Investment Q&A

Q: Hello,
Uber and CRWD have grown nicely to reach levels of 10%+ in my portfolio. I know that you cannot personalize but so my question is whether a prudent move with companies like these are to let them run completely or pare down to a comfortable number. If lightening is preferred, what would be optimal? If one or the other is safer to keep at a high % please feel free to answer separately for each.

Q: Hello 5i research, could you give me a current standing on Archer Aviation compare to similar companies? Is there another prospect in the field of short distance aviation that is worth considering to hold? I would like to buy ACHR and hold fit or the next 5 years.

Thank you

Q: Hello, is Eli Lilly a buy at these levels? If so, why? If not, what might be a good entry point? Morningstar has a glowing report on LLY but ranks it 1 * only because the stock price is way over their fair valuation (has been for a long time). What to make of this? Thanks!

Q: How does one know if they are "catching a falling knife" vs. buying a stock at a good price? For instance, I've been following DRX and the stock has been falling consistently for several months now. 5i has often recommended buying stocks that are establishing new 52-week highs and recognizing positive momentum, but has also continued to recommend DRX.

Q: I would like to invest in the space, how would you suggest allocating between these linked companies based on risk and reward?

Q: I sold my SMCI around mid June and put the proceeds into the above stocks. Overall I'm pleased with their performance and am now thinking of holding same over the longer term 2-3 years rather than a momentum play. Do you see any glaring red flags going forward other than wars, election fallout and a possible recession that one should consider with these stocks. By the way thanks for your recommendation of VERT. Regards david

Q: What are your top 10 Canadian and top 10 US stocks for a long term hold?

Q: Hello, I have a technical question. I read recently (Motley Fool) that: At 74.4 times earnings, SHOP is arguably more expensive than NVIDIA.

As I'm fairly new to investing, why would the 74.4 times earnings make a stock expensive? What does that actually mean? And if you could add any other thoughts on Shopify as it stands now, that would also be appreciated. Thank you.

Q: Hi; looking to check in on these high multiple stocks. Do you see them moving well, noting possible recession ahead and falling rates, other global things. Are they the best place to be.

Q: So we have 4 big gainers here, could you break them down and are all buys today?
Thanks Again

Q: Simply Wall Street has GSY undervalued by 49.4% with earnings forecast to grow by 17.09% per year. Whereas they have PRL overvalued by 54.4% with earnings forecast to grow by 38.3% per year. They also have GLXY at 78.9% undervalued and earnings forecast to grow by 14.66% per year ......First question. Do you concur with these numbers ? Second question. Which one do you prefer and why ? Also please rank from first choice to third choice ......Thanks for your terrific service Garth ......

Q: Clean Harbors was recently put forward on BNN as a business that quietly makes money working with bigger, better known businesses. The chart looks good over many years. But seems to have a lot of debt. What do you think of this business for new money? Too expensive?

Thanks for all your help,

Mike

Q: Good day guys :
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark

Q: What is your opinion of Zoomd Technologies as a high risk/high reward part of a small cap portfolio?

Q: Hello,

Can you please comment on the recent performance of the stock. It's current performance is quite a bit lower than analyst ratings.

Looking forward to your comments.

Q: DRX has announced great profits, new contracts and the buyback which happened after the last quarter. Negatives could be upcoming US elections, the buyback being treated as Insider selling and the deferral of revenues from this quarter to the next. There seems to be no retail support for this stock, or retail support is not sufficient to offset the institutional selling. What would be the steps that management needs to take to stop the bleeding on this stock as it has been in a down draft since the high of $20.8?

Q: Wonderfi seems to have struggled even as Cryto activity and prices have risen.

Currently share price is back near its 52 week low so whatever they are doing seems not to be working even though crypto itself over the past months has risen.

If their revenue is generated merely as a function of AUM shouldn't the higher crypto price have led to better Profitability and going forward with crypto seemingly being accepted, alto not necessary endorsed, would you see any liklihood of another financial institution buying them to participate in the crpto market on an arms length basis?

Could any of the lack of performance relate to share dilution and lastly at this level could its current price justify a small investment?

Craig

Q: Hi,
I reviewed Q&A on INTC post "melt down"! I can understand your words of caution.

My question is based on a recent comment by a guest on BNN Bloomberg (Mark Sebastien) who said that INTC's fabrication unit alone is worth 22$. With QCOM and hedge funds circling around and the technical pattern indicating the possibility of island gap reversal, worth taking a small position for a quick 20-30% profit?
(22 to 30$ jump).

Am I dreaming or being delusional?!

Q: According to your people at 5i Research, the fact that a stock is considered to be expensive is not a reason for an investor not to buy it. You have argued that the stock can continue to remain expensive throughout its climb to higher and higher prices. A stock that exemplifies your position is Constellation Software (CSU). On the other hand, Shopify (SHOP) was also considered expensive in its heyday and then declined dramatically in early 2022. What aspect (or aspects) in SHOP’s case made it more vulnerable to a sharp decline compared to CSU?

I ask this because I’m considering buying shares in TransMedics Group (TMDX) which you have described as a high quality business but “expensive on valuation” (August 28, 2024). In your opinion, will TMDX have the same consistent growth curve as CSU or is it more like SHOP and should therefore be considered as having a higher probability of falling off a cliff at some point in near future?

Q: Hello

Any comments on ADF announcing today of new orders worth $50 mln ?
Do you think, this will help stabilize the stock, near term ?

Thanks