Investment Q&A

Q: Tesla has recently had an amazing run. Considering that it is much more than a car company, would you be a buyer of Tesla at these levels?

(I have been a member of 5i for over six years now. Am I ever glad I joined! Thanks SO much!!)

Q: Hi there, NOVS

This question is about AppHarvest. They state that their mission is:
"We’re farming for the future.
Our controlled environment facilities help us farm smarter, so we can sustainably grow more healthy, delicious foods on a large scale, all year long." The concept is that they are bringing agriculture indoors, much like The Netherlands have done, to use less water and be able to produce much more on far less land with vastly reduced waste.

A few tidbits from their site:
-Our facilities use 100% recycled rainwater and eliminate harmful agricultural runoff.
-Harnessing sunlight and efficient LEDs allows for increased, sustainable crop growth year-round.
-We grow up to 30x more fruits and vegetables on a single acre compared to open-field agriculture.
- Zero chemical pesticides for cleaner, safer foods

I bought the SPAC that owns this and they just went up a lot having lured the CFO of Impossible foods to be their new President which the markets liked. The company is about to merge with the SPAC and expects its first harvest in Q1. They have a large number of sites either in development, under contract or identified for growth. I see it as being a way for the US to become less reliant on imported produce as they ramp up and it hits the right notes with sustainability, no chemicals and reducing environmental impact.

My question is if you see this is a way to get in at the very start of what could be a big market in which case I would buy more or if you think it's too speculative.

Q: Any specific reason or news for why GH has been rising steadily? Does 5i still like it long term?

Q: What do you think of agriculture as an investment? I think it is a good inflation hedge (and a lesser known investment asset class). Do you know of any good ways to get exposure. I see LAND and FPI, but don't know too much about it.
How are the valuations / how does one valuate those things?

Q: Hello,

Can you please comment on SoFi's IPO through SPAC, IPOE?

Thanks!

Q: Hi, I presently have the above U.S ETF's in a non reg corporate account. Total portfolio weighting is SPY - .45 / DVY - 4.03 / IWD - .84
I am overweight in financials.
What are your thoughts? Minimum of 5 year hold. Thanks so much.

Q: Hi There,
I am looking to purchase two of three stocks listed about within my TFSA.
Of the three, which two would chose today?
Thank You

Q: Hi 5i
Could I have your thoughts on COR please ?
Also, do you have a view as to when interest rates would rise enough to impact REITs generally ?

Thanks
Mike

Q: What are your best infrastructure recs for the US in order?

Q: Hello 5i,
Could I have your current assessment of Chewy please? It has performed well and the last Q&A was May 2020.
Thank you
Dave

Q: Happy New Year 5i!
Please suggest a couple US HEALTH ETFs with a growth profile and list what you like about them (Not IHI or IBB).
Many thanks,

Q: Hi coaches,
I have been sticking with ZM thinking it could only grow in the present environment, but it seems failing to redress. Being down nearly 30%, I wonder if I should just take my loss, buy more or just keep it. What would you do ? what are the perspective for ZM in the short term ? If I sell, what could I replace it ?
Thank you for teaching me how to invest with method,
Gratefully,
JD IDS

Q: roblox looks very interesting looks like potential moat company with its unique market of minors 13 years of age and less are there any public companies now that could provide direct competition to roblox what date will roblox go public and what exchange will it be listed thanks Richard

Q: Hi guys,

Your thoughts on the IPO for Afirm Holdings (u.s. stock)

Thanks,

Jim

Q: Do you have 3-5 suggestions for small cap US growth stocks ?

Q: Please rank for (1) growth over medium term - 3 to 5 years, and (2) risk (lowest first).
(3) What percentage would you allocate to each.

Q: Please rank in terms of (1) growth potential 3-5 years, (2) risk (lowest first), and (3) percentage allocation recommended for risk tolerant investor

Q: Could you please give a brief overview of this company. Is their technology viable and proprietary? Also your opinion on management and would you buy in at this point?
Thank you
Btw, received my Tropicus Shares via TD today.

Q: What are your thoughts on this company? Is it a good investment in your opinion

Q: Hello Team,

TWTR stock came down 5.5% from Wednesday to Friday and is now down another 3.77% after hours following the announcement that Trump was permanently kicked out of TWTR space, an action also implemented by many other social media companies, even PINS. I know Twitter will survive without Trump but how about its stock!?

Do you think the drop is a knee-jerk reaction and the stock will recover in a short order? or do you think the stock will continue to languish not because he is gone, but because TWTR cannot monetize its millions of users looking for the latest news/events in political arena, a generally depressing space at the best of times. Trump at least had made this space a bit more lively/interesting.

I have been waiting very patiently for a vey long time on this stock to finally move and now this. I want to hold as I think the company is ready for live sport and ad revenues from it, but I wonder if this elusive goal is worth the opportunity cost.

I know you like TWTR so what would you do? I know your most likely answer is "nothing," but could you tell me if nothing really has changed and the future is bright for TWTR with or without Trump.

Thank you as always!