Investment Q&A

Q: Hi, My respected 5i team
I bought these stocks back in March or April 2020 during the market correction, thanks for your recommendation!
Right now, the upward momentum of these high tech stocks are diminishing and their valuations seems high.
What is your opinion about the valuations here, are they over valued too much? I'm worried about the "tech bubble" happens again. Should I sell them now or under what condition you suggest that I should sell ?

Q: Hi Team

Is PLUG still buyable here after a roaring start to the year? Thank you in advance.
Sam

Q: Hello 5i
I'm hearing a lot of chatter about small caps having good growth prospects going forward. I believe you like IWO for US small caps.
Can you suggest 5-6 of your favorite US stocks to hold as a basket of small caps instead of IWO if one wanted to own stocks directly.
Thank you so much!!
Dave

Q: Greetings - doing some research on this one and wanted to get your opinion on a fast growing real estate firm. I know it involves some level of MLM for paying its realtors which always gives me pause on an investment. Your thoughts on this one?

Q: Hi Peter,
I would appreciate your opinion on TRXC.
Thanks a lot,
James

Q: COLD is included in “RBC's Top 30 Global Ideas- Q1 2021” ( released 4 Jan 2021). I compared COLD to COR and COR struck me as a better investment. RBC rates COLD Outperform and COR as sector perform. I read through the usual blurbs and recent year financials as well as generally available projections. CFRA rates both as Hold (neutral). I looked through Thomson Reuters and I think COLD has higher ratings in general (I am not sure as it is difficult to tell when the TR reports on each were actually updated).

It is unlikely RBC Capital would have picked COLD as a global best idea without studying COLD’s peers. I conclude therefore that I must be missing something. Which one of the two do YOU see as the better investment? (Important : If neither, please give names of OTHER US Industrial REITs that you prefer OVER the above-noted COLD and COR).

Q: Please comments the outlook for this company. Is it a good entry point today? Thanks.

Q: Can you please provide an update on Invitae. They guided lower today and stock slipped 10%.
How would you rate this company, and would you buy more on the dip.?

Q: Your thoughts please about putting new money into JNJ. Also, a couple of preferred alternative suggestions if it isn’t your first choice.

Q: Hi, Happy New Year,
Could recommend your best Tech ETF

Q: I have full positions on those above. I want to add one more tech company. I am trying to buy only one within the sector and at the same time diversify their business. For 3/5 years I am thinking crowd, pltr or possibly pins. What are your thoughts and a short opinion? Thank you for all the excellent service.

Q: Looking to add semi-conductors into my portfolio, as there is a shortage of product and high demand in the Automotive and Electronics industries. Interested in your perspective on Analog Devices, NXP Semi-Conductors, STMicrelectronics and Micron Technologies, as they have all had a great run, but still have high Buy ratings. If you think these have had a great run, and has some risk, what alternatives would you recommend. Thanks

Q: Hi,
I am currently significantly underweighted in consumer cyclical sector. Can you suggest 2-3 names in U.S.? FTE names in U.S. and International would be great appreciated too. thanks.

Martin

Q: Good Morning 5i Team,

Can you please give me your thoughts on Digital Turbine going forward. I have done very well on this stock (unlike a couple of other high-risk plays!), as my purchase price was under $9. I know you used to own it, but I believe you have moved on. APPs is only a 2% position in my portfolio, but I'm wondering if it's time to jump on the next elevator going up. I know you don't like to sell your winners, but do you think there are a few other names out there with high-flyer potential. Would CELH be a replacement or possibly SPT? Thsnk you!

Brad

Q: Can you comment on this company? Apparently, they are a lithium ion battery recycling company.

Q: Hi, IPV
Can you please throw some light on their potential growth in the coming future

Q: RESN What do you know about this American Stock

Q: Thoughts on this company as an investment? When is the lockup period done?

Q: Myself and my 21 yo daughter have been building a balanced portfolio following your recommendations. Thanks to your service this has been an incredible learning experience for her and profitable to boot! Right now we are trying to decide between PINS NVDA and AMZN to add to her TFSA (We are also adding TT at this time and are balanced across market sectors). Just wonder which you would prefer at this time for potential long long term growth.

Q: there is a company called, ark clean energy . They build small nuclear power plants. Do you know or any competitors that are listed on stock markets and can be invested in ? thanks.