Investment Q&A

Q: I have done well with Canadian micro and small caps over the past 25 years , in large part because that is where I have found the biggest growth opportunities as the share prices are often not at all reflective of the actual and potential earnings. There seems to be far fewer opportunities in Canada (ex commodities) to make largish investments ( minimum of $50,0000) and am looking to American micro and small caps. From your experience would you say that there are much more opportunities to find bargains in the US exchanges or are American investors more aggressive and bigger risk takers so that there is less mispricing?
Tangentially, it would be educational for me to see how the 5i team goes developing a thesis for purchasing a stock.
Thanks.

Q: After being shorted from nosebleed levels by at least a couple of firms, the stock has come down substantially. Realizing that it may fall some more, in your opinion what would be a reasonable entry level. Thanks.

Q: Peter and Ryan: Firstly let me congratulate you both on the launch of i2i and I look forward to your information rollout in the near future.
While I wait maybe you can give me some direction on two US stock that are dragging down my foreign portfolio. Both EBS and CHGG have preformed poorly this past month, should I cut my losses and redeploy elsewhere or hang in and wait?. I am open to new ideas and have a high risk tolerance.

Q: My question a few days ago was for Danaher, a US health stock. Your answer was for an industrial stock. How about a 2nd try?

Q: Hi, I have enough fund to buy one of the two. Which one would you add today based on long term growth potential. This will be purchased in TFSA account. Thanks.

Q: Reading your answer/comments on their latest quarter where you say, "we see no real concerns from the quarter"; by using the word "real" this statement implies to me that there are some concerns as opposed to saying; "we see no concerns..." . If that is the case that there are some minor concerns, what might they be? Thank You

Q: Please give me your view of Apple. Has it got room to grow yet or has it more or less flatlined. Does 5G have an effect or is it big enough to work with or around it.? Do you think there will be a rise after the pandemic? Your input is valued.

Q: It seems that Northern Genesis has merged with Lion Electric, a Canadian company producing electric buses and now electric trucks. It seems that POW owns a 31% interest in Lion and both co-founders of AQN are also involved in this endeavour . Would you consider this a good play in the EV sphere?

Q: Nice read in Globe. Winner ? NGA - $14.01 and NGA.WS - $3.30, why so much difference, is it better to buy NGA.WS ? Thanks

Q: Can you please give us your opinion on the WORK and CRM deal? Do you think there will be another deal? I have 100 shares of WORK - how many CRM shares will I get.

Thanks for your great service
Hector

Q: Hi, With recent more companies use SPAC IPO, I wonder how can I know if a company was SPAC IPOed or traditionally IPOed in late days, say 3 month after the IPO? Was PLTR IPOed in that way? Also related, where to find SPAC companies lists? Thanks,

Lin

Q: Are you aware of any companies that have the infrastructure i.e. (cold storage) and distribution capabilities for Covid-19 vaccines.

Q: I am considering taking a position in this company. I like it's long term chart. Can you please give me your thoughts and analysis. Thank You.

Q: Room in my TFSA for only one of the above-noted stocks. Please rank in order of preference and offer a brief explanation as to the ranking. Thank you.

Q: What are your investment thaughts on this company
Thanks

Q: Good day guys:
Can I get your opinion of this stock , is it a buy , sell or hold?
Thx
Mark

Q: Your comments and opinion please on the latest Q from VEEVA

Q: Can you give me your recommendations for 2 or 3 cyber security companies for a long term investment.
Thanks
Randy

Q: I hold the above 7 stocks in my RRIF. I have to sell part of one of them soon.
Ignoring sector balance; I am concerned with maximizing long term growth whether it be capital gains, dividends or interest. So I would like to sell the one with the poorest prospects for gains over the next 2-3 years.
I should also note that my largest holding,NVDA, is over 7% of my entire investment holdings. This is a level where I would normally start to trim a bit but it has been on such a tear that I have been reluctant to trim it. And I note that you are still keen on it as a growth stock.
So I am comfortable to leave it alone if you agree.
Which would you suggest be sold?
Thank you

Q: Hi 5iR,

Can you provide your assessment on the future of this new IPO. Was initiated on 27th with 45% surge on 1st day.