Investment Q&A

Q: Would you advise against selling CTS for a "medium" sized tax-loss harvest at this time? If not, what would you recommend to proxy?

Q: I need to raise some cash in my RIF and I have narrowed my choices down to either selling META or selling TOI.
Which one would you let go and what is your reasoning.

Q: I have purchased the above US stocks in the last 6 months. AMZN is down 15%, CRWD is down 27% and LNTH is down 25%. The rest are in the green. AMZN position size is twice as large as CRWD and LNTH. I have $10,000 more to deploy. Would you do a 33% split on the 3 or what are your thoughts on this?

Thanks

Q: The board of directors is proposing to reprice 16,830,00 .36 to 1.00 options at 10 cents. Also the repricing of 9,375,000 options held by insiders appears to be at issue. Should I be concerned???? Your comments please.

Q: Hi 5I, would you switch from EGLX to EAGR for tax loss? If not for tax loss, would you keep EGLX instead ? Thanks.

Q: Good morning,

Can you tell me your opinion on MAGT. I double my money right now , should I take profit or let it run.

Thank you

Martin

Q: Other issues aside, any thoughts on this company and its prospects? Buy/sell/hold?

Q: What does the market expect next week for their quarter?

Thx

Q: me, curious about this - how would 5iR define quality technology equity stocks???.......as keen to know as this is what I intend to look for in topping up or buying new tech equity stocks ....thanks for the insights.......Tom

Q: Hi,

Can you provide general comments on D2L's latest earnings release please?
Specifically, any concerns about their 3 month and 9 month adjusted EBITDA (loss) and their updated financial outlook? Other released financial metrics appear to be positive.
Is this still a long term buy?

What is your take on Andlauer's early warning report released Dec 7, ie..."agreements to sell an aggregate of up to 1,760,000 subordinate voting shares in the capital of the Company ("Subordinate Voting Shares"), representing approximately 9.64% of the issued and outstanding Subordinate Voting Shares, for investment purposes."
Almost 10% is quite a lot of shares is it not?
Is this still a long term buy?

I don't currently own any of these shares but they are on my short term watchlist.

Cheers,
Steve

Q: Kraken Robotics has had some significant contract wins lately, including an $8 million contract with a global energy company, a $14 million contract for their undersea batteries, and today a $50 million contract with the Royal Canadian Navy. The stock has roughly doubled in the last 5 months, but is still well off its all time high. The market cap is up to about $115 million. Wondering what you think of this company as a high risk, small investment? Their Q3 showed ytd adjusted EBITDA of $4.4 million, and getting close to reaching profitability with a net loss for the quarter of $0.5 million.

Q: Screaming buy at the moment? What is not to like about this name? I see a double over the next 12-24mths. Am I missing something? Growth, balance sheet, cash flow all look great.

Q: Why down today ?

Q: I know you guys try to answer exactly the question that was asked, which is good. However, I was surprised to see BB in a recent answer to your favourite Canadian companies that offer disruptive technology (AI, quantum, other). In the past, you were always negative on BB for its poor earnings record and shrinking revenue base, etc. Are you getting more positive on BB’s growth prospects or perhaps there are not that many Canadian companies to satisfy the question? Also, what would be your top 5 U.S. disruptive names, where the pickings are a lot thicker?
Thanks
Dave

Q: Can I please have your thoughts, analysis on Descartes recently announced earnings. Do you like this company and do you see good things ahead? Any comments would be appreciated. Thank You.

Q: Good morning, Thoughts and comments on the quarter from Evertz.
Thanks
Rob

Q: Question about Veeva Systems.

From prior responses, it aligned with right now having a high valuation even after the past years negative performance. Is this a good entry point? This has been on my watchlist for years now and each time I look at it, the valuation is too expensive. But with the recent drop is this a good entry point or do you think the market is signalling that growth is slowing down?

Q: Hello dear 5i,

I have a question that may seem silly. Here it is. When you talk about Shopify, you often talk about duopoly, but I can't find with whom they are, even by searching assiduously on the net.

thanks

Q: What is your latest analysis for the prospects of this company?

Thanks

Thomas

Q: Can you please name your favourite single stocks in Canada that are in the really future-oriented disruptive tech sectors (AI, quantum, 5G, genomics, others)?