Investment Q&A

Q: what is the current P/E ratio for SRAD? how does this compare with the 3 prior corporate year ends? who are SRADs major competitors? does SRAD have a technology that is difficult to copy? who are SRADs major customers? thanks Richard

Q: Good morning. I bought these 2 last year around July or August in an unregistered 12 stock US account.
AGX is a triple, 9.8% of the portfolio ,CRS a double, 8.1% of the portfolio.
What do you see for them going forward? Do I trim? If so do add to NBIS , CLBT or SRAD. Thank you David

Q: I currently own CLBT, NBIS and LMN. I am also looking to purchase SRAD. In what order would you add too or start a new position in SRAD.
Thanks

Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD

Q: Hi Peter,
How would the tariffs, and dampening of corporate and consumers’ spending affects the revenue growth of V, SRAD and ASML? Both V and SRAD are near their 12 months high. What would be a good entry price for these 3 stocks? Thanks.

Q: I sold out MEG and and Athabasca on their recent pops and acquisition news. I've had for 4-5 years and did well. If I put these funds into 2 US and 2 Canadian stocks, what would be your current top growth picks (greater than $bln market cap). Thank you

Q: Thoughts on GAMB after earnings? Can you comment on why earnings seemed good but it dropped? The Donville group seem to love it and they are right almost as often as you guys so I'd love to have your take on whether you would buy at these levels and what you might see as it's 3 year return? Is there overlap with GENI or SRAD and is it a takeover candidate?

Thanks

Q: Your highest conviction small cap CND and US stocks “in order” please. 3 of each. Growth focussed. Long term hold.

Thanks so much

Q: How do you like SRAD? Can you provide some thoughts on their financials/outlook and what do you think is a good entry price?
Thanks!

Q: Given 5i's recent postive commentary on SRAD, I've begun to look at taking a half position. One of the compelling reasons to do so is 5i's reference to CPP holding the stock. However, when I dug a bit further, it would appear CPP's investment is in a holding called Sun Light Resources Development Limited (SRAD) which focuses on fossil fuels. That said, I couldn't find this company listed on any exchange. Long story short, can you verify if CPP does indeed invest in Sports Radar? In addition, I noted SRAD's stock price shot up in November and continues to rise. Can you please explain this positive momentum? Thank you.

Q: Hello Team,

I have some funds available in a US trading account, could you name your top 3 US suggestions, I currently own NBIS and CLBT, so looking for some high growth names.

Thanks

Q: Please rank the following US and CAN names in order of preference today for a growth oriented investor.

US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI

Thank you!

Q: Comment on earnings please? Market doesnt seem impressed. If it dropped below $22 is it a high conviction buy?

Q: Hi,

One month ago, April 4th, in an answer to a question, you listed your favorite stocks, both Canadian and U.S.

Which would they be today, for a growth investor, with a general indication of the reasons and risks of your list ?

Thankfully,

Jacques IDS

Q: The rumour today is that Trump's team is about to announce their first trade deal. It sounds to me like England. Assuming that more of these follow and perhaps increase in frequency, sentiment will change and I personally expect a risk-on environment.

Please list the 10 equities from the US and Canada (in any sector) that you project will move most aggressively over a 3 month period in an environment where trade deals are the daily news and not negative bluster. Note, I am not asking you to asses the probability of deals, just the 10 companies that are poised to benefit most in terms of share price. Note that these can be risky companies but if they are, please state that and explain why the upside makes up for the risk.

Please take an extra credit and state whether each suggestion is a short term trade or a long term hold.

Q: Hello Team,

Are you able to rank the above companies in order on which one you would purchase today, looking for great possible return over the next 2-3 year. Plus 2 of your other favourite US stocks.

Thanks

Q: Hi team,
Was the share price drop in Srad a result of the share offering or preliminary results? What price are they offering shares at? What’s your take on the issuing of shares? Diluting can be bad of course, unless they are planning on buying something ?

Thanks

Q: I figured someone else might ask this but didn't see it and I am trying to figure out if the secondary (and the resulting drop) are a buying opportunity or if it will be an overhang on the stock for awhile. Are shares offered as part of the secondary reflected in today's volume or were they already done separately and if so, at what price?
After answering the above, it would be great to know if you would buy here, sell here or wait to do either one for a specific trigger?

Q: Hi folks, more a message for members, & why we joined/belong to 5i, and why U have to watch the webinars featured by Chris White/ Ryan Modesto/ Peter...believe back in Nov 24....Chris & Ryan had webinar where Ryan featured Sportsradar SRAD & Genius Sports GENI...never heard of either, but so convinced by Ryan...took full positions both...2 stocks have done well in chaotic conditions...Point is, Bank of America upgraded SRAD today, from "Underperform" to "Buy", T: U$28, also GENI upgraded today today with U$12 Target....bottom line: thanks to 5i of Peter & team, nothing/nobody better....merci beaucoup, jb Quebec

Q: Hi team,
I am interested in purchasing Srad. However I was thinking there might be a better entry point . However I watched it today where big tech was selling off 7-8% this one ended up only -1.8% and seems to be holding up strong. Should I have patience here ? Do you see any rush to buy the name? What price would you suggest taking a position ?

Thanks ,
Shane