Q: Good morning - why the drop in CRWD? I actually got out last week at $265, took a gain, and then when it continued upward, I regretted my move - but not today! Is it a day to get back in, or is there negative news?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Thoughts on REAX? Are they doing anything that differentiates them from any other real estate company? They seem to be growing at a fast rate.
Thanks
Thanks
Q: Do you have any recommendations for 3D printing manufacturers. It looks like there could be some consolidation.
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
Q: Although it is a US equity, it is mentioned here often enough that perhaps you will answer a question about it. APPS has received many favourable comments from 5I; can you explain why you like it? It recently has a noticeable reduction in share price.....is this a buying opportunity or a change in momentum? In a growth oriented TFSA, I am thinking of trimming some NVDA, CRWD, and AMZN to create some funds to purchase a small position in APPS. Those 3 have grown but are not (yet) too high of a weight , this would be to try to boost results. Is it a move you would make, or would you just stay the course? Many thanks for your excellent service.
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Cloudflare Inc. Class A (NET)
- Celsius Holdings Inc. (CELH)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
- Magnet Forensics Inc. Subordinate voting shares (MAGT)
- Nuvei Corporation (NVEI)
Q: NVEI, MAGT, and UPST have come down drastically since their highs a short time ago. Is this another AT because unfortunately I bought it at $22. I am concerned that these three seem to be doing the same thing.
While I have seen some of my picks recommended by 5i go up drastically of late - NVDA, AFRM CELH, NET and GOOGLE, I would appreciate your thoughts on the ones above-noted going down. Thanks again,
While I have seen some of my picks recommended by 5i go up drastically of late - NVDA, AFRM CELH, NET and GOOGLE, I would appreciate your thoughts on the ones above-noted going down. Thanks again,
Q: Can you provide your thoughts on MRAM? It looks to be in a position to capitalize on a disruptive computer memory technology that few others have invested in, and is newly profitable. It also ran up 63% on Friday on volume more than 6x its public float.
Q: Hi,
Could I have your top three picks for Technology in the US as I'm low on Tech and US exposure.
Thanks,
Could I have your top three picks for Technology in the US as I'm low on Tech and US exposure.
Thanks,
Q: Hi, What is your take on this company? I understand that it went public.
- Hut 8 Corp. (HUT)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi Peter,
In response to Robert’s question of Nov 10 regarding your thoughts on what folks will wish they had done before interest rates start going back up, you said “…we would reduce very expensive growth stock exposure…”
My 24 year-old has a concentrated, strongly growth-oriented TFSA (at least 10+ yr investment horizon). He’s comfortable in holding higher weightings and “letting the winners run” of those companies that seem to have “staying power”, recognizing that there will be inevitable periods of under performance in their stock performance from time to time (LSPD, for example) but that over the “long-term” they should produce attractive returns. The growth stocks that have done well for him so far include:
GSY (+434% return/16% portfolio weighting)
LSPD (+432%/9%)
KXS (+161%/15%)
TOI (+42%/12%)
HUT (+103%/6%)
He also has the following growth stocks that (so far) have been less than stellar:
AT (-39% return/4% portfolio weighting)
MAGT (-29%/3%)
NVEI (-10%/4%)
WELL (-1%/7%)
Which of the above would you consider “very expensive” and reduce exposure to, regardless of current weightings? In general, aside from personal risk tolerance/comfort levels, how do you determine by how much or to what level, you would reduce “very expensive” holdings to versus simply “letting the winners run” over the long-term? Which of the above stocks that are currently in the red would you reduce exposure to given this is a TFSA (no tax loss benefit if selling for possible later buy-back) - rather than riding out (potential opportunity cost) what is hopefully just the volatility inherent in growth stocks and a period of under-performance (of indeterminate length, admittedly) - assuming no changes in the investment thesis and fundamentals of these companies and the long-term investment horizon.
Thanks, as always, for your insightful help.
In response to Robert’s question of Nov 10 regarding your thoughts on what folks will wish they had done before interest rates start going back up, you said “…we would reduce very expensive growth stock exposure…”
My 24 year-old has a concentrated, strongly growth-oriented TFSA (at least 10+ yr investment horizon). He’s comfortable in holding higher weightings and “letting the winners run” of those companies that seem to have “staying power”, recognizing that there will be inevitable periods of under performance in their stock performance from time to time (LSPD, for example) but that over the “long-term” they should produce attractive returns. The growth stocks that have done well for him so far include:
GSY (+434% return/16% portfolio weighting)
LSPD (+432%/9%)
KXS (+161%/15%)
TOI (+42%/12%)
HUT (+103%/6%)
He also has the following growth stocks that (so far) have been less than stellar:
AT (-39% return/4% portfolio weighting)
MAGT (-29%/3%)
NVEI (-10%/4%)
WELL (-1%/7%)
Which of the above would you consider “very expensive” and reduce exposure to, regardless of current weightings? In general, aside from personal risk tolerance/comfort levels, how do you determine by how much or to what level, you would reduce “very expensive” holdings to versus simply “letting the winners run” over the long-term? Which of the above stocks that are currently in the red would you reduce exposure to given this is a TFSA (no tax loss benefit if selling for possible later buy-back) - rather than riding out (potential opportunity cost) what is hopefully just the volatility inherent in growth stocks and a period of under-performance (of indeterminate length, admittedly) - assuming no changes in the investment thesis and fundamentals of these companies and the long-term investment horizon.
