Investment Q&A

Q: Thanks to 5i, I've done extremely well with NVDA. After the launch of ChatGPT and seeing Elon Musk mention on X how hard it was to get his hands on NVDA's chips, I increased my exposure to semiconductors. Among the trades I made towards the end of last year was averaging down on UCTT, which was also a favorite of 5i. I already had a partial position and was fortunate to buy more near the bottom of 2023. Recently, however, you seem to have adopted a somewhat negative outlook on the company in your commentaries. I'm relieved to see this stock back above water in my portfolio, now with a decent gain. Is there a specific reason or news for the stock's recent catch-up, and should I continue to hold it, or is it still considered overvalued, suggesting I should take my profits and move on? Thanks, as always.

Q: Have funds for investing in either TVK or DRX. Welcome your opinion on which to choose; to hold, not short-term trade.

Q: Hello, what do you think of this stock? Is it a buy at this level? Do you know when it will announce its quarterly results? Thanks.

Q: Good morning, what is your view of OCI? it is invested in many other companies but the stock doesn't move up at all. 14% of MIS, 11% AE, 3% of QCCU, 15% of ARIC, and 43% of Cuprum Corp. Some of this investments are interesting like AE and QCCU . The market cap of OCI does not match the value of its investments??
Thanks,
George

Q: Could you please compare and contrast NOW and SPSC?? Would you consider both of them a buy, for a 3-5 year hold? Thanks.

Q: Hi, I have noticed that OGI is hitting new highs and has doubled in the last 2 to 3 months. TRUL, CL and GTII are also doing well. Meanwhile, TLRY and WEED are going sideways or down. Why the large difference between these two groups? Thanks

Q: I like using the top ten holding of mutual funds as a guide to find other investment ideas. Can you share a list of the to performing mutual funds over the last 5 and 10 year periods in Canada and the US that focus on the small and mid cap space?

Q: This co. was suppose to be listed on TSX, on Feb 1, from its original listing on TSXV. Could you please find out what is happening with this company/listing.

Thanks.

Q: Up 202% on FSLY . I am trying to decide whether to trim or hold having been burned by this stock in the past. Is this now a hold and celebrate the turnaround or are their any worrying negatives you see in their recent improved performance.

John

Q: Can you comment on the company's most recent Q results. It seems the Ace Beverage acquisition is providing a good catalyst for top and bottom line growth but the stock price didn't seem to respond to this. I have held this patiently for several years and am wondering if more patience is warranted or if there is a better alternate you would suggest.

Q: Could you please kindly comment on HRX's recent performance Thank You

Q: Hi-For some reason this company is in your database as being listed on the CNX exchange. It should be the TSX Venture I believe. As well, could you let me know what you think of it?

Dave in Montreal.

Q: DRX TOOK A SUBTANTIAL DROP TODAY I COULD NOT FIND ANY NEWS DO YOU HAVE ANY INFORMATION?

Q: Hi 5i
How do you view CGX current earnings.... another big hit to the share price...
Current share holder, still have a 2 year horizon but trying to decide.... buy hold or move on.

Thx

Q: please comment on ftg earnings out last night.
thank you

Q: What happened to alv? Going down daily.

Q: What are your first impressions of TVK’s quarterly report? Any surprises, good or bad?

Q: TVK is up about 27% YTD. I have a small position but would like to add. Do you feel now is the time or wait for a pull back. Any info you have on this stock would be appreciated. Thank You.

Q: your thoughts on Celestica. In my daughters TFSA account up 435%.. 15% of her holdings.. thank you..

Q: Hi

Would you add to WCP at this price range? The steady decline is worrying me, to be honest. But then I try to flip the argument and ask whether now is the time to purchase more.

Your thoughts.