Investment Q&A

Q: NVEI Nuvei Corp or LSPD I have both. Thinking of buying more while on sale.

Which has the most potential coming out of a recession.

Thank you.

Q: Hello, CDN Banks are trading at or near their 52 week lows. BNS and CM have a dividend yield of over 5% now. Do you believe, their valuations have reached close to or near their bottom and it makes sense to add, for income and growth, with a time horizon of 5-10 years. If so, what will be your preferred order for these names ? Thanks

Q: I just watched the most recent Kevin Oleary you tube plug on the above. He was promoting Bitbuys investment in Montana. Do you have a recommendation for a Data Centre / Data Collection position strategy ?
Amazon AWS ? or other ?

Q: Hi, I would appreciate if you can provide some insight into why Oil and Gas stocks came down so much so quickly. Are long term fundamentals still same where supply will remain tight? if yes, would you consider this a buying opportunity.
Thanks as always.

Q: As a follow up on Maria's question on June 29th.
Do bond prices differ from broker to broker?
Are some platforms more specialized for bonds than others?

Q: Hi 5i
Just read an article about ‘ synthetic biology’
Sounds interesting. Do you know anything about the industry? If so do you see any companies that look of interest.
Thx
Gerry

Q: Would it be a fair assessment that most insiders have only excercised stock options and sold their shares and really have none of their own skin in the "game".Thoughts

Thx

Q: For aggressive growth investors what 5 small/mid cap stocks in the U.S. are you bullish on right now. Lots of time on my side.
Thanks

Q: In your article Stock VS Bonds you wrote:
Investors theoretically should have an exit target price in mind when making a purchase.
Can you explain this a bit more? Would you give an example? Maybe with SU?

Q: Hi 5i team,

If you were to do a bond ETF portfolio to complement equity and other holdings, what (Cdn-listed) ETFs would you choose for balanced exposure to a range of market environments? Long-term registered account. I am thinking:

XBB--Canadian universe
VGAB--Global universe
XSTP--Short term US inflation-linked government

Thanks.

Q: An excerpt from Oaktree's quartley letters,concerning the US power grid, states:

The entire power grid needs to be updated and reimagined in many ways – some obvious and some that take more expertise to appreciate.

For example, substation equipment will need to be upgraded to handle renewable capacity additions. Tens of thousands of miles of overhead conductors will need to be replaced, and new lines will need to be built. And new distribution equipment, such as transformers, will need to be installed and serviced. In short, we believe investors should focus on the entire electric power value chain – from generation through consumption.

Could you please list some companies that you feel would benefit from the above changes.

Q: Shop had split yesterday. Please compare, contrast and rank these two companies, which one would you prefer better? Many thanks

Q: I purchased Zip Recruiter last year after reading about it in the Investor Suite. It had a high probability of achieving it's target price. Unfortunately, the markets have had many headwinds from various factors and now, a recession may loom near. May I please have a current view of Zip Recruiter and it's medium term (2 year) outlook.

Q: I want to reduce Canadian exposure and increase international exposure in my portfolio. Would it be a good idea to sell XTC and buy ZXM? I am down in both securities. Could you please provide your views on future prospects for this move. Thanks

Q: please comment on the Q4 and year end. This quote from CEO, is it just hype or is this company ready to start increasing customers and revenues? Also does the insiders and institutional share holders tell us anything?
"Though financial performance in FY22 was below our expectations, I am confident in the platform we have created for growth in FY23" said John Proctor, President and CEO of Martello. "The end of the 2022 fiscal year marked an inflection point for Martello towards an absolute focus on becoming a Microsoft Modern Workplace optimization leader. In FY22 we built the product, sales channels and go-to-market strategy to address this market, one which has greater potential than anything Martello has ever done. We are seeing early indicators of momentum around the Vantage DX solution just a few months after launching.

Q: Just curious if you know what has been driving up the share price of EINC over the last few sessions? What is your view of this stock? I have a small position, is it a continue to hold? Thank you.

Q: Peter; Today- June 29- oil and ng are both up - and the oil sector is down- what gives? Thanks. Rod

Q: Just a follow up to my previous question. Would you initiate a partial position in both or do you prefer one more than the other?

Q: Hi group would you add to ATZ (or hold/sell) before results are posted on July 7th what are you expecting on bottom line ?

How do you rate the Fang stocks if you were going to buy only one who would that be? -

what would be a good entry point for Tesla and why

Q: Of these which has best long term potential or do you have another preference?