Investment Q&A

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

Q: With the new technology of lab grown THC and CBD
from Cronos. Will this give it a cost advantage going forward. I find this fascinating ,why grow the plant when you can go directly to the end product.
I take this process is similar to the fermentation of brewing beer.
I would think this technology could become very disruptive to the weed industry. What is your opinion on this tech. and does Cronos look good going forward? In other words is it a buy ?
Thanks
Cal

Q: I have these equities in TFSA and have $6,000 to invest. I have small gain in PHO and loss in REAL. Would you keep both of these or have suggestions as to what would be three growth stocks to acquire in the sequence you would acquire them in. Thanks for your assistance

Q: Drones seem to have a bright future for commercial and gov't uses. Are there any companies that you might recommend to invest in this trend?

Q: hello 5i:
From a risk/reward perspective, how would you rate the above companies, understanding that some have a short history and in the case of Topicus, no history (on Canadian exchanges). Can you provide a short summary of your #1 rated company of this group, please?
thanks
Paul L

Q: Can you please comment on the recent quarter results?

Q: Please update your "favs" long-term 10 year HOLDS or "keepers", CAD and USD - up to 20 names . Looking for high conviction ideas. I am retired and have no need for income. I would like to check my portfolio against this list and make adjustments as necessary. Could you provide (a) rationale for each, and (b) percentage you would allocate to each.
Thank you

Q: Hi...Down 81% on this one - thoughts on overall prospects and the slim chance it may recover? (I have a lengthy timeframe, 20+ years).

Q: I've been interested in SEDG for the past couple of weeks and I don't own many stocks in this industry. Do you think now would be a good time to get in? Additionally, I'd like to avoid going beyond approximately 20 stocks in the portfolio, so adding SEDG would mean selling my position in one of the other four stocks above. Do you see greater potential in SEDG over the next 3-5 years? Or would it be better to build on the positions I already have?

Thanks

Q: There will have to be a significant electrical buildout to facilitate a wide based conversion to EV. Everything from Power Production thru both new and upgraded Distribution to Charging Facilities and their components and other electrical elements I haven't thought of will benefit.
Who will be the biggest beneficiaries?
Will there be be clear winners in power production, presumably among renewable energy companies? What about their suppliers?
Will distribution equipment suppliers like GE and Siemens be rejuvenated? Who's best in class in their sector - one of them, Mitsubishi or?
In Electrical Distribution is there any clear leader or is it so decentralized that all the Fortis' and NEE's etc. benefit.
Will ATD.B and its competitors actually see growth in facilities and same store sales etc.
To what extent will energy storage be required and at what stage?

Thank you, Hugh

Q: Great and timely article yesterday on this "Phoenix market". With that in mind, which companies in the US manufacturing, health care, energy and technology industries would you be comfortable putting money into today with a 10 plus year hold with a medium/high risk tolerance? Are there any US names that you think should be full positions in the majority of such portfolios? Please feel free to deduct as many question credits as you deem appropriate.

Q: I am looking into opening/growing a position into a Canadian growth stock, I already have LSPD at around 6% of my portfolio. I have been debating as to whether I should increase my position in LSPD or open up a new position in a company like WELL, is there also any other Canadian growth companies that you guys are favouring during this time?
Thank you,