Investment Q&A

Q: what is your opinion of these types of trusts?

Q: About 2 weeks ago, Adam asked a question and 5i answered, as follows:

Q. Would now be a time to review ones stock holdings, maybe raise some cash in anticipation of slight pull back or considering a pause in rate hikes, would you go all in with growth stocks?

A. We think it is too early to go all in on growth or add risks. While we think the overall outlook is positive, there are still plenty of challenges. .....We still wouldn't time the market with a cash call.....When doing a review, however, we would still focus on the fundamentals rather than the stock movements. We think high-quality growth stocks look good, and there is no need to keep or layer on extra risk when solid companies still remain cheap even after recent moves.

Two questions from me:

1. Two weeks is a mere blip in the investment time horizon, nonetheless with a bit of news (interest rate + market response, some earnings releases, etc,) do you have any further thoughts about the overall outlook for adding cash or more of a tilt to growth?

2. Can you list 10 high - quality growth names (Cdn or US) that fit your desired fundamental profiles, contemplated by your answer to Adam?

Many thanks for your excellent service.

Q: hi,
I own both GOOGL and CRWD. I am considering selling CRWD for a tax loss, and buying more GOOGL since the AI (or is is AU for artificial unintelligence?) chat thing mishap has driven price down more. question is do you think this is wise, or do you like CRWD as much as GOOGL right now? I am a long term investor, and certainly don't need to get (another) tax loss benefit. appreciate your thoughts, chris

Q: Good morning 5i. I appears that I am the first to ask a question about D-Wave. Quantum computing intrigues me but this looks like a sad story. The stock has gone from about $12 to $1 in roughly 6 months since initially listed. I watched the May 2022 webcast and my non-financial analysis view i.e., looking at body language, the team, etc. was not good.

What is 5i's view of any potential financial positive outcome, realizing that Mrs. Market has expressed deep concern. I don't own but would love to hear your analysis/view.

Q: Digital Turbine dropped like a stone yesterday. Yikes. Thankfully a small position; would you call it quits or hold?

Q: With Biden's all out attack on big pharma, is Abbvie still a keeper?

Carl

Q: Hello,

What's your current view on APPH?
2 years ago or so you didn't seem to be very interested in the company, wondering if your view has changed somewhat?
Thanks

Q: If you had to choose between the CDR and the actual MSFT stock which would you choose? What account would you hold in? Is the RRSP still the only account that does not have the 15% withholding off the top? Thanks

Q: For 3 years horizon, considering stability, valuation and growth potential, in which order will you rank them. In which order will you purchase them and why? Thanks
.

Q: What is the reason for upstand large sell off after the strong rally last week?

Q: I own Google although it is not a heavy weighting in my portfolio. After this week's blunder by the company would you recommend holding or getting rid of it. Thank You.

Q: Whats happening to google.

Q: I own these four healthcare companies but would like to reduce my holdings to three. How would you rate them from best to worse. I've done the best on UNH as I've held it the longest but in looking at a long-term chart it has the poorest returns of the four. They are all so different but what three would give me the best diversification? Look forward to your opinion. Thanks.

Q: earnings ok?

Q: what is your thoughts on c3.ai ? thank you

Q: Please comment on earnings. I’m holding at a loss and don’t know whether to sell. Looks like a miss on this Q. The question is whether to hold and hope for a recovery. Thanks.
Further to my last question, do you think the sales miss is due to the economy or do we have to worry about customers not needing the apps service? Is the lower sales due to the economy or something more fundamental to the product? Thanks!

Q: I've held United Rentals for a while and I'm happy with the returns and planning to continue holding. I would like to buy more. What would you consider a good entry point?

Thanks very much for your advice,

Mike

Q: What is your forward looking view of EL? Is it a buy, hold or sell?

Q: Hi,
Just wondering your thoughts on the market reaction to decent earnings from PERI today. Is this a reaction to Google's AI challenges?

Cheers, Chris

Q: Between these two US energy conglomerates, and in a RIF account looking for consistent yield north of 4%, which would you prefer and briefly why.
Also wondering which has a larger breadth of operations.
Thank you