Investment Q&A

Q: May I please have your thoughts/comments on LICY (Li-Cycle holdings)?

Knowing that it is early days and the related costs for scaling a business such as this are expensive up-front, can you also please comment on:
1). Is there a market for their product?

2). What is their competition doing in comparison?

3). Is it somewhat of a moat business?

4). How long until the up-front costs of establishing the business begin to pay off?

5). What is inside ownership like?

In past questions related to this company you felt that it was too early to consider investing in the company. Do you still feel that way?

If so, at what point does it become a company to invest in? What are the tell-tale numbers that someone should be looking for?

Thank you very much!!

Q: What do you think about SMCI’s valuation compared to growth for a three year hold here?

Q: Price action and chart are very "disturbing". Long time holder wondering if it's time to move on?

Q: Hi 5i - which company do you like better for a 10+ year hold today?

Thanks, Neil

Q: Could I please get your thoughts on Chargepoint as a long term holding. Also, who are their main competitors? What are their biggest risks and can they manage their debt? Thank you.

Q: Good morning 5i,

Can I get your take on ILMN earnings? Is the drop in the stock a buying opportunity? Seems like growth has slowed - is that correct? Long-term, is there something to worry about?

Thank you,

Q: Hi,

Can I get your opinion on the q of these two?

Thanks

Q: If not already in your queue of questions, could I get your thoughts on Pet Valu’s latest earnings report. Thanks … Cal

Q: Hi Team
According to portfolio analytics I need to increase my industrial weighting by 7%. At present I have AMAT, CNR and LRCX. CNR is the largest weighting here.
At present my portfolio is 7% Industrials and I should be at 14%.
I also own ZSP and XIU but I am not sure if analytics accounts for the specific sector weights there when it figures out your weighting or if it only counts as a broad spectrum diversification.
Which stocks would you recommend adding. This is a non registered account.
Thanks for your help.
Victoria

Q: Can I please get your thoughts on second quarter results for AXON and CELH?
Thank you

Q: Gentlemen;

Can I have your thoughts on the recent earnings report;

Tks Ron

Q: Do you still like it?

Thanks

Q: Hello 5i,

If you had to pick ONE US stock, regardless of sector, in the current market that you believe to be undervalued and offers the greatest potential return what would it be?

I am a long term investor and have a high risk tolerance. Thank you as always.

Greg C.

Q: for TFSA account would you prefer Lumine, Secure Energy Services,Enbridge, or others. realize they are not connected or Palamine.Luddite

Q: Hi 5i

With the recent quarterly release I see that HPS continues to do well.
I'm just curious as to how they compare to their competition in this space?
Are there larger or smaller companies that are doing equally as well and therefore also worth looking at?
Or is this somewhat of a moat business?

Thanks!

Q: what would you recommend for this year's TFSA for an average investor? Thank you. Fooklin

Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks

Shane

Q: Probably already asked, but just in case, can you describe how 5i feels about earnings numbers and what mgt is saying about the future. What impact will this have on stock short term and long term?

Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!

Q: 5 must own stocks (US/Canada) in your opinion for long term-10 years irrespective of sectors.