Investment Q&A

Q: I currently have a 2% weight in TCL.A and down 44%. Would it be ok to increase to a 3% weight or wait for another quarter to see how their numbers are?

Thanks

Q: Docebo To Power AWS Training And Certification Offerings... sounds like a great customer win. No financials disclosed but could be material and attract other companies. Do you have an updated view on the company and their outlook? They seem to be doing a lot of things right.

Q: I own both SHOP and LSPD. As LSPD moves beyond services to restaurants into services for other merchants, I am wondering how much overlap there is between there two businesses. Is it advantageous to own both?

Thanks as always.

Q: hi. clearly, the stock markets are highly manipulated now with direct government purchases of stock and bonds, and with central banks manipulating rates to the extreme lower side to force investors into stocks. the markets clearly are out of step with reality on Main Street. do you think this matters anymore, or is the stock market and it's players also post truth now?

Q: I have AEM and KL for gold exposure.I am considering adding RIO for materials exposure.Do you have a preferred choice in the materials sector?

Q: Hi the great team, do you see correction coming Oct. or Nov. this year as usual or it is correcting in the technology sector already?

Q: Hi 5i team,
Could you please recommend ETFs that invest primarily in US small/mid cap biotech, medical equipment/pharma and digital/IT companies? Thanks.

Q: First, I wanted to thank you for your Canadian portfolio suggestions, especially for the balanced and growth ones. I've been very lucky on timing, still I am extremely happy with the service, advices and the gains this year. On another note, I am looking to allocate 10%-15% of my locked-in RSP in either an international or global well managed portfolio composed of small cap and/or mid cap stocks. Looking for intelligent high risk. I have a long time horizon (I am 30 years old). I would prefer actively managed or an ETF you strongly believe in, diversified and with a strong track record. I had MAW150 in mind, but when I look at the top 10 positions individually... They are pretty much all at their all time high and I'm not sure if they have a lot more room for growth ahead this year or next year factoring all the risk that remains. I know it's almost impossible to time the market, but if I can dodge a speculative correction like there was for tech this week, I would be more than happy. All that said, which one(s) would you recommend considering the most for September 2020 based on your expertise.
Thank you again.

Q: What is your opinion on TRIL at this time as a higher risk growth position? 1 year chart looks very impressive and recently had the pop from the Pfizer investment.

Q: What are your thoughts on the news this morning on orcl is it a buy the rumor sell the news stock or a keeper.

Q: Now that AW has reinstated dividends, do you think it has more potential than QSR?

Q: Hi 5i Team - According to my information Shopify has about 120 million shares outstanding. Do you think it is possible or probable that they may do a stock split in order to bring the share price down to a range that might attract new retail investors. Also What is the latest insider holdings information including recent buying and selling activity. Thanks.

Q: Good morning Peter n Team,,
Do you have any news on Tech B.? The stock has risen $1.75 today- what do you think is driving it? Thank you for your input. Rossana.

Q: Since it is my largest losing position eligible for a tax loss sale, contemplating a tax loss sale of NTR but wondering what I could use as a proxy. Suggestions?

Q: Hi group appreciate your views on NKLA - its been on a wild ride over the last week after GM purchased a position now its short sellers attacking it Your views please Buy sell or hold have a half position that is presently down 11%. I am a medium risk investor with a short time frame Thanks

Q: Hi Guys
Could you comment on NWC earnings released Friday.
Thanks! Stuart

Q: Between these 2 companies, which one will i get more dividend from and more growth from in the next 3 to 4 years.

Q: Howdy - Why didn't Warren buy some Stanley instead of Bank of America? Too small? So for exposure to US financials in the form of a sorta bank isn't MS better positioned than most with no loan default concerns and great exposure to wealth management (high net worth concentration?) Decent divi too. Why no 5i love for MS - is it the symbol of the stock matching what most associate with something horrible? Bothers me. Fondly, Ken

Q: What do you make of the short report on NKLA?
https://hindenburgresearch.com/nikola/

Looks pretty compelling - obviously that is the point they want it to go down - but do you know much about the Hindenberg Research (other than they couldn't not have picked a better name for a short seller)?

Q: Hello 5i team,
Which one do you prefer GOOG or AMZN for a long term hold (no worries about day to day variations)? And why? Does your conviction vary based on investment horizon or the results of the November election?
Thank you for your collaboration, Eric