Investment Q&A

Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles

Q: HOOD I don’t own do you still see value at these prices or should I wait for a pull back?
SRAD and NBIS I own but would like to buy more what would be a good entry price?

Q: Do any of these companies fwd P/E's or P/S's concern you at all vs their expected growth rates?

They range from 50x to 127x. I'm looking to increase positions in NBIS/SRAD/GENI so I'm thinking of trimming some of these higher valuation names to add to these lower position names. However, I don't want to trim these long term compounders if they still have legs, but at such high valuations, when does it make sense to trim a name like CRWD to add to NBIS currently? I understand that great companies generally have higher valuations for a reason and investors have to pay up for great long term compounders. Thank you!

Q: Do you see the above as a buy today? If so in what order and at what price? Would these stocks be suitable for a 10 year hold?
Thanks again for doing the heavy lifting for us.
Dan

Q: Hi 5i Team - I have small positions in the following three gaming sector companies: Genius Sports, Sportradar, Flutter Entertainment. Am wondering if I need to have all three of these companies and if I should consolidate into two of them. If so, which two of the three would you keep. Is there a significant difference between the three - maybe consolidation is not necessary.
As an afterthought, is Fan Duel likely to become publicly traded.
Thanks.

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.