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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: Hello 5i,

I'm looking to consolidate my adtech holdings. I currently own The Trade Desk, Perion and Magnite. My main goal is to maximize growth over the next couple of years and I'm concerned about Magnite's slowing/declining future revenue growth.
My possible options are:

1) Sell all MGNI, buy more TTD
2) Sell all MGNI, buy more PERI
3) Sell all MGNI, allocate 50% of proceeds to TTD and 50% to PERI
3) Sell all MGNI and PERI, buy more TTD
4) Do nothing

Which option do you suggest? My current allocation to all three is approximately equal.

Thanks!

Read Answer Asked by Nicola on January 19, 2024
Q: In the US Democrats have introduced legislation in both Congress and the Senate that would ban hedge funds, corporations, partnerships and REITs from buying and owning single family homes in the US. Does this pose a material threat to Tricon Residential? If this law were to not apply to Tricon, perhaps it is an opportunity for them as those on the wrong side of this law,would have to sell them within 10 years. Interested in your comments.
Read Answer Asked by Glenn on January 19, 2024
Q: Reading recent comments on Birchcliff Energy 5i didn’t think a dividend cut was imminent and you felt they would issue debt to fund the dividend if need be. Just curious as to the rationale for this opinion. Also, do you feel Bir is good buy at these reduced levels? Finally, In light of today’s dividend cut and significant drop is this company now a prime candidate for a takeover and if so then why?
Read Answer Asked by Anthony on January 19, 2024
Q: I expected an announcement from Flutter today about our PDYPF shares. Is there going to be a "forced sale" of our shares on Jan. 29 or will they be converted to the NYSE listed shares. What do we need to do if we want to retain the shares? If there is a forced sale, who pays the commissions? In short, what's happening that shareholders need to know?
Read Answer Asked by Earl on January 19, 2024
Q: May I have your thoughts on SNPS and their acquisition of ANSYS? Since some shares are being issued to finance the purchase should I wait to see if the stock declines before taking the plunge? The market seems to like the purchase as SNPS's shares went up instead of declining when the deal was announced. The stock price was fairly steady until 2016 when it began a steep climb up, what changed? Or was it us, the buyers, whose attitude to their business changed? Is their business model very similar to NVDA or in a different niche?
Any thoughts you have would be appreciated.
Regards,
Jim
Read Answer Asked by James on January 18, 2024
Q: You answered my question about Linde and the kinds of materials you expect to be in demand in the future. Could you please match up some company names to your suggestions? As a reminder, here is part of your response:

"Materials which we think might be in great demand in the future include: lithium and cobalt (lithium-ion batteries for EV and renewable energy storage), graphene (exceptional strength and conductivity), and advanced alloys (aerospace and automotive industries)."

Thanks,
V

Read Answer Asked by V on January 18, 2024
Q: May I please get your current thoughts on TH International. Growth seems strong and they are starting to open up Popeyes locations as well as Tims. Thanks.
Read Answer Asked by Marco on January 18, 2024
Q: Regarding the question asked by kel today re ranking the sectors can u give a brief rationale for technology industrials utilities financials and healthcare
Read Answer Asked by Indra on January 18, 2024
Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?
Read Answer Asked by Jeffrey on January 18, 2024
Q: Good morning - you mentioned that DRIPs are a wonder of the world in an earlier question about SLF. Can you please explain why you think so highly of DRIPs? Are there tax implications involved? Thank
Read Answer Asked by alex on January 18, 2024
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