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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: Qorvo stock was up 14% in the last month. They are expected to report earnings of $2.66 or year over year growth of 43% and sales up 22%. Expected earnings growth is forecast to increase 37% and revenue up 19%. Yet since January 20 the stock has retraced. Do you know why and what are the long term prospects for Qorvo.
Read Answer Asked by Neil on January 27, 2021
Q: Hi team,

Saw this on Cision (and also Baron's) today re ....Flow Water Inc.
What is your take on this upcoming (potential) IPO?
Is this simply another case of a company taking advantage of the ESG IPO craze (as per Ryan's recent article) or does this company actually have merit and thus legs to succeed.
They seem to have a decent consumer following but is that following sustainable for multiple years or is it just a flashy trend?
From the Cision article..."We've demonstrated consistent quarter over quarter growth, grew revenue to approximately CAD $30 million in 2020, and are over 95% CAGR since 2018."
Those numbers caught my attention. I did read that they are not profitable yet.
Thoughts? Just a company to 'watch' for a few quarters post IPO?

Steve
Read Answer Asked by Stephen on January 27, 2021
Q: hi, what is your thoughts MFC 5786:ca and MFC 5303:ca for 2-3% portfolio

thanks Jean guy
Read Answer Asked by Jean Guy on January 27, 2021
Q: Morning TEAM 5i. After reading Ryan's piece, I find myself wondering when the next market pull-back will happen and just how deep it will be. I agree with his thesis that many of these 'bubble stocks' will pay the price of lacking real fundamental value. It reminded me that perhaps I should rebuild, for lack of a better term, the 'Core' part of my portfolio. I'm considering the companies indicated above and wondering if you also would consider them "Core Holdings'. (Core, being companies that are fundamentally sound, pay a bit of a dividend and should survive a sizeable correction in the market). Also, if you think I'm missing any companies I would appreciate it if you would suggest them. As always, I look forward to your much appreciated guidance.
Read Answer Asked by Les on January 27, 2021
Q: Hi folks, last reporting for Vivo was Q3/20 (end Sep 2020). Vivo held 5.3M shares in Skylight shg/v at .03sh, now valued app $1.50sh/share. Also held investment in Meta/v, that got bought out & converted into 4.5M shares of Hiti/c at .19, now valued app .70/share. Also held Friendly Stranger & since taken out & converted to Fire & Flower shares Faf/t. Question is..any way of finding out if Vivo still holds or sold, all or some of the three companies shares, etc???? Called the company but wouldn't confirm anything, and even upcoming Q4 results will only cover to end of Dec 2020. Is there any site/program, etc to be able to find out holdings/investments/dispositions that a company like Vivo has made...or as an investor, do you have to wait and only find out in Q reports. vivo has been a dog, but if they do in fact still hold investments in High Tide & Skylight...would help the bottom line as both stocks have been big winners in January 2021. Sorry for the convoluded Q, but as shareholder of Vivo...I thought I would/should be able to find out the investments of Vivo. Thanks for the help & info, jb Piedmont QC
Read Answer Asked by John on January 27, 2021
Q: My portfolio analysis is showing that I need to reduce investments in Canada and increase in United States by 9% and International Markets by 16%. Following are area where it is suggesting to invest more.

Communication Services
Consumer Defensive
Healthcare
Industrials
Technology
Utilities

Can you please suggest couple of stocks or etf in above industries?
Read Answer Asked by Anshu on January 27, 2021
Q: The German biopharmaceutical company Curevac, which trades on the Nasdaq,
plans a 5 million share sale. Is this a good sign? Your opinion.
Thank you.
Read Answer Asked by Uli on January 27, 2021
Q: Looking through your responses on this company I do not see any reference to what appears to be POETs claim to fame - that is offers a unique integration of optical technology and existing chip production, nor any reference to a fairly long established participation, I assume in this technology. I like belt and braces; if the technology is valid and timely, which I assume it is given the focus of robotics today, and they have a moat by way of patents or other mechanisms, their prospects should be excellent, albeit absent revenues in the short term. Can you clarify these issues for me please.
Read Answer Asked by Mike on January 27, 2021
Q: Other than Horizon's BetaPro ETFs, are there any other leveraged ETFs that trade on Canadian markets? I am looking for something similar to TNA / TZA, but trading in Canadian dollars.
Read Answer Asked by Edward on January 27, 2021
Q: DXD has been TELO.V for a while now. Up over 200% in the last few weeks. I think they are awaiting results from Mayo clinic which might explain the move. Also I suspect someone or newsletter might be recommending it. I search the web but see no news. Is there a better way to track newsletters recommandations ?
And would you have an opinion on Telo .
Thanks


Read Answer Asked by Luc on January 27, 2021