Investment Q&A

Q: Good Morning - I need to trim Nvidia a little. Can you please suggest a few high conviction names for TFSA (US or CDN) with a similar risk profile. Thanks!

Q: How much longer would you let CLS run with a 7% position now in your growth portfolio?

Thx

Q: How does PRL use credit unions in their day to day business?

Pls. provide year end EPS & loan book for GSY's past 5 years.

Thanks

Q: With their US acquisition all but effectively locked (only Canadian regulator to go), is this a good buy? For small cap growth over the next year or two?

Q: Hi 5i

What would be your top 5 undervalued US growth stocks with good fundamentals that you would buy for a 5 year hold?
No specific sector required.

Thanks for all you do!

Q: Goeasy plans to introduce a credit card soon to their existing customers and appointed Patrick Ens who comes from capital one with experience in the credit card market.

Do you believe it could be a significant growth vector for the company if the execution is done properly ? Thank you for your excellent service.

Q: Hi there what’s your thoughts on all the announcements by O yesterday?

Is it too late to buy or do you see a good run up in the coming few years?

Thanks!

Q: CELH continues to decline. I added once on the way down. Would it be worth while to add one more time to get too a full position?

Q: I presently have $66,000 to invest and am looking at these stocks to buy. Please place them in order of preference . Best choices first and if there is some you would not buy at present prices ? I could have an extra $5,000 available if I sold my DDOG. Is it a hold or sell ? Thanks for your help !

Q: Hey folks...great service....just wondering if you have one or two canadian and US stocks you are pounding the table on right now...perhaps something that has been sold off but has very good chance of a shorter term rebound....thanks.

Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks

Q: Hi Team,
With weak growth shown from crm , and being that I am already tech heavy, would it be advisable to sell crm to add to propel and Eqb ? Both growing much faster with much cheaper valuations ; but in banking sector instead of tech . However in the alternative banking sector which seems to be much higher growth than the traditional banks currently .

Thanks ,
Shane

Q: Your comments on their last quarter results please.

Good growth, clean balance sheet, new products coming on stream, efficient capital allocator. Seems like a 5i type of investment. Would you consider it for one of your model portfolios?

Q: What are your thoughts on DOO's earnings this morning? Buying opportunity or head winds are getting worse and best to avoid? Thx

Q: What has been the fundamental issue(s) with DCBO ? Are the issues manageable and if so are they taking steps to deal with them ?

Thank You for your service
Clarence

Q: Good Morning,

SHOP is currently trading at the same level it was in April 2020. In 4 years it has done nothing.

It's down 70% from its all time high.

The 'street' rates it as a moderate buy with 10 buys and 7 holds. After earnings announced on May 8 it is down 18%,

How can 5i be so bullish on this stock? It has become a Hopeify.

William O'Neil would have an interesting debate with you on this one.

Sheldon

Q: Hi, AXON has now broken down 20/50/100 day support levels and continues to drift lower, after the recent results (supposedly strong). After 9 straight days of losses and despite yesterday's tick up, it continues to march down. You had cited investors' concerns ( Taser deaths etc ) and profit taking to be the main factors for this large drawdown. Investors' skepticism could also be the high valuation of the stock (10/11X Sales), which is not supported by the growth, as forecasted by the management, in the recent commentary.

Does this stock deserve such high valuation ?

In any case, stock price is what market perceives, at least, in the near term.

Analysts have generally been supportive of the Co but, by nature, by nature, they are most of the times. behind the curve and try to follow the stock price.

I think, if the next quarter is not a blow out quarter with some extraordinary numbers, analysts will start slashing their price targets, in blink of an eye.

It's a Co, highly liked by 5i and certainly you would be keeping a tab on what is going on.

Should we be concerned about the persistent weakness in the stock and move the capital elsewhere ?

Thank You

Q: Could you please comment on the latest results. Thanks
Rick

Q: Could I have your thoughts on the merger between Drone Delivery & Volatus Arospace.

Thanks Steve

Q: Alphabet recently purchased stock in this company. What are your thoughts on its outlook and future prospects.