Investment Q&A

Q: Adobe is well off its 52 week high. I am considering easing into this stock. Am I on the right track? Any comments you have on this security would be appreciated. Thank You.

Q: Morning ,

What are some ideas to invest in autonomous vehicles for the future ?

Thanks,

Greg

Q: Can I get your top picks for Small and Mid sized Canadian Growth Tech stocks for the next 12 months. Also, should we mind witch exchange these stocks are on?

Q: Hi 5i!

Which one of the above six US equities would you top to a full weighting in an RRSP at current valuations for growth over a 10 year horizon?

Thanks,
Greg.

Q: WHY NOT SELL LIGHTSPEED WHICH IS DOWN MORE THAN .20% FROM ITS HIGH? IN OTHER WORDS, WHY HOLD IT IN THE GROWTH MODEL PORTFOLIO?

Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks

Q: Has 5i heard any explanations for the 10% drop in this stock today?
Thank you. Edward

Q: Looking to lighten the load on above names. In terms of growth please rank their prospects over at least 3-year time horizon. Thanks.

Q: Greetings 5i,

AVAV has poped up and seems interesting. What does 5i think of this drone company? It produces and works on Military drones, Agriculture drones, surveillance drones, research, etc. Has had quite a run up lately.

Cheers!

Q: Your current thoughts on TER please. BUY, HOLD or SELL at the current level

Q: I have owned XIT since 2017 and use it as a proxy for my technology allocation. Based on trying to keep relatively close to my allocation targets, I have trimmed it 14 times and added it 3 times (most recently adding at $47 and $41.

It looks to my amateur eyes that we are near a reasonably strong technical support level of +/- $41, which leads me to consider topping up to my target weighting again. In January I also thought we had support at $46-47...wrong.

However, the forecasted aggressive interest rate hikes might be a headwind to each of the underlying stocks, in which case I am more than happy to sit on the cash to see what happens with the next rate increase or two.

So, it really comes down to SHOP, CSU, GIB.A, OTEX (over 74% of XIT). When you look at each individually, and then in aggregate, what does your crystal ball say for adding at this time? I suspect your answer would include...if it is an asset allocation question, just add/sell now.

Your thoughts? Thanks...Steve

Q: Your opinion on PLTR. Buy,hold or sell? Thank you. Fooklin

Q: if the electrical grids have to be beefed up to accommodate charging many more EVs , what infrastructure electrical companies { power lines & transformers }and parts suppliers{ charging stations } that are publicly traded ,could be considered a wise investment with lots of future upside ?

Q: I had planned on removing both of these stocks after 5i discontinued them. Unfortunately, I waited too long on and am now down 75% on REAL and 10% on GUD. I heard a speaker on BNN Bloomberg recently say that it is too late to sell stocks that declined since the fall 2021. My question is - should I continue to hold these stocks if I don't plan to use the cash from their sale to purchase anything new (they will stay in cash)? Is there any hope that they can improve?
thanks as always for your help

Q: Topicus has a press release revealing they are going to buy a tech firm that creates vertical market software for numerous markets in Poland. I’ve converted the $ to USD because I don’t understand the currency:

Offer price: $61 million
Annual revenue: $38 million
P/S multiple: 1.6X
Free cash flow per annum: $5.5 million

1) What do you think of the deal?
2) Did Constellation Software ever buy a public company? If so, when and what was the name or names?

Thanks for the great service.

Q: another micro cap, art, what ur thoughts on this co in light of their reported earnings

Q: May I have your thoughts on JBL

Q: Is this company a buy at this levels ? Would you accumulate shares or buy a full position ? What would be a full position for this stock?
Regards
Miroslaw

Q: i know this is micro cap but just wanted to get ur opinion on the nature of this company

Q: Hello,

Can you please provide your highest conviction names in the US and Canada?

Thanks!