Investment Q&A

Q: I own DCBO and I’m wondering what your thoughts are on the company. I have about a 1/2 position and because it has taken quite a drop lately I’m wondering whether this is an opportunity to add to it or should I hold off until the quarter earnings come out. Has anything changed lately, why the drop? What is your opinion of this company.

Second question—WELL has kind of slowed down in the last three months even though they have purchased one or two companies. Could you give me your opinion whether it would be a good time to add another 1/2 position. What are your thoughts on well?

Thanks for any help you can give me on these 2 stocks. .
John

Q: Looking for growth companies to increase returns on my portfolio. I have chosen these four companies knowing fully well they can be volatile. Are there any reasons you wouldn't buy any one of them at these levels? My intention is to buy them as a 'growth basket'. If you think others might have more potential, please feel free to suggest them.

Q: APHA What is your views on this company what do you think the high will be.
Jim.

Q: Hi Peter and team,
If SCR does a financing within days, and the share price drops, do you think it will recover quickly?
Another question: AT vs MGNI, are their business very similar? Which one you prefer in term of growth? or which one you will buy at current price?
Thank you very much,
James

Q: Good morning Peter, Ryan and Team,

What US companies would you be putting new TSFA money into for 10 year hold? Assume a diversified portfolio and trying to get high growth for TSFAs.

Thank you,

Wes

Q: Mastercard was down 5.58% today and Visa was down 3.32%. The DJ and Nasdaq were flat on the day. Can you explain the large decline. Thx
Michael

Q: Hi Peter and Staff

You had recommended this as a 2021 theme on the weekend - was wondering if you would be using some of your cash in the Growth Portfolio this week. Huge runs lately especially on January 14th- still a buy or has it gotten away on itself ?

Thanks for all you do
Dennis

Q: After a nice initial run from the March lows, Netflix has been in a trading range since last July and is at the lower end near $500. Do you like the company enough to feel this is a decent entry point for an investor to start legging in or is Freddy Krueger lurking? Thanks

Q: Hi 5i
Today Blackberry has had quite a surprising run up over 22%.
Can you supply any insight into what has happened to drive this. Would you continue to hold this stock or add based on any new information for 2 yr hold.
Thx
Jim

Q: Good morning, can you please comment on the quarterly earnings and results for both of these companies announced yesterday. Thanks for all the excellent guidance to date!

Q: This company has had a good run this year. Does this have any legs or is the run up, just following the sector? Thanks

Q: Peter; Is the SCR announcement today re US listing and 535% revenue gain already discounted in the stock? Thanks. Rod

Q: Hello 5i team. LSPD is trading at a high TTM revenue multiple in the 60s whereas SQ is trading closer to 13x revenue. Can you please compare the two and talk through pros and cons for both. Why would you favour one over another if you do.

Q: Hi Team, Wondering if you could please suggest a good
ETF for growth - Canada and US.
Also a good ETF for Dividends - Canada and US.
This is for RRSP account.
Thanks

Q: What are your thoughts on Appian, Blackline, Datadog, and Zoom from a balance sheet, growth potential and management? Could you rank in terms of growth potential in the next 5-10+ years? Thanks.

Q: HI,

PYR announced preliminary results for Q4 and FY....
"Based on preliminary financial information, and subject to year-end closing adjustments, PyroGenesis expects revenue for the fourth quarter 2020 to be between $3 - $5 million, resulting in total revenues for the fiscal year ending 2020 of approximately $14 - $16 million, as compared to $1.07 million (Q4 2019) and $4.8 million (FY 2019), respectively.
The Company also expects earnings per share (“EPS”) for the fourth quarter to be in the range of $0.10 - $0.12, and for the fiscal year ending 2020 of between $0.22 - $0.24 , as compared to a loss of $0.04 (Q4 2019) and a loss of $0.07 (FY2019), respectively."

Quarter over quarter numbers ie Q3 vs Q4 are reduced but YoY quarters and FY are vastly improved. I know their quarterly numbers can be lumpy (based on contracts completed) but the FY growth is impressive.
Would you continue to just watch this for now and see if they can expand their customer count and thus also expand their backlog? Or take a 1/3 initial position?
(Motley Fool did a piece indicating any (quarterly) reduced revenues could spark a sell off).

Cheers,
Steve

Q: Hi Folks,
Looking to add to my TFSA for 2021 - want something with some growth for a 5+ years hold - I am looking at NVDA, PINS, PLTR, U, CRWD, CSU, KXS and SHOP - can you recommend in order of preference.
Thanks

Q: Hi Team

Is PLUG still buyable here after a roaring start to the year? Thank you in advance.
Sam

Q: Greetings - doing some research on this one and wanted to get your opinion on a fast growing real estate firm. I know it involves some level of MLM for paying its realtors which always gives me pause on an investment. Your thoughts on this one?

Q: Hi,
If i have to buy two Tech companies to buy into my TFSA for growth which ones would you pick