Investment Q&A

Q: Hi Peter & 5i team,
Many investors consider cryptocurrency highly speculative or even risky. Recently portfolio managers are adding crypto to their holdings. What would be a good way for the retail investor to add a small percentage ( if any) to their portfolio?
Thank you for your opinions.

Q: Everyone.
My thoughts for investing: only invest in the the best of the best; hold long term and stuff will happen to test you.

As I look back on LSPD:
Should I have sold when the short report happened? No because nothing materially changed. The report was fluff and noise.
Should I have sold after the last quarter report? No because there was only a small misstep. High growth companies do have missteps.
Should I have sold when price dropped below 50 or 200 day moving average? No nothing materially changed. Apple and Amazon have dropped below both of those markers.
The only thing that has changed is the price people are willing to purchase shares.
The company strategies are still intact, but should I have sold earlier and what would be the key signal to sell?
Clayton

Q: Is this a buy right now?

Q: Which of these two companies do you prefer more at this point for growth?

Q: Can you please comment on the earnings elase today relative to the declining stock price . Seems to me their revenue is growing quicker then anticipated yet the stock price has moved in the opposite direction over the last few quarters.

Q: I have a small position in OTEX and I know they grow buy acquisition . A recent purchase of ZIXI seems to be favourable for growth. Your comments on the future of this company ?
I also own a small positions in EFX. I'm down 27%. Hold or sell ?
Also own some CVX and down 22%. I keep waiting for infrastructure to pick up and expect this stock to take off. Your comments please. Thanks.

Q: Do you have a canadian stock or ETF you can recommend that is focused on blockchain technology. Thank you for all your insight

Q: Hi, Any comments on the new initiative announced by Constellation Software, starting a Venture Capital Fund with $200 mln, to provide financing for start-up and rapidly growing vertical software businesses ? Thanks

Q: The conversion merger of Loral and Telesat has finally been completed and what is your view of the merged company.

Q: Good morning Gentlemen,
Which 1 to 3 Active or Index US ETF (to buy), you will replace ARKK if you sell it. ?
Thanks
Best Regards

Q: Do you have any insight into recent price action on Enghouse? There was a nice bump on sale speculation but since then it's not behaving well. Are you still constructive on Enghouse?
Thanks

Q: thoughts on latest quarter , please and thank you

Q: Do you think Innoviz Technologies Ltd. (INVZ on NASDAQ) is worth investing in?

Q: What is your opion of the legal case that has just started against Lightspeed? Does it have any merit?

Q: Is this a good entry point for Topicus? In light of someone's recent question on it, it's trading effectively at 14X revenue. Isn't CSU cheaper on that basis?

Q: Why the recent drop in Salesforce?

Q: Which of HUT, HIVE or GLXY would you recommend for a small speculative position? Or would you suggest a combination of HUT or HIVE plus GLXY assuming no material difference between the two bitcoin miners? Alternatively, is there a crypto ETF that you would suggest instead? Thanks.

Q: If a guy were to start pecking away at these high growth tech names either Cnd or US that have been slaughtered the last while (especially the last couple days), which ones would you be looking at for a 5-10 yr hold?

Q: I sold REAL for a tax loss, but like the company long-term. Would you buy back in after 30 days, assuming it hasn't soared? Or would you move on to another tech growth stock? I am considering AT, but wonder if you have any other recommendations? I already have full-weight positions in SYZ, TCS and ENGH.

Q: Now that LSPD has crashed through $68, do you think it could fall as low as $50? Thank you.