Investment Q&A

Q: hi folks, thoughts on Q4 results for Genius Sports....seems to be getting stronger/better each Q....any thoughts on when big acquistion might close/ synergies....and are you still comfortable holding / buy....I see Sportradar reported seemingly good Q results, but took a hit to new lows.....currently have position only in Geni...thx as always, jb

Q: Some good quality companies on CDN/US exchanges trading at or near 52 week lows. Any of them standout to you as nice buys for long term growth investors?
Thanks

Q: Hello Team,

Can you please rank these companies in what you think will be the best return over the next 2-3 years (not worried about company size or industry). Thanks.

Q: How would you rank the listed names for buying today for a growth oriented investors?

Q: hi folks, Genius Sports geni/q currently -12%....markets did not like 1) the acquisition, or 2) pre-liminary results....or a combo of both??....would you now view stock as a Buy/Add in the $7's, Hold, or Sell....tough times in the markets these days, thanks as always, jb

Q: Hi Team,
So; another brutal day for tech. My portfolio is tech loaded with many of 5i favourites. At this point my portfolio is down 18% from October’s highs. Whats your sense on what to do going forward? Hold the line and wait for a hopeful recovery? Add to highest conviction names that are down big? Or sell off some of these holdings and attempt to diversify into metals or something that has moment? My strategy in 2022 was to add to quality such as nvda and shop which paid off well, but now I am quickly almost in the same boat again it seems as 2022 sell off being Csu family heavy , shop , Rddt, gsy , Prl , Srad, Geni , Nvda to name a few weak performing holdings as of late . And standout buys today that are sticking out to you?

Thanks for the advice ,

Shane

Q: Sorry to sound like a broken record, but I'm kind of a deer stuck in headlights right now with regards to these software names, notably CUS, LMN, TOI, and with the news impacting TRI this morning. I've largely held onto these names and I'm not sure what to do here. Seeing constant and relentless daily selling is tough to stomach and time will only tell how much AI will impact these companies fundamentals.

In the meantime, what do I do? I don't want to hold onto losers and continue to see these go down further, at the same time, I don't want to sell at these lows. I know trimming some is an option. I have positions in these other names, do you feel any of these are vulnerable to AI severely impacting them? CRWD, SHOP, SRAD, GENI, SPOT

Thanks!

Q: Patience is wearing thin on some of these names, they just continue to have negative momentum and I don't want to sell into the negativity and sell just because others are selling. What are your thoughts? Are fundamentals still strong in these quality companies? Is your updated view still a hold on these? Thanks!

Q: Hi Team,
Is it worth holding onto SRAD and Geni much longer? I am taking a bath on both of them for quite a while now. I had thought the gambling sector was "hot" when I bought these, but it seems I had bought at peak and sentiment has fallen off a cliff for the sector ever since. I understand patience may be required, but am also looking at lost opportunity. If you recommend selling them today, what opportunity would you look at deploying the cash into tomorrow?

Thanks,
Shane.

Q: Hello Team,

I don't currently own any of the noted stocks, can you rank them in order in which you would purchase today based on a 2-3 year return. Thanks.

Q: Happy New Year 5i Team - I noticed the category 'Hidden Gems' in a communication from sometime in the past. Would you be able to provide a list of a few stocks that might fit into this category now, solid companies that have sold off for whatever reasons in spite of solid fundamentals and good growth prospects, US and Canadian. Any market cap is fine but with emphasis on small and mid caps
Thanks.

Q: Are these good entry points to initiate position?

Q: Thank you for recommending GENI. Today it move up 12% plus. Is there any reason for high move and volume also higher.

Srad also move up 5%. Which one would you recommend that I add more.

Thanks for the great service.

Q: Hi Team,
Do you still consider Srad and Geni solid growth names? I own both in moderation at a loss. Wondering if they are worth holding or if you would trade them in for any other “better” ideas at the moment? 10yr hold.

Shane

Q: Can you please advise if this is buyable now. Is there any insider selling.

Thanks for your great service

Q: hi folks...opinion on Q3 results for Geni/q...big swing to Net Income loss...but raised guidance for Rev & Adj. EBITDA....both it & Srad/q have sold off a lot....how much concern of competitition in their space, and who would the competitors be???...and possibility of a buyer of Geni....thanks as always, jb

Q: Please rank from best to worst at current purchase prices (for growth). Please also indicate if they would be a buy, sell or hold based on Thursday's prices.

Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles

Q: Hi Team,
I was looking for quality growth names that were attractive today for purchase. Geni was on the list due to the recent weakness in the sports betting sector. Do you see it as a opportunity to buy at these levels? Could you also provide a couple names on your radar either cnd or US that you see as particular good buys today for a 10yr hold? Thanks

Shane.

Q: NBIS is now a 3-bagger for me. Thank you so much! If I were to ask you to pick the "next" NBIS, what would be your top 5 picks today, for a 3 year hold, ranked in order? I have a high risk tolerance.