Investment Q&A

Q: Please comment on today's quarterly earnings report. Do you still view these two as holds/buys?

Q: any opinion of future growth of this company and if its a buy or a forget ... thx

Q: Hi,
I am aware these companies are mentioned, often in a positive light, fairly often in your Q&A section. To be honest, I struggle with what you might be seeing that apparently investors don't seem to be aware of, as these have all sold off quite a bit recently. I am interested in whether or not you still feel as positive on these companies now, as you may have in the past. U gapped down in Feb by about 15% and has since dropped about 40% more. VEEV is probably down about 23% from its Feb high, and ROKU about 37% during the same period. I understand there has been a rotation away from tech but these strike me as having a very long way to crawl back up, even though I understand earnings haven't been all that bleak. Am I missing something here? I would be very interested in your thoughts and these and any others you feel might be really under priced lately!
Thanks!
Dawn

Q: Good morning
What are your thoughts on holding PLTR in a TFSA?
Thks
Marse

Q: In mid-January you preferred trul over cura!
Has anything occurred over the last 4 months to change your preference?
Or would you prefer some other "weed" stocks.

Q: You have $6000 windfall to invest, a balanced portfolio and comfortable with risk! What stock would you buy today?

Q: Hi, Could you please comment on PLTR and AFRM earnings. Thanks

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.