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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I own the following in my TFSA - LMND, NVCR, U, FSLY, TWLO. All are down significantly and make up only a small percentage of the total TFSA. Because I can not take a tax loss, would you recommend leaving them tucked away for now? In other words, do any have good potential? Or would you recommend selling and investing elsewhere? Thanks.
Read Answer Asked by Kim on August 22, 2024
Q: Hi 5i Team - I can't remember the source but have heard a comment stating that Web 3 and AI will bolster each other. First of all, do you know what this might mean and also are there any companies that could benefit from it.
Thanks.
Read Answer Asked by Rob on August 21, 2024
Q: Let me be the first to ask you about this company.

Main product appears to be a monopoly with no competition. They are releasing an updated version soon, with a good chunk of their installed base nearing EOL and due for replacement.

Founder led. No debt, net cash. High returns on capital, growing nicely. Secular tale winds in healthcare space. Valuation doesn't seem stretched.

Outside of being smaller in size, any red flags for you? On first glance, is it something you'd personally consider investing in?

Thanks.
Read Answer Asked by Adam on August 21, 2024
Q: I have less than 1% positions in the above companies and am trying to reduce holdings. Can you please rank them buy, sell or hold. Thanks Stew
Read Answer Asked by Stewart on August 21, 2024
Q: your updated view on conagra pls. mainly buy&hold dividend investor. owned it for years, considering buying a little more.
Read Answer Asked by steve on August 21, 2024
Q: Sell or hold
pdfs,inmd,smci,yumc ,N ,And ET-T
Read Answer Asked by Nizar on August 21, 2024
Q: Hi there, may I please have your thoughts on PEY results?

What companies are you finding interesting right now, after their 2Q results?

Any companies unjustifiably being punished, with their shares being sold off currently, that you believe is not justified and will have a good bounce within the next six months or so? ie; seems like WELL results are being misunderstood...hmm

Thanks!
Read Answer Asked by Hussein on August 21, 2024
Q: I keep hearing the word longevity these days. Seems people are living longer so I think there must be some investments I can make to take advantage of this trend. Please give me the names of some companies that are involved in helping people live longer lives and at the same time provide drugs or technologies or therapies that help them enjoy longer lives characterized by a higher quality of life. I'm interested in both American/global companies and Canadian.
Read Answer Asked by Les on August 20, 2024
Q: What are your best ideas 5 in Canada and 5 in USA over next 2 to 3 years for capital appreciation ? Thank you RAK
Read Answer Asked by bob on August 20, 2024
Q: What is your take on holding GOOG going forward, in light of a number of big name fund managers (Ackman,Klarman,Dorsey etc) exiting or largely decreasing their positions in the company? We know its related to the talks of breaking up GOOG. But what do you feel is the likelihood and outcome of that for shareholders? Clearly these managers feel its going to be a negative outcome since they are exiting. Wondering what your outlook is, and if its worth holding throughout the pain. Thx
Read Answer Asked by Adam on August 20, 2024