Investment Q&A

• The Trade Desk Inc. (TTD)
  • View TTD Profile
  • View Questions on TTD
• Roku Inc. (ROKU)
  • View ROKU Profile
  • View Questions on ROKU
• Pure Storage Inc. Class A (PSTG)
  • View PSTG Profile
  • View Questions on PSTG
• Digital Turbine Inc. (APPS)
  • View APPS Profile
  • View Questions on APPS
• Nuvei Corporation (NVEI)
  • View NVEI Profile
  • View Questions on NVEI

Q: Hello 5I,
I am down 55% or Apps.
Just wondering if you would hold on on switch into something else. Looking for something with similar upside of course.
Thanks

Upvote 0

Read Answer Asked by Tyler on September 02, 2022

• Veeva Systems Inc. Class A (VEEV)
  • View VEEV Profile
  • View Questions on VEEV

Q: Can you please comment on VEEV latest earnings released yesterday. Was there anything of particular interest to note from the call yesterday (either good or bad)? Were results so bad to warrant the big drop today? Do you still think this is a good medium to long term hold (5-10 years)?

Thanks so much for all you do!

Upvote 0

Read Answer Asked by Justin on September 02, 2022

• Adobe Inc. (ADBE)
  • View ADBE Profile
  • View Questions on ADBE
• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• TECSYS Inc. (TCS)
  • View TCS Profile
  • View Questions on TCS
  • View Reports on TCS
• Advanced Micro Devices Inc. (AMD)
  • View AMD Profile
  • View Questions on AMD
• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks

Upvote 0

Read Answer Asked by Tyler on September 02, 2022

• Tellurian Inc. (TELL)
  • View TELL Profile
  • View Questions on TELL
• Uranium Energy Corp. (UEC)
  • View UEC Profile
  • View Questions on UEC

Q: Your opinion on these 2 please?
Thanks.

Upvote 0

Read Answer Asked by Austin on September 01, 2022

• ChargePoint Holdings Inc. (CHPT)
  • View CHPT Profile
  • View Questions on CHPT

Q: I bought a little of Chargepoint Holidings just before they reported yesterday and nice little pop today. But do you think this is more of a trading stock than a longer term hold? Or will the EV market demand now propel this stock higher? Thanks so much.

Upvote 0

Read Answer Asked by Dr Lorraine on September 01, 2022

• ChargePoint Holdings Inc. (CHPT)
  • View CHPT Profile
  • View Questions on CHPT

Q: What do todays earnings announcement indicate for this company and what do current events suggest with respect to its prospects? Would the company be your pick for this sector?

Upvote 0

Read Answer Asked by Mike on September 01, 2022

• Qorvo Inc. (QRVO)
  • View QRVO Profile
  • View Questions on QRVO
• Veritiv Corporation (VRTV)
  • View VRTV Profile
  • View Questions on VRTV

Q: Could I get your thoughts on these names? The fundamentals looked good to me. They have both pulled back a lot especially lately. Thank you!

Jason

Upvote 0

Read Answer Asked by Jason on September 01, 2022

• Li-Cycle Holdings Corp. (LICY)
  • View LICY Profile
  • View Questions on LICY

Q: I would like your opinion on this stock

Upvote 0

Read Answer Asked by wilfred on September 01, 2022

Q: Hello your thoughts please on Montauk Renewables MNTK

Upvote 0

Read Answer Asked by George on September 01, 2022

• Unum Group (UNM)
  • View UNM Profile
  • View Questions on UNM
• Jackson Financial Inc. Class A (JXN)
  • View JXN Profile
  • View Questions on JXN

Q: I really like the look of a company like JXN in a rising interest rate environment though its suspiciously miniscule P/E has me a bit mystified. Can you comment or suggest similar alternatives?

Upvote 0

Read Answer Asked by David on September 01, 2022

• Advanced Micro Devices Inc. (AMD)
  • View AMD Profile
  • View Questions on AMD

Q: What should one do now with this chip sales ban to China?sell asap or hold?

Upvote 0

Read Answer Asked by Kim on September 01, 2022

• Hamilton Enhanced U.S. Covered Call ETF (HYLD)
  • View HYLD Profile
  • View Questions on HYLD

Q: Hi, I own some HYLD and see that it has dropped more than 10% over the last 2 weeks. It now yields over 13% based on the last payout. Do you think the payout is safe given it's holdings? Also, Would this be a good time to average down? Thanks.

Upvote 0

Read Answer Asked by Will on September 01, 2022

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD)
  • View AMD Profile
  • View Questions on AMD

Q: Hello 5I,
I am down 40% and 30% respectively on these two semi stocks. Do I ride is out or take the loss and move into another tech stock?

Thanks

Upvote 0

Read Answer Asked by Tyler on September 01, 2022

• CrowdStrike Holdings Inc. (CRWD)
  • View CRWD Profile
  • View Questions on CRWD

Q: Hi Team,
What's your take on CRWD earnings? It appears that they beat expectations, as well as raised guidance. I am reading some PT increases...yet the stock is falling? Thanks

Shane.

Upvote 0

Read Answer Asked by Shane on August 31, 2022

• Neo Performance Materials Inc. (NEO)
  • View NEO Profile
  • View Questions on NEO
• MP Materials Corp. (MP)
  • View MP Profile
  • View Questions on MP

Q: What would your choice be here,NEO or MP?
Can you make a case for MP?,why has it not done well with the rare earth frenzy?
Any other companies in the field of rare earths that you prefer?
Please analyze MP for me.Thanks

Upvote 0

Read Answer Asked by Josh on August 31, 2022

• JPMorgan Equity Premium Income ETF (JEPI)
  • View JEPI Profile
  • View Questions on JEPI

Q: Do you like this for income? And how is the income taxed? Is it interest or capital gains? Would it be ok in a non-registered?

Upvote 0

Read Answer Asked by Carla on August 30, 2022

Q: would appreciate your opinion on these cruise lines, Thank you. Fooklin

Upvote 0

Read Answer Asked by Fooklin on August 30, 2022

• iShares Global Water Index ETF (CWW)
  • View CWW Profile
  • View Questions on CWW
• Invesco Water Resources ETF (PHO)
  • View PHO Profile
  • View Questions on PHO

Q: Good afternoon,

How would you play the water theme, with a focus on innovation and solutions to increasing stress on water systems worldwide? Would CWW or PHO be best suited?

I own AQN and HEO currently, know you like XYL too. Any other individual companies you would recommend? I know WWT is a microcap but do you think it has potential or is it too small for now?

Thanks in advance.

Upvote 1

Read Answer Asked by Jeff on August 30, 2022

Q: Are you able to check out an American company for me called
NovaTech.

Upvote 0

Read Answer Asked by Al on August 30, 2022

• Invesco S&P 500 Equal Weight Index ETF (EQL)
  • View EQL Profile
  • View Questions on EQL
• Global X S&P 500 Covered Call ETF (XYLD)
  • View XYLD Profile
  • View Questions on XYLD

Q: Hi

I refer to the question from Ian concerning XYLD.

In our RRSP accounts EQL represents 17% of our holdings.

As retirement is fast approaching I am thinking of splitting our EQL holdings with XYLD, for the dividend.

Would this make sense?

Thank you for your time

Mike

Upvote 0

Read Answer Asked by Mike on August 30, 2022