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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What are 5i's current 5 or 6 highest-conviction multi-year multi-baggers that we can add to here and consistently overtime (quality long-term growing businesses/compounders). (i.e. a SHOP - wish I had got into this one).

Please rank from highest conviction to lowest. Feel free to diversify sectors.
Read Answer Asked by Stefano on April 06, 2021
Q: At one time I owned CSU (bought at $110 and sold at $600) and regretted the decision ever since. The money was needed for a real estate purchase in Toronto. I purchased SHOP at $40 and I have not sold any shares. I was considering selling 50% of my SHOP and buying CSU for a long term hold.
Many thanks for your comments.
Clayton
Read Answer Asked by Clayton on April 05, 2021
Q: Good Afternoon and Happy Easter:
I was surprised with your answer to Keith's question (Apr 2) regarding order to dispose stocks. You indicated that after the ETFs, KXS would be the 4th or so stock to sell from the list. This was ahead of AC:CA, WELL:CA and PHO:CA. I thought the recent drop in KXS was primarily due to the general pullback in tech stocks and not the result of any specific company bad news. I also thought that even though the company did well during the lockdown, its business model and market position would also serve it well as the economy recovers, perhaps even better than some of the other stocks listed. Please elaborate on your reasoning especially vis a vis the other 3 named stocks above. Thank you, Ian
Read Answer Asked by Ian on April 05, 2021
Q: Hi guys. I know I’ve harped on this before. When you have a newsletter with thousand of subscribers and you reccomend illiquid stocks it creates frustration with your readers.
For instance with mrs an opening position for me wound be $50000 which is fully half the volume on Thursday. If I put in a market order which I wouldn’t I alone would drive the price up by @approx 20%.
How do readers like me get to participate? Especially on the Venture?

Sheldon
Read Answer Asked by Sheldon on April 05, 2021
Q: I'm trying to follow your growth portfolio but i still dont have positions into ATA, DOL, GDI, GOOS, IWO, MCR, MMX, OTEX and TRI.

Among these, what would be your top 3 to add in the current market? And what would you consider an interesting fork price to iniate a position for these 3?

Do you think any of them could prepare a round of financement?
Read Answer Asked by Francois on April 02, 2021
Q: Regarding their year end release. I noticed they have a cash balance of 16.3M which increased in 2020 despite the terrible year. This is almost 1/3 of its market cap in cash. How positive do you view the ability of this company's ability to weather the storm in 2020 and be diligent enough to increase its cash position. Looking for your thoughts as I am getting more inclined to increase my weight slightly as a spec play. thank you.
Read Answer Asked by David on April 01, 2021