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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 Team Could you tell me what is driving Meta? I have a small position in it and was planning on trading it for MSFT but it seems to be performing better recently. Do you think the trade is a good move or should I hang on to META.
TIA
Read Answer Asked by Gary on January 11, 2024
Q: In my mind, AI was a threat to DUOL since I thought it would lower the bar considerably for people to use the open source to create a language conversion program. But I've seen many like 5i and other growth investors really like their runway. It's there any merit to my concern, or is AI in fact increasing their moat or enhancing their first-mover advantage?
Read Answer Asked by Kel on January 10, 2024
Q: Given that you chose 4 Canadian companies in response to my earlier question, as a follow up question, would you kindly pick 4 US stocks that you believe could increase in value by 1000% over the next 10 years. Each must have a current market cap of at least $750M. Please provide a short reason for selecting each stock. Thank you.
Read Answer Asked by Richard on January 10, 2024
Q: Overall, I prefer small and mid-cap Canadian stocks for growth and accept the risk that goes with this. Currently, I do not have anything in the tech space and would appreciate if you would suggest a few names.

Thank you,
John
Read Answer Asked by John on January 09, 2024
Q: Is it too late to buy an artificial intelligence ETF? Considering one of AIQ, BOTZ or THINQ. Which would you chose and why? If you prefer another ETF or individual company, please provide your recommendation. Thank you for your great service.

Stella
Read Answer Asked by Stella on January 09, 2024
Q: hi, would you consider these more on the risky side, or just smaller cap? I read Hammond EPS around 15 which seems fine to me. I can't find an EPS on LMN?
is this a decent entry point for each? if not, what price would be a more reasonable entry point?
cheers, Chris
Read Answer Asked by chris on January 09, 2024
Q: Hi, Can you suggest some chip equipment makers and your thoughts on them.

Cheers, Chris

All the best for the new year to staff and members
Read Answer Asked by Christopher on January 09, 2024
Q: I’ve held VEEV and OKTA for a few years in a registered account but they have become a relatively small holdings. Are either of these worth adding to in order to increase their portfolio weighting, letting them ride for a while longer or perhaps selling one or both and consolidating the proceeds into something else. I’m a buy and hold type so don’t mind holding either of them but wondering about the opportunity cost of doing so.
Read Answer Asked by Todd on January 08, 2024
Q: Hi, I own a bit of Lumine at a fantastic average cost. It obviously has had a run and is settling down in 2024. I have some extra cash now because of a fresh TFSA year. Would you be a buyer of LMN right now on the pullback? This would make my ACB jump quite a bit, so curious. Would you wait a bit to let is drop a few bucks more? Thanks for your great work.
Read Answer Asked by Kenneth on January 08, 2024
Q: I received shares of lumine but i have been rather lax regarding them, since i already had a lot of csu and toi. But, tou mentionning it the past few days has piqued my interest. So, i have a couple of questions. My account indicates that I have about a million and a half percent profit! That can’t be right. Is there something that i don’t know happening here?
Thanks for yourexcellent business, as usual
Read Answer Asked by joseph on January 08, 2024
Q: With the potential Bit Coin Spot ETF ruling on January 10th from the SEC being a positive one for BlackRock, Vanguard, Fidelity, Ark and other Investment Companies, does it make sense (and dollars) to take a nibble on HIVE or MARA (knowing there would be a 30% currency hit in the case of Mara)? I realize things will be very volatile so just a small position to start. Thanks, Lesley
Read Answer Asked by Lesley on January 08, 2024
Q: Hello, I have the following in my TFSA: GIB.A, OTEX, NVEI, KXS, DSG, DOL, NXR.UN, with more or less the same weight. I am under water with NVEI, KXS, NXR.UN. Should I just sell OTEX, DSG and GIB.A and buy XIT instead and wait for NVEI and KXS to break even before selling them and buy XIT? I know XIT has 50% in SHOP and CSU and 5i likes CSU very much. I am less sure about SHOP. What is your opinion of SHOP for a long term hold? I did not fully understand their recent change of strategy. FYI, I have US tech names in a cash account, that’s why I am looking at CDN names in my TFSA. Thanks.
Read Answer Asked by Martin on January 08, 2024
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