Investment Q&A

Q: What is your anaysis and rating of this ETF? Is it a recommended buy?
Thank you.

Q: Hi 5i Team,

Do you think the launch of Google TV is a good reason to trim back any winnings on Roku? The word on the street is that Google TV will take a bite out of Roku's market share. Thanks.
Brad

Q: Hello 5i, thanks for all your wisdom!
my question for you: could you please recommend your top 1 or 2 picks/favourites in the following sectors. Can be either US or Cdn.
consumer discretionary
supermarket/grocery
health care
big cap tech
Many thanks

Q: is LSPD a shopify in the making

Q: Hi,
I was wondering how you view Sony and Activision blizzard. Would you own them moving forward? There were reports that Sony would decrease production on the PS5 last month, but they denied the reports.

Q: Do you like Apha is it a buy sell or hold Thanks

Q: Hi group your thoughts on on-line car buying does the virus hitting harder this winter increase profitability. Which stocks do you like in this space and why Thanks

Q: Could you list 3 Canadian and 3 US companies that you might have your eye on that are micro/small cap and might mimic an Amazon, Apple or Shopify wrt to growth
management and wide moat. Long term and sector non specific.
Thanks
Jeff

Q: Hi guys. Which do you prefer ILMN or NVTA and why? And same question for SQ and PYPL....Thank you

Q: First, thanks for the great service you provide, it is much appreciated!

I would like your thoughts on this Company for a long term hold. It looks like management has quite a bit of experience in the cannabis industry, and they have a number of offices in major N. American. Any insight into the financials and your thoughts on how the psychedelics and psychedelic-enhanced psychotherapy market will evolve would be appreciated.

Q: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv

Q: My question relates to the question asked by Donald today (Oct 6). regarding the risk/reward factors between LSPD, REAL and WELL.
5i answered
Risk (least first): REAL, LSPD, WELL
Potential (most first): WELL, LSPD, REAL
I would like some clarity if possible on the degree of such comparisons. Is it possible to state in some meaningful way the degree of risk/potential difference between the companies? For instance from REAL to WELL is there a little difference, significant difference or huge difference? Perhaps a scale from 1 to 10 would work.
Thank you so much for your thoughts and guidance.
Brian

Q: In the terms of growth and safety how do you rate these three companies.

Q: Is Fire and Flower a buy at these levels ? Alimentation couch-tard has a stake in this company - will that help FAF as far as price appreciation in the next while ? https://cannabisretailer.ca/2020/couche-tard-increases-stake-in-fire-flower/

Q: I'm going to sell my ET position very soon. I would like to put the proceeds into one of the following three: LSPD, REAL or WELL. How would you order them in terms of risk? How would you order them in terms of most potential?

Best,
Don

Q: I’m considering adding to my SHOP and KXS positions and initiating LSPD and CJT positions. I’m in no hurry and would like to purchase shares that have gone on sale(lol). I’d appreciate your commentary on the likelihood of the impact of two events in our immediate future and their impact on prices. My concerns involve: (1) the coming of winter and the impact on LSPD as restaurants shutter, potentially for good and (2) the impact of the US election if the result is dragged out for weeks in an ugly transition of power. I have no problem buying today, and I know you don’t recommend timing the market as there is always something to worry about, but it seems foolhardy to not consider the impact of events staring us in the face. Thanks for the guidance.

Q: Hi! I would like to build a portfolio of 20 stocks that include both Canadian and US holdings that contain a mix of growth and defensive names with a stronger weighting to growth(say 70%/30% growth to safety). What names would yo allocate to create the portfolio. Thanks very much.

Q: Lots of shares were issued to insider at much lower price,Is it normal.Do you still
consider it a good buy?

Q: Hello Peter,
What is your view on Well health and Good Food regardless of the pandemic. Do you see their business models as good long term buys at current levels as of October 2nd, 2020? I would appreciate your comments.

Q: Is there a Canadian listed Canadian dollar ETF that holds many of your USA favourite companies: NVDA, VEEV, DOC, MSFT, AMZN etc, etc.
If not is there a US ETF that holds a concentration of some of your favourite companies? Not just a sector ETF, but more focused on your favourites. Currently I'm only invested in Canada, and I want to invest, starting small, in some of the USA companies you are recommending, but, if possible with a bit of diversification.

Or if nothing exists, maybe I should just pick two, say NVDA and VEEV and invest in those in US dollars? Would those two be top of the list? It is for a small amount, about 5% of my portfolio.