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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: A few months have gone buy since this company listed and I see no questions on it. Can I get your thoughts on HAYW now that they have reported a couple of quarters. The price has had a bit of a hit, but the Q2 didn't look too bad. How would you consider the growth potential for HAYW? Is there still some settling out that needs to occur or would this be a good time to jump in?
Read Answer Asked by Daniel on August 06, 2021
Q: Can I get your opinion on some publicly traded bitcoin mining companies. The only player in Canada I've come across is HUT 8.
Specifically:
1. Do you see these as actual viable companies / viable business models or just another play on rising bitcoin prices?
2. earlier this year [Feb/21] you noted you didn't see much differentiation between any particular publicly traded mining companies. Has that view changed since then.
3. Can you explain the massive rise in prices in late 2020 and the recent drop? Just tied to the price of bitcoin?

Thanks (as always) for the excellent service and assistance
Read Answer Asked by Michael on August 06, 2021
Q: Hello, with the recent chip shortage do you think this represents a great buying oppurtunity and if so which ETF would you reccommend and why,or risk aside which would be the best companyNVDA,ASML,AMD or TSM and do you think this is a good oppurtunity despite the supply issues, if one of these companies can get an edge on supply i would think the sky would be the limit given the significant demand ....thoughts, thank you for this service and all that you do.
Read Answer Asked by Greg on August 06, 2021
Q: Hi Peter & team,
I bought LMT in Sept/2014. The company has performed well when adding dividends total return close to 16% per annum. My concern is the longer I hold LMT return is decreasing... 5-year total return is under 10%. Since early 2020 LMT has underperformed the SPY. Considering a trade for GD that is showing a higher valuation with stronger forecasted growth? GD has also outperformed LMT significantly over past year. Considering LMT in a taxable account decision not clear. Seeking 5i's perspective on making this trade to GD or continue to hold LMT? Thanks in advance for sharing your great perspective and insight.
Read Answer Asked by Maury on August 06, 2021
Q: Hello,
I am looking to purchase a stock for my RRIF. I would like to have something fairly safe.
With Amazon/Google being so expensive I would only be able to purchase a small number of shares but with Amazon having recently pulled back is now a good time to start a position? Where it is a RRIF would the dividend of IBM be a better choice or TOI for growth?
Thanks very much.
Read Answer Asked by Leah on August 06, 2021
Q: Hi,

This is just a comment to your answer to one of the 5 I members in that CELH is not reporting earnings on the 6th as you previously noted but instead on:
CELSIUS®, today announced that it will release financial results for the second quarter ended June 30, 2021, on Thursday, August 12, 2021, before the market open. Management will then host a conference call that same day at 10:00 a.m. Eastern Time, to discuss the results with the investment community.

Thanks
Read Answer Asked by ilie on August 06, 2021
Q: Hello Peter, Ryan and 5i Team,

Several years ago, my brother-in-law suggested I take a look at Vicor when it was about $12. I decided not to invest, and since then, it has rocketed up to $118 and his initial $10K investment has become a home run.

Is this a company that may be of interest to you and what do you think about future growth potential? Thanks, Brad
Read Answer Asked by Bradley on August 05, 2021
Q: Hi 5i,
ATVI reported earnings today and shares are down over 5%....and considering initiating 2% position for 3 year hold.

How were the earnings and how do you view company going forward? What is your opinion on this company and would you be interested in starting a new position?

Why/why not and if so, what would you consider good entry price.....Suggestions for alternatives in same space?

Thx
jim
Read Answer Asked by jim on August 05, 2021
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