Investment Q&A

Q: Not a question, just my thoughts.
I understand the need for people to question companies business practices etc. but I think that there should be (monetary) repercussions to the SHORT REPORT authors if they have no facts to prove their thesis. Seems that when a report comes out making accusations of fraud, the affected business is deemed guilty until it can prove it's innocence. Meanwhile, the short seller walks away laughing with a pile of money. Individuals have rights if they are personally attacked and have legal recourse when they are slandered. Why are businesses treated differently?
Comments?

Q: When you go to search and you get target price, history and then analyst's recommendations on the stock on NVEI Canadian, it is rated a strong buy. On NVEI US, it is rated a moderate buy. Are these analysts doing the rating third party analysts because Spruce Point analysts have quite a different opinion about NVEI than they do. I am skeptical about the ratings of these analysts - are they the same ones who rate other stocks? Thanks

Q: Would you consider this an opportune time to buy NVEI?
With appreciation,
Ed

Q: Hi 5I
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.

Q: Hi 5i,
Ive read your previous response concerning short report....When you have reviewed Nuvei short report will you be alerting members as to what you think what action if any should be taken in response, time frames ..ect ect..
Thx
Jim

Q: Can I get your quick thoughts on CRWD and VEEV earnings? Do you still like both for long term growth?

Also thoughts on the VIX cracking above 30? With rates expected to rise in the near future, do you see a shift from more growth to value and more headwind for high growth stocks? I’m holding some high growth names such as SHOP, NVEI, LSPD, U, CRWD, APPS, WELL, VEEV and am a long term investor. Do you still have high confidence in all these names? Have done well but the recent pullback is tough to see. Thanks!

Q: Is this a buy right now?

Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks

Q: Am thinking of harvesting the capital loss and re-buying in 30 days. Do you see a big rebound during that time?
Thanks
Peter

Q: Hi group can you please comment on recent weakness in these shares and what you see going fwd in the next 3-6mths Buy sell or hold Appreciate your comments

Q: Thanks Peter. Your services have been very educational and rewarding. Had a good year. This is my first year of subscription and I just upgraded to the full Investor suite services. All the Q&A and research reports have been very helpful. It has made me more disciplined in my decisions as well as provided greater insights to the Investment process

As the end of the year, I am reflecting on the investments done in the year. I seek you opinion to opinion some of those as under. Position size or Industry allocation is not an issue. Time horizon is long 4+. No tax consequences and have patience; there is no need to raise cash

A. Stocks with above average returns-

ATZ 62%, TOI 72%, SIS 39%, TFII 19%, DOO 19%, NVEI 49%, WSP 32%, SHOP 19%, GSY 72%, U 106%

Do you recommend continuing to hold all of them? Would you consolidate sell some and add to some?
Would you endorse Investing new fund in 1 or 2 of them at current price to go to full position

B. Under performing stocks (loss/down)-

AT 56%, CTS 8%, EGLX 40%, LSPD 8%, MRS 69%, QST 35%, XBC 52%, Well 26%, AMGN 10%

Do you still have the conviction in these stocks? If yes which are best 3 and why? Do you recommend selling some of them or adding to some of them?

Again, thanks for your excellent services and deduct as many credits as appropriate

Q: NVEI, MAGT, and UPST have come down drastically since their highs a short time ago. Is this another AT because unfortunately I bought it at $22. I am concerned that these three seem to be doing the same thing.
While I have seen some of my picks recommended by 5i go up drastically of late - NVDA, AFRM CELH, NET and GOOGLE, I would appreciate your thoughts on the ones above-noted going down. Thanks again,

Q: Hello. A forced choice request. I have been tracking these 6 captionally noted US stocks for some time. At the moment I have capital to invest in three new positions. My interest is in growth, and I'm planning to hold for min 5 to max 10 years. Clearly, I'm an investor and not a trader. From this list, which 3 stocks would you anticipate might hold the best prospects for continued growth over that time span. Thanks!

Q: Hi There,
I'm thinking about picking up a small position in either APPS or NVEI:US.
Any preference between the two at this time?
Thank You,