Investment Q&A

Q: Just renewed earlier this year and realized it's been 10 years. Thanks for all your sage advice over the years and the many multibaggers (I was hooked after Amaya) that came with it.

What initially drew me to 5i was Peter's enthusiasm for small caps. Using his methods can you recommend your current favourite US small caps at the moment (I have lots of Canadian ones thanks to the growth & balanced portfolios).

Thanks, see you in 2034!

Q: Hi again! Just following up on the TFSA portion of my last question, where you suggested starting with an ETF like XCS and gradually adding individual securities from your portfolio as funds increase. I’ve found a firm (WealthSimple) that offers zero-fee fractional trading, so I’m considering the possibility of investing fractionally in one of your portfolios. While it seems like the return rate would be proportional, I wanted to get your insights on any negative implications that could be associated with fractional investing in one of your offered portfolios - if there are any.

My Plan A is to fractionally invest in one of your portfolios, but I’m open to considering a high-growth ETF if you think that would be a better strategy. I’m also comfortable investing in an American ETF if it could potentially offer a higher yield. However, with WealthSimple, there’s a $10 monthly fee to invest in American shares, which totals $120 a year. Given that my TFSA currently holds about $5,000, I would need a return of roughly 2.5% just to break even if I opt for the growth portfolio, which includes American companies. While this fee should ideally become negligible as I continue to average into the TFSA over time, it’s still a notable-ish consideration at the moment.

Additionally, do you believe the growth portfolio will outperform the balanced portfolio in the long term, and if so, why, considering its underperformance compared to the balanced portfolio over the last 10 years? Is the current outperformance of the balanced portfolio something you anticipated in this shorter timeframe? Given my long-term investment strategy, which portfolio would you recommend, and why? While the growth portfolio's strategy aligns more closely with my investment goals, I want to ensure it’s the right choice, especially considering the balanced portfolio's stronger performance over a similar time frame.

Thanks again for your guidance!

Q: Through the Spring and early summer, there appeared to be a lot of positive views about small caps. IJR is one of many ETFs mentioned during this period. With all the volatility and turmoil in the last few weeks, at his juncture and in the midst of the "broadening out" of the market, what is your view of small caps? Is it a sector you still see as prospectively positive? Are there other areas that you see as having more potential? Many thanks for your excellent service.

Q: Hi! Could you explain the sharp dip in price for TMDX recently?

Also, I am down almost 20% HPS.A and keep waiting for it to get better. It tries, then falls, rinse and repeat. What's going on here? Is there good reason to be patient?

Thanks so much.

Q: Good morning 5i,
Following MDI's Q1 release yesterday ,looks like the market is overreacting to the results.Looks like a value company for those with patience, looking at one to two years out.Looks like an undervalued ,value situation.What are your thoughts?
Many thanks,
Jean

Q: I did not intend to make my previous question private. You can make it public. As you have said, growth has been acquisition driven, do you think there are opportunities for this company to continue to grow by acquisition?

Q: I am wondering if Anaergia is getting past their problems,
I thought this company was finished. They have made a few positive announcements but are they meaningful? What are your thoughts is this worth buying?

Q: Wondering what your take on the quarterly reports are for these two, with one going up and the other going down after hours. Really interested on your take of ZS since it seems to have finally come down in valuation. Is this a good buying opportunity for us bargain hunters? How does its valuation stack up now against CRWD, PANW, and FTNT?

Q: You last commented on SES over 3 months ago so I wonder if you could provide an update. Most notable since then was the release of their Q2 earnings on 30 July. These were well received by the Street with the likes of Raymond James, BMO, ATB and NB all raising their price targets.

Thanks as always.

Q: Do you have any comments on ChromaDex Corp. (CDXC)? I see that Hamed Shahbazi is on the company's Nominating and Corporate Governance Committee.

Thanks

Q: What are thoughts about Therma Bright . Does this company have potential and do you have any thoughts about it management team

Q: I just finished contributing to a full position in HPS.A. I'm looking to start contributing to some of the smaller growth companies that your group recommends. I’m considering DRX, CLS, TVK, TOI and LMN. In what order would you recommend and what price to buy for the next 2-3 years.

Q: Hello 5i, Could you comment on The Enterprise Group as a company to invest in.
The share price has gone up significantly but I do not see any news as to the reason for the sharp increase in the stock Price.

Q: Dear 5i team.

Please provide your updated views on ILLM after the August 8 results. I see from recent Q+A, looks like one to throw the towel in on as prospects for recovery of SP not looking great. Is that a correct read of the current situation and near future with this co?

Many thanks for your help.

Q: Can you rank in order the top 10 small caps that you feel have the most potential over the next 6 months and provide a quick statement on why each is included?

Q: Any thoughts on the almost 10% drop in price today and do you still like this stock and would you buy it here?thank you

Q: Hi team,

What is your analysis of National Health Care (NHC-N) and Altimmune (ALT-Q) ?

Gratefully,

Jacques IDS

Q: Good morning 5i,
Regarding FLY'S 2q results yesterday, their new strategy on marketing their 5g technology and downsizing their workforce's there "hope" for this company to finally be profitable? What are the probabilities of a bigger player buying them out?
Many thanks,
Jean

Q: Hello,

Thoughts on Decisive? Buy, sell or hold?

Thanks,

Jim

Q: Good Morning teams,
Can you please give your opinion about these two companies
Thanks in advance