Investment Q&A

Q: Hello 5i
Please comment on Upstarts latest quarter and their prospects going forward.
Thank you
Dave

Q: Hello 5i,
Please comment on the growth prospects for SQ FOUR NVEI LSPD and rank 1-4 as far as your preference.
Thank you
Dave

Q: Can you comment on the latest news update on NUVEI? Would you consider it a BUY at the 91/3% decrease drop at the open?
Thank you

09:56 AM EDT, 03/18/2021 (MT Newswires) -- Nuvei Corporation (NVEI.TO, NVEI-U.TO), a global payment technology partner for brands, was at last look down 9% after it announced that funds managed by "Selling Shareholders", and the company had entered into an agreement with some big banking institutions to complete a secondary offering on a bought deal basis. Under the agreement, the underwriters have agreed to purchase 8.2 million subordinate voting shares of the company at a purchase price of US$60.22 per subordinate voting share for total gross proceeds to the Selling Shareholders of near US$494 million. Fayer Holdco will also be donating 600,000 subordinate voting shares to a charitable foundation.

Q: Good morning,

Could you please suggest a couple ideas for tech and health care exposure within a TFSA. I hear there are advantages/disadvantages of different type of ETFs.
Thanks

Q: Reviewing the Q release, are you more or less confident as a growth investor in this? Could you highlight what specific items in the Q are significant?
Thanks

Q: I have a capital loss in KXS that I would like to take advantage of. What Canadian technology stocks would be a good proxy for this?

Thanks
Stew

Q: Hello,
Can I get your take on Nuvei Corporation. Is it a buy?
Thank-you.
Antonio

Q: Hi 5i team,

I have a 3% position in DOCU in my RRSP and I'm thinking switching to ADBE as its price seems attractive. I would like to have your opinion here.

Thanks
Matt

Q: I can't find when the NUVEI shares' lockup ends. Could you provide the date pls and how many shares are locked up? Would you be wary of it?
Also, I can see NVEI and NVEI.U ticker symbols. Does that mean I can buy in $CAN NVEI and get $US by selling the same shares as NVEI.U?

Q: What are your thoughts on this company? I have a small position in this company that I want to either double up or sell.

Q: MXIM Your all around thoughts for the markets they cater to, competition, revenues, earnings, insiders, debt, cash flow, valuation etc... and your thoughts as a buy today.

Thanks

Q: My son hold these tech stocks and really need to start to invest in US tech stocks as all his holdings are in Canada. He would need to sell some of these holdings to get cash so he could convert to US dollars and then buy 2 US stocks. Which stocks would you sell first and can you provide 2 US that are similar to the stocks that he would sell. He has a RRSP account so no capital gains to worry about. He has 20 years before needing to withdraw.
Thanks

Q: I have done well with Roku but I'm considering allocating elsewhere before my gains evaporate. What are the prospects for this company in the next 12-18 months?

Q: Hello Peter,
I am thinking of taking a speculative position and would like to choose between the two, unless you suggest another one that you would prefer in the EV batteries domain.
Regards
Rajiv

Q: Everyone seems to hate the technicals on semi charts. Cramer thinks they are expensive. I look at both Broadcom and Qualcomm and think they are cheap on a forward PE basis. Yes there are short term supply issues. But double digit growth and these companies with forward PE in the teens. How are these companies not a table pounding buy for dividend growth?

Q: I only have a few small holdings in the tech section of my portfolio and would like to have your advice whether I should
A. Invest in the following companies: PLUG DSG ABCT CTS or
B. Just buy a combination of XIT and TEC.
Best regards Steve

Q: Hi,
TDOC has taken quite a beating recently and the stock was down ~40% off its high. Do you think the selling overdone and is it a good time to start a position?

Thanks

Q: Can you comment on the earnings report, its prospects moving forward, and if anything positive or negative that stood out during the conference call (if you listened).

Thanks for everything you and your team do!

Q: Did otex pay 210% of its profit as dividends last year? Is there growth projected this year? If already owned, would you hold or sell?

Q: Hi, I am a holder and have had the recent pleasure of walking through the Sangoma Proxy materials and have read more about the deal with StarBlue and I'm wondering your thoughts of the transaction, specifically around the details that the StarBlue CEO will be THE major holder of Sangoma (25%). I understand that Sangoma is using their much better capital position to expand and magically double their revenue and garner much more SaaS ARR, however, it feels like the StarBlue organization was far less diligent in their balance sheet management and overall operations. Do you feel the Sangoma management will actually be able to exert their clearly quite strong operational 'chops' on StarBlue? It sort of feels like a reverse buy; As in, StarBlue convinced Sangoma to 'buy' them and thus give them capital, but the actual ownership is with StarBlue.