Investment Q&A

Q: Good morning,

Could I please have your thoughts on the SPAC Longview Acquisition and its acquisition of Butterfly the handheld ultrasound co. with backing from the Gates foundation? I know you generally are not a fan of SPACS however with knowing the company being purchased does it change your view at all? Any concerns with the pending lawsuit?

Thanks as always for your guidance
Brian

Q: Can you provide your opinion on purchases the above US stocks please. And thank you for the wonderful service you provide. Happy New Year to the team!!

Q: What are your thoughts on MRSN ? Why did it take a hit a few days back ? Thank you.

Q: Good afternoon
Would you consider docu sign a buy hold or sell today
Thks
Marce

Q: With soft drink sales lagging at Pepsi and Coke, what’s taking them so long to jump on Celsius? With Celsius shooting up the way it has the past year, do you think much of a premium to today’s price would still be required for the deal to be made?

Q: The options on AYX are very attractive. Is this a good time for a full position in this stock
Thanks
Thomas

Q: Last Q was in November and as you called then things continue to go very well (kudos!). Do you still see upside from what seems a stellar run (since you introduced it to us)? Has this become some sort of Tesla proxy?

Q: HI,

I notice the short piece by Spruce point is having the desired effect on MGNI. Your thoughts would be appreciated.

Thank-you.

Q: Hello Folks:
You people have provided such great service to we investors, however I am increasingly frustrated attempting to search questions for a particular company. Each thread leads to another and another and and another and so on, with none paying attention to the company requested. As a result, the only way to check a particular company is to submit a question regarding each company which provides you more work and prevents clients from examining your answers to other's questions. This now convoluted system used to be so useful. There must be a better way than having these companies jumbled together providing no real answers.
My question is your view of Home Depot, Walmart and Costco as long term holds.
Thank You once again for your great service!
brian

Q: Which stock would/should continue to grow, considering the emphasis on the car industry.
Let's keep the trading gains continue this year with your excellent advice!
Thank you Team!

Q: Any specific reason that some growth stocks are falling more than others? U and TTD seem to be really struggling, but CRWD seems to be recovering better.
Would you prefer CRWD because of momentum if you had to choose from the 3?

Q: Your thoughts on BBCP

Q: Investment in these 5 roughly equal. Need to drop at least 2. Time frame to hold is next 2 years. Please rank. Thank you.

Q: With the streaming boom and OTT advertising hype, is SEAC on your radar at all? recent news Dec 21 expanding platform seemed to be interesting... very risky of course.

Also noticed some new growth names coming up specifically MITK and TT, can you expand on why these are perking your interest?

Q: I want to purchase one of the above stocks for this years TFSA. Could you rank based on upside out a couple years.
thanks Dave

Q: Please give me your opinion on these three company's management team, growth prospects, debt levels, and current valuation. I am looking for a home run over the next two years for my more speculative part of the portfolio. Any other names you would prefer? Regards greg

Q: Happy New Year to the 5i team.

I was hoping to get some feedback about how about to allocate about 11% of my total portfolio that is otherwise well-balanced and is made up of a mixture of Canadian dividend and large-cap stocks, and US and international ETF's.

These purchases will be in my TFSA and I am seeking greatest total return for the next 5-10 years. I am not afraid of risk but am also looking at sound investments rather than speculative purchases or quick trades.

I currently own GH, ISRG, LSPD and XBC and would like to add 4-5 more names. On my short list are the following: CRWD, MITK, ROKU, TTD, TT, U, VEEV and XYL.
Are there any from that list that you think match up well with my existing stocks? Alternatively, if you think there are better names that I haven't mentioned please advise.

Thanks in advance for all the great work you do,
Rory

Q: Hello Peter

I'd like to open new position in my TFSA with MA or PYPL. Which one looks better to you MA or PYPL and why?

Happy New Year
Andrew

Q: Hi guys,
I own all of the above in my non reg account, please provide your ranking for the above companies based on their management team and outlook. I would like to top them up as per your ranking.

thanks

Jim

Q: For US exposure which would you recommend for a long term hold? Or is a combination preferred?
Thanks for all your help