Investment Q&A

Q: Hi 5i team,

Any thoughts on how far this trend of selling tech or renewables will continue? Looks like NASDAQ is now negative ytd with many of your Canadian techs down 20+ percent ytd.

When would you seriously start putting floor bids on the favs like CSU, KXS, LSPD, WELL, REAL, SCR, and XBC? If you could put in dollar amts for each it would also be great.

Thx

Q: Hello,

Just a quick follow up on a question asked on theScore. I've owned it in the past and sold chunks at various prices but I like the long term prospects and would like to re-enter at some point.

You answered that "We think $33 would be more interesting as a buy, but it is volatile and is not trading on fundamentals yet, only expectations.". J

ust wondering if you can elaborate a little on why you selected $33 as an interesting point for a buy.

Thanks very much,

Steve

Q: The two stocks has come down quite a lot. Is it now a good entry point ? At what price range ? Thanks for your excellent service.

Q: Sorry you didn’t answer my question. I was asking about their issuing 5 million shares immediately after consolidation and the shares being hammered by that. Why not wait until the lift from the US listing. Why the rush? Am I missing something? Are they unduly watering the shares down and ticking of shareholders?

Q: Gentelmen:
Given the expected increasing interest rate environment and current valuations of these two stocks, is it still a good buy and if so then which one has better upside potential?
-Raj

Q: Hi Team,
After the pullback over the last 2 days (today especially), would this be a good time to add to this company? Or do you see further weakness here? If so, what price would you target to buy in, if at all? I know there's lots of hype about the possibility of Score moving to the nasdaq. Do you believe the growth potential is here as hyped up to be? Do you consider the management solid? Thanks for your input.

Q: Could you explain why Score is now trading at $50 plus dollars when was just recently at $5 stock? Was this really a bump in the stock or share reversal? Thanks for your knowledgable comments as always.
Lorraine

Q: Score has completed their consolidation and is trading up today. In addition they have announced "Private Members Bill C-218 and Bill C-13, to legalize single event sports betting in Canada. Today, Private Members Bill C-218 was voted on and passed overwhelmingly at second reading in the House of Commons. Similar legislation in Bill C-13, which was previously introduced by the federal government, would legalize single event sports betting at the federal level in Canada and is anticipated to be taken up by the House of Commons in the near future." Am I correct in assuming that with shareholder acceptance of the share consolidation and todays announcement, the stock should continue to be well positioned for growth.
Thanks
John

Q: Would you recommend to sell all scr.to shares and then buy again after the consolidation? I have been taking profits as it goes up and i am still at a 150% profit. When will the consolidation happen? Or what is the best option under these circumstances? Thanks

Q: Hello,

Any insight on this company? Management? I am wondering if you see any potential or if it’s too early? I am considering trimming Score and starting a position in Luck.

Thank you.

Q: What heck? (I am being kind) why would they do such as big reverse split when there shares were doing so well. They did Not need to do this much to satisfy a US listing. They just killed the momentum??? And leads to question about management competence.

Q: Would you buy score now that share consolidated? Also which is the better company score or EGLX?

Q: Scr- Could explain what happened to the share price and the company vote on consolidation. Do you like this consolidation. The price was already strong I thought it was already enough for the us listing. I was also having very hard time trying to find the number to call for the consolidation meeting. No one answered at the company or investors relations.
Could you please also comment on the reasoning for the share price decrease for ad.un

Q: Peter, Thanks to you and your team for excellent service. I took a large position in SCR when it was trading at 75 cents and sold half when it doubled a few weeks later. Now that my remaining shares are up 440%, I'm starting to wonder about potential price targets and whether to trim more here. With the forthcoming US listing and share consolidation, I'm inclined to hold on. I would appreciate any thoughts on the prospects of the company and the esports sector going forward, when you bracket out all the current hype. I didn't really think of it as a long position at the time, but bought a basket of esports stocks like BRAG and EGLX that have all done well.

Q: After reading some of your cautionary comments on Score, I recently sold my position (at a nice gain) at around $1.75. So, did I make a huge mistake or do you think that I will get another chance at a lower price or should I buy back in at these levels?

Q: Small caps have always been a focus of mine and the 5i team has helped me build out a nice group over the last year to complement my core holdings. Can you let me know if your thesis has changed (negatively) on any of these names? Any standouts that you would add to either due to opportunity or valuation if I had more $ available?

Thx as always for your valued advice

Q: Hi Team,
I have no exposure to the online gambling theme that seems to have promise for growth. Do you still believe that this is a good theme to be buying into for the long term? And if so, what's the best way to play it? I was thinking Flutter? But, its came a long way from its 52 week lows. What's the chances of it going back to that level and was the rise justified? And do you believe it's uptrend will continue long term? I know you also mentioned before it has a much better valuation than Draftkings, although DKNG still seems to move with more leverage for the time being. I wonder if Flutter will eye a US listing to get their valuation up? I never hear Flutter talked about on sites such as CNBC. ( I assume its because its a European Company and CNBC would rather talk about Draftkings)? Another possiblity I was looking at was Score Media. Please let me know your thoughts.

Also on a seperate topic...CELH has dipped some off its highs. Is it a buy today. And your quick thoughts on how big of potential you see this company having in 5-10yrs. Is it a stock that could multi-bag from here? Deduct as many points as required. Thanks!

Shane.

Q: Hi 5i Team - At their annual meeting on Feb.10 Score is considering a resolution to consolidate their shares in a range of one for every 2 to 20 pre-consolidation shares. With a total of 433 million existing shares do have any guess as to what that consolidation ratio might be. Do you think this could result in a declining price after consolidation as sometimes happens. Also could you check out insider holdings - it looks like they are quite high. Has there been much recent activity. Thanks.
Rob

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

Q: would you recommend these for online betting and gaming