Investment Q&A

• Super Micro Computer Inc. (SMCI)
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Q: Hi
I'm curious as to how shareholders are affected by the following scenario... assume a delisting followed by a listing again. I think this happened before with smci but I am more interested in knowing about the impact on a shareholder who holds throughout. I.e. once relisted is it as if nothing happened with respect to the number of shares held before/after etc...
Thanks

Upvote 2

Read Answer Asked by mike on November 10, 2024

• Cipher Pharmaceuticals Inc. (CPH)
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Q: any comment on earnings should i switch to Well health or Vitalhub

Upvote 6

Read Answer Asked by andrew on November 09, 2024

• Crocs Inc. (CROX)
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• Rocky Brands Inc. (RCKY)
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Q: Can you tell me if this company is worth holding in a TFSA. And if a sell, what should it be replaced with.
Thanks

Upvote 1

Read Answer Asked by Marjorie on November 09, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi 5I,
If lspd is able to take itself private at what price would you expect a deal to be successful?
What is the Capital Analyst day? I read that this event was postponed. Do you know if is this correct and if it is correct what would you expect the reason would be?
thx

Upvote 5

Read Answer Asked by jim on November 09, 2024

• Surge Energy Inc. (SGY)
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Q: hi, thoughts on Q3 results for Surge energy, and going forward...would U rate it a Buy/Hold/Sell....thx, jb

Upvote 2

Read Answer Asked by John on November 09, 2024

• Intuitive Surgical Inc. (ISRG)
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• AeroVironment Inc. (AVAV)
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• Crocs Inc. (CROX)
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• Aspen Aerogels Inc. (ASPN)
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• SPS Commerce Inc. (SPSC)
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• Galaxy Digital Inc. Class A common stock (GLXY)
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• ADF Group Inc. Subordinate Voting Shares (DRX)
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• Vertiv Holdings LLC Class A (VRT)
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• Cellebrite DI Ltd. (CLBT)
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• TransMedics Group Inc. (TMDX)
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• Nextracker Inc. (NXT)
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• GigaCloud Technology Inc (GCT)
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Q: Since the results of the US election were clear, I wanted to move a few dollars around preparing for the next 4 years. Can you rank in order the 12 stocks listed from best too worst. Only looking for capital appreciation over the next 3-4 years. Thanks.

Upvote 14

Read Answer Asked by Kevin on November 09, 2024

• Kraken Robotics Inc. (PNG)
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Q: Hi-Kraken is powering upwards very impressively over the last few weeks. I'm unable to find any neaningful news that would explain it. Is there a whiff of a takeover or maybe something else?
I appreciate your business model.
Dave in Montreal

Upvote 3

Read Answer Asked by DAVE on November 09, 2024

• Propel Holdings Inc. (PRL)
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Q: Hello 5i,

I meant to sell some of my seriously overweight NVDA shares weeks ago to buy PRL. Would you still be a buyer of PRL at today's price?

Upvote 12

Read Answer Asked by Nicola on November 09, 2024

Q: You have been busy Nov 8 ! How do you do it ? More staff ?
Publish if you wish ...

Upvote 5

Read Answer Asked by Denise on November 09, 2024

• Enterprise Group Inc. (E)
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Q: I've had my eye on Enterprise Group for a while, watching its share price shoot up. It released earning yesterday and pulled back 20%. I'm wondering if this might be an opportunity or is this quarter a sign of business fundamentals breaking down? Thx

Upvote 1

Read Answer Asked by Adam on November 09, 2024

• Upstart Holdings Inc. (UPST)
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• Sezzle Inc. (SEZL)
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Q: Hi,
I am curious as to your thoughts on this company - seems to have had blow out earnings - is this something you think should be on our radar? Or just a start up flash in the pan?
Many thanks for all your hard work!

Upvote 4

Read Answer Asked by Dawn on November 09, 2024

• BMO US Put Write Hedged to CAD ETF (ZPH)
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Q: Hi 5i Team,
I am thinking of adding ZPH to a diversified income focused portfolio.

In these volatile markets when would one become over-weight on this holding and what market conditions would make a person reduce their weighting?

Thanks for the Great Service!

Upvote 1

Read Answer Asked by Colin on November 09, 2024

• WSP Global Inc. (WSP)
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Q: Hello

Any clue, as to why WSP stock has been weak Today ( down $9 at 1.20 PM), after a solid quarter ? ( Any US political implications ).

Thank You

Upvote 5

Read Answer Asked by rajeev on November 08, 2024

• goeasy Ltd. (GSY)
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Q: Hello
Did you have time to listen to the earnings call for GOEASY? A fairly dramatic mid day turn around for the SP.
Thank you

Upvote 11

Read Answer Asked by Marty on November 08, 2024

• Stella-Jones Inc. (SJ)
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Q: Stella Jones is the only materials company I own and am looking for others to add to my portfolio. What are some 5i recommendations for the materials sector at the moment?

Upvote 5

Read Answer Asked by Cameron on November 08, 2024

• Eli Lilly and Company (LLY)
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• Axon Enterprise Inc. (AXON)
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Q: If YOU were going to initiate a position in the above two stocks, would you:
1) buy at current levels
2) wait until valuations are better
3) buy at regular intervals over the next 12 mos

Thank you.

Upvote 4

Read Answer Asked by Trevor on November 08, 2024

• BCE Inc. (BCE)
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Q: Just sold BCE this morning (Nov 08/24). Please confirm the earliest date I can rebuy, should I decide to get back in? I get a bit confused due to the weekend impact on Date of Record, which would impact the minimum 30 day CRA requirement.

I assume the DOR for selling would be Monday Nov 11/24. Therefore, use 19 November days + 11 December days => DOR for buying would be Dec 11/24. This would mean that I could consider rebuying on Dec 10/24.

Am I correct? Thanks for your help....Steve

Upvote 5

Read Answer Asked by Stephen on November 08, 2024

• Mondelez International Inc. (MDLZ)
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• Coca-Cola Company (The) (KO)
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Q: With the election behind us and changes in the market, is their a need to currently own Consumer Defensive stocks like KO or MDLZ or wait for a better entry point?

Upvote 3

Read Answer Asked by Craig on November 08, 2024

• ECN Capital Corp. (ECN)
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Q: Could you comment on the earnings report, also the guidance given by the company? Would you be a buyer at this price?

Upvote 2

Read Answer Asked by Harry on November 08, 2024

• Trisura Group Ltd. (TSU)
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Q: Hello can you comment of their most recent results, thank you

Peter

Upvote 6

Read Answer Asked by Peter on November 08, 2024