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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold 1/2+ positions in XBC, WELL, LSPD, DPM, GUD in an attempt to add overall performance to my balanced portfolio. This group has performed well. I'm going to sell GUD and DPM. Your thoughts on adding to the rest of the holdings or adding something else like KXS. Any other stocks worth looking at?

Thank you.
Derek.
Read Answer Asked by Derek on November 19, 2020
Q: I am looking to add your suggestions of Palantir and Pinterest. Can you please rank them with some of my current 5i holdings in terms of growth highest to lowest and risk highest to lowest. These are 1-2 percent fringe plays and I have a balanced portfolio so I am not worried about cap size, geographic location etc. Thanks very much as always for advice.
Read Answer Asked by Brian on November 18, 2020
Q: I am looking at CRSR after their recent earning beat. Do you still consider it “interesting”? How would you compare it to Unity software? Unity is competing with Unreal Engine which game developers like more but I realize Unity is more than gaming. I also have a friend who loves Corsairs products so I am leaning to CRSR. Could you comment on insider ownership and any lockup’s from both of their recent IPOs?
Read Answer Asked by Paul on November 18, 2020
Q: Hi group appreciate your views on the top 5 sectors in today new crazy investing world also in order list your top 3 stock picks (list both the preferred sectors + stocks in order of preference ) deduct points as you see fit thanks for your insight. I am a medium risk investor
Read Answer Asked by Terence on November 18, 2020
Q: AcuityAds dropped by almost 10% today on recent news on a bought deal offering. What does this mean for the stock's outlook? Is there reason to be concerned about longer term hold (5+ years).
Read Answer Asked by Eli on November 17, 2020
Q: CAE is down today. Based on their announcements of today, at what price would you think this should be purchased.
KXS is still reeling downward... would you suggest buying at todays price or do you believe there is still more downward stress?
Read Answer Asked by ed on November 17, 2020
Q: What would be your top 5 US & top 5 Canadian companies that could be considered disrupters? Thanks
Read Answer Asked by Dave on November 16, 2020
Q: Hello,
With the media and other financial write ups all talking about this great sector rotation out of growth and tech stocks into value stocks seems a little over blown to my logical mind.
Its made to sound that stocks , in the "Packaged software " sector like
-LSPD, DND, REAL, NVEI ,VEEV etc are part of that big rotation.
When I think about this, I beg to differ and am of the opinion that these stocks will become even more relevant in the future of our economy irrespective of Covid.
Have I lost my "marbles" or being too naive to think that way?
Your feedback is always appreciated.
NB* I do own these stocks that I mentioned.
Thanks,
Read Answer Asked by ilie on November 16, 2020
Q: If you just received $200K extra cash and would like to invest it in CND and US stocks in a non-registered account for maximum returns in 3-5 years, which CND and US stocks would you choose? For this, higher risk would be acceptable. Please prioritize 4-5 of each of the CDN and US stocks.

Would there be any changes, if it was going into a couple's TFSA's with sufficient contribution room?

Thanks, and please deduct as many credits as appropriate.

Read Answer Asked by Alvin on November 16, 2020
Q: Hi - Need some insight. I have had SWK for awhile and it has done well, but I am not sure how much more room there is for it to grow. I am thinking of selling and using the money on ATVI. Only concern is that ATVI might be a "Covid" stock whose value will decline with a vaccine. What do you think about these moves?
Read Answer Asked by Patrick on November 13, 2020
Q: Hi 5iR team,

Piggybacking on a question asked on Nov 10 about their recent quarterly results.
Do you have any concerns over yet another financing from DND? (the financing release came out Nov 11 after the question was asked).
They just completed one in Sept for $50 mil and now another one for $175 mil. I assume this is targeted for future acquisitions....but never assume. ;)
I do like the cloud space and they are targeted for 60+% growth next quarter so that appears attractive.
I did initiate a 1/4 position @ $21.75 and plan to do so each quarter if the Q looks good...and if it is still on your 'good' list.

Cheers,
SteveMc
Read Answer Asked by Stephen on November 13, 2020
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