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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: At a business university event in Miami on the beach with Jim Kramer as the speaker entertaining questions from business students (held on Feb 3), 2 of many stocks they had done their homework on were ABNB and PTON and Kramer agreed with them and so I bought ABNB the following Monday. They do not look as good as these students thought they were. I have looked at ABNB from a previous question on 5i, but that was over a month ago. Do you still like ABNB. I have not noticed anything on PTON lately. What are your thoughts? Your thoughts are appreciated as always.
Read Answer Asked by Dennis on February 13, 2023
Q: Hi Guys,

The above companies are well below water, I have a 3 year window before needing to sell anything, please advised!
Should I sell, I would be purchasing companies like td, kxs, doo.
Thanks
Jim
Read Answer Asked by jim on February 13, 2023
Q: Hi, can you give me your thoughts on some Cyber security stocks?
Is now a good time to be edging into these stocks or should I be waiting for a pullback everyone seems to say is coming soon?
I'm thinking of starting a position in either Crowdstrike or Palo Alto. Which would you recommend or do you have others you would prefer?
Thanks
Harry
Read Answer Asked by Harry on February 13, 2023
Q: Hi 5i Team -My question is actually more on the future of AI. In an answer to a recent question on Google, you mentioned that the company is investing heavily in AI. In your opinion is this a concern? From current information and articles it seems that AI has its flaws and maybe even ethical questions around some of its applications. Could you please provide me with your outlook on AI, its strengths and weaknesses, and specifically how this might affect an investment in Google - and other companies that are investing in this technology. It's Friday night so there's no need to respond until sometime next week. Have a good weekend!
Read Answer Asked by Rob on February 13, 2023
Q: Hi,

I'm looking for a CDN growth/tech ETF and I was astonished to kind TLF has a dividend of 6.5%?? And TXF has a dividend of 15.6%?? Is this true and is it safe?

I don't understand why growth ETFs would have dividends like this? Of the 3 ETFs mentioned, which would you recommend?
Read Answer Asked by Graeme on February 13, 2023
Q: Hello 5 iteam,

Rogers Sugar was a good pick for us, may be the timing was right. Now, It is time for us to trade it for another company that have a bit more growth. Your thought on swapping this name for Maple Leaf Foods /Tyson Foods or Calmaine/ Saputo.
Read Answer Asked by Nhung on February 13, 2023
Q: Aehr Test System (AEHR) recently announce offering of common shares $25 million of shares. In a sense, for this offering, the working capital will be increase by $25 millions. But the total number of shares outstanding will be increase by $25 millions. In the short term, there is $25 million of shares available for sale.
My question,
(1) Is my understanding of what I said above is correct?
(2) what do you think, why a company raise money At-the-Market instead of through the dealer of slot sale to the public.
(3) what do you think, the impact on share price short term and long term.
Read Answer Asked by Lucius on February 13, 2023
Q: About 2 weeks ago, Adam asked a question and 5i answered, as follows:

Q. Would now be a time to review ones stock holdings, maybe raise some cash in anticipation of slight pull back or considering a pause in rate hikes, would you go all in with growth stocks?

A. We think it is too early to go all in on growth or add risks. While we think the overall outlook is positive, there are still plenty of challenges. .....We still wouldn't time the market with a cash call.....When doing a review, however, we would still focus on the fundamentals rather than the stock movements. We think high-quality growth stocks look good, and there is no need to keep or layer on extra risk when solid companies still remain cheap even after recent moves.

Two questions from me:

1. Two weeks is a mere blip in the investment time horizon, nonetheless with a bit of news (interest rate + market response, some earnings releases, etc,) do you have any further thoughts about the overall outlook for adding cash or more of a tilt to growth?

2. Can you list 10 high - quality growth names (Cdn or US) that fit your desired fundamental profiles, contemplated by your answer to Adam?

Many thanks for your excellent service.
Read Answer Asked by Leonard on February 10, 2023
Q: hi,
I own both GOOGL and CRWD. I am considering selling CRWD for a tax loss, and buying more GOOGL since the AI (or is is AU for artificial unintelligence?) chat thing mishap has driven price down more. question is do you think this is wise, or do you like CRWD as much as GOOGL right now? I am a long term investor, and certainly don't need to get (another) tax loss benefit. appreciate your thoughts, chris
Read Answer Asked by chris on February 10, 2023
Q: Good morning 5i. I appears that I am the first to ask a question about D-Wave. Quantum computing intrigues me but this looks like a sad story. The stock has gone from about $12 to $1 in roughly 6 months since initially listed. I watched the May 2022 webcast and my non-financial analysis view i.e., looking at body language, the team, etc. was not good.

What is 5i's view of any potential financial positive outcome, realizing that Mrs. Market has expressed deep concern. I don't own but would love to hear your analysis/view.
Read Answer Asked by Danny-boy on February 10, 2023
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