Investment Q&A

Q: Hi 5i,

Would you recommend any of the 5 stocks listed? If so, what order would you recommend?

Thanks,
Jon

Q: Hi Team!

I have been picking away at Cargojet and Real Matters today and over the last few weeks. What would be a reasonable purchase price range going forward for these 2 stocks?

Based on some recent Q&A over the last month(s), you still seem to have a good opinion of them going into 2021 and beyond, once we get thru some potential tax loss selling.
Wrt CJ, e-commerce will potentially only strengthen post covid as people will have gotten used to purchasing online and thus deliverables is a necessity. In one answer you indicated CJ could/should increase EPS by 5x next year, thus my keen interest!
I have also owned DSG for years as a complimentary e-commerce play.

Wrt REAL, while their last quarter results may have disappointed a few, I'd prefer to take a longer term view out to 2022-2025. They have some interesting projects that should come to fruition by then and will likely have increased their market penetration as well. I also appreciate that they have been buying back shares the last several weeks as the stock drifted lower. Gives us a little bit more confidence that the recent quarter may have been a one time blip.

Cheers,
SteveMc

Q: Kindly provide your opinion of this ETF as a clean energy play. Do you prefer another ETF in the same space over QCLN?

Best, Don

Q: Do you like this Stock and would you be a buyer for long term hold. Do you think investors should be concerned about US govt trying to break up company - what do you think is likelyhood and if it does happen impact on the stock?

Q: Could you name a couple of names you like in the water sector?

Q: could you name 3 0r 4 canadian cimpanies that have increased there earnings by 20 per cent or more over the last 3 years thanks

Q: If you were to buy one today for growth prospects only, which would it be?

Q: Good day, can you please comment on IPA. They appear to have lots going on at the moment. They are also planning on listing on the Nasdaq imminently while staying listed on the venture. Would you assume a capital raise will coincide with this move? Can you describe the process of dual listing?
Cheers

Q: Is the frenzy warranted and is there further justifiable upside, or will this area deflate similar to the cannabis space? Thanks

Q: Have you formed an opinion on this company? What are the details on the warrants. I contacted the company but have had no reply to date.

Q: Please advice on high value stocks with good price in covid world that has good growth options in long run (2 to 5 years).

Q: Hi,
I am trying to look at the stocks I own , not merely as 'stocks" but rather as an investment in a good business. When I look at it that why, I am inclined not to sell indiscriminately irrespective if the stocks have gone up or not. Generally, if I do sell, I realize that I had made a terrible mistake in doing so, after the fact.
To my limited knowledge I do look to 5i for guidance.
Would you consider the stocks I have listed , to be those that represent "good businesses" and that are worth holding even 5 or 10 years out?

Thanks

Q: Hi folks...I see Nuvei won a contract with Columbia's leading operator on on-line gaming; Wplay. It accounts for almost 50% of gaming revenue in Columbia with 1.6M users. Any idea if this is the biggest on-line gaming contract Nuvei has won to date (Colorado, Indianna, West Virginia). Is Nuvei the leader in processing payments for on-line gaming....and should it be the big beneficiary on recently legalized on-line gaming in US & now Canada. Stock has done well but seems to be flying under the radar with min volume, and not much reaction from analysts....thanks as always, jb Piedmont QC

Q: Finished reading the book 100 Baggers and it was a great read. Good to know lots of companies achieved these level of returns. You just have to find a few and hold on.

One of the book suggestion is to focus on smaller market cap companies which can grow over time among other metrics. Looking at some of the recent IPO that came to market with 20B+ market cap and SNOW hitting 100B makes you wonder if some of these newer IPO's can get you 100 Baggers returns.

My questions are as follows:
Do you see market cap playing less of a role going forward and investors will just pay up for growth? Maybe instead of putting 10K in the stock you may have to invest 20-30K to get that capital to compound to 1M without having a 100 bagger.

Finally, just for fun if you were to guess at a few name in the US or Canada that has 100 bagger potential what would they be? I see SHOP, TTD and WELL as having a shot.

Thanks

Q: I have 2-3% position in DSG, VEEV, WELL, NVDA and BYD and would like to add few more names in RRSP. Please suggest your 5 favorites growth names for Canada and US for long term hold (10 years or more) irrespective of sector that you would feel comfortable buying today in RRSP.

Q: Please list and rank up to 10 US stocks which you see as having the best potential for capital returns over the next 3-5 years. Also, please provide a risk rating for each, using a scale of 1-10 with 1 being low risk.
Thank you for your highly valued opinion which has proven to be excellent for my investment over the past several years.

Q: Hello,

I am still sitting on cash... I wish I had more aggressively deployed prior to the election.
q1) I am wondering what would be your favourite names to add new money to or would you recommend waiting for a pull back from the recent highs?

q2) My thoughts was to pick up best in breed nat gas exposure in tourmaline or topaz. Which would you prefer for growth and why? Or is there another name your prefer?

Q: Would like to pick your brain.
Can you give me 5 Canadian NON 5i portfolio stocks that you consider high growth and would probably put in your growth portfolios if you had the cash.

Like KXS, DSG, CSU 5 years ago or LSPD, WELL etc 2 years ago.

Thanks


Sheldon

Q: Given OTPP large position in GFL, could you provide you current view on the company?
I am looking for growth.

Q: Hi group am getting interested in marijuana again can you tell me which ETF is you favorite (CAD or US) also what would be your top 3 individual stocks. What are your views in general on the sector Thanks for you help on this