Investment Q&A

Q: Down approx 25% in each of Goog, Msft and Amzn. Down 45% in Meta. I have a 5 year window and am looking for total return and less volatility. I am inclined to keep the first 3 and switch Meta for Cost or Aapl. Please critique my plan. Thank you

Q: In a previous comment you stated "Five stocks that we feel will perform well over a long term period are: TSU, NVDA, SHOP, CSU, and INMD." In regards to INMD, what are your thoughts on other competitors in medical aesthetics, such as CUTR, ABBV, SIEN, or others I may have left out? What makes INMD more desirable in your opinion?

Q: Hello 5i Team
I have a small amount of Medifast stock I am down about 40% .Should I hold it and hope for a recovery or sell it now and move on?
Thanks

Q: Any reason to hang on to this ?

Q: Hi 5i Team - Could you provide an update on the fundamentals of FansUnite - including its balance sheet and cash/debt levels, insider holdings/trading and potential. Thanks.

Q: Hi
Please comment on CHE.Ca as an investment.

Thank you

Q: As tourmaline has run up quite a bit I am hesitant to buy at this price, Considering MEG as an alternative buy.
Would you consider MEG as a good buy or stick with TOU?
Thank you

Q: I would like to begin investing for my grandchild, and looking for a safe, steady grower.

Is there a stock(s) you would recommend?

Thank you

Q: Hello 5i
I have been wondering whether Meta is a good choice given it’s recent fall. So, i was interested in your response to a question this morning. You seemed positively disposed towards the stock. Shortly after that i read a small piece by Cathy Wood’s Arkk, which is usually seen as willing to take risks. Someone said that she makes all or nothing bets. I was surprised to see that they see Meta as doing just that. I will post a short excerp. And would be very interested to know what you think of it:

In our view, if augmented and virtual reality (AR and VR) were to become the next mobile and at-home computing platforms, the return on investment could dwarf the $10-15 billion per year that Meta currently is spending to secure leadership in the space. That said, if AR and VR do not scale to the mass-market, Meta's current pace of investing could be a colossal mistake.

In our view, if augmented and virtual reality (AR and VR) were to become the next mobile and at-home computing platforms, the return on investment could dwarf the $10-15 billion per year that Meta currently is spending to secure leadership in the space. That said, if AR and VR do not scale to mass-market, Meta's current pace of investing could be a colossal mistake.

thAnks

Q: Quisitive Technology had quite a day yesterday. 1.3 Million shares traded and up 3.75%. Any guidance on what this means. ? Can I still consider it for a year end tax loss sell and get back in.. or is to late.?
Thanks John

Q: Could I have your comments on the latest results of both TVE & CIA? Take two questions off since I've asked about two companies.
Thanks, Dave

Q: Down 13% on PBH in my cash account. Would you suggest selling to take a tax loss? And, if yes, would you rebuy in 30 days or replace? And, if replace, with what (in the same sector)? Thank you.

Q: Good morning your thoughts on Centrus Energy
Thanks again

Q: On a Risk/ Reward basis how do you feel about ZEM going out 5 years.
When your buying what everyone else is buying you can see what can happen, this year is a good example as people are getting a good beat down.
What % of my overall portfolio would you top this holding up to at this time.
Thanks Gord

Q: I would like to capture the tax loss for AMD and buy it back after 30 days. Would NVDA be a good proxy as I wait out the 30 days?

Q: With all the megacap tech names earnings being released, and seeing the pullbacks and future estimate adjustments etc. If you had to chose one of the above to invest in, which would it be and why? Thx

Q: Can you please comment on Pinterest (PINS) latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)? Has the ARPU continue to improve? Would you recommend adding to a position that is down for its high or give it more time?

Q: thoughts on the quarter please?

Thx

Q: hi folks, opinion on Q3 results for Tamarack...and Q4 guidance of big production increase from DeltaStream acquisition...things you liked/ didn't like in results??....Buy/Hold/Sell....merci beaucoup, jb Piedmont QC

Q: About a year ago I sold half of my holdings in ZAG and put the proceeds into XSB. I am now thinking of selling XSB and putting the proceeds back into ZAG. Just wanted your thoughts on this move. Thank You!