Investment Q&A

Q: Morning... Could you compare WMT and TGT and let us know which company you'd prefer and why?

thx, M

Q: I have been hearing regularly BNN market call guest select payment stocks as their top picks over the last month. What is your opinion of these stocks? are they good value right now and do you think they are facing any headwinds?
thanks

Q: Hello 5i team!

Your thought on adding ARKF (Ark ETF Fintech) versus buying Zillow or Open Door. With ARKF, I will add some bitcoins & fintech to my portfolio that I didn't own as well real estate selling/buying online. Zillow is down significantly after retreating from buying real estate, is it time to step in at today pricing. Thank you!

Q: My virtual 'conservative growth' portfolio has the above 10 stocks in equal wights. What two stocks would you add to round it out please? Please assume that I have 45% outside of this portfolio in fixed income. Are 12 stocks enough in your view? I know there are many factors but please answer the best that you can ... maybe assume it is you.

Q: 5i
Can you please provide me with 3 stocks you would consider 'Bargain Prices' today!
Thanks

Q: Looking to buy the dip and start positions in these names.

Could you rank these and suggest a reasonable target buy-in price or advise if you feel they are buyable now?

Q: C3ai just announced a $500 million contract with the US DoD. The stock reaction has been muted. Shouldn't the stock price have reacted better with such a deal. If not why not? Thanks

Kenn

Q: My portfolio analysis suggests I am underweight in Basic Materials, Consumer Cyclicals, Utilities and Healthcare. I have USD to invest as I am also underweight in the US. Could you give me your 2 best suggestions for overall return (not high-risk) in each of these sectors individually as well as a group. I would also like to know if there are Canadian companies more attractive than your US suggestions in the same sector. Thank you for your help over the years

Q: This stock is down today 7.4% after they announced a 24 M $ carbon mitigation contract with USAID . What gives ?

Q: Which industrial stocks or ETFs would you recommend given where we are in this bull market? can you list them in terms of valuation (low to high) and potential for growth (low to high).
thanks

Q: In a recent response (December 7), you ranked COST ahead of WMT. Can you please advise why? Thanks again.

Q: Can I get your current evaluation of AMRC? In your opinion is it becoming more established or is the risk level still high due to being in a sector that has been hot for the past couple years?

Q: Hi 5i,

I received the tender notice from my broker today:

...Appleseed Merger Sub LLC is offering to purchase any and all outstanding shares of common stock, par value USD$0.01 per share, of CoreSite Realty Corporation at a price per Share of USD$170.00 without interest and subject to any applicable withholding taxes, net to the seller in cash.

Terms:
Option 1: Cash (USD) (See Important Notes)
To receive USD $ 170.00 in cash, without interest and less any applicable withholding taxes per share of CoreSite Realty Corporation tendered.
Option 99: Do Nothing (Default)
Holder to retain Security.

A few question I'm hoping you can answer:
1. When is the transaction expected to close?
2. If I do nothing it says I retain the security? What does that mean?
3. I am very sad to see the stock get taken over? What would be a good replacement for it? There aren't that many names in the same space. Would the replacements have the same growth potential?

TIA!

Wayne

Q: Can you please point to your top five U.S. industrials picks, assuming mid to high risk tolerance and a 5+ year hold?

Q: This is about topping up a half position in ISRG. Yea would like to do it but the market price rose somewhat like a hockey stick. With that, I'm reluctant to buy ISRG at this point. Seems to me, the market price is way ahead of the fair value and so I'll park the desire to buy ISRG. Keen to get your take on my "viewpoint". But if you consider ISRG a buy, what would be your entry point at this time?.....Thanks....Tom

P.S. While Bombers are at the top of the CFL, me, cheering for Ti-Cats ......but not wagering, rather saving my coins for one day topping up ISRG.......hahahaha

Q: Can you comment on GPRO's balance sheet, cash flow, valuation and future prospects. The company looks to have turn the corner with a bright future. Would you be buyers here?

Q: Thoughts on this stock/growth prospects and valuation? Is it a buy?

Q: Your thoughts please. It has been pretty much down down down on higher volume of late. Even on market rally days it is not participating. Thank you as always.

Q: How do you see the U. S. Build Back Better bill (where the gov't will have more price negotiating power with pharmas) affecting the industry. Is Horizon, with it's rare disease drugs, more vulnerable than most?

Q: I'm interested in the payments/financial services sector...

1. Please rate/rank the following: 1 through 10 if you had new money to deploy in this sector...
- I understand not all the same...
- If any new ideas/companies, please list as well...


2. Who do you think will win the Grey Cup ? Are you doing odds and taking bets with 5i ?? - Sports-book Division in the future ??

Thanks,
Have a good week!