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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: We have very little tech. exposure in our portfolios as a % - so minimal. Own IGM & ARKK in USD portfolio - IGM for 4 years - done very well. In TFSA, own STC, VHI, XIT ETF. All the others are on my list to purchase as not. I would buy equal positions - so, of those we do not own which three would you consider the best in the short and long term. I am mostly a dividend grower investor - companies that increase them every year; however, trying to add a bit of tech. Maybe there others not shown that meet my criteria?

Read Answer Asked by James on August 10, 2021

Q: Could you please provide your comments regarding the above companies. How would you rank them in terms of a 3 year hold as regards risk/growth possibilities.

Thanks

David

Read Answer Asked by david on April 22, 2021

Q: I follow Jason Donville and like 5iresearch recommends similar tech companies as 5i using "the rule of 40". Do you use this rule? Other than his fairly transparent newsletter, is there any way to see exactly what his holdings are in the DKAM Capital Ideas fund?

Read Answer Asked by David on March 23, 2021

Q: Could you please comment on VHI's latest licensing deal.
Thanks as always.

VitalHub Corp. (the “Company” or “VitalHub”) (TSXV: VHI) is pleased to announce a multi-year large-scale licensing transaction of recently acquired subsidiary Intouch with Health’s (“Intouch”) Synopsis product with South Tees Hospitals NHS Foundation Trust (the “Trust” or “South Tees”).

This transaction is among VitalHub’s largest to-date, comprising a 5-year licensing contract for the Company’s proprietary, award-winning Synopsis platform. From initial questionnaire through to post-operative outcomes, Synopsis provides the necessary tools to enable hospitals to manage the entire pre-operative assessment process digitally – removing paper trails, increasing data security, and delivering significant organizational and economic benefits.

Read Answer Asked by karl on March 03, 2021

Q: First of all, thanks for the service you provide. I have found it extremely useful since becoming a member. Second, I apologize for the number of stocks covered in the question. If it is too many, please do not respond / post.
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks

Read Answer Asked by Charles on January 25, 2021

Q: Happy New Year to Everyone at 5i and thanks for all your guidance.
I have just taken profits in XBC (thanks) in my TSFA and would like your purchase a similar small cap growth stock. I already have STC, Well and Pho. Could you please give me 3-4 suggestions.
Thanks
Dave.

Read Answer Asked by David on January 18, 2021

Q: Hi gang,

I currently own WELL, however I'm looking at at three others in the space, Vitalhub, cloudMD and Think Research.
Please give me an over view of the differentiation between these four.
Also your view, rank, on which of the four will be the best in 5 yrs.
Thx

Read Answer Asked by Christopher on January 05, 2021