Investment Q&A

• Netflix Inc. (NFLX)
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• NVIDIA Corporation (NVDA)
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Q: Hi 5i - do you like the new CDN $ hedged CDR investments for US companies such as NVDA and Netflix?

Thanks, Neil

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Read Answer Asked by Neil on April 28, 2022

• Antero Resources Corporation (AR)
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Q: Hi folks...I believe AR announced first Q results last night. What are your thoughts? Would you add? What total weight would you go to?
Thankyou...

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Read Answer Asked by El-ann on April 28, 2022

• Thermo Fisher Scientific Inc (TMO)
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Q: Can I please have your thoughts and analysis on Thermo Fisher's recently announced Q1 results. Any comments would be appreciated. Do you see this stock as a long trem hold. Thank You.

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Read Answer Asked by Brian on April 28, 2022

• Illumina Inc. (ILMN)
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• Stryker Corporation (SYK)
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Q: I am interested in these two companies for growth. Which do you prefer and why? What would you say is a good entry point for them? Would you tend to wait to see what happens with these stock ie further volatility and declines? Thanks!

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Read Answer Asked by Pat on April 28, 2022

• Alphabet Inc. (GOOGL)
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Q: Good Morning.
Please give us your thoughts on GOOGL earnings.
Thank you.

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Read Answer Asked by francois on April 28, 2022

• Pinterest Inc. Class A (PINS)
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Q: your outlook and thoughts on pinterest after earnings.

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Read Answer Asked by cliff on April 28, 2022

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• Honeywell International Inc. (HON)
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• Eli Lilly and Company (LLY)
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• Williams Companies Inc. (The) (WMB)
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• Jacobs Solutions Inc. (J)
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Q: Dear Peter and Ryan.

I allocated almost same dollar amount in Meta (FB) (formerly known as Facebook), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), NVDA and others. I invested a bit heavily in tech stocks and got hammered. I was disappointed in the business model of Meta lately. Today after trading hours, Meta released earnings and the price jumped. I think this may be a good opportunity to sell tomorrow and switch to some non-tech sectors. How do you think? What one or two names would you recommend to invest now to diversify away from high growth stocks?

Thank you,
Yiwen

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Read Answer Asked by Yiwen on April 28, 2022

• 23andMe Holding Co. (ME)
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Q: Back in November 2021, you mentioned this is a stock that is trading at an expensive price and would rather wait. Do you believe this is a decent time to buy? I'm looking at 1-2% of my portfolio.
Thanks

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Read Answer Asked by Ziaad on April 28, 2022

• Recursion Pharmaceuticals Inc. (RXRX)
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Q: James Anderson, of Baillie Gifford, mentioned their positive view on RXRX in the 4.25.2022 edition of Barron’s. What is your perspective?

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Read Answer Asked by David on April 28, 2022

• NextEra Energy Inc. (NEE)
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• Plug Power Inc. (PLUG)
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• SolarEdge Technologies Inc. (SEDG)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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• KraneShares Global Carbon Strategy ETF (KRBN)
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Q: What is the best way to play energy decarbonization over the next decade? Hydrostor looks very interesting to me but is not public. Is there perhaps an indirect way to get involved?

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Read Answer Asked by Jeff on April 27, 2022

• Costco Wholesale Corporation (COST)
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• Procter & Gamble Company (The) (PG)
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• Royal Bank of Canada (RY)
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• Bank of Nova Scotia (The) (BNS)
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• Bank of Montreal (BMO)
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• Dollarama Inc. (DOL)
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• Fortis Inc. (FTS)
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• Alimentation Couche-Tard Inc. (ATD)
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• Summit Industrial Income REIT (SMU.UN)
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• Jacobs Solutions Inc. (J)
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Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.

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Read Answer Asked by Rob on April 27, 2022

• Lazard Inc. (LAZ)
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Q: Continuing on my last question, how does LAZ compare with FSZ and FC? Is it about the same about the same risk vs safety? Do you see it as better value even though slightly less dividend than the others? How might higher interest rates effect it?Thanks.

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Read Answer Asked by Pat on April 27, 2022

• Autodesk Inc. (ADSK)
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• Microsoft Corporation (MSFT)
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Q: Technology stocks have been beaten up. I am thinking of taking a position for 5 years. Would you like either of these companies at the current price?

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Read Answer Asked by Don on April 27, 2022

• Digital Turbine Inc. (APPS)
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Q: Apps has been on a downward roll it seems. Do you attribute this to the present unfavourable market conditions or is there anything in particular about the name that has changed? Thanks.

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Read Answer Asked by Jason on April 26, 2022

• ContextLogic Inc. (WISH)
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• UWM Holdings Corporation Class A (UWMC)
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Q: What is your opinion about these stocks? Should I add to these for long term hold. What are the chances for these going bankrupt?
Thanks

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Read Answer Asked by satish on April 26, 2022

• Twitter Inc. (TWTR)
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Q: Perhaps dumbest Q of the day.

With the board approval for Elon to buy the company why wouldn’t I buy Twtr at 51.77 and get a 4.6% profit in a fairly short person of time ?

Thanks

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Read Answer Asked by Donald on April 25, 2022

• Intuitive Surgical Inc. (ISRG)
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• Upstart Holdings Inc. (UPST)
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• Coinbase Global Inc (COIN)
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Q: Hi All at 5i! I am doing some tax loss selling to off set a capital gain. I am underwater on these three stocks and plan to sell them. After the appropriate waiting time would you buy any of these back?? Cheers, Tamara

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Read Answer Asked by Tamara on April 25, 2022

• CrowdStrike Holdings Inc. (CRWD)
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Q: Holding a full position CrowdStrike and down 6%. Seems there are headwinds as there is more competition and rising costs. Is it time to sell???.......Yea, me inclined to do so!!!....Tom

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Read Answer Asked by Tom on April 25, 2022

• Aris Mining Corporation (ARIS)
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Q: Can you provide perspective and view of gold prices over the next 24-36 months. With that being said what is your view of Aris. Significant insider buying. And execution of operational plans look promising.

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Read Answer Asked by Chris on April 25, 2022

Q: Hello, what is your opinion of OneWater Marine that is dedicated to purchasing and operating top marine retail dealerships across North America ?

It looks like a promising roll up model in a fragmented market.

Thanks

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Read Answer Asked by jean on April 25, 2022