Investment Q&A

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: Hi 5i,

I hear lot's of hypes around Solo, last review was Nov 2020 with now support from your group, have your perspective changed?

Q: Hello 5i team,
Now that TOI is trading: could you compare CSU and TOI valuation in terms of p/e, p/s, debt/equity, p/editda multiple? Are these about right according to your expectations? If not, what would you expect?
Thank you for your collaboration, Eric

Q: Following the recent pullback in a few of these stocks, for a 3+ year time horizon, which order would you purchase at current levels in a TFSA account? Thanks

Q: Would you start to buy CELH / TIXT now or do you foresee the opportunity to buy either of them at lower price from here? Other than market fluctuations, anything specific in the near future that might be a headwind for either of them. Thanks.

Q: I am interested in starting a position in 1 or 2 of the companies addressed. PINS was at the top of my list but I’m uncertain if I’ve missed my opportunity after their impressive earnings report. Can you please rank these companies in order of growth potential for the rest of the year / best value at today’s prices.
Thank you.

Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.

Q: Any thoughts on FOOD in light of the stock offering?

Q: DO YOU RECOMMEND ANY OF THESE COMPANIES?

Q: Curious about the significant jump in price today. I would appreciate any views you may have. Thank you.

Q: whats a good entry point for TIXT ?

Q: Hi 5i Team,
What's your take on this CSU spinoff??
Kenneth Blazy

Q: Hi Peter, pls give your thoughts on VRNT and the COGNYTE spinout. Would you continue to hold VRNT ? How does the spinout resolve with shareholders of VRNT ? Thank you.

Q: I know you are not a fan of the weed stocks but being a long time holder of Aphria I think with the change of mindset in the US and the reverse merger coming and adding in the sweetwater deal that good things might emerge here. I believe once this marriage happens a large multinational will finally make a buy in offer. If canopy growth did not have the buy in from constellation they would not be trading where they are as they constantly lose money. I would appreciate your thoughts please.

Q: I want to consolidate my smallest 5 holdings into 2. Using long term share appreciation as the only factor which two would you choose.

Q: Hello, SHOP is reporting tomorrow and LSPD on Thursday . Would you suggest to sell before they report since they have both gone up a lot ?.
What do you expect with this quarter.?
Thanks
Carlo

Q: Hi Peter,
What would be your today buy recommdation for fundamentally excellent companies ( canadian and US) in the small , middle and large cap categoies and have expected high growth in the near future. Appreciate ranking them by category and risk.
Thanks

Q: Hi 5i team,
My question is related to TIXT and TOI. Which of these have a better growth projection and revenue stream, with solid balance sheets? Which one of these two will be your preference to buy now? Thanks.

Q: What are your thoughts on Gatekeepers last quarter and their trajectory lately. Its come down a little and trading side ways a bit. There is always talk of cuts to school budgets, public transportation budgets that will inevitably impact the company. I liked the fundamentals and growth when I bought and still do. But is it starting to turn negative or just a bump in the road? Thx

Q: Hello,
Can I have your opinion on this company please, including strength of the balance sheet, growth prospects and the management team. Your thoughts are appreciated
Cory