Investment Q&A

Q: Hi 5i team
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda

Q: CSCO's earnings misstep resulted in a 11% stock price haircut. I am a long-time holder and am contemplating adding to my position. What's your take on the recent statement and whether this is an opportunistic wise move or not.

Q: I have been in and out of CSU a few times times the years (I should not have sold). What are the major risks that could face Constellation? I am looking at a buy and hold for 10 years. Thanks

Q: What makes the management call on LMN different than management calls that didn't work out as we hoped?

Q: I am currently conducting research on Exchange Traded Funds (ETFs) and I am particularly interested in those that include Google (Alphabet Inc.), Microsoft, Apple, and Amazon.

Based on my initial research, I have identified the following ETFs:

1. **Vanguard Mega Cap Growth (MGK)**
2. **iShares Edge MSCI USA Momentum Factor (MTUM)**
3. **BetaShares NASDAQ 100 ETF**
4. **S&P North American Technology Sector Index Fund (IGM)**, **Technology Select Sector SPDR**, **PowerShares QQQ**, and **iShares Dow Jones US Technology (IYW)**
5. **Evolve FANGMA Index ETF, TECH ETF**

I would appreciate if you could provide me with more detailed information if you prefer these ETFs which one 5i would recommend, or for that matter an alternative suggestion if you have another choice.
Thanks in advance
Rick

Q: Which one would you prefer now? Kinaxis or Docebo?

Q: Finally.... 1st Analyst coverage from RBC capital Markets

" Mr. Kwan became the first analyst to initiated coverage of Lumine Group Inc. (LMN-X), giving it a “buy” rating and $28 target, and Topicus.com Inc. (TOI-X) with a “hold” rating and $99 target. "

Any comments on above ratings/reports ?

They seem to support 5i thesis on both companies.

Thank You

Q: Good Morning Peter & team,

Have $6000 to add and do not have enough exposure to chip manufacturing. Was thinking about QCOM but read a few of your comments and don't necessarily like they're dependency on cell phone. NVIDIA has had the big run up along with a few of the other popular names. Is there a late bloomer/less popular name you might recommend for a 3 - 5 year hold if not longer? Growth is the priority.

Thanks for all you do

gm

Q: With the recent report showing that retail sales seem to be slowing, how vulnerable do you feel these companies will be to downward share price pressure - and your best guesstimate as to what degree and for how long?
Many thanks.

Q: can you give me an update on how you think this microcap is doing

Q: What did you think of LTRX's recent quarterly results and guidance?

Q: I'm late to the party with TCS, CTS and SYZ. I don't own any of them and wonder if they still have "legs" or have they had their runs. Looking for other small Canadian Tech you find interesting.

Q: Just wondering why, on a record breaking up day is CSU down?


Sheldon

Q: Can you comment on Twilio's recent earnings and what you think of this stock for the long term(10 years), the market their in, insider ownership, management and big clients that they serve. Thanks.

Q: If one was to sell FTNT for a profit, can you name 5 other long-term names to replace with in the same sector as well as others and rank in terms of management and growth potential?

Q: Hi,
I own NET and I am up over 20%. Would it be a good idea to sell and buy CRWD?
Thanks. Alnoor

Q: What is your outlook for Illumin going forward, what do you think of the recent earnings. I seem to remember that you guys liked this stock before but if and when things pick up for this company will you guys like it for all the same reasons. How do they stack up against competition in the same market?Can you comment on insider ownership, any notable financial ratios (good or bad) and the overall management please. Thank you.

Q: Is the high debt load consuming this company's cash? What is the cash burn rate as you see it and what are the payments on the debt currently? Thanks.

Q: What would be a good entry point for DCBO?

Q: Your comments please regarding Altus Group Ltd.
Thanks.