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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: Good morning. What would you recommend for an investment Canadian and US data analytics company or space? Thanks again.
Read Answer Asked by Danny-boy on June 10, 2022
Q: Hi Gang,
Wondering your thoughts on DocuSign earnings out today. I didn't think so awful, all though I do think the market wants to see actual profitablity now and docu did not deliver..again...is that your read?
Is the 20 percent off today a hint to buy or would you wait to see if future earnings reports turn around? They are cash flow positive which is a plus.
Thanks

Allan
Read Answer Asked by Allan on June 10, 2022
Q: Hi Peter and team.
Significant losses in all of these over last 3-6 months. Would you bail out on any of them and what could I reinvest in 3 CDN and 3 US that have been similarly beaten down but have a better growth outlook ?
Personal account with a fair balance of 40% US securities currently.
Thanks for all the advice
Peter
Read Answer Asked by Linda on June 09, 2022
Q: Hi Peter/Ryan I don't have large American companies such as MSFT, GOOG AAPL or AMZN in either my RRSP or TFSA is there any benefit to having some in a RRSP or TFSA? Which of these or other suggestion would you recommend for either. Thanks Nick
Read Answer Asked by Nick on June 09, 2022
Q: There are several opinions and blurbs in the media (Barrons, WSJ, CNBC, Bloomberg, and the London Financial Times) that opine on, or point to the probability of, semis having been over-ordered by OEMs in the last couple of quarters. The thinking, if I have understood correctly, is that the revenues of semi conductor companies (designers and foundries alike) will rapidly slide down for the next 9 to 12 months.

What is your own view on this? Would the above— if true— not be priced into stock values already? I am overweight in semis but am reluctant to trim in down markets. Nevertheless I would definitely do so right away if you believe it more prudent to trim (even in taxable accounts).

Read Answer Asked by Adam on June 09, 2022
Q: I'm down >50% on LMND in my TFSA account, and while the loss itself doesn't alarm me, I'm doubting the future potential of their business model - especially with rising rates. I'm considering selling this position and re-investing into another company that I'm also down significantly on (RDFN) but that I have higher conviction in. Would love to hear your thoughts? Thank you.
Read Answer Asked by Anthony on June 08, 2022
Q: leon drysidal and shop and toi have anything in common a little underated?
Read Answer Asked by cliff on June 08, 2022
Q: I have 1400 BMO shares in Rrsp, I want to sell them and buy tech stocks, looks like tech stocks are hit bottom, this is the list that I want to buy Lspd, Nvei, Toi, shop, Cts, Eglx, At , Goog, Amzn, Upst and Apps, your thoughts please, thanks always.
Read Answer Asked by Hue on June 07, 2022
Q: I am currently down significantly on this company. I have a long term investment profile, and don't need the money anytime soon. However, I have noticed in your recent responses on this question you no longer add your disclaimer that 5i staff has a financial interest in it. Have you given up on this company? Is it time to put the remaining capital to work elsewhere, if so what are your current top recommendations as oversold. Thanks
Read Answer Asked by Dan on June 06, 2022
Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.
Read Answer Asked by Michael on June 03, 2022
Q: Hi Team,

Have the fundamentals of these guys really changed that much?

It seems to me the biggest change is the fear or delinquencies?

Do you see decent chance of pretty good gains 3 years from now or is bankruptcy a real possibility? I have read speculation that banks may cut them off if they see a rise in charge-offs
Read Answer Asked by David on June 03, 2022
Q: Bought shortly after announcement of split resulting in current loss. Splitting at 20 to 1 on Jun 3.Thinking of adding tomorrow or should I wait after split.Note that Amzn along with Goog & Msft are u top US stocks today. Txs for u usual great services & views. As a aside a few days ago I asked Tara of Market Call to invite Peter and Ryan as her guests
Read Answer Asked by Peter on June 02, 2022
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