Investment Q&A

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.

Q: Can I get your views on this smaller cap industrial stock? I am looking to increase my holdings in this sector. Thx.

Q: Could you please comment on the business combination of Advent Technologies Inc and AMCI Acquisition Corp. It looks like a SPAC deal in the fuel cell and hydrogen technology sector.

Thank you
Raj

Q: Eddy Elfenbein of Crossing Wall Street fame has added Miller Industries to his portfolio this year. I know Eddy spends a lot of time analyzing companies ahead of bringing them into his portfolio and he is giving Miller a glowing recommendation. I wonder what your take is of Miller as an addition to a growth TFSA portfolio?

Q: Appreciate your best advice regarding selling half of my large position of Visa and purchasing Walgreen's in my cash account. Anticipating Walgreen's will be very involved in providing vaccinations. Or better to stay with a large concentration of Visa with the economic recovery (hopefully) in USA. What is Walgreen's dividend? Thanks for your valuable input/advice as always.

Q: Could you provide the names of a few US regional banks which have good investment fundamentals?

Thank you

Q: Please compare JCI and TT and state your preference if you have.
I would like a similar comparison for CSIQ and FSLR.
Deduct the appropriate number of questions.
Thanks for this help and the other information you have provided over the years.

Q: What is your opinion about the above mentioned stocks and Bitcoin in general.

Q: Tesla has recently had an amazing run. Considering that it is much more than a car company, would you be a buyer of Tesla at these levels?

(I have been a member of 5i for over six years now. Am I ever glad I joined! Thanks SO much!!)

Q: Hi there, NOVS

This question is about AppHarvest. They state that their mission is:
"We’re farming for the future.
Our controlled environment facilities help us farm smarter, so we can sustainably grow more healthy, delicious foods on a large scale, all year long." The concept is that they are bringing agriculture indoors, much like The Netherlands have done, to use less water and be able to produce much more on far less land with vastly reduced waste.

A few tidbits from their site:
-Our facilities use 100% recycled rainwater and eliminate harmful agricultural runoff.
-Harnessing sunlight and efficient LEDs allows for increased, sustainable crop growth year-round.
-We grow up to 30x more fruits and vegetables on a single acre compared to open-field agriculture.
- Zero chemical pesticides for cleaner, safer foods

I bought the SPAC that owns this and they just went up a lot having lured the CFO of Impossible foods to be their new President which the markets liked. The company is about to merge with the SPAC and expects its first harvest in Q1. They have a large number of sites either in development, under contract or identified for growth. I see it as being a way for the US to become less reliant on imported produce as they ramp up and it hits the right notes with sustainability, no chemicals and reducing environmental impact.

My question is if you see this is a way to get in at the very start of what could be a big market in which case I would buy more or if you think it's too speculative.

Q: Any specific reason or news for why GH has been rising steadily? Does 5i still like it long term?