
Would you tell me which of the above companies is best in terms of highest chance of capital being preserved?

While I am here, would be able to suggest three other companies that are both poised for greatness and offer an excellent capital preservation profile?

Thank you!
Read Answer Asked by D on May 28, 2021
Q: I own ATD in my TFSA. Am thinking of swapping it out for MG for more growth. Thoughts please.
Read Answer Asked by Peter on May 28, 2021
Q: Eddy Elfenbein recently wrote a detailed review of Veeva Systems (he also did one on The Trade Desk a few weeks ago for those that want to better understand that company). In general, he likes the company and its prospects but felt it was quite overpriced. I know that many tech growth stocks have seen share price reductions and Veev seems in line with those drops. I have owned the stock for a while and intend to continue to own it. What do you think my expectations should be going forward - slow and steady growth, high growth or it flatlines for several months as it grows into its current valuation?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 28, 2021
Q: Hello 5i,

Crazy idea and does the following make sense?

For every BPY.UN unit you will receive .3979 of BAM shares.
My math --> BAM $60.74 x .3979 = $24.17 but BPY.un is trading at $22.60. This is a 6.6% discount.

Does it make sense to buy BPY and get BAM at a 6.6% discount?

If so, I am a genius. And how do I make sure I get the shares instead of the cash.
Read Answer Asked by James on May 28, 2021
Q: If you haven't seen this interview with Druckenmiller yet I thought you would like it, make public if you want


https://thehustle.co/stanley-druckenmiller-q-and-a-trung-phanin
Read Answer Asked by Peter on May 28, 2021
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