Investment Q&A

• Roku Inc. (ROKU)
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• Guardant Health Inc. (GH)
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• MEDIFAST INC (MED)
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• Ultra Clean Holdings Inc. (UCTT)
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• CrowdStrike Holdings Inc. (CRWD)
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• eXp World Holdings Inc. (EXPI)
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Q: What would be your ranking of the above names today for a growth portfolio? Are there any you wouldn't currently view as a buy?

Thanks!

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Read Answer Asked by Andrew on October 04, 2021

• Lightspeed Commerce Inc. Subordinate (LSPD)
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Q: When you do a review of a Company could you lead off with a short summary as to what the company does, ie what business they are in. This would be very helpful in understanding your review Sometimes I hear of a name of a Company but do not know their business . I then see your Review but still do not know what business they are in RAK.

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Read Answer Asked by bob on October 04, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Happy to see LSPD bounce off resistance at recent issue price this week. Can you provide some commentary on Lightspeed's acquisition of Ecwind? Seems like there was some dilution.

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Read Answer Asked by Jeff on October 04, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Does this investigation look legit? Thx, James

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Read Answer Asked by JAMES on October 04, 2021

Q: Would appreciate your thoughts on what types or specific investments to hold in the three kinds of accounts: investment, tax free savings and registered retirement savings.
Would the selection of investments change based on age or time perspective (long range vs. short range) ?
This could involve dividend rate, growth, taxation issues, demographic and technology changes, climate perspectives, ESG considerations or other factors.
Thank you for your investing insights.

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Read Answer Asked by Richard on October 01, 2021

• VIQ Solutions Inc. (VQS)
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• Urbanimmersive Inc. (UI)
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• Wishpond Technologies Ltd. (WISH)
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Q: I hold small positions in a basket of speculative tech stocks. The above three are those that to date have not performed well. I would appreciate your comment upon each, and whether they should continue to be held.

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Read Answer Asked by Peter on October 01, 2021

• Purpose High Interest Savings Fund (PSA)
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Q: Some of our GICS have come due. I went on to buy new ones and was shocked at how low the rates are... 0.8 was the highest I could find for a 1 year. I was thinking about buying the PSA ETF instead until rates go up. It's only slightly less at 0.6 and can be sold at any time . What do you think of this strategy? Any risks with PSA that I'm not aware of?

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Read Answer Asked by Carla on October 01, 2021

• Invesco NASDAQ 100 Index ETF (QQC)
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• Vanguard S&P 500 Index ETF (VFV)
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
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• Vanguard S&P 500 ETF (VOO)
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• INVESCO QQQ Trust (QQQ)
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• Invesco NASDAQ 100 Index ETF (QQC.F)
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• Invesco NASDAQ 100 Equal Weight Index ETF (QQEQ.F)
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Q: Is there any difference in performance between between a US listed ETF and the equivalent Canadian TSX listed ETF? Is it best to keep it in Canadian currency?
For example: VOO// VFV/ VSP or QQQ// QQC.F/ QQC
Also what would you recommend for hedged vs non-hedged and also market weight vs equal weight?
Thanks

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Read Answer Asked by Ben on October 01, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hello would you view the recent pulback in lightspeed a buying opportunity. thanks

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Read Answer Asked by mike on October 01, 2021

• Sylogist Ltd. (SYZ)
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Q: What's going on with SYZ? It has been weak for many weeks/months now. Is this a keeper or a sell? When do they next report and what is expected?

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Read Answer Asked on October 01, 2021

• Sylogist Ltd. (SYZ)
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Q: Down quite big 2 days in a row. Any news? Buy or add at this level Txs for u usual great services &views Have a nice weekend

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Read Answer Asked by Peter on October 01, 2021

• Moderna Inc. (MRNA)
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Q: What are your thoughts about Moderna today?

Thanks for your excellent advice over the years.

Judith

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Read Answer Asked by Judith on October 01, 2021

• Merck & Company Inc. (MRK)
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• Moderna Inc. (MRNA)
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Q: Don’t you think the increase in the MRK stock price is excessive given that the benefits were shown in unvaccinated people which is a shrinking market because more and more people are vaccinated and that this MRK news release shouldn’t be a negative for Covid vaccine manufacturers like MRNA…isn’t MRNA a screaming buy now. Isn’t the market misunderstanding the news release?

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Read Answer Asked by Geoffrey on October 01, 2021

• Sylogist Ltd. (SYZ)
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Q: Re earlier Q,how much does insiders own.Txs

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Read Answer Asked by Peter on October 01, 2021

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: By selling 2 specialty businesses to reduce debt-will this have an affect on bottom line ?

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Read Answer Asked by terrance on October 01, 2021

• Guardant Health Inc. (GH)
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Q: Hi Team,

Why is GH dropping like a stone today? GH has always been one of 5i's favourites, so
is it a hold, buy or sell now?
Cheers,
H

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Read Answer Asked by Harry on October 01, 2021

• Merck & Company Inc. (MRK)
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• AbCellera Biologics Inc. (ABCL)
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Q: ABCL is down sharply today. Is there any news? Is it a 'buy' at this price?
With appreciation.
Ed

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Read Answer Asked by Ed on October 01, 2021

• ATS Corporation (ATS)
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Q: Is ATA a good choice for about 30% ROI over the next 1 year period?

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Read Answer Asked by Ron on October 01, 2021

• Stelco Holdings Inc. (STLC)
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Q: 5i,
Do you think STLC presents an opportunity on this pull back?
Is this is the result of the US not passing the stimulus bill?

Cheers,
JR

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Read Answer Asked by JR on October 01, 2021

• Voyager Digital Ltd. (VOYG)
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Q: Comments on this stock, please. It's been on down hill slide of late. Is this worth investing In?

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Read Answer Asked by Colleen on October 01, 2021