Investment Q&A

Q: If buying today, which of these two small caps would you prefer and why? Many thanks.

Q: Hi Peter, re: your reply to Jamie re: GUD; why will earnings fall next year ? Aren't they currently close to zero ? Shouldn't the new mfg ability increase earnings ?
This is currently the sole loser in my portfolio (as I'm getting good at cutting losses before they get worse) but like many I've held on it to doggedly for years despite its chart since I really want Jonathan G to do well. There's definitely a lesson in that. Thanks, Paul

Q: Should one be thinking about investing in Bitcoin? If so, how is the best way to invest in it?

Q: What is the latest company news and opinion regarding stocking going down, sideways or up in the next 6 months and 2 years from now? Are there other similar companies with a greater future upside total return for the indicated time periods?

Q: I am bullish on both Air BnB and Affirm. What are your latest thoughts on both companies? What would your approach be for both IPOs once listed. Buy partial position on day one and follow once price settles?

Q: I hold US Funds (shares) in my LIF Account.
I will need to deregister a portion next year and wish to transfer to my US TFSA account in US$. I could try doing it in KIND but will probably run into equivalency problems.
If we are allowed to load our TFSA's next year at $6000.00 (if) at what exchange rate do I use for the US vs CDN Dollar not to exceed the maximum permissible.
Thanks

Q: What are your thoughts on First Cobalt Canada. An interview with their CEO last week said full production could be 18 months away and they still need to secure financing and purchasing contracts. Cobalt seems like a key ingredient to the EV market but do you think FCC has a chance at success?

Q: My portfolio is moderately balanced, and do not include internet or technological Cdn values ( as SHOP,CSU,OTEX,BB,KXS,ENGH,LSPD,etc…),or equivalent US stocks. The main reason are that : 1) I feel that prices and ratios are very high 2) My objective is a ” safe mix” of revenues and growth 3) It seems impossible to predict wich Cies will be the “winners” in the future in this new trend 4) I tend to keep stocks and ETF for long term (not too much surveillance needed ) .Do you have any suggestion (stock or ETF) ,and general point of view ? many thanks

Q: Finished reading the book 100 Baggers and it was a great read. Good to know lots of companies achieved these level of returns. You just have to find a few and hold on.

One of the book suggestion is to focus on smaller market cap companies which can grow over time among other metrics. Looking at some of the recent IPO that came to market with 20B+ market cap and SNOW hitting 100B makes you wonder if some of these newer IPO's can get you 100 Baggers returns.

My questions are as follows:
Do you see market cap playing less of a role going forward and investors will just pay up for growth? Maybe instead of putting 10K in the stock you may have to invest 20-30K to get that capital to compound to 1M without having a 100 bagger.

Finally, just for fun if you were to guess at a few name in the US or Canada that has 100 bagger potential what would they be? I see SHOP, TTD and WELL as having a shot.

Thanks

Q: Hello team,

As you know, AMD is acquiring Xilinx whereby XLNX shareholders Will receive 1.7234 share of AMD for each share owned, equal to $143 in cash.

I have 100 shares of XLNX and have three questions for you.
1- Are these numbers fixed or would change based on the market at the time of closing of the deal?
2- Would you sell your XLNX shares or would you think they would be much worth more following the merger?
3- Would you add more now and if yes how would you avoid partial shares/odd lots following the merger.

I always wonder what I do without 5i knowledge and honesty....Thank you for your everyday work, everyone at 5i.

Q: Hi group i am still holding W - down 10% - finding it hard to justify keeping the stock . I expected the last quarterly results to drive up the price its now well of its high ( down approx. $100 US). It is still a hold or should I sell. (I own 70 shares Thanks for your thought's on this .

Q: Your thoughts on this company please and thanks , Bill

Q: New ipo Abcl listing on nasdaq

Q: I hold a full position in Evertz currently. The headwinds for this company are related to the shut down of the filming industry. Do you see any optimistic signs for this company in the upcoming report or is the 2nd quarter release going to be much like the first?

Q: If you could only buy 1 position, would it be TTD or U?
Alternatively, would your preference be to exit a position in Facebook and buy both of these as TTD and Facebook are both driven by online advertising?

Q: Do banks keep track of your capital gains, or must i keep track for tax purposes?

Thank you, Jacob

Q: Hi

On the issue of ZEM being more tax efficient than VEE. Does this apply in registered accounts?

Q: You thoughts on a portfolio rotation from car parts' distributor to car parts manufacturers strategy for 3 years hold. Thinking for selling out of PRTS & AAP moving in to Magna or Linamar.
Do you think that car part's manufacturers will perform better than distributors?
Carparts had a sudden pop in last 6 months may be time for me to cash out but debating about selling out of AAP.
Magna has its presence in the EV trend, would you prefer Magna over Linamar? Why?

Thank you!

Q: Hello,

With recent correction, the financing deal and their recent appointment Obelis to ensure regulatory compliance. Do you think at < $1.00/sh is a good entry point from purely speculative perspective?

Q: Energy and Travel etc stocks likely to be sold out for Tax loss which are more likely
and good to pickup?