Investment Q&A

Q: I’d like to get your updated views of these 3 companies. Would you be a buyer of any today.

Q: I want to purchase one of the above stocks for this years TFSA. Could you rank based on upside out a couple years.
thanks Dave

Q: Hi guys,
I own all of the above in my non reg account, please provide your ranking for the above companies based on their management team and outlook. I would like to top them up as per your ranking.

thanks

Jim

Q: I am 60 years old, and I don't need the upcoming major problems that the world central banks are creating lead to the destruction of my retirement. So I am diversifying.

I currently hold the traditional Canadian dividend paying stocks, growing exposure to Emerging market ETF's, Gold bullion / ETF, commodity stocks, Infrastructure / Renewable Energy via the Brookfields, a few big name US stocks, and now entering the crypto world.

Here is my question: I read a recent article on Cathie Wood - CEO of Ark Invest. She claims:

"Seeded during the tech and telecom bubble more than 20 years ago, the five main platforms of innovation that we think will transform the global economy are: DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology. These involve 14 technologies including gene therapies, 3D printing, cloud computing, big data analytics, and cryptocurrencies."

I already have a pension from a Robotics-related company, and I am investing in crypto. Do you have any recommendations for anything else from what she mentioned, in which you would share her outlook? I have both CAD and USD accounts. Could be company or ETF - big or small.

Thanks.

Q: Hello Team, do you feel both these stocks are buys and how would you rank them for short term growth and momentum? Long term growth and momentum.
Thanks,
Barry

Q: I am concerned about 30% of my holdings being in IT and would like to reduce perhaps by half and cover some other sectors for balance. (Just read your year-end article about predicting 2021 - perhaps you would not be concerned about 30% going forward)
What order might you trim / sell these to raise cash?
Much thanks for steering us through a year full of uncertainty.

Q: Do you subscribe to the theory that it is good to wait for lockup periods to pass before buying shares in a new public company? I’ve listed a few newer stocks - do you happen to have the lockup period dates for these? Any other notable ones?

Q: The price has recently come down to about $24.50 US ? Reason for this? Has your outlook changed and is it currently a buy, hold or sell for you? If you suggest a buy, would now be good or would you wait for a better price?
Thank you

Q: Of these somewhat beat up stocks, do you feel all are buys at current levels and could you rank them in order of preference.
Thank You,
Barry

Q: Good morning 5i, question for you on prospects for Portage Biotech for growth, a friend of mine who was an earlier investor in this company, really likes the space and specifically the Chairman and Director Greg Bailey as he said he has a great track record with previous companies.

This is from Portage's site (CEO of Juvanescence. Managing Partner of Palantir Group, Inc, co-founder of Ascent Healthcare Solutions, VirnetX Inc. (Biohaven (BHVN:NYSE), and DuraMedic Inc. He was the initial financier and an independent Director of Medivation, Inc. (MDVN:NASDAQ), from 2005 to 2012. He also served as the Managing Director and co-Head of Life Sciences at MDB Capital Group LLC from May 2004 to December 2006.)

Do you know of Greg and would you feel comfortable with his history? I am guessing you do not know much about the company and in the biotech/cancer space there is tons of risk so that is fully understood, but looking to add to that sector for long term growth 15 plus years out.

Q: trying to pick between these two companies. could you give me your take on risk and upside.
thankyou
Dave

Q: The average P/E of my stock and ETF portfolio (63) reflects the tech/momentum binge I've been on since Spring 2020. I'm considerably overweight in tech yet I'm finding it difficult to jettison or trim any of my names in that sector. Can you please help by identifying 5 of these that you're less bullish on compared to the others? I have a reasonably long investment horizon and good risk tolerance (5 yrs until my children's post-secondary education and ~20 until retirement). Thanks again.

Q: I know it’s a good problem to have but my listed tech stocks have done really well thanks in part to recommendations from 5i. So much so that I now have 41% in the tech sector. Since selling my mutual funds and establishing my own portfolio, your guidance and suggestions have been so much appreciated. It seems that other sectors may be the place to be as we come out of the pandemic. The issue is that these are for the most part proven quality stocks. I’m not keen on selling any of these. Does one bite the bullet and sell some ? If so suggestions are appreciated? Or does one just trim profit and migrate into other sectors and buy more of companies like DOO GSY and WELL? Thanks

Q: My online account with iTrade when I prepare to place an order their analyzing team when I checked out PLTR and U are rated by Thomson Reuter as negative by CFRA as a strong sell and R.T. Research as a sell, myself I bought both stocks because I have noticed in the past some of their sells were some of the better performers out there. Is this the case with all these online online brokerage accounts?
MOGO and MGRO are on fire but I haven't looked at iTrade's analyzing team. It is late in the day. It probably will be negative with them. So I ask the #1 analyzing team in the country 5i Research this question and opinion of the two I have not checked yet.

Q: Good afternoon, 3 questions...
Could you please give me your thoughts (after one public quarter) on Jfrog for a long term hold for growth?

There are lots of great new companies out there and only 1 public quarter for them. How would you rank the top ten “tech” stocks that had a IPO in 2020?

Your new USA fund forgive me if this is elsewhere but does this affect your answers or ability to answer any USA stock questions or does it not impact the current/past services? As I find your USA recommendations to be extremely valuable as a Canadian investor.

Thank you!

Q: hey guys, new here and love the product so far! i have about 5000$ US to invest today. Already have a good position with sq. How would you rank the above for the next couple years?

Q: Hi,
I am trying to look at the stocks I own , not merely as 'stocks" but rather as an investment in a good business. When I look at it that why, I am inclined not to sell indiscriminately irrespective if the stocks have gone up or not. Generally, if I do sell, I realize that I had made a terrible mistake in doing so, after the fact.
To my limited knowledge I do look to 5i for guidance.
Would you consider the stocks I have listed , to be those that represent "good businesses" and that are worth holding even 5 or 10 years out?

Thanks

Q: As always, thank you for your great service. Would you be a buyer at these levels or would you wait for a pullback. Looking at 5 year hold on this company.
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: I was looking at the PLTR income statement... the TTM R&D is massive at $500M (which is great - build that moat), but the selling and admin expenses is $1.2B... that seems extremely high. Why is it so high and is that a worry? Or do you view that as a positive? Not really sure how to interpret those expenses in general.