Investment Q&A

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

Q: Looking at one of these conglomerates in my US Spousal Rsp. All seem similar in their business mix however, BX offers higher dividend and has the largest market cap. BLK seems to offer an outsized dividend and trades accordingly.
Question, for a long term Rsp hold, which of the three is most compelling

Q: Seeking a suggestion for a proxy for a tax loss sale on Digital Turbine.

Q: Hello 5I,
I am down over 60% and am wondering if I should move on? Is this the best stock to stay in to not only recoup my losses but then add gains in the longer term or is this story broken?
Thanks
Tyler

Q: Bought shortly after announcement of split resulting in current loss. Splitting at 20 to 1 on Jun 3.Thinking of adding tomorrow or should I wait after split.Note that Amzn along with Goog & Msft are u top US stocks today. Txs for u usual great services & views. As a aside a few days ago I asked Tara of Market Call to invite Peter and Ryan as her guests

Q: What 3 Canadian and U.S.A. large cap companies are great buys at their current level ?
Buying for core and long term holdings.

Q: What would be a good proxy in order to crystalize losses and rebuy in 30 days. In your opinion, is it worth re-buying or was its growth mostly due to the work from home during the pandemic?
Thank you.

Q: Would you have an update on PAYS and how their last quarter looked? They are up so far today(May31) when others are down. Thanks for all your guidance!