Investment Q&A

Q: Hi, there is a lot of love for TDOC and it has grown quickly. I used to own it but sold, and am revisiting and researching the name. The main concern I have is reports that whales like Amazon and Wallmart, etc. are moving into the area of digital health. Amazon Care in particular, while currently a pilot project in Washington for Amazon employees, could expand if they see potential. Since TDOC is at a very high multiple to sales, I question the risk/reward here, can you please comment on your perspective? Would this risk also apply to WELL, which I own?

Q: Ithoughts on demo day , thanks

Q: Can you please comment on this company and it's outlook given the recent acquisition.

Thank you

Q: Hi,
I realize pre-IPO questions are challenging to answer but here goes. I've been reading about Telesat's plans to go public on the NASDAQ later this year "looking to raise new capital for its ambitious multibillion-dollar plan to launch hundreds of low-Earth orbit satellites." They will be used to provide high speed internet. This will put it in direct competition with Elon Musk's Starlink and Jeff Bezo's Kuiper Project, reportedly at half the cost (~$5B vs. ~$10B each for the others). Do you have any very early comments on the opportunity?
Thank you, Michael

Q: Your opinion on Zoom today would be appreciated.
Where do you think the company will be in 3-5 years?
Thank you.

Q: Any hope for ClS Buy or sell

Q: Looks like MTRX (Loop) is getting involved with LSPD (Lightspeed). This should give them a big boost. I am wondering about your thoughts o. MRTX
Thanks James

Q: Hi 5i team,
I have XBC in my TFSA with a 50% loss. As you mentioned before, it probably will take about a year for the company to prove itself. There won’t be much upside for this stock in the near future. In order to put the money to better use, I’m going to sell XBC now and use the proceeds to purchase another company hopefully at the cusp of positive move. I’m thinking of ATA / EGLX / MCR from the Growth Portfolio. I’m looking for high revenue growth and strong cash flow. Which of these do you think have the most upside potential in the next 12 months and why or would you suggest another name? Thanks.

Q: I'm looking at the rebound in these tech and consumer discretionary stocks and wondering whether you have a preference for some of these companies over others. Could you please rank your favourites based on risk/reward to buy now, and would you recommend trading any to exchange for others? I have holdings in most.

Thanks for your thoughtful review.

Q: Would you buy this company today and why or why not?

Q: C3ai is now dropped 65% from it high, yet it appears to have a viable business. May I have your analysis of this company as a possible investment?
With appreciation,
Ed

Q: Would you say TOI was a mini European CSU or something else?

Q: Does CSU maintain an economic interest in Topicus? Based on my review of the final long form prospectus for Topicus and insider reporting it looks like CSU holds voting control and a significant number of pref shares in Topicus. What I'm trying to confirm is whether I need to buy Topicus to obtain exposure to its growth or whether as a CSU holder I will already have some exposure.

Q: Hello to all of you

MDF Commerce announced another bought deal on February 23 at 14.50 per share, the deal is now closed, what do you think about it?

I have had a fairly large position in this company for the past 5 years and am in a slight loss right now, I am wondering if I should continue to be patient with it, I saw in other questions and answers that you didn't like this company that much. I am a new trial member and I have to say I really like what I find with you.

Thank you very much.

Forgive me if my English is poor.

Carl from Québec

Q: Hello,

I sold my shares in Alphabet a few months back (which I now regret!) and have some U.S. cash sitting in my RRSP account. I have purchased SBUX and MSFT but want to add some U.S. holdings. I am near retirement, however have a DB pension plan so I can tolerate average to above average risk. I would appreciate your suggestions.

Thank you!

Q: Wondering if for maximum growth, should I continue to own NVDA or switch to GOOG. Own in TFSA and enjoy some high risk since the low risk income stocks are in cash account. Thanks so much.

Q: Can you please give me your thoughts on what stocks or ETF's you like in the semiconductor space? Thanks

Q: I have held CVS for approx. 6 months and virtually it is flat. There have been many recommendations from the street however I have 22,000.00 which seems to be dead money. Should I sell and buy some tech stock like Oracle or Taiwan semiconductor. Do you have a suggestion other than these 2?
Cheers, Doug

Q: This stock has quite a run up do u know the cause of run up? Wondering if I should continue to hold since I am up significantly on the position. Thanks Clare

Q: I hold below 13 technology stocks - it is about 30% of my portfolio. My target is to reduce it to 20% If I need to sell or reduce which one would you recommend to sell and in what order. Are all 13 stocks consider as technology.

Currently - MiTK, CRM & PLTR in a loss. Rest everyone is in profit. No concern about capital gain or loss.

Nuvei Corporation Subordinate Voting Shares NVEI (1.31%)
CONSTELLATION SOFTWARE INC CSU (2.64%)
Topicus.Com Inc TOI (0.55%)
Fastly Inc. Class A FSLY (1.42%)
BlackLine Inc BL (3.49%)
Lightspeed POS Inc. Subordinate Voting Shares LSPD (5%)
Mitek Systems Inc MITK (1.52%)
Square SQ (2.42%)
Dye & Durham Limited DND (3.32%)
Salesforce CRM (2.22%)
Telos Corp TLS (1.72%)
PALANTIR TECHS INC CL-A PLTR (2.73%)
DESCARTES SYSTEMS GROUP DSG (3.57%)

ProShares Online Retail Index ETF - ONLN (3.89%) - Is this consider as technology or Consumer Cyclical.

Thanks for the great service.