Thanks, as always, for your insightful help.
Q: This company has not yet gone to market; but, will in the next few months apparently? I believe it is a USA company - maybe Canadian doing business in USA/Canada? DKAM is very high on it and provided capital and will buy when stock issued. DKAM is a highly regarded Canadian firm.
Q: I have been holding EGLX for quite some time. I view it as a long term hold while it establishes itself in the marketplace. I am concerned about the expenses though, in particular Share Based Compensation. To me, for a growing company this is too high relative to its Gross Profit. What is your opinion on this?
Secondly it has a lot of volatility which makes me think it is being day traded. Any thoughts on this?
Thank you.
Secondly it has a lot of volatility which makes me think it is being day traded. Any thoughts on this?
Thank you.
Q: Which stock AT or APPS has more potential upside from current levels?
Thank you for your service!
Thank you for your service!
Q: Hello Peter, Ryan and teammate
Could you please give the opinions on INFA? Is it good for a long-term growth? What is your risk assessment of it? Is it the time to buy or wait a while? Your opinions are always appreciated.
Jim Nov. 11, 2021
Could you please give the opinions on INFA? Is it good for a long-term growth? What is your risk assessment of it? Is it the time to buy or wait a while? Your opinions are always appreciated.
Jim Nov. 11, 2021
Q: Would you add to an existing small position based on the last Q results and the forecast?
Q: Good Morning Peter & Team,
I have noticed lots of 5i Q & A re miners, ETFs and other related companies (VB as an example) and investing in Crypto. I have also noticed more and more discussions taking place regarding portfolio managers starting to take more notice of Crypto Currency and, that it could eventually be a part of every Managers Portfolio in the coming years. Even going as far as to say it could act quite well as a hedge similar to how gold performs during a market down turn.
My question... Has 5i ever or, are you presently in the process of discussing Crypto Currencies and/or related companies (such as VB) with the intent of adding it to the 5i Growth Portfolio? Or are you still thinking this direction far to risky? Do you think there is any foundation in people taking about every Portfolio Manager eventually making Bitcoin (or the like) a part of their portfolios?
Thanks for all you do
gm
I have noticed lots of 5i Q & A re miners, ETFs and other related companies (VB as an example) and investing in Crypto. I have also noticed more and more discussions taking place regarding portfolio managers starting to take more notice of Crypto Currency and, that it could eventually be a part of every Managers Portfolio in the coming years. Even going as far as to say it could act quite well as a hedge similar to how gold performs during a market down turn.
My question... Has 5i ever or, are you presently in the process of discussing Crypto Currencies and/or related companies (such as VB) with the intent of adding it to the 5i Growth Portfolio? Or are you still thinking this direction far to risky? Do you think there is any foundation in people taking about every Portfolio Manager eventually making Bitcoin (or the like) a part of their portfolios?
Thanks for all you do
gm
Q: SHOP is up 8% today.
Anything going on with SHOP that we don't know about?
Thanks
Anything going on with SHOP that we don't know about?
Thanks
Q: Your general impression of this company. With all the publicity surrounding ransomware it is a sector I wish to be exposed to. Thanks.
- NVIDIA Corporation (NVDA)
- Roku Inc. (ROKU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: HI,
I am considering selling what is left of My ROKU & LSPD holdings to buy NVDA with the proceeds. ROKU & LSPD are each just less than 1 % of my stock portfolio). Do you think this would be a reasonable trade ?
I am considering selling what is left of My ROKU & LSPD holdings to buy NVDA with the proceeds. ROKU & LSPD are each just less than 1 % of my stock portfolio). Do you think this would be a reasonable trade ?
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Unity Software Inc. (U)
- Roblox Corporation Class A (RBLX)
- Roundhill Ball Metaverse ETF (METV)
Q: Could you please give us your opinion of this ETF. It would seem to be a good choice for some exposure to the" Metaverse".
Q: I read your answers to questions every day. I know you really like NVDA. I know they make great chips which are used in many things such as autos, computers (so many variations), games, etc etc. It is unbelievable what they are doing in so many areas. My question is how can they possibly keep up with chip production? Isn’t that the bottleneck on growth?
Thanks again. Dan
Thanks again. Dan