Investment Q&A

Q: As per my portfolio analysis I have reduced my position in tech and industrial. One area Where I don’t have an investment I.e. communication services I’ve taken A partial position in BCE. I need to add health care. What is your opinion of the above? What would be your top pick in this area.

Q: 5i, Upcoming IPOs, Palantir and Nuvei, I like to invest in one, 3 - 5 years hold, do you favor one over the other ?
Thanks

Q: With the purchase of Arms is NVDA a good stock to keep holding?? Do you see any downside. Does the purchase put it in the high debt bracket or is it very beneficial to NVDA in which case it doesn't matter that much.

Thanks for everything.

Q: The company announced a debenture financing at 6.5% today to pay out a convertible debenture that only cost 5.5% and does not mature until Dec/21. The proposed debenture does not mature until Dec/20025. Is it fair to surmise that the company was prepared to pay a higher interest rate to get a longer maturity and to remove the possibility that the current debentures might be converted to shares because it believes the share price may in fact increase above the $8.35 conversion price?

Q: Hi, Any insight into pricing of 1.1 miliion shares secondary of common shares and $800mln convertible notes offering by Shopify ? Thanks

Q: Hi Peter and Team,

Freegold ventures is getting creamed after their release of drill results. Are the drill results really THAT bad?

Thanks,

Marc

Q: Two part question about CSU: some time ago there was an announcement of a transaction where a company acquired by CSU would be "spun out" to CSU shareholders. Can you provide details of what is to happen? when is it to happen? do you expect CSU's share price to decrease as a result? What tax consequence will there be to CSU shareholders?
Secondly, I recently read the following:
"Our Strong Sell is based on our conviction that it
is difficult to create shareholder value by
continuing to add shrinking legacy software
businesses to 100’s of other shrinking legacy
software businesses. With organic topline
contraction and fading operating leverage, we
see CSU’s “never-ending roll-up” finally hitting
hard limits. In our view, CSU is too reliant on the
assumption of customer stickiness for legacy
apps with expensive support contracts in
dozens of niche/vertical markets. We see these
apps increasingly dislodged by less expensive,
more inherently agile, cloud alternatives. A
Covid-19-driven economic downturn would
likely intensify this competition, as it is our
experience that, rather than preserving the
status quo, tough times drive customers to
overcome inertia and accelerate paradigm
shifts in enterprise IT."
What is your assessment of this?
Thank you for your excellent service.

Q: Can you tell me why this stock is drifting down Is it a buy hold or sell and reason it is Thanks

Q: I currently own GIB.A. While I’ve been not unhappy with the company I’m wondering what your thoughts would be on switching to Microsoft. Would there be a similar potential for gain and a reduced risk level while owning a much larger company?
Thank you for your fantastic service.
Mike

Q: Is USA worth holding, seems like its continually being out performed by its peer's. I have positions in BTO, FMV, AEM, KL, MMX (10% of portfolio combined). Perhaps a USA sale and top up of KL which is only a 1.34% weighting. Do like the Silver exposure with USA and was looking at MAG which seems to outperform USA.

Q: hi team, would you consider the ev sector is another boom n bust Mary j （weed)

Q: I am looking to add to my Tech Sector - I currently have AAPL, MSFT, CSCO ( in RRSP ) and OTEX - I am thinking about buying some GOOG ( in our TFSA accounts ) to complement the above - would that be something you would do OR would you add to the existing positions. Appreciate you comment.
Thanks

Q: I would appreciate your overview of the acquisition by Cloud MD of iMD Health Global Corp announced this morning. Is there a chance that CloudMD and Well might merge at some point in the future?
Thanks

Q: I am negative on subject three U.S. companies (FSLY, TWLO, ISRG) While these companies may be good growth companies if held long enough, I would appreciate your suggestions of several U.S. and Canadian companies that are likely to have more near term growth, any market segment and I have much risk tolerance. Thanks.
Klaus

Q: Hello,

Do you plan to cover WELL eventually? I am thinking of starting a position in this stock could you please provide some information on this company or point me to some sources? What are your thoughts on this Company? Thank you.

Regards,

Shyam

Q: Hi team,
I currently have holdings in the above companies and ETFs, and with the exception of MAG I am up between 12-90% on all of these. I am thinking that I should take some profits to reduce my exposure in the gold and silver sector.
Are there any of these that you would recommend getting out of, or would I be better to pare down my holding in each to get back to an acceptable percentage of my portfolio?
Also, if I was to hold some of these longer term, say 1-3years, can you please rank them in order of which you would recommend holding for that length of time.
thanks as always,
Paula

Q: Hi 5i
I encountered a "no info available at this time" on GLEN in your companies search.
Knowing it is outside the scope of 5i, could you provide a brief opinion for diversified exposure to resources.
Thanks
Mike

Q: Hi 5i
In order to adjust utilities weighting up in my portfolio could you suggest a couple of each of Canadian and US please?
Thanks
Mike

Q: Hi 5i
Wondering whether the recent downturn in AYX can be attributed to general sector selloff and nothing company specific. Would you consider this a buy at this time?
Thanks
Mike

Q: Hi 5i,
I'd like to ask another one of my "what are you thinking these days" questions.
Obviously predictive and won't hold you to it but what's the mood on the street and what would expect short to medium term?
Just curious
Thanks
Mike