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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: I currently own DSG,NVDA,SYZ,TOI AND TIXT. I am thinking of adding DCBO and wonder if there is is any overlap with the tech stocks that I already own or would be ok to add to this one as well?

Thanks
Read Answer Asked on April 21, 2023
Q: Hi 5i Team,

Lightspeed and Digital Turbine represent my biggest losers, down 60% and 70% respectively.
I am comfortable holding LSPD and APPS for a 5 year time frame but do you see some worthy growth for these two companies in that time or would you redeploy elsewhere?

Do you still believe in their growth story for the longer term?

A million thanks for all you do!

Cheers
Read Answer Asked by Wes on April 20, 2023
Q: I reserve a small portion of my portfolio for a few more speculative names and am taking a look at Fastly. It came down from very lofty levels but seems to have formed a bottom over a decent period of time and has been breaking out. Do you feel this breakout is warranted based on current fundamentals and what do you think of the company going forward? Is it worth buying at current levels?
Read Answer Asked by Nick on April 20, 2023
Q: Its pretty obvious that AI is going to be a big investment thesis this year and likely for a number of years. It looks like it will be very disruptive, which will create investment opportunities. With that will come hype and promotion of low quality companies that will get propped up in the wave of AI. Like crypto, NFT's, etc etc I think AI will probably be the next craze, and a lot of money will be made and lost. But so far the only recommendations I'm reading about are mega caps like Nvidia, Apple, GOOG which can do well but they aren't going to be multibaggers. Do you have any insight into smaller companies that may benefit most from this AI boom? Looking for game changing smaller companies that have the best chance at multibagger gains? Thx
Read Answer Asked by Adam on April 18, 2023
Q: Hello Peter et al,

From your answers your faith and belief in GOOG seems unshakeable! Would say it is worth nibbling at this price? Or is it worth buying cash covered puts and be ready if assigned? In other words, wade in gradually (DCA as per your recent editorial in CMS!) or use options strategy? If you do hazard a guess, what would be the floor for GOOG? 90$? Your crystal ball is as good as anyone's on CNBC!!

Mano.

P.S. BTW miss you at BNN! You folks may want to consider regular webinars for the subscribers with a Q&A function.
Read Answer Asked by Savalai on April 18, 2023
Q: Hello 5i!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
Read Answer Asked by Etienne on April 17, 2023
Q: Good Afternoon

I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement

Thank you
Read Answer Asked by Marty on April 17, 2023
Q: Re: Kinaxis KXS and Descartes DSG: I have owned these two Canadian tech stocks for getting onto a decade and have done well with both. My question: at their current valuations are they still a buy? KXS is up 21% this year and DSG 16%. They both have an RSI of 61, high but not crazy high. Thanks for your thoughts!
Read Answer Asked by Kim on April 17, 2023
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