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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: Thank you for answering my earlier question on the screening criteria for Options. Your customary comprehensive and measured answer has an inbuilt framework for an article by itself! Your words of caution is appreciated.

Using the criteria that you have outlined in that answer i.e. Mkt cap 10 B+, Good cash position and sales and earnings growth, positive cash flow and reasonable volatility and momentum, can you give me 5 stocks for writing covered calls?

Where I get stumped is that some good companies give paltry premiums! Hence this question!

Always appreciate your insight.
Read Answer Asked by Savalai on April 02, 2024
Q: Hi 5i, and would welcome your review of the Quarterly results from illumin Holdings. Do you see any red flags or concerns with the recent performance and future business prospects conveyed? At a past point in time they had a large cash cushion that presumably provided a floor for the stock price, hence can you please comment on how they're using that cash recently. All things considered, do you see any rays of sunshine, and could you consider it a hold or a little better?
Read Answer Asked by Michael on March 08, 2024
Q: I have made money on TTD but am getting bored with it. It goes up and down like a yoyo and does just fine but I'm wondering if there is something with a clearer path to growth if I am okay with volatility? If it was a simple question of owning TTD or buying something different would you keep it? If not, which two stocks would be good to keep growth exposure with a bit of diversification?
Read Answer Asked by Tim on March 07, 2024
Q: Shak and IOT have been recommended on US networks. How would you categorize them up against Trade Desk?

I was thinking back of when I joined 5i at the beginning because of being a mutual fund person and seeing the Sprott Growth Funds managed by Peter as being one of the top mutual funds. When I went to the Money Show I was talking to Peter and I was asking questions that now I would have never asked him due to the knowledge I have gained from 5i. I still ask difficult questions but some of the things I asked in those days are now not difficult for me due to the knowledge gained as a result of being a long member of 5i. Thanks so much.
Read Answer Asked by Dennis on March 05, 2024
Q: In terms of growth and quality, what is your strongest long term recommendation for each of the following investment themes:

Artificial intelligence
Cybersecurity
Cloud computing
Digital payments
Online advertising
Infrastructure rebuild
Alternative/clean energy
Asian consumer spending
Medical needs of an aging population

My preference is for single stock ideas (US, Canadian or international) rather than ETFs, if possible.
Read Answer Asked by Brian on January 31, 2024
Q: Hello 5i,
I own the following in a non registered account: SHOP TTD GSY HPS NVDA WELL KXS. I'm thinking of adding SCMI VRT AMD.
Could rank these ten stocks for growth over the next two-three years for an above average risk tolerance.
Thanks
Dave
Read Answer Asked by Dave on January 25, 2024
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: Hi Team,
Currently, what's your thoughts on the Trade Desk? I have been reading how this year might be a big one for advertising. Do you expect them to turn around after being weak since their last earnings miss? Is it worth holding or is there better opportunities I should be buying with the funds instead? My shres are held inside a TFSA with a considerable % gain. Thanks

Shane.
Read Answer Asked by Shane on January 16, 2024
Q: I am currently in the negative on T, AMZN, TTD, TCN, NVEI, CPRX, ATZ, ENGH, LSPD, ABNB, WELL, BEP.UN, ROKU, ILMN, SE, PINS, and ZM. I have a 10+ year outlook, however would like to know based on the company and growth potential, what would you Sell or Hold? And if a Hold, please advise your perspective. Thanks!!
Read Answer Asked by Andrew on January 01, 2024
Q: What is your outlook for Illumin going forward, what do you think of the recent earnings. I seem to remember that you guys liked this stock before but if and when things pick up for this company will you guys like it for all the same reasons. How do they stack up against competition in the same market?Can you comment on insider ownership, any notable financial ratios (good or bad) and the overall management please. Thank you.
Read Answer Asked by James on November 13, 2023
Q: Good morning

I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.

Peter
Read Answer Asked by Peter on October 20, 2023
Q: I understand that information technology stocks maybe "cyclical". Like for example, TTD may be more cyclical because it leans into communication for retail stocks. But for many, I'm having a difficult time deciding whether the above stocks are heavily, moderately or lightly cyclical. Please let me know how you would rate them for these 3 categories. Thanks for the help and please deduct credit that you consider is right for the work needed to answer my question.........Tom
Read Answer Asked by Tom on October 13, 2023
Q: Hi 5i Team - In an answer to a recent question re Illumine you mentioned that many other advertising companies are doing better and posting improved guidance. Could you provide the names of a few of these along with what would be your top two or three picks in this field. Thanks.
Read Answer Asked by Rob on September 18, 2023
Q: Hi,

Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?

Thank you,
Read Answer Asked by Doris on September 13, 2023
Q: Hi Team,
I currently hold a position in TTD in which today I am up a total of 204% on the position. I was debating trimming some of this TTD and adding to my LMN position within my tfsa. Would this be an advisable move? The weightings on each holding are of similar size. I am aiming to hold both long term (10yrs plus). Which do you see as having the most potential in this time frame? Thanks

Shane.
Read Answer Asked by Shane on September 11, 2023
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