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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: Hello 5i Team
I have read the Q/A on many of these stock already , but due to the current market correction and the stock rotation .How would you rate these stocks today and would you sell any of them .Is there futher down side risk on these stocks .What would you recommend ? Please deduct credits as you feel appropriate .
Thanks for you continous service and excellent ongoing advice.
Read Answer Asked by claudio on March 06, 2021
Q: The above companies are equally weighted in my TFSA. Which one would you add to today?
Thanks
Read Answer Asked by Curtis on February 11, 2021
Q: Looking to add another U S company to either my cash or TFSA account. I have followed MITK for awhile and I believe you like it. I notice it has pulled back a bit. Would it be a good addition and to which account? U. S stocks I presently own are SQ, V, BHVN, AAPL, DIS, FSLY, and ABCL. Do you have another suggestion that I may consider?
Thanks John
Read Answer Asked by John on February 09, 2021
Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.
Read Answer Asked by Neil on February 09, 2021
Q: I have decided to exit all large cap stocks and move down the market cap range.
Please list your 5 most compelling US small caps for an agressive investor, irrespective of sector.
These would be to complement my current small cap holdings. If you feel any of the below holdings can be added to, please advise.
CELH
GAN
ICAD
ICHR
MGNI
MED
MITK
RDFN
SDGR

Thank you for your excellent service. I have made a small fortune with 5i
Read Answer Asked by Karim on February 09, 2021
Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!
Read Answer Asked by Grant on February 08, 2021
Q: Small caps have always been a focus of mine and the 5i team has helped me build out a nice group over the last year to complement my core holdings. Can you let me know if your thesis has changed (negatively) on any of these names? Any standouts that you would add to either due to opportunity or valuation if I had more $ available?

Thx as always for your valued advice
Read Answer Asked by Brian on January 29, 2021
Q: Can you comment on MITK earnings today. Do you like it moving forward?

I currently hold a 3% position in REAL (currently down 25+% since purchase in TFSA). Would a switch to MITK make sense? Which of the two do you prefer today? Or is there other names you would recommend suggest switching to today?

Thanks so much!
Read Answer Asked by Justin on January 28, 2021
Q: Can you explain the lawsuit won by USAA against Wells Fargo for patent infringement on mobile remote deposit technology? How does this affect Mitek? Mitek and USAA settled a lawsuit a long time ago. The banks use the technology provided by Mitek. How can the USAA sue the banks for patent infringement? Is that not between USAA and Mitek ? Mitek reports on Thursday and the stock is on the move. What am I missing?
Read Answer Asked by Helen on January 26, 2021
Q: Real and bsr are laggards in my portfolio. i would like to replace with two good performers .
on 5i i see crwd celph mgni et all i dont really know what they do
please suggest two that are on the safeside not necessarily the best .
also pbl a cdn co was a top pick by Stephen Takaczy
Read Answer Asked by thambirajah on January 26, 2021
Q: Hi team,
In the US small caps in the growth mode, which are your current favorites ? Any views on FTHM-Q, CTRN-Q, ROAD-Q ?
Gratefully,
J IDS
Read Answer Asked by Jacques on January 25, 2021
Q: I believe MITK earnings are coming out later this week and I’m wondering what your opinion is on picking up a small position before earnings and possibly adding to it after earnings. Do you feel earnings could be better than estimates and maybe it makes more sense to buy a larger position before they come out or just wait and buy after we see the results of their earnings.
Thanks John
Read Answer Asked by John on January 25, 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: Can you please provide your top three Canadian or US small cap names for growth, along with a quick blurb on each re: their risks and opportunities? I have no sector preference and very high risk tolerance for this investment. Thanks.
Read Answer Asked by Ben on January 19, 2021
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