Investment Q&A

Q: Greetings, I already own PBH, ATB and COST but would like to add a consumer non-cyc. In order, I would like to protect against loss of capital, receive a greater than 2% dividend, and enjoy some reasonable growth. Which of the two above would you choose for a long term hold? If you could choose a U.S. name, is there one you prefer over both? Thank-you!

Q: What are your current views on EVA's growth prospects and the "safety" of its dividend? Thanks!

Q: Looking for your assessment if you did not already hold would you start a smallish spec position today

Q: Greetings,

1) Which vehicle manufacturers may potentially "catch up" with Tesla over the next decade? (U.S or Canadian listed)

2) I have compared Ford vs General Motors and even though they seemingly do the same thing their current state of affairs appear different. Should we Buy Ford or GM or both (hedge my bets!) ?


Many thanks!

Q: Have 3% position in Amzn @ C$20.977 incurring some 32% loss. Its July Prime Day event was the best ever,so thinking of adding despite this painful bearish market backdrop.Please provide U usual great advices & views. Thanks

Q: I recent sold UPST for a tax loss and purchased AFRM, it has been 30 days now - would you rebuy UPST or would you purchase another in the same sector with the same risk profile and upside potential?

Thanks for your service!

Q: NVDA is a top US favourite of yours. An article yesterday that husband of Nancy Pelosi reportedly bought $1-$5m shares of NVDA. before a bill of $52B in chip subsidies and/or tax credit go to the Senate for vote as early as Tuesday. In light of the foregoing is it timely to buy some NVDA and/or AMD in this market backdrop which had imparted lots of pain. Txs for u usual great services & views.

Q: What are the long term prospects for TBPH.
Thanks

Thomas

Q: What do you think of Digital Bridge Group?

Q: I would like to dip my toe on one of these companies. Which one do you think has better long term potential?
Thanks

Q: Hi Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George

Q: Hi 5i. We have sold these2 for a tax loss, and are now looking to re-acquire at a lower price.
1) Do you think these are good companies to own ?
2) Assuming above is Yes : what do you think would be
a) a good price to re-buy and b) a great price to re-buy ?
Thanks for all you do.
Terence

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.