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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning 5i folk. 3 questions: 1. I see Microsoft reports today any idea as to segment revenues cloud gaming etc.? 2. Would you add to Palantir here? 3. I need a solid etf or 2 to play Chinese growth and Eastern orient economic growth and recovery with Japan included. Sorry an after thought should I trim back some stronger positions to have some dry powder when we see a correction, if so what %? Please deduct questions as you see fit. Thanks in advance David
Read Answer Asked by David on January 26, 2021
Q: How big are the short and option positions on Palantir? Considering the heavy trading volume the last few days is it possible this name could see a short squeeze stampede and slaughter such as Gamestop on Monday?
Read Answer Asked by Jeff on January 26, 2021
Q: First of all, thanks for the service you provide. I have found it extremely useful since becoming a member. Second, I apologize for the number of stocks covered in the question. If it is too many, please do not respond / post.
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks
Read Answer Asked by Charles on January 25, 2021
Q: Kxs has been drifting lower for the past few weeks. Comments?
Also, in response to today’s question from John asking you to rate TFSA stocks for a 5 year hold your answer didn’t include KXS as he requested. Could you revisit this response please.
Read Answer Asked by Warren on January 14, 2021
Q: Hi Folks,
Looking to add to my TFSA for 2021 - want something with some growth for a 5+ years hold - I am looking at NVDA, PINS, PLTR, U, CRWD, CSU, KXS and SHOP - can you recommend in order of preference.
Thanks
Read Answer Asked by JOHN on January 13, 2021
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
Read Answer Asked by Dave on January 07, 2021
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
Read Answer Asked by jim on January 06, 2021
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.
Read Answer Asked by James on January 05, 2021
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.
Read Answer Asked by Gary on January 04, 2021
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?
Read Answer Asked by Mike on January 04, 2021
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
Read Answer Asked by Barry on December 30, 2020
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.
Read Answer Asked by Michael on December 21, 2020
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