Investment Q&A

Q: Can you provide your outlook for this company? I noticed that Bill Gate's Foundation recently acquired shares.

Q: How serious is this investigation against Visa ?

Do you think it will Visa, is this a good point to enter visa ?

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: Hello Team,
With Visa's DOJ issue, would you stay the course and keep it, switch it for Mastercard to stay in the space or go totally elsewhere?
Thank You,
Barry

Q: I have some V and quite happy with it. Do you think the news today is material or a good opportunity to pick up more.....or better to see how it plays out....I know this one is hard to answer but you folks are smart!! Thanks for all you do!

Q: Happy Friday. But not happy with my Visa stock down almost 5%. Most unusual. Can't find any news. Could you offer me your expert understanding? Thanks so much.

Q: Hello 5i, could you please comment on UPST's earnings and whether you would trim a modest holding after the very large jump in the stock price, or hold. Thanks.

Q: Hello 5i
Please comment on Upstarts latest quarter and their prospects going forward.
Thank you
Dave

Q: Hi 5i Please rank in order based on present value and future returns.
Thanks for all you do.
Gary

Q: What has changed for these two companies over the past 5 to 6 months that has made such a dramatic change in their results? More importantly, can they be invested in safely without the worry of tanking or disapeering altogether one day. Readers should put up a long term chart like a weekly or monthly chart.
Thanks, Gerry

Q: Is Orchid Island Capital’s growth expectation sufficient to make this firm an interesting dividend source? Your suggestion of quality Canadian REIT alternatives would be very welcome, as well. Thanks!

Q: Hello 5i,
Please comment on the growth prospects for SQ FOUR NVEI LSPD and rank 1-4 as far as your preference.
Thank you
Dave

Q: Hi, I am looking to put some US funds into companies/sectors, which will benefit from the reopening of economy. I also read that small caps generally outperform when economy rebounds. Could you recommend some USD ETf's and few large cap US stocks, still trading below their pre pandemic levels in such sectors, in order of preference. Thank You

Q: Why did this stock drop heavily yesterday? Would you think it is a good time to initiate a long term position now? Thank you!

Q: GDRX What are your current thoughts on this company? Would it be a buy at this level? Thanks

Q: Hi gang, just came across park hotel and resort. How would you rate this company? Has it cut did at Covid19? Is div safe? Are they making any money? Looking for4-5 years in rrsp. Thanks
Alnoor.

Q: Reviewing the Q release, are you more or less confident as a growth investor in this? Could you highlight what specific items in the Q are significant?
Thanks

Q: Hi 5i Team,

Looks like Rite Aid is awakening in 2021, wondering if we could get your opinion on RAD current situation and future perspectives ?

Thank you,

Q: I have the above in communication and i need to sell one of them. Which one would you sell? Are there any other ones that you might recommend over these?
Thanks

Q: I own the above US stocks, am up a little and down a little on them. I am wanting to cut back on these stocks, in order to raise some US$. Would you rank them, best first. I will only be cutting 2 at this time. Please comment on their growth prospects.
Thanks John