Q: Your Opinion on Unity quarterly report please. Greg
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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: Xylem's stock price took a 'hit' today. Does the company have a major problem?
With appreciation,
Ed
With appreciation,
Ed
Q: Hello,
How does 5i feel about talking up a position in PYPL and/or FB given its recent pullback ?
How does 5i feel about talking up a position in PYPL and/or FB given its recent pullback ?
Q: I was wondering if you guys had any thoughts on this company? These sorts of positions are clearly long-term in nature, and carry significant risks associated with government regulation, but I have to believe that someday, this will be a real option. I just don't know if it is maybe too early to get into the game. Thanks in advance
Q: CDR's Canadian Depository Receipts.
Would you buy Tesla’s CDR?
How do you buy them?
Thank you.
Would you buy Tesla’s CDR?
How do you buy them?
Thank you.
Q: Your comments on this stock. Would you buy here? Is the dividend safe?
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NVIDIA Corporation (NVDA $186.23)
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Visa Inc. (V $328.30)
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Zscaler Inc. (ZS $213.98)
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Rapid7 Inc. (RPD $12.64)
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CrowdStrike Holdings Inc. (CRWD $453.88)
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Palantir Technologies Inc. (PLTR $170.96)
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Upstart Holdings Inc. (UPST $48.12)
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Affirm Holdings Inc. (AFRM $74.76)
Q: As we move into 2022 I find myself looking for long-term trends that I can believe in and consequently feel safe to invest in. It seems to me that:
1. FINTEC
2. Cyber security
3. Payments
are three such trends. I'm curious if you agree with my three choices and if you do could you suggest a couple of companies in each trend that would be your favourites. Finally, are there other viable long term trends that you think I have missed?
1. FINTEC
2. Cyber security
3. Payments
are three such trends. I'm curious if you agree with my three choices and if you do could you suggest a couple of companies in each trend that would be your favourites. Finally, are there other viable long term trends that you think I have missed?
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Sea Limited American Depositary Shares each representing one Class A (SE $121.42)
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Electronic Arts Inc. (EA $204.25)
Q: Hi 5i,
Could I get your opinion on the future growth prospects of EA? I have owned the stock for 2years in a non-reg account and I am questioning whether it is the best use of my capital compared to companies like SE in the gaming space. SE looks attractive at the current price point and I thinking to make the switch.
Looking at 5 year plus time horizon.
Thank you in advance.
Could I get your opinion on the future growth prospects of EA? I have owned the stock for 2years in a non-reg account and I am questioning whether it is the best use of my capital compared to companies like SE in the gaming space. SE looks attractive at the current price point and I thinking to make the switch.
Looking at 5 year plus time horizon.
Thank you in advance.
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Meta Platforms Inc. (META $620.25)
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Netflix Inc. (NFLX $88.00)
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Roku Inc. (ROKU $103.66)
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Shopify Inc. (SHOP $155.81)
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Upstart Holdings Inc. (UPST $48.12)
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Affirm Holdings Inc. (AFRM $74.76)
Q: For a 5 year hold, With the 23% drop in FB, is it better to sell at a loss in a registered account and buy stocks such as Roku, afrm, upst, Netflix, Shopify? These stocks are also down lately. Would you make the same decision for a 2 year hold?
Q: Hi,
We have a 1.7% position in FB. What’s your take on the earnings? After hours is showing a 20% drop. Were earnings and outlook really that bad? Is this anticipated drop a good opportunity to add?
Thanks,
Kerri
We have a 1.7% position in FB. What’s your take on the earnings? After hours is showing a 20% drop. Were earnings and outlook really that bad? Is this anticipated drop a good opportunity to add?
Thanks,
Kerri
Q: Hi. Thoughts on Q4? Not a cheap stock, but i guess you have to pay up a bit for quality. Thanks
Q: Greetings 5i team.
May I have your updated views on MED please? When do they report next? What is expected? Opinion on current fundamentals as well.
Thanks for your help.
May I have your updated views on MED please? When do they report next? What is expected? Opinion on current fundamentals as well.
Thanks for your help.
Q: Looking to diversify geographically by adding US names. Do you see any reason NOT to use approx. 20% of my cash to buy USD tomorrow to buy US stocks?
Q: There has been some recent news indicating a positive outlook for Halozyme Therapeutics future earnings. Please provide 5i's perspective.
Thank you, Patrick
Thank you, Patrick
Q: I want to buy a full position in Google. Would you go all in in now, buy in slowly or wait for weakness?
Q: I'm thinking about taking a position in Roku, my thinking is their nice cash balance should limit the downside risk.
However I pause when I see it's trading around 10x P/S from the data you provide.
You had mentioned earlier that 10x P/S is at the high end of the range for high growth tech.
Thanks Gord
However I pause when I see it's trading around 10x P/S from the data you provide.
You had mentioned earlier that 10x P/S is at the high end of the range for high growth tech.
Thanks Gord
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Booking Holdings Inc. (BKNG $5,115.91)
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DocuSign Inc. (DOCU $56.71)
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MEDIFAST INC (MED $11.82)
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Jacobs Solutions Inc. (J $139.94)
Q: I have 1.4% in Docu in my US cash account with a 44% loss at this time. Should I bite the bullet and sell it to invest in another growth stock for a 3-5 year hold . If so can you suggest a few other than tech.
Thanks for what you do.
Thanks for what you do.
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Apple Inc. (AAPL $255.53)
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Amazon.com Inc. (AMZN $239.12)
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Meta Platforms Inc. (META $620.25)
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Alphabet Inc. (GOOG $330.34)
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Microsoft Corporation (MSFT $459.86)
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Netflix Inc. (NFLX $88.00)
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Evolve FANGMA Index ETF (TECH $20.02)
Q: Is there an etf that has google facebook apple and microsoft that trades on tsx in canadian funds.
T Steve
T Steve
Q: Hi 5iTeam,
I am thinking of putting some money in material sector and would appreciate it if you can recommend 3 US stocks in this sector and your rationale.
Cheers,
H
I am thinking of putting some money in material sector and would appreciate it if you can recommend 3 US stocks in this sector and your rationale.
Cheers,
H
Q: Two quick questions. GOOG currently make up 6.4% of my total portfolio. Given recent developments, I'm inclined to let it run. At one point would you start to rebalance?
I also hold HD in a registered account and am up >95%. In a recent response to a question, you expressed a strong preference for RH over HD. I note that HD has a beta just over 1, while RH is 2.37. RH's significantly higher beta gives me pause. Given that I am a medium risk-taker, would you suggest I swap HD for RH? Thank you.
I also hold HD in a registered account and am up >95%. In a recent response to a question, you expressed a strong preference for RH over HD. I note that HD has a beta just over 1, while RH is 2.37. RH's significantly higher beta gives me pause. Given that I am a medium risk-taker, would you suggest I swap HD for RH? Thank you.