Investment Q&A

Q: hi 5i. I usually like to sell in times like these, to lock in the capital loss. I pair trade immediately after the sell, to stay invested, usually. the list is of my losers right now. are there any on the list you would not sell now and pair trade? and, can you provide a recommendation for each for another stock to pair trade with ( I am thinking hut8 for hive, perhaps nuvei for something? dsg for something? or maybe one name can replace 1 or more of the names. I would then most likely buy back the stocks I sold after the month of waiting is over, to lock in the losses. your thoughts/expertise is always appreciated. cheers, chris

Q: Please comments on today's earnings announcement.

Thanks

Q: Further to Neil's question on May 9, can you list some tech/growth stocks that are looking good at current prices? I would like to start nibbling away with the understanding prices could go lower but with the 30% decline in Nasdaq from high, we must be getting close to the bottom here. Thanks

Q: I would like to know your thoughts on this company. I have a small investment and wanted to add. What do the financials look like and is it over sold?

Q: for an 18 year old buying TFSA of 6 000, summer work earnings, but not needing money for a long time, probably targeting first home buy 10 + years down the road (education covered) what would you suggest if ETF, 3 suggestions please. Also, plan B, basket of 5 growth stocks, (being 18, she is interested in apple, alphabet, amazon and Microsoft)

thanks

Q: Hi, Could you please comment on SYZ earnings release. Results appeared to be decent - although market does not seem impressed ? Thanks

Q: Hi, for TFSA which would be a better long term hold in your view, this would be for a portfolio clean- up, have too many positions.
Thanks

Q: What are your thoughts on PHG, QUIS and GLXY? Would you recommend accumulating slowly and waiting patiently? Thanks.

Q: Hi, I am intrigued to watch the precipitous price decline of Topicus stock, over past several weeks. True, most high multiple Technology shares have come under tremendous selling pressure, recently. But, a general understanding had been that TOI stock is mini Constellation , of sort, with higher growth potential, but similar business model and management approach. While CSU share price has been fairly resilient during the Tech sector decline, TOI, with 55% decline from its peak, has not displayed similar attributes. Is it the current geopolitical uncertainties in Europe, which has caused this or you see some inherent issues with the company ? With $67, share price has gone in full circle back to the initial days when stock just started trading. Thank You

Q: Hi, Within less than 9 months these stocks have lost between 55 % to 90% of their value. LSPD took the hardest hit, with TOI, the least in this group. All these companies have been market darlings since their IPO's and still continue to be 5i favourites. We own all these names across all family accounts. Based on your recent comments, these stocks also have very high potential of a strong bounce back, once market sentiment towards Technology sector improves. Question: If these companies continue to execute against their respective business models, and Tech/Growth stocks slowly regain favour with investors - Based on some multiple expansion, what would be a reasonable price range expectation over 3-5 years time frame for each stock and how would you rate them, in order, as best placed or likelihood of accomplishing this. Thank You

Q: Hi Team;
Can I get your take on earnings for TTD, U, RBLX? They are all falling after hours, especially Unity. Is the long term story still in place for these names? Also what are the chances of someone like FB buying out RBLX or Unity? Or..have the US regulators made it pretty much impossible for them to buy anything remotely close to being portrayed as a "monopoly" anymore? With the massive selloffs I kind of am expecting buyouts to start happening all over the place.

Also...speculative question/ rant. This last while one of the only sectors that has been working is the oil sector. Technology has been decimated...with many best in breed names falling to as much as being worth 1/10th of the value they were at a year ago. Yet...all the media has pumped to us the last few years is that "carbon is dead", "green energy is a must". And Looking around our world today all I see is technology advancing more by the day. Last year the media would portray the view that we are in early innings of a "technology revolution" ...with major advancements happening over the next couple decades. Which..with this view is why I positioned my portfolio as such. And now its been cut in half in the last year. For a 10yr plus horizon; would you agree that technology names will recover, and surpass the overall market? And would you see the technology sector the most likely to have the strongest long term growth for the next 10,20 yrs? Or am I wrong in my long term thinking here and are we going back to nothing but pro-oil and bank names? Were technology names priced last year similar to the 2000.com bubble or is there a disconnect now? Speculative question I know. I can see with moves we are seeing in the market today, how investors get "jaded" from investing and pull out of the markets for years, or sometimes for a lifetime. It's frustrating for the average investor.

Shane.

Q: Thoughts on the Maxr quarter and would you be a buyer here?

Thx

Q: A snapshot question
After all of the drop in prices for these stocks, please rank them for long term buy and hold, beyond 10 years, according to
A. P/E or valuations
B. Safety your pick for metric
C. business model "MOAT"

THANKS
ERNIE

Q: I’m a believer in the further adoption of Fiverr’s ‘gig economy’ approach, and thus I’m wondering if you see anything to justify such a huge drawdown in today’s results? Or could this represent a good buy opportunity for a long term hold? Many thanks

Q: Could you please comment on their results and outlook?

Thanks,

Milan

Q: In December DND announced the transformative acquisition of Link for 3.2B financed with a share issuance at C$53.00 and a large debt facility. The timing could not have been worse. DND shares are now trading at $13 and tech valuations have collapsed. The original terms no longer make any sense. Do you expect the terms to be renegotiated or DND to walk from this deal?

Thanks.

Q: On the previous question about DND you answered "At 6.8x earnings, it is very cheap and we think the risks are more than priced in at this point."

I would agree but how did you come up with 6.8 x earnings? I'm not coming up with this ratio at all TTM or future. Please explain the math behind it.

Dave

Q: In your opinion which company would offer the best return over the next 5 years?

Q: Would you buy it at this level?

Thanks,
Milan

Q: In an answer today you stated '20% of biotech companies in the US now trading below cash levels'. What would be your top biotech picks and/or your top biotech ETFs to play a recovery?