Investment Q&A

Q: I remember years ago, 5i/Peter had mentioned to watch out for companies that initiate dividends and might support a buy thesis.

The reason (if I remember correctly) is that

1) this likely signals that the board thinks that the company has now reached some level of stability that they can afford to pay out a regular dividend instead of plowing it back to other ways to allocate capital

2) likely means that the board is shareholder friendly to some degree or thinking on behalf of shareholder by returning some cash flow to them.

With that said, is Micron Tech (which initiated their first dividend this past quarter) a company to look out for?

Q: Hello!

What are your thoughts on this company? Looks oversold at this point.

Thanks in advance!

Q: Good morning 5i team!

What is your near term outlook for MITK?

Is there specific news, or activity(chatter...rumours...?) to account for recent downside volatility?

What is your medium to long term outlook for this stock price taking into consideration any recent news or anticipated developments?

If I were to decide to sell to harvest a capital loss, which stocks would you consider comparable substitute in this sector for a pair trade?

Thanks for your assistance.

SGR

Q: What do you think of these semiconductor equipment suppliers? Thinking of adding them to my TFSA. They haven't done anything for last 3 months but sales and profits have been growing nicely. Reasonable PEs and HIMX has a dividend. Thanks

Ross

Q: Good morning,
I'm looking at adding a QQQ equivalent component two my Cdn$ Non Registered portfolio.

HXQ and XQQ are among the ETFs currently under consideration.

Q1. At this point in time, would you recommend a hedged or unhedged Canadian version of QQQ?

Q2. Not limiting yourself to HXQ and XQQ, what would be your recommendation for a Canadian QQQ equivalent?

Thank you

Francesco

Q: Hi,

Do you know what decisions were made at yesterday's special sharholders meeting regarding share consolidation ? Also has anything else come up that would be worth mentioning and do you still consider the stock to be undervalued ?

Thanks

Q: This news release yesterday.
What does it clarify?

Q: Good Morning,

Considering the rapid share price appreciation in both of these stocks, which one would you consider the better choice for a purchase today for a three year hold? Thanks.

Q: My hold the following Canadian tech stocks: CSU, KXS, LSPD, ENGH, SHOP, and TOI. Based on your continued support of NVEI and DSG, I would like to add them as well. However, I would like to ensure diversification and so wish to avoid companies that are similar to those which I already own. So my question is, would owning these 8 companies provide me with a diverse mix of Canadian tech stocks?

Q: I know you have spoken highly of this stock in the past. Looks like it has dropped app $20 in last 5 days but it is still up almost 50% Jan 1 so it is still pricey. Is this a buying opportunity or should we still wait for a better price.

Q: NVEI is down around 14% over the past week or so on good news but up ~100% YTD. Is there anything to be concerned about?

Q: with wimi, reporting such good numbers today, what r ur opinion on art going foward as they both seems to b in the same space,

Q: New IPO - D2L coming out next month. Your opinion ? Better than DCBO ? Thanks

Q: Hi 5i Team,

I have approx. $100k USD of capital to deploy to a portfolio with a 3 to 5 year hold outlook with a focus on High Growth. Comfortable with higher risk.

I’d like to have meaningful position sizing so want to limit the # of stocks to 4.

The pool I am considering is COIN, SI, ROKU, NVDA, SHOP, AFRM, SQ, CRWD, and ZM.

My inclination so far is to go:
45% - NVDA – This just seemed like a must own to me. Semiconductor exposure in a supply-short environment along with the multitude of other things they support – AI, Gaming, Genomic sequencing etc. Hard to see how they won’t be over a trillion dollar market cap especially if the ARM acquisition is go (Risk factor).

25% - AFRM – BNPL adoption in North America is far behind that of Europe/APAC and I like AFRMs positioning as a consumer first proposition with transparency and AI with strong partnerships with AMZN, AAPL Canada and SHOP.

20% - COIN – Continued adoption of Crypto. Would use this as a proxy instead of going with ETFs/Fund exposure

15% - CRWD (Valuation risk so smallest position, but cybersecurity industry hasn’t matured yet with lots of runway remaining for a stock with strong MOAT)

I decided against SHOP due to how much growth they've already seen and potential impact on consumer spend from an inflationary environment.

Could you comment your thoughts / advice on the above? Any stocks that you would switch out or position sizing you’d recommend to reconsider?

Q: your thought on this company, nxo, its up almost 200% in the last couple of weeks, also ntar, with the lockdown just about lifted, how do u c this one going foward,

Q: I would like to get your thoughts on TOST first day of trading and if all the interest bodes well for LSPD. What exactly does TOST have to offer that LSPD can’t?
Thanks

Q: I have a full position in DUO with a 50% gain. What do you think about selling the position and replacing it with NVEI?

Q: Do you have any idea why NVEI is dropping so much today? Has anything changed?

Q: Hi ,
I find that he market cap of this company differs at the same point in time, depending on where you looking. This should not be the case, would you agree?

Could you please clarify that for me and would you consider this stock a good buy/ hold for the next 3 to 5 years out? High risk is not a problem.

Thanks

Q: I've been in Topicus since $60 so now it's a relatively large position in my TFSA. What do you feel would be an appropriate weighting for such a growth account? Thanks...