Investment Q&A

Q: Can you comment on the current attractiveness of RIO as both an income and growth investment?

Q: I'm down >50% on LMND in my TFSA account, and while the loss itself doesn't alarm me, I'm doubting the future potential of their business model - especially with rising rates. I'm considering selling this position and re-investing into another company that I'm also down significantly on (RDFN) but that I have higher conviction in. Would love to hear your thoughts? Thank you.

Q: What is your opinion of these equities, in general and in the current environment? Are there any which you would consider for a long-term hold for income/growth? Or sell?

With thanks.

Q: I bought shares of Alphabet anticipating the split this month, do you know what day that will occur?
Thanks David

Q: I would appreciate your expert opinion on the above companies, which one do you recommend at current market for a long term hold and why? Thank you.

Q: Hi team,

Do you think the news that Apple is going to start BNPL is a game changer for the bad for affirm?

Are you comfortable with any “moat” they have?

Q: I like this small-cap, as a long term play in the home builder space. Was there any specific negative news to drive its share price down today, or could this be a potential dip-buying opportunity? Thank you

Q: On a question regarding WELL you indicated, the appetite for growth stocks driven by acquisition, with sub $700 million cap have just about 0% appetite right now. If you ture that around, what is there an appetite for now and please give me 5 examples of Canadian companies and American companies that meet those requirements. Thanks.

Q: As a follow-up to Harry's question of June 2/22, can I ask why you rank the three companies as BAM, BX, BLK in that order? I own BLK and wonder what makes it the least attractive of the three. Thank you,

Q: I am currently down significantly on this company. I have a long term investment profile, and don't need the money anytime soon. However, I have noticed in your recent responses on this question you no longer add your disclaimer that 5i staff has a financial interest in it. Have you given up on this company? Is it time to put the remaining capital to work elsewhere, if so what are your current top recommendations as oversold. Thanks

Q: Appreciate your comments on recent fiancial results and your thoughts on future outlook. Thanks
John

Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.

Q: Can you comment on the outlook for this stock in light of their announcement yesterday. Is it a good time to Add, or should I just Hold the shares I currently have. Thanks

Q: Hey 5i Team,

There hasn't been a question in a while on TTCF. It's latest Q report May 9) showed pretty good growth, reiterated forecast, new product to be released soon (non-frozen foray) they are low on debt, price has been crushed from IPO, they're small so risky but, .... at this low point they look to be worth a punt - what are your thoughts on it?

Q: Hi Team,

Have the fundamentals of these guys really changed that much?

It seems to me the biggest change is the fear or delinquencies?

Do you see decent chance of pretty good gains 3 years from now or is bankruptcy a real possibility? I have read speculation that banks may cut them off if they see a rise in charge-offs

Q: Would U be a buy or a sell? What would a proxy be for U and/or would you rebuy in 30 days?

Is there a stock with the same upside potential that you would prefer?

Thanks for your service!

Q: ABNB has come down significantly since the end of 2021. What are your thoughts about it and would you be a buyer now ?

Q: Could I please have your comments on the above recent increase. Would this be a good time to add to my position?
Thanks
Rick

Q: In other answers I see that you are recommending tax loss selling. My positions in PYPL and ROKU are down about 50% and they're large enough that the tax loss would definitely benefit me. However, I'm worried about selling them because I feel like if the market improves, they could bounce back to the point where my benefit from the tax loss is nullified by the missed bounce until I can re-buy after 30 days. (For reference, if they bounce back to their early April prices, that would outweigh my benefit from the tax loss).

On the other hand, I think both are attractive at today's prices so if I don't sell for a tax loss I would probably add a bit to both positions.

Do you like PYPL and ROKU at today's prices (to add to current positions) or do you think they're better targets for tax-loss selling and re-buying in 30 days?

Q: Hi Team,
Can you suggest some lithium mining/mfg companies in North America and or other parts of the world for a long term - 4-5 years holding? Please deduct credits as needed.
Thanks As Always,
Tak