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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: I was in process of building my position in PERI after reading some positive answers on this, inspite of getting bitten big time with other adtech ex ILLM.TO & APPS my current average CP is above where PERI is trading now.
Should I continue with my process to add to what I have, or this is another DOG within adtech just sell this and move ON
Read Answer Asked by Francis on February 07, 2024
Q: I'm hoping you can give your thoughts on these as well as rank these potential AI companies for a 5 year hold.

EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT
Read Answer Asked by Gregory on February 02, 2024
Q: Hello 5i,

I'm looking to consolidate my adtech holdings. I currently own The Trade Desk, Perion and Magnite. My main goal is to maximize growth over the next couple of years and I'm concerned about Magnite's slowing/declining future revenue growth.
My possible options are:

1) Sell all MGNI, buy more TTD
2) Sell all MGNI, buy more PERI
3) Sell all MGNI, allocate 50% of proceeds to TTD and 50% to PERI
3) Sell all MGNI and PERI, buy more TTD
4) Do nothing

Which option do you suggest? My current allocation to all three is approximately equal.

Thanks!

Read Answer Asked by Nicola on January 19, 2024
Q: Hello, I have some money to deploy and have picked the above lucky 13 stocks. Are you able to put them in order in which you would purchase them (1 to 13). I know there is a wide range of companies, industries and cap size. This would be in a cash account and looking for capital gains over the next 3 years. I'm okay with lots of risk in this account.
Read Answer Asked by Kevin on November 29, 2023
Q: CROX,DG,FOX.F,INMD,IRSG,ICLN,PERI,OPRA,PDF.Which looser not to sell, which to buy back?
Read Answer Asked by Nizar on November 21, 2023
Q: Hello 5i,
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave
Read Answer Asked by Dave on November 16, 2023
Q: What is your outlook for Illumin going forward, what do you think of the recent earnings. I seem to remember that you guys liked this stock before but if and when things pick up for this company will you guys like it for all the same reasons. How do they stack up against competition in the same market?Can you comment on insider ownership, any notable financial ratios (good or bad) and the overall management please. Thank you.
Read Answer Asked by James on November 13, 2023
Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?
Read Answer Asked by Andrew on November 13, 2023
Q: These names have been underperforming in my portfolio for some time now. Do you believe they remain attractive from these levels or are there more compelling names out there?
Read Answer Asked by Andrew on October 10, 2023
Q: Good day guys ..
small and mid cap stocks getting crushed here.. what names are appealing to u right now for 3-5 year holds .
thx
Mark
Read Answer Asked by Mark on September 29, 2023
Q: Like everyone else I suppose I am looking for the next great idea. Is there a company or two on your radar that is impressing you with their performance/growth outlook? Maybe tempting you to initiate a report on? Bonus points if it is already profitable, and/or approaching 1 B market cap. Double bonus points if you could see the possibility of them initiating a dividend one day. Just looking to build a short list for further investigation before next year’s TFSA contribution. Thanks so much.
Read Answer Asked by Stephen R. on September 26, 2023
Q: From this list what would be your top 3 picks for buys right now with consideration of long term growth in TFSA? If you feel any other picks would make it in to top 3 (besides NVDA/GOOG) please include those as well.
Read Answer Asked by Theron on September 22, 2023
Q: Good afternoon,

If an investor has $10K to spend today, which of these three stocks might you have more confidence in buying to (hopefully) realize a significant share price increase during the next 18 months? A brief explanation would be appreciated. Thank you. Brad
Read Answer Asked by Bradley on August 29, 2023
Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?
Read Answer Asked by Martin on August 28, 2023
Q: Hi 5i Team,

Are you able to provide an update on Eli Lilly which had a big move today? Would you continue to recommend it as a buy even after the price gain today?

Comparing it to Lantheus and Perion (very different industries and company size) which one do you feel more bullish on for a longer term hold?

Thanks as always,
Jon
Read Answer Asked by Jonathan on August 09, 2023