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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: Hi 5i,

What do think of these related companies? Do you have a favorite? How would you ranks these?

TIA!
Read Answer Asked by Wayne on September 27, 2021
Q: Peter and team,

I use the US side of my portfolio mainly for growth opposed to CDN for income and some growth. Thinking of a switch from docu to affirm looks like good money to be made in this one. Can you give a comparison between the 2 and do you think affirm is a better investment now?

I've hit the highest ever by far in my portfolio this year akin to your father in law thanks in very large part to your recommendations.

From a very grateful many years standing customer!
Read Answer Asked by Denis on September 27, 2021
Q: I remember years ago, 5i/Peter had mentioned to watch out for companies that initiate dividends and might support a buy thesis.

The reason (if I remember correctly) is that

1) this likely signals that the board thinks that the company has now reached some level of stability that they can afford to pay out a regular dividend instead of plowing it back to other ways to allocate capital

2) likely means that the board is shareholder friendly to some degree or thinking on behalf of shareholder by returning some cash flow to them.

With that said, is Micron Tech (which initiated their first dividend this past quarter) a company to look out for?
Read Answer Asked by Eugene on September 27, 2021
Q: Good morning 5i team!

What is your near term outlook for MITK?

Is there specific news, or activity(chatter...rumours...?) to account for recent downside volatility?

What is your medium to long term outlook for this stock price taking into consideration any recent news or anticipated developments?

If I were to decide to sell to harvest a capital loss, which stocks would you consider comparable substitute in this sector for a pair trade?

Thanks for your assistance.

SGR
Read Answer Asked by SG on September 27, 2021
Q: What do you think of these semiconductor equipment suppliers? Thinking of adding them to my TFSA. They haven't done anything for last 3 months but sales and profits have been growing nicely. Reasonable PEs and HIMX has a dividend. Thanks

Ross
Read Answer Asked by Ross on September 27, 2021
Q: Is SIVBP just a way to be SIVB shares in small amounts . i.e. ( 1 Sivbp share = 1/40 of ! SIVB share).

Is this a safe way to buy smaller amounts of SIVB ?
I don't know if this is a common way to do it.

Thank you
Read Answer Asked by Leonard on September 24, 2021
Q: Hello Team,
Could you rank these three different securities for growth and safety. Are they all companies you would recommend?
Thank You,
Barry
Read Answer Asked by Barry on September 24, 2021
Q: I have a position in BAM and am thinking of increasing it or adding a new position in BX to enhance my diversification. Does BX offer a range of different assets compared to BAM, or am I simply doubling up? Is now a good time for a purchase of either BAM or BX? Thanks.
Read Answer Asked by Randy on September 24, 2021
Q: Hi 5i Team,

I have approx. $100k USD of capital to deploy to a portfolio with a 3 to 5 year hold outlook with a focus on High Growth. Comfortable with higher risk.

I’d like to have meaningful position sizing so want to limit the # of stocks to 4.

The pool I am considering is COIN, SI, ROKU, NVDA, SHOP, AFRM, SQ, CRWD, and ZM.

My inclination so far is to go:
45% - NVDA – This just seemed like a must own to me. Semiconductor exposure in a supply-short environment along with the multitude of other things they support – AI, Gaming, Genomic sequencing etc. Hard to see how they won’t be over a trillion dollar market cap especially if the ARM acquisition is go (Risk factor).

25% - AFRM – BNPL adoption in North America is far behind that of Europe/APAC and I like AFRMs positioning as a consumer first proposition with transparency and AI with strong partnerships with AMZN, AAPL Canada and SHOP.

20% - COIN – Continued adoption of Crypto. Would use this as a proxy instead of going with ETFs/Fund exposure

15% - CRWD (Valuation risk so smallest position, but cybersecurity industry hasn’t matured yet with lots of runway remaining for a stock with strong MOAT)

I decided against SHOP due to how much growth they've already seen and potential impact on consumer spend from an inflationary environment.

Could you comment your thoughts / advice on the above? Any stocks that you would switch out or position sizing you’d recommend to reconsider?
Read Answer Asked by TRINA on September 24, 2021
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