skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Hi Peter and Team,

Hope you all continue to be safe! Question is on Aritzia's earnings and the market reaction. They seem to have done quite well and same store sales growth looks pretty strong. I initiated the position with the BE portfolio recently but didn't buy all the stock I was supposed to and was looking at adding the rest following the earnings realease.

Your thoughts, please!

Thanks!
'
Read Answer Asked by Marc on June 01, 2020
Q: Hi Peter, one of my first investments after joining 5i, based on your high rating, was Enghouse. It has been a home run for me, up well over 200%! But I'm surprised that such a good stock seems so 'quiet'. I rarely read about it or hear it mentioned on BNN, for example, and see relatively few member questions on it. Does this surprise you? And while you have it B+, it is not in your portfolios and often your ranking of it seems somewhat lukewarm, at least as compared to several other tech stocks. Is this just a $3 billion+ company that is somewhat underappreciated or unknown to many investors? And for that reason or others, do you still see it as a good long-term hold?
Read Answer Asked by James on June 01, 2020
Q: What are your thoughts on this announcement?

WELL Health has made a $250,000 investment in Phelix.ai, a Toronto based digital health company. Phelix.ai is a technology service provider that has developed an AI or artificial intelligence powered clinical assistant. Phelix.ai's software allows health care clinics to automate key workflows and administration tasks so that non-medical staff can focus on higher value tasks.
Read Answer Asked by Robert on May 27, 2020
Q: I know you just added GOOS to one of your portfolios and mentioned it is cheaper compared to peers. What multiples are you looking at vs peers and what is it trading at? Also how is the balance sheet and how much revenue comes from China?
Thanks!

Also, just took a look at their website and just on a fashion perspective, it is doing really well (especially those Tron-like jackets... wish I could afford one).
Read Answer Asked by Max on May 27, 2020
Q: Hi - we are down 23% from our purchase in mid-Feb 2020. Would you sell and re-purchase? Add more? Thanks
Read Answer Asked by TOM on May 26, 2020