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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: Hi 5i,
I understand each investor has their own idea of risk but I would be interested in getting your thoughts. In regards to small caps stocks I believe I choose quality at an attractive price with a plan to hold forever (of course they don't always work out and I may eventually sell them). I struggle with whether to buy them in my TFSA and/or NonReg account. TFSA is great if the stock appreciates dramatically and the NonReg is great if I pick a loser and I sell it for a capital loss. Can you perhaps provide some words of wisdom how one can approach this dilemma. Thanks
Read Answer Asked by Ian on October 11, 2023
Q: Hi 5i Team - Since going public in March of this year SolarBank Corporation's stock price has risen dramatically. Do you think the fundamentals support this or has it perhaps gone too far too quickly. In other words is it best to wait for it to settle down if considering buying. Also do you have any info on insider ownership/trading. Thanks.
Read Answer Asked by Rob on October 11, 2023
Q: Hi 5i Team - Could you provide an update on Questor including your opinion on their 2nd quarter results, balance sheet, insider activity. Also could you explain the changes that have been going on recently regarding both the Board and Management. Does it have the management and cash flow/cash reserves to survive a sustained market downturn and possible recession. To me it looks like its technology is something that is very much needed in today's world.
Read Answer Asked by Rob on October 04, 2023
Q: So, after the market closed yesterday, PLC announced they were withdrawing any further involvement in the purchase of Carriage. I would have expected today to be a "down" day...due to the perception that PLC would not be "growing" as per their stated 5 year plan of growth by acquisition (my paraphrase).

However, today PLC is up 4%. Is it due to the market being relieved that PLC is better off not having to add debt to their balance sheet?

A bit confused...thanks...Steve
Read Answer Asked by Stephen on October 03, 2023
Q: Hi 5i team,

I'm interested in your thoughts on Enovix, a seemingly new technology that is moving to commercialize an improved EV battery. Less fire risk.

ALSO - a suggestion that could be highly useful to subscribers.

The 5i portfolio analytics indicates I have gaps in my sector and stock diversification. I want to easily consider 5i rated (using A+ downward) system. I currently can filter for the year of rating, and 'letter grade' rating which is helpful. It would be super helpful to also be able to filter for sector. As well, what is most relevant to me is which countries the stock revenue comes from....rather than its corporate office location. Is this possible?

As an aside - I have been working with Chat GPT a little. One example is where I uploaded a number of documents and then could interactively apply prompts/questions to the data (uploaded documents) to quickly answer important questions. Having a Chat GPT engine that includes 5i historical research would seemingly be able to cover the suggestion I noted above with little additional or ongoing maintenance. Love to get your thoughts here.

Thank you again for premium service.

Glenn Atkinson
Read Answer Asked by Glenn on October 02, 2023
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