Q: I own Etsy and just wondering if it is worth keeping? I’m thinking of taking profits and moving away from retail with the idea that we are moving into a higher inflation period.
Thank for the great service!
Thank for the great service!
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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: Thoughts on the Opendoor quarter? Do you think this type of technology/business model has a bright future? Would you rather an equal weighting of all three of these names (say 2% each) or is there a clear leader in which it might be more prudent to take a single larger 5% position?
I feel that the real estate sector could become much more efficient and liquid especially with a large player or consolidator that increases competition and should lead to lower transaction costs. Real estate agencies and the (until somewhat recently) gatekept MLS feel like a 'dinosaur' of an industry ripe for tech-based disruption. What are your thoughts about this? Thanks.
I feel that the real estate sector could become much more efficient and liquid especially with a large player or consolidator that increases competition and should lead to lower transaction costs. Real estate agencies and the (until somewhat recently) gatekept MLS feel like a 'dinosaur' of an industry ripe for tech-based disruption. What are your thoughts about this? Thanks.
Q: Can I have an update on this company. It is quite small I know, but it seems to be going gang buster in the last year. Also can you advise when they report earnings again. Many tnx.
Q: Can you please comment on results and did you tune into the earnings call? I'm down on this small position I hold, since the 5i report.
Q: Hi, What is your take on this company? I understand that it went public.
Q: Hello - which of the large cap US telecom companies do you prefer and please explain your preferences. I'd like to squeeze QCOM into my telco box but analytics says sorry. Care to overrule?
many thanks
al
many thanks
al
Q: thought on the quartr please?
Thx
Thx
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Hut 8 Corp. (HUT)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi Peter,
In response to Robert’s question of Nov 10 regarding your thoughts on what folks will wish they had done before interest rates start going back up, you said “…we would reduce very expensive growth stock exposure…”
My 24 year-old has a concentrated, strongly growth-oriented TFSA (at least 10+ yr investment horizon). He’s comfortable in holding higher weightings and “letting the winners run” of those companies that seem to have “staying power”, recognizing that there will be inevitable periods of under performance in their stock performance from time to time (LSPD, for example) but that over the “long-term” they should produce attractive returns. The growth stocks that have done well for him so far include:
GSY (+434% return/16% portfolio weighting)
LSPD (+432%/9%)
KXS (+161%/15%)
TOI (+42%/12%)
HUT (+103%/6%)
He also has the following growth stocks that (so far) have been less than stellar:
AT (-39% return/4% portfolio weighting)
MAGT (-29%/3%)
NVEI (-10%/4%)
WELL (-1%/7%)
Which of the above would you consider “very expensive” and reduce exposure to, regardless of current weightings? In general, aside from personal risk tolerance/comfort levels, how do you determine by how much or to what level, you would reduce “very expensive” holdings to versus simply “letting the winners run” over the long-term? Which of the above stocks that are currently in the red would you reduce exposure to given this is a TFSA (no tax loss benefit if selling for possible later buy-back) - rather than riding out (potential opportunity cost) what is hopefully just the volatility inherent in growth stocks and a period of under-performance (of indeterminate length, admittedly) - assuming no changes in the investment thesis and fundamentals of these companies and the long-term investment horizon.
Thanks, as always, for your insightful help.
In response to Robert’s question of Nov 10 regarding your thoughts on what folks will wish they had done before interest rates start going back up, you said “…we would reduce very expensive growth stock exposure…”
My 24 year-old has a concentrated, strongly growth-oriented TFSA (at least 10+ yr investment horizon). He’s comfortable in holding higher weightings and “letting the winners run” of those companies that seem to have “staying power”, recognizing that there will be inevitable periods of under performance in their stock performance from time to time (LSPD, for example) but that over the “long-term” they should produce attractive returns. The growth stocks that have done well for him so far include:
GSY (+434% return/16% portfolio weighting)
LSPD (+432%/9%)
KXS (+161%/15%)
TOI (+42%/12%)
HUT (+103%/6%)
He also has the following growth stocks that (so far) have been less than stellar:
AT (-39% return/4% portfolio weighting)
MAGT (-29%/3%)
NVEI (-10%/4%)
WELL (-1%/7%)
Which of the above would you consider “very expensive” and reduce exposure to, regardless of current weightings? In general, aside from personal risk tolerance/comfort levels, how do you determine by how much or to what level, you would reduce “very expensive” holdings to versus simply “letting the winners run” over the long-term? Which of the above stocks that are currently in the red would you reduce exposure to given this is a TFSA (no tax loss benefit if selling for possible later buy-back) - rather than riding out (potential opportunity cost) what is hopefully just the volatility inherent in growth stocks and a period of under-performance (of indeterminate length, admittedly) - assuming no changes in the investment thesis and fundamentals of these companies and the long-term investment horizon.
