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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: I have a half position in each of the above stocks.
Would you add to any of them at this level to take them to a full position? Would you sell any of them at this level? I have a five year time frame.
Read Answer Asked by Ric on March 20, 2021
Q: Hello 5i,
Please comment on the growth prospects for SQ FOUR NVEI LSPD and rank 1-4 as far as your preference.
Thank you
Dave
Read Answer Asked by Dave on March 19, 2021
Q: Can you comment on the latest news update on NUVEI? Would you consider it a BUY at the 91/3% decrease drop at the open?
Thank you

09:56 AM EDT, 03/18/2021 (MT Newswires) -- Nuvei Corporation (NVEI.TO, NVEI-U.TO), a global payment technology partner for brands, was at last look down 9% after it announced that funds managed by "Selling Shareholders", and the company had entered into an agreement with some big banking institutions to complete a secondary offering on a bought deal basis. Under the agreement, the underwriters have agreed to purchase 8.2 million subordinate voting shares of the company at a purchase price of US$60.22 per subordinate voting share for total gross proceeds to the Selling Shareholders of near US$494 million. Fayer Holdco will also be donating 600,000 subordinate voting shares to a charitable foundation.
Read Answer Asked by Martin on March 18, 2021
Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.
Read Answer Asked by sam on March 17, 2021
Q: What do the short positions look like on these stocks? Do you see any stocks with possible "unfair" levels of shorting?

Thanks as always.

Dave
Read Answer Asked by David on March 12, 2021
Q: In a broadly diversified portfolio, for a risk tolerant investor, how would you rate these stocks on a 1 - 10 scale, with a "10" meaning for sure you want this stock in your portfolio, and a "1" being you absolutely do not want this stock in your portfolio. Long term time horizon, looking for growth. AT, CTS, DCBO, DOC, DND, NVEI, TIXT, WELL, WISH.
Read Answer Asked by Dan on March 11, 2021
Q: Hi 5i,
WDO is reporting earning on Mar 10- ...Are market expectations for WDO to meet, not meet or beat previous guidance?
Do analysts have access to other data ect that they use to then "calculate" their own numbers to arrive at so called "whisper" numbers?

Nuvei pre-announced earnings very positively a number of weeks ago...Is the market expectation that the actual announced earnings will be positive.

Thx
JIm
Read Answer Asked by jim on March 09, 2021
Q: I have a loss over 22% in DND in my non registered account. Would it make sense to high grade to one of the other three given current sell off in all four stocks? Which one would provide the best long term growth?
Thank you
Read Answer Asked by Raj on March 09, 2021
Q: I have these tech companies in my TFSA. Can you tell me which companies you like and which you don't and why? Do you think I have too many Tech companies? I show a profit in all but KXS, CGY, NVEI. Thanks 5i.
Read Answer Asked by James on March 04, 2021
Q: Good morning,

I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.
Read Answer Asked by Jeff on February 25, 2021
Q: Hello,
I have new money to allocate. Which ones of these are your favorites for 5 year + hold notwithstanding they have different risk profile and in different sectors (best overall risk / reward. I am underweight small cap). I already own KXS and ENGH but i could add to existing positions. Thank you!
Read Answer Asked by Pierre on February 25, 2021
Q: Hi, These companies are generally liked by 5i and we have holdings in each as follows
TIXT 0.5%,
DND 1% and
NVEI 1.5%
TIXT was recently added to your Growth Portfolio with 2.5% position.
Although, they operate in different areas of technology, from the future Growth perspective, how would you rate them in order, if we have some cash to add. Also, it would help, if you could provide rationale behind your decision to add TIXT to Growth portfolio, vis a vis DND and NVEI. Thank You
Read Answer Asked by rajeev on February 19, 2021
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