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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: I keep hearing about SPACs and although I am mostly weary as; tbh, I’ve had enough success with the companies that I’ve been introduced from 5i that I don’t really see a point in taking much risk outside of your suggestions. That said, I was wondering if there are any that you find interesting and what you think of SPACs. Thank you
Read Answer Asked by Meghan on December 29, 2020
Q: Hello team,

No need to answer this question quickly at all please!

I am surprised no one has asked, but is SolarWinds setting up for a nice trade or is this still too expensive? (And too risky based on their fundamentals?)

Given that its products is sticky and its many customers' (government) natural reluctance to use other companies, do you think it is a good bet?
If yes, at what price will you get in? Who is the competition anyway?

Hope you are all enjoying your Christmas holidays at 5i, and may peace, love, and prosperity follow you and your loved ones in 2021.

Thank you!


Read Answer Asked by Saeed on December 29, 2020
Q: Hi 5i,
Currently holder of CIEN. Since latest earnings Dec 14, stock is up around 15%, while after the last earnings in Sept share price essentially fell of a cliff...I believe because of reduced forecasts forward.
What is your current opinion on the short term and long term prospects for this stock based on latest earings? Would you continue to hold this going into the new year or would you take any profits and re-examine in 2021?
Thx
Jim
Read Answer Asked by jim on December 29, 2020
Q: I'm also looking for some exposure to Healthcare. Not many options in Canada. I use to own Medtronic, Abbott and United Health. Are those good places to start in the U.S? Can you rank them in order of preference? Any others that seem appealing? I'd like to stay away from the stocks surrounding the vaccine since they seem speculative at the moment.

Thanks,
Jason
Read Answer Asked by Jason on December 29, 2020
Q: Would you invest in this ETF if you wanted to participate in the EV trend? What would be a good investment for a more conservative investor who does not like to take much risk? Would you prefer a single stock instead? If so, which would you recommend? Thank you for your invaluable service.
Read Answer Asked by Stella on December 29, 2020
Q: Hi everyone!

I have a 2% weighting in technology. I am deploying a lump sum from a real estate sale and so far I've deployed 35% of my total, with 1% each in Kinaxis and Lightspeed, although Lightspeed is now probably a 2% position with its advance. Looking to exchange some money to U.S. dollars and was looking at the Companies above. My target weighting for technology is 14% so I can add a few companies. Which are your favourites? Any others to add to the list?

Thanks,
Jason
Read Answer Asked by Jason on December 29, 2020
Q: Peter and Team:
I own 15K score Media @ 35cents. The takeover of Great Canadian looks more certain and that means very few public gaming companies to invest in, Score being one of them. Do the chances of it being licensed in most of the canadian provinces look like it will come to fruition? The USA states? The last cash raise should help the balance sheet, but for how long? Your opinion please about adding to my position forgetting about sector weights. Would you also compare it to Mitek, which you spoke favourably about on Dec 24th. Which would you go with, if either, or would you wait until the possible retraction in Jan. ( Sorry, market timing. )
Thanks,
Ben.
Read Answer Asked by BEN on December 29, 2020
Q: Hi. On the above six stocks, I am down today alone (Dec 28) more than 6% on half of them and down 4% on the other half. On a day when the 3 major markets are up. The question is, is this a theme of investors thinking these are stay at home stocks with a view to normality returning and therefore more downside on these type of stocks to come as the virus wanes, or more just tech, growth, high flier stocks having their usual ebbs and flows.
Read Answer Asked by William on December 29, 2020
Q: I was wondering if I could get an updated opinion on GAN. They sound the Shopify-equivalent of the gambling space. The CEO claims the US online gambling market to expand from 12% of the country to 75% by 2025 (over 6x increase). Thank you and happy holidays to the whole 5i team.
Read Answer Asked by Laxmyharan on December 24, 2020
Q: Hello team,

Thanks to your suggestions, I am considerably up in tech. I bought lemonade awhile ago and am planning on selling tomorrow. I also own Crowdstrike and I am thinking of adding to my positions, although with the recent gains, I am thinking of maybe holding off. If you could please suggest a momentum growth stock that maybe hasn’t been getting attention lately, or if it is better to hold off till after tax selling in January. Love 5i! Thank you for service and Happy Holidays!!
Read Answer Asked by Meghan on December 24, 2020
Q: I am hearing a lot of buzz regarding Roblox. Just wondering if you have any thoughts on this IPO and gaming sector in general. Thanks for your great service!
Read Answer Asked by Meghan on December 24, 2020
Q: Hi there,

If you were to build a US growth portfolio today of12 to 15 names, what names would you select?

Thanks!
Read Answer Asked by Michael on December 24, 2020
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