Investment Q&A

Q: Shak and IOT have been recommended on US networks. How would you categorize them up against Trade Desk?

I was thinking back of when I joined 5i at the beginning because of being a mutual fund person and seeing the Sprott Growth Funds managed by Peter as being one of the top mutual funds. When I went to the Money Show I was talking to Peter and I was asking questions that now I would have never asked him due to the knowledge I have gained from 5i. I still ask difficult questions but some of the things I asked in those days are now not difficult for me due to the knowledge gained as a result of being a long member of 5i. Thanks so much.

Q: Hi 5i,

How do you feel about Aurinia, hey will be cashflow positive soon. Recently they announced a 150 million buy back with a 25% staff reduction. They are also ending a strategic review. Sales are ramping up looks like a timely buy with share price at a low. Your thoughts are appreciated.

Q: How good is Nvidia’s moat to its broader sales clientele, and to what degree could competition or demand fatigue place its top and bottom lines, and by virtue its multiples and stock price, at risk of slow down and potential downside?

Q: Hi Peter and 5iresearch
In my recent question about investing in basic materials I mentioned in my question XBM. In your response your comment was on XLB SPDR fund. Just want to be clear that you meant to recommend XLB SPDR fund and not XBM.

What do you think of XBM?
Thank you

Q: Good Day,

After your response to my last question, I have deliberating between CELH and CROX (one of your recommendations to expand my portfolio), as well as ELF (come up a lot Lately in the questions).

For your other recommendations of PSTG CRWD DDOG and PLTR, I do like their fundamentals AND their businesses. However, between what I hold already, and the business they're in, I'm worried that in a period when I'm focusing less on the markets, a major player in their space may offer a major, well polished, competitive product. For example, EMC, Hitachi, Oracle, etc could announce something that would slow/change the outlook on PSTG, and I could miss out on locking in some gains.

Also, I've noticed BDT is constantly hitting new highs. I've owned them here and there a few years back, but they've been killing it since then it appears.

So, with all that in mind, and the portfolio from my previous question, and the fact that CELH blew up yesterday (I got busy and didn't get to make my move when you responded earlier this week :( ). Which 2out of CELH, CROX, ELF, and BDT would you suggest? What inning in a baseball game would they be in their lifecycle, their risk, and growth potential, for each of these 4 options.

Thanks!! The last 6 weeks have been huge for me thanks to your help! Might have even shaved a year off my retirement age, so I'm incredibly happy with your service.

Q: What did you think of their earnings?

Q: Good quarter?

Q: If I understand things correctly the financial media has suggested that Japan may soon end their negative rate policy. If Japan starts increasing rates is this generally good for Japanese stock markets? They have already performed well the last year with basically no rate changes. Can you help explain the thinking behind rate movements and stock markets in Japan. I thought rising rates were generally not good for stock markets.

Q: A family member is 73 years old, Canadian, single, retired, and lives a very modest lifestyle. She has $100,000 from a recent inheritance with no other savings. I have been asked to assist with setting up an investment portfolio. Another family member has recommended she place some funds with a "MIC" which historically has a 7 % return; I think $20,000 could be allocated there. Then looking for a reasonable measure of security of capital, with a balance of some income and a bit of growth, my thought would be to divide the remaining $80,000 into the following: VDY; FTS; RY; SLF; BAM; CNQ; ALA; WSP; Amzn; and VGRO.

If you were me, would this seem like a reasonable approach?

Many thanks.

Q: I see there is a US law firm investigating the proposed takeover price for Tricon. They are looking for investors to talk to. Is this a usual occurrence?

What do you think about the US$11.25 per share valuation being offered?

This news only appears on the USD ticker’s page here on 5i (?).

https://ksfcounsel.com/cases/nyse-tcn/

Q: Could you please comment on quarterly results and your outlook for the company moving forward?

Q: Hello 5i,
Could you tell me what the expected growth rates are for these three companies over the next year?
Thank you
Dave

Q: Hi,

Which of the two would deliver the most return and greatest likelihood of capital preservation?


Also, would you list three or four names that "due" for a rebound within a few weeks?

Thank you!

Q: Please comment on the earning reports. Thanks a million.

Q: Thanks for your response. Do you have a feel for where this leaves SLS; it is almost down to its IPO price ex a run up which presumably preceded realization of the extent of the deposit - which I assume is still valid. It is almost as though the value of the find will come to naught in the face of an expected copper shortfall.

Q: In view of the recent acquisition of TCN by Blackstone, do you think that HOM.UN could also be a future target of a takeover? If so, who do you see as likely suitors and what might be a reasonable offer?

Thanks as always.

Q: Is there any ETF that holds semiconductors equally instead of SMH? SMH holds 1/4 in Nvdia.

Thanks for the great service

Q: This company if you takeaway the pandemic crash is at 5 year low,would you consider this a good entry point and also how safe is the dividend for a 1-2 year hold do you think it can get back to $1.20-1.40 range…Thanks

Q: Hi, could you please compare these two companies. I own Bip.un , thinking of selling for cpx . I feel Bip.un is stagnant with little catalyst going forward. ( quite a bad chart). If I switch to cpx my rationale is to try and capitalize on the electrification that is going on?
Which of these two companies would you rather have for the next 4 years?
Thanks

Q: Dell was up 30% today. But I read the PE as only 16. Of course, that was likely before the raise. Would you buy into it now as a relatively solid, stable, but growing tech company?