Investment Q&A

Q: Could you comment on your confidence in the management of these three companies and execution of acquisitions? Would they compare at all or are even close to CSU management?
Thanks
Jeff

Q: Could you rank in order which you think will have the greatest growth over the next 3-5 years?
Thanks
Jeff

Q: Hi
Wondering about your latest addition to the growth portfolio. Curious as to this selection as the fundamentals are awful, with negative cash and operating flow and negative EPS. I assume this is a mock portfolio but do any of the contributors of 5i have any skin in the game especially in a high risk name such as GLXY?
I assume a 1.5% holding would be $1500 in a $100,000 portfolio.
Thanks
Jeff

Q: Apparently there was a crypto or blockchain conference within the last week attended by some of the wealthiest individuals and companies on the planet.

Would you know what it was called?

1.It seems clear that some very influential people want this area to have a place in the world banking and trading worlds.


2. One commentator ( Josh Brown ) expressed the opinion that for the foreseeable future it will be very high risk kind of like gold mines over the years. But there might be money to be made in the picks & shovels companies..

Do you have any suggestions of companies that have merit or look to have potential in that picks & shovels areas?

Thank you

Q: Hi Team,

Do you see this as legitimate business model similar to a hard asset miner but 'digital' instead? Or do you see this more as fluff and a casino model? Trying to objectively look at both sides.

Which 2 or 3 would you consider if one was to purchase?

Thanks!

Q: Any reason to hang on to this ?

Q: Can you please provide your thoughts on Galaxy, following the precipitous decline and Terra matter?

Q: With the sell off continuing across all sectors do you see any justification in the huge drop this took today May 12th besides the sliding of value in crypto markets and general dismay/panic everywhere? Are there any fundamental issues you see the last Q was good. Lastly your opinion on Mike Novogratz as a leader/investor and his track record. I am thinking of adding to a very small position for long term hold. Thanks

Q: What are your thoughts on PHG, QUIS and GLXY? Would you recommend accumulating slowly and waiting patiently? Thanks.

Q: We'd all love to get a look at a few stock prices from 5 years in the future. Get a big winner, or avoid a big loser, with no risk. If you could get a list of the prices of 10 Canadian stocks 5 years from now, which ones would you pick? Let's say stocks with a min market cap of roughly $1 billion Cdn.

Q: Hello Peter and team,
What do you think of Galaxy Digital's Financial results? Is Well Health worth taking a full position as they seem to be going in the right direction? Thanks very much.

Q: The above companies have all fallen below 1.5% of my portfolio and I am looking to do some cleaning up. Could I get an add/sell/hold recommendation on them please?
Thank you

Q: Hello Peter and team,
Would you consider Galaxy Digital in the speculative category? The stock has been surging lately but takes a hit at times; however, their numbers look reasonable. Any idea why Trisura is starting to surge? Is it going along with other insurance companies given rise in rates.

Q: Friday’s large drop brought Galaxy to my attention and its P/E of 3 per your data made me look further. But I don’t understand some of the other numbers: Revenue = 0, Interest coverage is negative 123.9, and Price to cash flow is 1246.
If P/E is correct it seems like a something to add to my list. I could imagine that revenue might drop if a significant portion of their customers were to drop or reduce their crypto currency activity after taking big hits on those assets.
But I don’t understand their business. Is this as cheap as it appears, and is the outlook decent?

Q: Hi,

Between GLXY and VOYG, which company do you think has better long term potential for a small speculative play?

thank you,
Brad

Q: For a speculative position in a Tfsa which would you recommend and reasons for choice? Thank you.

Q: Would you suggest averaging NVAX at todays price?
I have TFSA room of $6000, and have some FOOD. Should I average down FOOD($13.2) or buy position in AT vs LSPD vs GLXY for exposure in crypto world?
Thank you

Q: Hi 5i
I currently hold no digital currency assets in my portfolio - from what I understand GLXY holds both bitcoin and etherium coins and provides financing to businesses in the digital currency space. Founder and small % shareholder speaks about growth in the sector and the bitocoin currency has bottomed. Your thoughts on buying todays' assets and the potential future for this business. Share price has been creamed ~ 40% and I am wondering if this is a starting point to start build a position and use GLXY as a diversified way to play the currency and growth in the industry via the merchant banking side of the business. Your wisdom (if there is such things when you roll the dice here) please ........ Thanks

Q: If you were going to make one investment into crypto would would you suggest and why please? Also, you placed HUT on a list of "Bottom 10" ... why please? Thanks again!!

Q: Both Zoom and Docusign stocks sold off after earnings were announced. I'm looking for a list of a half dozen stocks that shined during the panemic and the date that they will next report earnings.