skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Why is their Share based compensation (SBC) so impactful and visible in the results? Is it because of the size of the company and revenue? Other companies I am sure has SBC but I rarely see it as a top headline item in earning press release.
Read Answer Asked by Sal on October 31, 2024
Q: Hi gang, first thanks for answering earlier question on Hammond.

My question is if you had a chance to listen on CC this am, and if there were and questions on this SBC impact? It really seams to add volatility to the stock, good results, great share price appreciation, then we get hit with this negative SBC. It looks like they are investing in growth, 20 million to upgrade facilities, but this will come with bigger employee growth.

Thx
Read Answer Asked by Christopher on October 31, 2024
Q: Going to do a little re-balancing and the result will be the addition of one new { possibly two depending on your answer } stocks to the portfolio ...... Between ISRG, CPH, GLXY, and MDA please rank from first choice to last giving each a numerical score between one and ten with ten being best . This will allow me to evaluate how much you like one better than the other ......Also a short blurb on each explaining why ......Thanks for your terrific service Garth ......
Read Answer Asked by Garth on October 30, 2024
Q: Is this company a good prospect to invest in.
Read Answer Asked by Steve on October 29, 2024
Q: I have a problem because of you and I bet you hear this a lot <grin>…my Shopify holdings have grown out of hand and now represent 20% of my TFSA.

I think I should trim SHOP and reinvest in another growth company. Can you give me some suggestions?

Thanks for your help.

David
Read Answer Asked by David on October 29, 2024
Q: “Joe” is getting overwhelmed with maintaining his portfolio and is starting to fall behind on autumn yardwork and home maintenance. His spouse and teenaged kids also find his contributions to family conversations rather repetitive and boring (in their words, he’s all “year-to-date” this, and “multi-bagger” that…).

In an effort to free up some bandwidth and reconnect to his people, Joe has decided to reduce the number of securities he owns to about 20 stocks and a handful of broad market ETFs.

Joe is hoping 5i can help him identify:
~10 favourite stocks drawn from its 3 model portfolios
~6 highest conviction US picks.

Joe wants to maximise returns over the next 7-10 years.

Thank you.
Read Answer Asked by Trevor on October 28, 2024
Q: I have to sell some NVDA for balance (thanks for creating this problem in my portfolio!). Can you recomment 5 US stocks regardless of sector that might have comparable growth over 3-5 years? Thanks.
Read Answer Asked by Martin on October 28, 2024
Q: “Joe” is getting overwhelmed with maintaining his portfolio and is starting to fall behind on autumn yardwork and home maintenance. His spouse and teenaged kids also find his contributions to family conversations rather repetitive and boring (in their words, he’s all “year-to-date” this, and “multi-bagger” that…).

In an effort to free up some bandwidth and reconnect to his people, Joe has decided to reduce the number of securities he owns to about 20 stocks and a handful of broad market ETFs.

Joe is hoping 5i can help him identify:
~10 favourite stocks drawn from its 3 model portfolios
~6 highest conviction US picks.

Joe wants to maximise returns over the next 7-10 years.

Thank you.
Read Answer Asked by Trevor on October 25, 2024
Q: Hi

Have LMN and TOI announced their Earning dates ? I have seen CSU for Nov 8.

Also, what are the street estimates ?

Thank You
Read Answer Asked by rajeev on October 25, 2024
Q: Hi,

How would you rank these companies based on risk adjusted returns and where they are currently trading? I currently have positions in all and looking to add.

Thank you!
Read Answer Asked by Keith on October 25, 2024
Q: In the last 3 months, $DRX has declined around 30% with avg. 198K shares traded per day. The technical charts do not show any support until $2.11. How do you find out who is continuously selling the stock even though fundamentals have improved. If someone has greater than 10% exposure in the stock, should they be worried.
Read Answer Asked by Imtiaz on October 23, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!