Investment Q&A

Q: Good day, I’m thinking with the better exchange rate of late, it would be a good time to buy more US shares inside a tfsa. We are very diversified across all accounts. Looking for some ideas. What are some growth names you would buy today? Already own most big tech, but would have no problem adding to them. Thanks so much as always

Q: Hi,
I am aware these companies are mentioned, often in a positive light, fairly often in your Q&A section. To be honest, I struggle with what you might be seeing that apparently investors don't seem to be aware of, as these have all sold off quite a bit recently. I am interested in whether or not you still feel as positive on these companies now, as you may have in the past. U gapped down in Feb by about 15% and has since dropped about 40% more. VEEV is probably down about 23% from its Feb high, and ROKU about 37% during the same period. I understand there has been a rotation away from tech but these strike me as having a very long way to crawl back up, even though I understand earnings haven't been all that bleak. Am I missing something here? I would be very interested in your thoughts and these and any others you feel might be really under priced lately!
Thanks!
Dawn

Q: Greetings from Nova Scotia, Given rising base metal prices, any thoughts on Major Drilling Group (MDI-T) & do you plan on initiating coverage on this New Brunswick company? Thx Paul

Q: Hi 5iResearch Team,
Can you please rank the following recently publicized and 'soon to be IPO' Canadian companies:
Q4, Coven, Softchoice, Lifespeak, Vertical Scope and Pet Valu Canada.

Thank you,
Dean

Q: I know you are positive on Enghouse, and would appreciate your thoughts on the competitive position of their Vidyo conferencing business. All I ever hear about is Zoom and Microsoft Teams. Does Video have a meaningful part of the market, and does 5i view that it has solid growth potential versus competitors in this sector?
Thank you for your comments.
Edward

Q: Has there been any news about the 5 for 1 stock spit?

Q: Hi,
GSY reported earning’s after market today (May 11). Could you please share your view on the earnings?
Thanks

Q: Good morning
What are your thoughts on holding PLTR in a TFSA?
Thks
Marse

Q: Please comment on earnings

Q: In the March 31 Growth Portfolio MRS was bought on April 1. In the April 30 Growth Portfolio MRS is not listed. Please comment. …Cal

Q: Any news on these two? Or just the general market shift?

Thanks,
Robert

Q: Would you buy a partial position of Airbnb today, or wait until the lock up period ends?

Q: In another lifetime, this stock was much higher with zinc at high prices and a “ transformative “ deal with Glencore was happening. Zinc prices are moving higher again, now at around $1.30 /lb with TV hedging 25 % production at $1.23 /lb..
So is this stock set to rejoin the commodity play or are its glory days behind it ?
Thanks Derek

Q: What do you think of these two ETFs and which do you prefer for a long term hold?Can you recommend one or two CDN materials/metals ETFs?
Can you recommend one or two US or world material/metals etfs?

Q: In general, I've heard repeatedly that stocks like certainty - whether this is on interest rates, consistency of earnings, etc.
I just saw the headline this morning that Palantir is accepting bitcoin as payment. I think we all agree that bitcoin (and all crypto currencies) are quite speculative in nature. Isn't this bad news for true "investors" knowing that their revenue could go to $0? Shouldn't this mean true investors want out and speculators may want in? It seems completely counterintuitive to me for companies like PLTR and TSLA to do this. Comments?

Q: With the supposed supercycle in commodities (I'm thinking metals oil and lumber) is it too late to jump in now? What would derail the commodity run?

Q: Good morning,
Although a big fan and long time holder of all Mawer equity funds in my family portfolio, I'm now looking for the second time at dumping the MAW106 as a core holding given its inability to beat its benchmark index in the last few years probably due in part to its increasing popularity and size.
Would you kindly suggest a suitable ETF and/or a mutual fund replacement for MAW 106 or should I simply add to some my other existing core ETF holdings. I currently hold XIU, XIC, XDV and XEI.

Q: I am interested in a copper exploaration company and I have found a Canadian company called Marimac Copper. Its main find is in Chile. This company has no revenue that I could find and will have a lot of future expenses. I am intrigued though and I am wondering what your thoughts on Mari for a long term hold. Thanks

Q: please comment on AT results and is it a buy

Q: Good morning! I have a question on investing knowledge in general, and the companies mentioned above are what I will use as my personal example... because I’ve read from the team at 5i that it doesn’t make much sense to hold out on a loss. Please by all means correct me if I am wrong, example: I bought into SU,(I am -28%) and QST, (I am -60%). XBC (I am -59%). This doesn’t bother me nor does it cause me any financial suffering to hold, and I know there is no magical answer... does a young man ride it out and just wait patiently? I love SU AND QST before the pandemic and still enjoy their presence in my portfolio but here I ask myself this, am I missing gaining opportunity in the markets? My money is sitting negative, slowly, slowly coming back, where a I could suffer the loss and get to work else where? Thank you!