Investment Q&A

Q: Thoughts on AMWL and the IPO? Did not double or run up too crazy like some of the other recent IPOs. Thinking in 3-5 years a sub $25 purchase price may look good. I like the Google backing and the optionality with what they can do together with the Google technology and Fitbit acquisition. Any interest in this company or is TDOC the go to name?

Q: Can you please give some insight into the big drop on BIGC? Is this a good price to buy in right now? What’s your short term and long-term outlook for this company? Thank you for your help!

Q: How much further might Illumina stock fall if the rumoured buy of Gral takes place? Also, why is the market taking such an adverse view of thIs transaction or are other factors at play?

Q: I own a considerable position in this ETF for exposure to Artificial Intelligence . It has done extremely well but seems to be levelling off . Obviously at 3x index , holding it becomes a crap shoot. UBOT may be too risky . Does it make sense to stay in the sector , or what might you recommend ?

Q: Hello 5i,
Everquote is down 38% from its 52 week high.
Would you attribute this to the general tech sell off or is there something else causing the drop?
Would todays price represent a good entry point?
Thanks
Dave

Q: Hello 5i,
I took a very small speculative position in Penn Gaming and am up 154% to date.
You have often said you made more money buying stocks on the rise(52 week highs) as opposed to averaging down on losing stocks. Do you view PENN as buy on the way up stock?
Thank you
Dave

Q: Greetings -wondering what your thoughts are on owning this s/w, h/w design company for chips versus owning the semi-conductor companies themselves. Its hard to predict who will have the next best thing, but it seems like all the companies use CDNS to help speed the design process. Your thoughts or would you prefer to pick a few key winners?

Q: In April I was contemplating between Magnite and Digital Turbine. Based on questions asked, I bouth bought. Unfortunately, I got scared out of Apps when I bought it in the $6.00 range and it quickly moved to $3.00 and sold. I still own Magnite but down 50% since I bought it. Do you still consider
Magnite has potential? Would you continue to hold if you owned it? I know you dont give advice on what to do with our stocks, but wondering what YOU would do. Thanks.

Q: Hi 5i,

I have been watching Darling Ingredients as an opportunity aligned with the ESG trend. How would you view this company today?

Thank you!

Q: Thank you for your response to my previous question. I still find the issues involved puzzling. Stating the apparently conflicting issues i) while the same store growth is expected to be modest at around 2% the overall revenue growth appears to have been closer to 20% (for 2019) and ii) while analyst share price expectations have been rising notably of late that has occurred in the face of reduced earnings expectations; according to First Call these have been declining modestly but consistently for at least the past year.
The rationale for investing in this company was at least in part based on its competence as evidenced by the share price growth and its participation in an industry sector that offered significant opportunities for growth as a result of substantial sector fragmentation, to which they appear to be willing and able to respond. I subsequently see that COLD also has substantial industry participation both in the US as well as overseas, and promotes its competence in its management and operating systems. I also see that the REIT sector is currently under pressure and, or perhaps despite, that the cost of capital should be low as a result of all time low prevailing rates of interest. The obvious question is whether the current valuation represents a significant entry opportunity for a company which is doing well but still sorting out the bugs resulting from its growing interests. I would be interested in your response.

Q: I am looking for a couple of suggestions for US stocks that would be similar conservative and yield as Fortis on the Canadian side

Q: How do you view this company's prospects and current valuation? While analysts expectations appear to have been on the rise in recent weeks the price has been soggy for some while, and I cannot determine the basis for the share price appreciation seen beginning in early 2018 through Q3 2019. The company's prospects seem now in question despite apparent growth in the underlying demand for their services.

Q: If one were to take a position in SNOW, is this as good a place as any to jump in? ... around $230ish or should one wait for the steam to settle?

I read your other response, and have done a bit of due diligence, but quite frankly I'm "lost in the clouds" when it comes to these mega-techs. I know that they take a life all their own, valuations be damned, it seems and such stocks become runaways before the valuation catches up.

Would it be worth a full/half/quarter position in a well diversified portfolio. This is my "looking at the future" stock.

Q: Hello, thoughts on ALB for exposure to EVs? Why hasn't it participated as much as others. Can you comment on their ability to meet expectations and general management.

Q: Hello 5i team,
I'm looking for small companies in the Science & Technology field.
Could you give me names in the Health/Bio/Med sector: 3 in US, 3 in Canada
Ditto in Tech/Soft/Serv?
Thanks and keep well
Antoine

Q: Hi Peter,

Could I get your thoughts on NCNO as a potential investment? It is a recent IPO offering cloud services in the cloud space.

Thanks for the great service,
Angelo

Q: Can you please provide your top 5 large cap US consumer cyclical stocks today that provide growth in these challenging times, with moderate risk? Thank you.

Q: It appears this is the first question on Wrap Technologies ($8.35, market cap $305 million).. Quick blurb about them:

Wrap Technologies, Inc., a security technology company, develops security products for law enforcement and security personnel. It develops BolaWrap 100, a hand-held remote restraint device that discharges an eight-foot bola style Kevlar tether to entangle a subject at a range of 10-25 feet. The company was founded in 2016 and is headquartered in Tempe, Arizona.

They are starting to get orders for BolaWrap from police departments. Their website claims "Policing Just Got Safer".

Any thoughts?

Thanks, Greg

Q: Hello,

What are your thoughts on investing in SPAC like social Capital or Ackman's Pershing Square? Thanks.

Shyam

Q: Hi 5i Team - In your answer to a previous question you referred to the meteoric rise of Shopify as a pretty unique company where things came together at the right time. Do you see another company in its fairly early stages that might be in the same situation that Shopify was two or three years ago (and still is). This company does not have to be in the tech field - any category is good. If you have ideas for more than one company that fits this description that's fine too. Thanks!