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Investment Q&A

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Q: Please feel free to disregard this question if it is outside the scope of this fantastic service.

High growth tech stocks such as Unity, trading at a high multiple of future sales, have been pummeled due to a rise in the yield on ten year treasuries. Future earnings will be worth less, so this makes sense. I understand this relationship directionally but not quantitatively. I would like to understand the relationship better in a quantitative way, a sensitivity analysis if you will. Can you offer insight into how a 1, 2 or 3% increase in ten year rates effects the value of future earnings? And in turn what is an appropriate adjustment in stock price for a stock trading at 10, 25 or 50 times future sales?

Thanks.
Read Answer Asked by Joel on March 08, 2021
Q: Hi Peter, Ryan and Team,

Sorry if this as been asked before but I am wondering what your top 3 growth companies would be irrespective of sector on both the U.S. and Canadian side? (So 3 U.S. and 3 Canadian) to take a position in on this pull-back?

Thanks for all you folks do, very appreciated.
Read Answer Asked by Wes on March 08, 2021
Q: My stocks and losses are below. You indicated that the rise in rates was causing the selloff. If rates just keep rising, do you think these stocks will keep dropping?
Are these stocks healthy enough to rebound? Your views much appreciated.

US:NIO -48.31%
US:U -41.66%
KXS -21.42%
US:RDFN -21.04%
US:CRWD -19.50%
US:CELH -12.98%
Read Answer Asked by TOM on March 08, 2021
Q: Hi 5i team,

Any thoughts on how far this trend of selling tech or renewables will continue? Looks like NASDAQ is now negative ytd with many of your Canadian techs down 20+ percent ytd.

When would you seriously start putting floor bids on the favs like CSU, KXS, LSPD, WELL, REAL, SCR, and XBC? If you could put in dollar amts for each it would also be great.

Thx
Read Answer Asked by Christopher on March 05, 2021
Q: Good morning. Looking at the current chart, where would you say is a reasonable entry point for Acuity?
Read Answer Asked by David on March 05, 2021
Q: hi group - looks like tech+ growth are under attack in the present market (comments please)- ( have about $50,000 to deploy in general would you add to some of my winners (COST+ MSFT +APPL +LSPD +AMZN + KXS+GSY+BYD + IWO or jump into some of badly beaten stocks?
(please list 4 US /CAD of these beaten up stocks in order )
lastly would you wait for market to finish correcting before spending the $. Thanks for your views on this
Read Answer Asked by Terence on March 05, 2021
Q: I currently hold STC, CSU, SHOP, KXS and OTEX as tech in a well-diversified portfolio. I am thinking of selling OTEX in order to get more long term growth. I want to maintain my diversification in tech but also don't want to add on significantly more risk. I was thinking of adding one of LSPD, CRWD or U.

You have mentioned in the past LSPD and SHOP could be seen as similar. I could use a US-based investment so does it boil down to CRWD or U? Or, given my parameters, just stay the course or is there another equity you think may fit better?

Appreciate the insight.

Paul F.
Read Answer Asked by Paul on March 03, 2021
Q: JWEL , Jamieson Wellness, reported recently and had a management change. Could you please comment on the new management. Thoughts on the recent earnings and what your opinion on the stock overall touching on insider ownership, cash flows, valuation , the market for their product and the competition. Would you buy, hold or sell? Thanks
Read Answer Asked by James on March 02, 2021
Q: With so much attention on EV’s, questions
related to charging stations - and battery suppliers are becoming more important.

I am looking for a basket of companies in which to invest that 5i believes can benefit from these developments.

As part of this theme I am wondering:
1. Where will people recharge their vehicles?
Will traditional gas stations - including companies like ATD.B and PKI - retrofit some of their gas pumps to charging stations?

2. Who will supply the volume of batteries that are expected to be required? As someone said the other day “ right now Tesla owns the “bakery” ....which gives it a huge competitive advantage over the other potential competitors.

Thanks for your help here.

Read Answer Asked by Donald on March 01, 2021
Q: What would you suggest as a way to gain exposure to Electric Vehicles (EV’s)?

I have electric producers, as a common denominator, but wonder whether direct investment into auto or parts makers, and/or battery components (lithium/graphite) would be worthwhile.

Any suggestions for some small dabbles?
Read Answer Asked by Dano on March 01, 2021
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