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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Can you comment on their recent earnings and conference call? Looks like the right space to be in and trading below “fair value”. What would you consider fair value? How does the recent news affect your last comments concerning at least on the “Cons” side of the coin where you said “ On the negative side: the stock is one-fifth the level it was in 2011. Revenue is about 20% of 2013's levels. But, it has kept the share count very low, and the stock is on fire. ” If this had a higher market cap would it be one that would be on your screens as something to own. I’ve made good profits so far so wondering if I should hold or sell on the recent good news.
Read Answer Asked by James on November 15, 2021
Q: Although it is a US equity, it is mentioned here often enough that perhaps you will answer a question about it. APPS has received many favourable comments from 5I; can you explain why you like it? It recently has a noticeable reduction in share price.....is this a buying opportunity or a change in momentum? In a growth oriented TFSA, I am thinking of trimming some NVDA, CRWD, and AMZN to create some funds to purchase a small position in APPS. Those 3 have grown but are not (yet) too high of a weight , this would be to try to boost results. Is it a move you would make, or would you just stay the course? Many thanks for your excellent service.
Read Answer Asked by Leonard on November 15, 2021
Q: Do you have any research available on this company?
Read Answer Asked by Denis on November 15, 2021
Q: Hi Team,
Thanks for the great commentary you provide daily. Could I please get your thoughts on FuboTV’s latest quarter? The company reported over a million subscribers and with sportsbetting and expanding their streaming offering to new international markets, what do you think of the company’s prospects long term?

Thanks
Read Answer Asked by Carlos on November 15, 2021
Q: MRAM was up 56% on friday on volume of 92,871,736 shares traded. Great. How is this possible when the float is listed as 19.5 million shares.
I use to own this listing, but it makes me wonder what is going on. What is your take, each issued share traded 5 times on Friday, or what is the true valuation of the company? Seems weird fishy.
Matthew
Read Answer Asked by Matthew on November 15, 2021
Q: Thoughts on the Opendoor quarter? Do you think this type of technology/business model has a bright future? Would you rather an equal weighting of all three of these names (say 2% each) or is there a clear leader in which it might be more prudent to take a single larger 5% position?

I feel that the real estate sector could become much more efficient and liquid especially with a large player or consolidator that increases competition and should lead to lower transaction costs. Real estate agencies and the (until somewhat recently) gatekept MLS feel like a 'dinosaur' of an industry ripe for tech-based disruption. What are your thoughts about this? Thanks.
Read Answer Asked by Marco on November 13, 2021
Q: Hello 5i
I believe this company is a SPAC which will give me one-for -one with WEJO when the merger takes place. I got tangled up on the spac/lawyers details. If I in fact bought VOSO shares am I in fact buying into WEJO?
Cheers,
Rick
Read Answer Asked by Rick on November 13, 2021
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