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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: I want to thank all of you at 5i for this excellent service that you provide. This question is concerning the takeover offer put up by applovin. Is this a low ball bid? Is it a possibility that another company might give it some loving and bid on it as well (bidding war)? I’m under water so I’m just contemplating when to crystallize the loss. Please deduct as many credits as required.
Read Answer Asked by Mark on August 10, 2022
Q: Assuming we are due for a rebound, can you provide your top 5 Canadian and top 5 US growth stocks that you would be buying today for a 3 year hold. Any commentary would be helpful.

Thanks for all your great advice.
Read Answer Asked by Geoffrey on August 09, 2022
Q: Sangoma is an interesting case. Undertook a huge acquisition, with revenues massively increasing. Operating costs increased massively however, resulting in larger net earnings losses compared to before the acquisition. My questions:
1) was the acquisition wise in retrospect?
2) how easy is it to get out of this pickle of larger losses?
3) is this an example of management getting compensation for the large acquisition, but not an apparent benefit to shareholders?
4) is Sangoma a good five year hold here, or what would you look for in its earnings to make it a good investment?
Thx
Read Answer Asked by Michael on August 09, 2022
Q: With the share price depressed, I would imagine management would not want to issue equity for acquisitions as it would be too dilutive. In light of this, does Converge have enough cash flow to hit the 5 billion run rate in revenue for 2025? Or are acquisitions going to be largely debt financed? If debt financed, do they earn enough on these to overcome high interest rates and cost of capital? Thanks.
Read Answer Asked by Michael on August 09, 2022
Q: Greetings 5i,

What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?

Cheers!
Read Answer Asked by Duane on August 08, 2022
Q: Please give me 3 or 4 Canadian and US larger growthy stocks { ie safer } with good valuations to sweeten a diversified ETF portfolio return. Thank you
Read Answer Asked by Richard on August 05, 2022
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