Investment Q&A

Q: Hello,
I thought Nvei's results were very good. Why is the stock tumbling? Would you add at this time to Nuvei for full position of 5 percent? What are your thoughts on ATS automation and Trisura and Auto Canada for longer term? Also with big push on EVs, would it be a good time to buy NFI? Thank you for the service.

Q: Hello 5I,

I am interested in taking a position in Tecsys, but i am concerned about the low

daily trading volume, and the liquiity. what are the reasons for that? low public float? Big insider ownership, or large institutional ownership?

Would it be a worry for a new investor?

Thanks

Stephen

Q: What are your thoughts on the Paypal quarter? I believe I've seen from other questions that you hold their stock. The drop today seems excessive but I'm curious what you think.

Cheers

Q: Hello 5i Team
Please comment on AMD deal with FB and PayPal earnings also their deal with Amazon going forward.
Thanks for all the guidance each and every day when reading the Q&A .

Q: Hi 5i
1. What is your opinion on PYPL earnings and future?

Does this company hold any/much interest to you..why/why not?
With the current drop in share price what would be decent entry point? Would you add to existing position,hold or exit?

2. With reference to a previous question on NUVEI, what would you consider good entry point for this stock given current price drop.

Thx
Jim

Q: Is a Canadian company like Abcellera, that trades only on a U.S. exchange, considered foreign property?

Q: SJ is dropping drastically today, do you know why?
Also, years ago you referred to SJ as a Rip Van Winkle stock. Are you still feeling that way, or is out of favour? If you recommend to buy more, up to 1/2 a position, what target price do you think makes it worthwhile?

Q: How significant is the delay in filing the financial statements?

Thanks

Q: When it comes to small caps I have never been a believer in " The market has priced in " or " The market looks ahead " .... I am a firm believer in ..... " The market is herded by the loudest barking dog " .... For example REAL makes money , has money in the bank, missed earnings by a penny and got crushed .... The " dog " got very loud.....This brings me to AND who in two years with a 14% annual growth rate is getting close to tripling in price .....It's a bricks and mortar type of company which appeals to me .....But AND is a small cap that has had a run ..... Please give me your opinion of a current valuation for the stock ? { stock price and a good entry point } And more importantly a speculation on what that damn "dog " might do should they miss earnings estimates by 4%-10% ? { stock price } .... Which with the world's current supply chain issues is certainly possible .... For example new truck drivers are in short supply these days ..... I realize I am asking you to make an educated guess but I trust your guessing a lot more than mine ......I am having a tough time assessing this particular small cap's volatility potential which is how I assess the position size I take .....Also please provide the next earnings report day ? ..... Thanks for your great service .....

Q: Hello,

Can you please comment on VUZI? Would you purchase this stock at current levels?

Thanks

Q: I was looking into crypto and was considering 65% ETHX.B and 35% BTCQ over buying ETC which is 70/30 Bitcoin/ Eth.
Wondering your thoughts as this would be a five year hold and a 5% position. I would also look at an Alt Coin ETF are you aware of any in Canada or USA?

Q: Annually I review my portfolio following a great book I read years ago, called "Master Your Retirement" by Douglas V. Nelson. One calculation I perform is to calculate the average beta for my entire portfolio.

I hold these two legacy funds. I haven't been able to find their beta for a number of years. The last data I had was 1.00 for RBF1018 and 0.40 for CIG50217. Can you check your search engines for anything more recent...thanks.

I also hold Eric's Nine Point Energy ETF (NNRG). I can't find a beta for it either. As a proxy I used the beta for XEG (2.33). Do you have anything better...thanks.

Thanks for your help...Steve

Q: Thoughts on these 3 companies going forward?

Thanks!

Q: How would you rate the following Canadian
banks for investing new money at the moment?

TD, BNS, RY, BMO, NA

Thank you so much,
Rita

Q: Looking at big picture need for natural resources pls compare these 2 companies? Which would be ur choice for long term hold? or other suggestions? Is BHP dividend really sustainable? Does it hamper growth?

Thank you

Mike

Q: Your opinion on IPO RIVN. Thank you

Q: Hello,
Just wondering if I could get your thoughts on this company. It seems to have some good momentum now.
Thank you

Q: Do you think REITS, with their combination of high debt and yield are particularly vulnerable in a rising rate environment? Or does the underlying economic improvement that leads to rising rates counteract this? Also which sectoral REITS would you prefer in a rising rate environment if any, and finally if you have any other thoughts on this, please share them. Thanks.

Q: Please comment on earnings. Thanks

Q: Vermillion has been quite a bit higher in the past years. Now with oil around $80, although the stock is up it is not getting back to where it was a few years ago. Is it company specific issues like maybe debt or does the market not trust oil staying at $80? Any thoughts on this would be appreciated. Thank you.

Mike