Thanks, as always, for your insightful help.
Q: Hello 5i
I believe this company is a SPAC which will give me one-for -one with WEJO when the merger takes place. I got tangled up on the spac/lawyers details. If I in fact bought VOSO shares am I in fact buying into WEJO?
Cheers,
Rick
I believe this company is a SPAC which will give me one-for -one with WEJO when the merger takes place. I got tangled up on the spac/lawyers details. If I in fact bought VOSO shares am I in fact buying into WEJO?
Cheers,
Rick
Q: Should investors be concerned about the current valuation of most companies in the stock market? Investors like Michael Burry have been warning about the consequences of overvaluation in the markets. Thanks
Q: Is Svm worth holding
Q: In a TD report on XBC q3 the following comment is made, "Notably, our EBITDA estimate did not include the $5.3 million in severance incurred during the quarter as it was not contemplated in our forecast."
$5.3 million in severence for a company the size of XBC seems high to me. This occurred following the new COO hire.
Wondering if you could shed some light on this. Was there a cleaning of the house following the financial troubles announced earlier this year?
$5.3 million in severence for a company the size of XBC seems high to me. This occurred following the new COO hire.
Wondering if you could shed some light on this. Was there a cleaning of the house following the financial troubles announced earlier this year?
Q: This company has not yet gone to market; but, will in the next few months apparently? I believe it is a USA company - maybe Canadian doing business in USA/Canada? DKAM is very high on it and provided capital and will buy when stock issued. DKAM is a highly regarded Canadian firm.
Q: Thinking of starting a position in Dol.Ca. What would be a reasonable entry point? What are your 3 favourite stocks in this space? Thank you as always.
Donna
Donna
Q: Have owned this stock for a while and at a loss of 77%. I keep thinking, when covid is no longer a problem, it should pick up as entertainment venues will start happening . They will want the security that Patriot One Thechnologies can provide. What are your thoughts and should I keep holding or move on. Thanks.
Q: I have shifted some funds from Cap and inter-rent reits to Boardwalk. My thinking is that alberta seems poised for more rent growth near-midterm with the recovery in AB and a still depressed relative valuation at BEI. What do you think of this move? And what did you think of boardwalks recent results? Thanks
Q: Hi team
My question is about the results of bmo in the last quarter. They show earnings of $ 3.41, how much of that is a reversal of provisions on bad debt?, If they target 40-50 % of earnings to the dividend, the increase would be rather large, depending how much they put towards buybacks, something that I never liked.
Thanks
My question is about the results of bmo in the last quarter. They show earnings of $ 3.41, how much of that is a reversal of provisions on bad debt?, If they target 40-50 % of earnings to the dividend, the increase would be rather large, depending how much they put towards buybacks, something that I never liked.
Thanks
Q: When the 2009 financial crisis hit, governments used significant fiscal stimulus which set off a huge bull market.
My questions are:
1) how many years of a bull market was this responsible for?
2) should we expect a similar bull market duration from the 2020 market crash and resulting stimulus due to Covid?
My questions are:
1) how many years of a bull market was this responsible for?
2) should we expect a similar bull market duration from the 2020 market crash and resulting stimulus due to Covid?
Q: I want to clean up a US account with 1/4 positions in these three companies. I want to sell two and use the funds to increase the position in the third. Please rank the three companies for growth over the next three years or longer.
Q: Hello 5i team
Isn't CAE's debt too high? It will be around 4x once the last Sabre Aircentre transaction is completed in the first three months of 2022. I want to take a position right now but this makes me cautious.
Thanks
Isn't CAE's debt too high? It will be around 4x once the last Sabre Aircentre transaction is completed in the first three months of 2022. I want to take a position right now but this makes me cautious.
Thanks