Investment Q&A

Q: Good Afternoon, For new money going into a TFSA, split between these three names, what are your thoughts on ideal purchase strategy, as well as the combination ? Thanks

Q: Do you think that the other Canadian banks will follow NA's zero commission? If yes, does this mean they would profit from Order Flow, meaning less attractive prices for investors?

Q: For a conservative investor, do you think this ETF would be a good place for new money?

Q: Hello

which one of these companies is better from a growth perspective.

Also, with ransomware and corporate hacking being the new frontier for all CIO's and IT Managers, which 2 companies, in your opinion, have the edge with their technology and I can add these to my portfolio.

Thank you,

Rajesh

Q: your opinion on GAGE ...THX

Q: I wanted to buy RIWI as a Canadian Tech company to my repertoire but I see it falling everyday - is this company most likely to just tank, or is there a chance for recovery?

Q: SHOP solidified its relationship with TIK TOK. What does this mean for SHOP? How big a deal is it?

Q: Greetings 5i,

Futu holdings - FUTU:NASDAQ (currently no ticker with 5i) , some say China's Robin Hood, reports next tuesday Aug 31.

Ive been interested in the growth story and the share price has pulled back considerably. Recently it seems the sector is bouncing off lows and perhaps with hopes the Tech Inquisition will end soon.


What are Your current thoughts here on the company, earnings expectations, and current environment?


Cheers!

Q: I have about 10k$ to invest. For a 3 year hold, would you rather own 5 shares of shop, 200 shares of Ata, or 200 shares of and. Or would you suggest something else. Thanks

Q: What is the expected completion timeframe for DND's strategic review? What are your thoughts on what might happen?

Q: I would appreciate your expertise on Stelco current valuation; I have read your notes. STLC report states that current profitability results from both volume and price increases, and your notes indicate that the recent ore price fall and equity valuation hiccup is in response to fears of reduced demand. The question I have is whether the STLC recovery is likely to be sustained/built upon, for a significant number of years, or whether the industry earnings and prospects are simply volatile in the short run. We have Biden’s infrastructure program to which should bolster steel demand all around, STLC presumably has to purchase iron ore so their raw material costs should offset steel pricing variations, and current opinion seems to be that we are looking at positive momentum for commodities in general, which I assume is a long cycle event. May I have your take on these issues please and the outlook for STLC.

Q: In my growth portfolio I have a full position in NVEI and a half position in TOI. When I really like a company’s prospects, along with 5i’s positive sentiment, I am comfortable going overweight. Both of these companies are on my radar for an overweight position. I’m wondering in which order you’d add and would you add today. Please provide a brief explanation.

Q: whats expected from engh coming quarter? Thx

Q: I would like to get your opinion on shorting Robinhood Stock. It appears direct brokerages are going to start offering commission free trades. What possible moat does the company have to maintain their 42 billion valuation?

Q: Hello 5i I own 2000 shares of IPL and am confused with the 4 options that the shares must be submitted to in the BIPC 20.00 per share takeover. My cost is 24.00 per share. I think BIPC has room to appreciate in share price and there yield is around 3.5% what do you think about BIPC as an investment. So I have to maybe report a tax loss depending on the option I pick. Could you comment on each 4 options the pro's and cons. Also what is the clarification of "Eligible Electing Shareholders Only" which is stated in option's 3 and 4.

Q: Any real good news causing the BB go up almost 10%? or just another meme factor?

Q: Hi team. Sorry to say I am -74% on SGY, and -38% on CJ. Both in a non-registered acct. With the recent reverse stock split on SGY the stock would need to go to ~$12 to get me back to even? Needless to say I don't think that is going to happen any time soon and I am ready to capitulate.
On CJ, the stock has been moving in the right direction but would need to hit $5.32 for me just to break even. Both stocks together = ~2 .5% of total portfolio. If I were to sell both and move on would you have 2-3 recommendations to re-coup with both dividends and growth. I presently have ENB at 2.5% and WCP at .34% of portfolio. I must state that I bought both SGY and CJ before I joined 5i, wish I hadn't. Regardless, appreciate and need your help to move on. Cheers. Bill

Q: I just noticed TSLA.NE

CATSLA Or TSLA CA on TD
TESLA, INC. CDR (CAD HEDGED).
Can you ad this to the list and who is managing this? Is it simply TSLA USA hedged?

Q: Hello team,

In your last response about Thinkific you mentioned that $14 would be a great entry point. Has your opinion Changed.give the soft guidance and slight miss last quarter? Or do you see lots of future growth ahead. Increasing ARPU and higher AAR. The BMO analysts initiated coverage stating this was the “Shopify” for content creators.

If you had limited funds how would you rank new dollars comparing converge and sangoma in the mix. In fact, I’m interested in why you haven’t taken more of an interest in converge given your interest in CSU, TOI, WELL, OTEX, etc.

Their acquisition play book has been incredibly effective, simple and repeatable. Their mandate around management stock purchase and decentralized structure is setup very similar to CSU.

Sorry for the long winded question(s)!

Q: Hi all
Already own AQN. Looking to add another renewable play. Can you rank the above in terms of dividend safety and growth. Any others I have missed that you might include?
Thanks for your service!