Investment Q&A

Q: Hello Team,
Could you give me your opinion on this company and is it a buy at this time.
Thank You,
Barry

Q: Lots of negative news regarding Roku lately. Has your opinion on changed? Do you see increased competition as a major hurdle moving forward?
Thank you

Q: Roku is down around 20% today, what do you make of this. A buying opportunity??

Q: What would 5i's top 3 ways to invest in the coming 5G in Canada and the US - thank you.

Q: Can I have your opinion on the poor performance of PAT lately and do you think it is being set up for a take over by one of its partners. Thanks

Q: Buying opportunity for Baylin today? Thanks.

Q: If i was looking for a company with 'picks and shovels ' exposure to the chip space, would you recommend PHO or ASML?
Thanks.

Q: Would like to take a position in either Aspen Technology or Verisk Analytics. Any advice of which one would be your preference and if you think it's an investment with potential for 2-3 year hold. Appreciate your exceptional service.

Q: Considering all the companies involved and getting involved in streaming: NFLX, Amazon Prime, ROKU, DIS, APPL Comcast, FB - which is your best pick or is there an ETF one could buy?
Thank you.

Q: What do you think about the competitors of lightspeed ? Do you believe lightspeed has a better platform and is there a "moat" around their products ?

I see a lot of restaurants particularly the ones in the MTY group (baton rouge) using Maitre'D solutions, which is a direct competitor of lightspeed.

Thanks

Q: I bought Square in October last year after the CFO left. I’m down on the stock but still like it. Because the rest of my portfolio has risen this is now slightly <1% position. I want to add to the position up to 2% but don’t want to throw good money after bad. How do you like square over the next 5 years?

Q: Hi Team,

If I were to pick one which one would you pick and why?

Thanks!

Q: Hi there,

Which of these stocks would you be adding to or starting a position in and why? All have pulled back to some extent so my question is which have the most upside assuming I can handle volatility? I am okay with a response suggesting to buy all 5 if you can please explain why each has come down too much and has room to go up. Deduct as you see fit and thanks!

Q: I have watched KXS for a long time and have traded in and out of this name in the last two years. Right now I'm out. This is one frustrating stock to own, so much promise and yet delivered so little. I thought the previous "announced" deal with Toyota was going to be KXS's "company maker", yet we never hear anything on it again (what happened to that deal, anyway). Now we have the Honda announcement of the very same kind of deal. Will it frizzle out like the Toyota deal? Or this one is for real? What's you take on KXS overall? Can I give it another try? Are there other promising tech stocks you can recommend? I just clear out of my SHOP position and have quite a bit of cash waiting to be re-deployed. Thanks.

Q: Hello 5i,
I've done well with Shopify and Amazon with SHOP being up over 1000%. Lucky me!
They now collectively make up a little under 10% of my holdings. Everything I see says "better days ahead" so I don't mind holding on to them being a long term holder.
What do you think, is my exposure too concentrated?
Thanks in advance.

Q: Hi folks, Kraken Robotics is way off the highs, but also rebounded off the recent lows. Can I please get update on your view of company going forward, and in your opinion, is stock a Buy/Hold/Sell. Thanks as always, jb Piedmont Que.

Q: Hi my Portfolio Analytics shows I should be targeting "Risk-Managed Growth", with a technology % of about 16%. I'm currently at 24% and # of holdings have gotten out of hand resulting in low % in most holdings. I need more US and International exposure versus Canadian overall.
Current holdings are CSU (3%), LPSD (1.9%), LHX (1.8%), WELL (1.7%), STC (1.4%), NVDA (1.4%), RPD (1.3%), PNG (1.2%), KEYS (1.1%), AYX (1%), PINS (1%), RUBI (0.9%), ADBE (0.8%).
1. I'm surprised to see LHX and PINS as tech - I thought they'd be industrial and consumer disc (I'm low on both). Do you agree?
2. What would you suggest I do to consolidate? I'm not concerned about trading commissions so don't worry about minimizing changes, just would like your best overall suggestion for a group of holdings to meet the "risk-managed growth" profile with a bent towards US stocks (since I see tech as a better place to go to US versus some other sectors.

Q: Hi team ,
I am down 24% on square . Is it time to sell, hold , or buy more? In my opinion it’s being punished for no real reason, and still believe in its growth rate and potential disruptor status .

Call this a 2 part question as well and charge me credits accordingly . Do you believe in this current “market rotation” gimmick ? To me the current growth companies are still the current growth companies . It seems these days that the big traders on the market get together for a coffee before market open and conspire together to decide “what’s the theme of the week today ?”. I don’t understand it all but this last Monday for example was grossly obvious how crooked the “market “ can really be . Ayx for example : you can’t tell me that over the weekend that company is suddenly worth 15% less come Monday morning . In my opinion it’s a sad platform we all play on here , but at the end end of the day it seems the best strategy is to buy a best in class company and hold it long term , unless the fundamentals change , cause the market is so obviously manipulated every day .

Your thoughts please would be appreciated . ThAnks !

Q: what criteria do you use when looking at momentum investing?And speaking from a momentum perspective, can you please provide 5 of your favorite momentum plays for a med risk ,div income investor?
great service, many txs

Q: AMZN has been pretty flat for the last year. I've held BABA for a while now and am around the break even point. Would you advise selling BABA and buying Amazon?