Investment Q&A

Q: Your thoughts on the acquisition of HARV by TRUL. TRUL has dropped a bit on the news and is 26% off its $65 high earlier this year. You previously mentioned TRUL as a reasonable candidate for exposure to the cannabis space. Do you still think so?

Q: Hi 5i,

Back on March 5th we discussed floor/stink bid of 25 for The Score. What are you views on the company now? What bid would you entertain? And where do see this companies potential in the next 3-5 years?

Thx again,

Q: My TFSA appears to be revisiting a March 31 bottom. It came up somewhat through April but is revisiting the low seen at the end of March. Is this also reflected in the tech stocks that 5I covers. Is the tech sector nearing somewhat of a “fair value” scenario. At what point during a sector rotation do investors suddenly realize that there may be some “value” in hanging on to growth tech stocks.

Q: Today MGNI dropped some 20% prior to Q results after close of market.Please comment on the results.Add,hold or sell? Txs for u usual great services & views

Q: Please comment on Ruku's earnings. If to buy only one for a long-term holding from the above names, which one would you buy now? Thank you.

Q: hi, Lion Electrique LEV is a good buy 1% my portfolios.
thanks Jean guy

Q: What do you think is the remaining downside in this market? 0% or 5% or more than 10%? It does not bother me because markets go up and markets go down!
Many thanks
Clayton

Q: What three US and three Canadian Public companies would you recommend for growth and management abilities/performance when looking at a 10 to 15 year horizon. (In order of your preference)

Thank you for the incredible value your investing insight has given me over the years!

Q: Both companies are in the iBuying category. How do their valuations compare and which would you prefer at this moment?

Q: Hello,

Can you comment on the merger of ZENA into HEXO. Combined company should have sales around $220M and reduced admin costs. Also, buying ZENA now seems to offer a ~13% discount to the takeover price. Is this due to takeover uncertainty?

Thanks

Q: Lately, I've been researching companies that sell their products or services directly to consumers such as Angi, Pinterest, Fiverr and Pelaton to name a few. I dig up at least a dozen articles and opinion pieces from various investment-related websites, including yours truly, 5i Research. In the case of the above-mentioned companies, there hasn't been much in the way of negative facts that would lead me to take a pass on any of the above companies,. But, when I go to review websites such as TrustPilot, etc., the percentage of negative comments from consumers of these products or services is extremely high, anywhere from 20% to 70% with ratings of 0 or 1 star. More worrisome is the fact that the number of reviews is in the hundreds which leads me to think that the negative comments do not originate solely from competitors. How much importance would you give these reviews when weighing the pros and cons of an investment in a consumer-facing company?
Robert

Q: Hi group bought CJT last week but so far not impressed with the stocks performance . Everything looks good and their business should be growing into the present environment not steadily going down can you help me understand why the market appears to be discounting the stock. Buy sell hold and why thanks PS i would have thought that the contact with Amazon would have helped but so far it has not ?

Q: Please give US or Canadian stocks, in Consumer defensive, Energy and Health sectors which are buyable now. Thanks for great service.

Q: Hello Team
Do you have a preference for one over the other and why?
Regards,
Barry

Q: Would you consider this company current price a good entry for initial investment?
Does this company has a reasonable outlook for growth in the current markets environment?

Q: Like many others, I've been taking a bath on Pinterest the last few weeks. Is your recommendation still to ride this out assuming a <5% portfolio weighting?

Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?

Q: Hi, for AAG - everything related to Peru is weak right now pending their election.

My question - what are your highest conviction growth picks (any country) that you think can grow over 50% revenue for each of the next 3 years without hiccups. Current valuation doesn't matter given the fact that if they can execute that growth they will grow into any present valuation assigned.

Q: I have been holding on to acuity ads. I am down 29%. Would you recommend holding still? And what might be a timeframe for that size of recovery?

Q: Hi Team,
Currently I am down over 30% with kxs in a cash account . I am considering selling and generating a capital loss and using the funds to buy either TOI, or ABNB. Would this be advisable? Or do you see kxs having more upside long term than the other two mentioned? Or do you have a different top pick at the moment you would recommend buying instead to replace Kxs with , if I sold? Either US or Cnd. Thanks
Shane