Investment Q&A

Q: Which do you prefer for growth: ILMN or LNTH and why?

Thanks for your service!

Q: It looks like LNTH’s fortunes changed fairly dramatically on or about Feb. 24th 2022. At the time there were two press releases; Feb. 23rd re: FDA approval of new manufacturing facility, and Feb. 24th Q4 and full year 2021 Financial Results. Do you know which precipitated the sharp rise in share price, or was it a combination of both? Just trying to figure out exactly what the market might have loved so much at the time, and if you think it is still proving out? Thank you for any insight you might have.

Q: What are some "swing for the fences", i.e. high risk but potentially high reward, ideas on your radar at the moment. Looking for U.S./Canada ideas regardless of sector. Thank you!

Q: Peter;;I searched but couldn’t find the info in the data bank- when does LNTH report next and what are the street estimates? Thanks
Rod

Q: PNT Point Bio. Peter; How long does the new prostrate trial take and,if successful would it better to own it or LNTH? Thanks
Rod

Q: Can you provide a list of a few microcaps, smallcaps, both us/cdn that could rocket up with a recovery in the economy. Thanks 5i for all you do

Q: I noticed that your position on Google has changed in the past couple of months. Previously, you were always recommending it as #1 stock for growth/risk combination, lately I don't see this recommendation anymore. At the moment, it is the worst performing stock in my portfolio and I am down over USD $20K on it. Unfortunately, it's in TFSA portfolio, so I cannot sell and claim cap loss. Do you still believe in bright future for Google considering the challenges (e.g. Microsoft combining efforts with Open AI to integrate chatGPT in Bing and challenge Google search dominance and, by proxy, ad revenue)? Considering that the stock is held in TFSA, would you keep it or sell and replace with something else? If you recommend selling, please list your suggestions. What is your current recommendation on the US market for better growth/risk equilibrium? Thanks!

Q: Hello Folks:

How would you compare outlook of LNTH and REMX?
Which would be your choice?
Thanks again for everything
brian

Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!

Q: Could you please share 5 to 7 US growth names you would be comfortable with buying today? Are there any names that you were comfortable with early in the year that you would be less comfortable with moving forward? (For ex: ROKU, or APPS).

Q: Hello 5i,

Can you please recommend 5 US small Caps other than Apps or Inmode for a January bounce?

Thank you
Debbie and Jerry

Q: I have purchased the above US stocks in the last 6 months. AMZN is down 15%, CRWD is down 27% and LNTH is down 25%. The rest are in the green. AMZN position size is twice as large as CRWD and LNTH. I have $10,000 more to deploy. Would you do a 33% split on the 3 or what are your thoughts on this?

Thanks

Q: Hi

For 2023, I can contribute $17,500 to my TFSA.

I was thinking of splitting the amount between CELH and LNTH.

Your comments or other suggestions are most welcome.

Thank you

Mike

Q: What three US names would you suggest to buy that offer the best growth opportunities over the next year? What factors influence selecting each name?

Q: Is todays drop on LNTH anything to worry about or a buying opportunity?

Thanks for your service!

Q: In one of your recent answers you said, "the small mid cap tech and industry and pharma sectors in the US are the places to be". Could you please give some specific names that would fall in those categories? Thank you

Q: I bought TWST a few years ago, and have lost most of my investments in it. Would it be advisable to switch to LNTH.

Q: Four Cnd. stocks, Four US. stocks, that you feel will return 10% in the next year.

Q: Hello Peter,

We do not own LNTH as of yet but are watching the stock. When looking at sales and stock price for a 5-year period it was relatively flat. What event triggered a 3-fold increase in stock price? Was it one very large order for equipment in 2021 or a sustainable increase in equipment sales?

Cheers,
Debbie and Jerry

Q: Hi 5i team!!! Peter, as always , I really enjoyed your article in the National Post on Saturday. The inevitable question is…. What 5-10 small caps, which fit the criteria outlined , would you suggest for future gains when the market recovers? And would buying the Russel 2000 be a way to take advantage of such a potential rise of small caps in the US??
Cheers,
Tamara !( I asked two questions here )