Investment Q&A

Q: Hi Team,
What are your thoughts on the Unity aquisition? The market looks like it does not approve? Thanks

Shane

Q: there is no doubt in my mind, the microchip situation will eventually pick back up. When it does, which companie(s) do you think will be great to invest with and would have a high impact on the chip return.

Q: In your opinion which company offers the best return over the next 5 years,crwd or nvda?

Q: Hey Team, thanks for holding strong during this rough time to be a portfolio manager. I have one ticket to add to the above list that didn't show up in your database, its EVVTY (Evolution Gaming) out of Stockholm. Anyway I consider many of these to be high quality compounders, with strong mgmt teams. Could you rank for me which companies you would add to now? Or if anyones you would avoid, let me know. Thx

Q: Its been a while since anyone asked about Peloton. I have heard some bullish investment thesis' with the new CEO turning things around. Can you give me your thoughts on the fundamentals of PTON now and if you like its chances?
Thx

Q: is this a time to look at geni

Q: Do you have any insight to the reason for the big drop in TMO"s share price today. As well what are your overall thoughts on this company. Thank You.

Q: Hi 5i Team,
Pls comment on InMode preliminary 2nd Q result and this company going forward. Why this stock is trading at such low PE 12x ?

I bought a half position, time to add?

Thank you for your professional advice as always.

Q: Dear 5i,

What percentage of the SP500 index represents non USA exposure?
I read that approx. 30% revenue may come from foreign companies.
thanks for your advice.

Q: Man I hate seeing this go down almost every day. Do you have any updated thoughts on it? Thanks,

Jason

Q: Canoo Inc NASDAQ: GOEV does this company have the potential to be another Tesla? Any insider buying and how good is management?

Thank you.

Q: It seems many analysts feel that Health care is a good place to be going into the next 1 to 2 years, do you agree?
Could you name your top 5 Health Care Names, Canada or US?

Thank You

Q: I have to believe there’s value here, especially with Las Vegas so busy and no Macau exposure - what are your thoughts? Thank you

Q: Based on your last comments on Pliant therapeutics(PLRX) from May 12, could you please update on those specific comments and on the recent news that made the stock double. Where do you see it going from here? This is what you wrote last time…

Asked by James on May 12, 2021
5I RESEARCH ANSWER:
PLRX has $277M in cash, but only expected revenue of $16M this year. Cash burn was $37M in 2020. 1Q loss of 64 cents per share was 6% worse than estimates; sales of $2.2M were 49% worse than expected. Insiders own 3.5% directly. We do not know management but see no concerns there. There is not much to go on here. As a clinical stage company, performance is going to depend on trial results. It has two main trials (early stage) that will be releasing results later this year. The pipeline is decent but again, early stage. It has been public less than a year, but shares have nearly doubled in that time. There is upside potential for sure, but the future may also be binary based on good/bad trial results.

Q: CSU and BEP.UN are graded A and are your only A grade companies in Canada. What might be an A grade company from the U.S. if you were to grade?

Thx

Q: For a growth portfolio, would you view UPST as a buy, hold, or sell today?

Q: Thoughts on the pre-release? Show stopper or still happy to hold?

Thanks!

Q: I have these U.S. stocks in a RIF (ABBV, CSCO, DGRO ) and TFSA (DIS, MA, GOOG, NVDA) .

Please rate these in terms of safety and growth potential.

Q: KMI is trading at a fairly high P/E for a pipeline company but it has an attractive yield. Do you see this as a good entry point?
Thanks for your thoughts.
Ian

Q: SOXQ What would be your suggestion(s) of a proxy for a tax loss sale of this ETF?