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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter

To follow up on my earlier question, I forgot to mention that both my wife and I are planning to retire in 5 years. So, I am slowly changing my investments to be income focused and less on capital growth

Greyhair
Read Answer Asked by Greyhair on December 09, 2020
Q: Good Morning
You have mentioned the interest in the IPO for AFFIRM will be high. Is there service being copied by others in the space( you have mentioned PYPL) and do they have any discernible advantage.
Thank you
Read Answer Asked by Marty on December 09, 2020
Q: I realize that you ( much like I ) are growth investors. However I’d like to play the risk on trade and am looking for 5 beaten down US value names that would have good bounce back potential. Can you rank your choices? Thank you
Read Answer Asked by Karim on December 09, 2020
Q: hey guys, new here and love the product so far! i have about 5000$ US to invest today. Already have a good position with sq. How would you rank the above for the next couple years?
Read Answer Asked by Philippe on December 09, 2020
Q: Any thoughts or opinions on Mitek Systems please and thank you.
Read Answer Asked by Steve on December 09, 2020
Q: Hi there,

DMTK I came across DermTech listening to a MF US stock advisor live session on 10X opportunities. I spent some time reviewing their most recent earnings transcript and other research and the technology for non invasive detection of skin cancer seems powerful but super early in terms of adoption (a brief excerpt is below). I am considering buying for TFSA and have the following questions:
1. What is your general opinion?
2. Do you have any information on how a dermatologist would be paid for using this test vs surgery? My fear would be that the tech is amazing but dermatologists may not use it if it would reduce their revenue

"Currently, approximately 25 surgical biopsies are performed to find one melanoma. And despite all this cutting, the negative predictive value of this pathway is only about 83%, which means the probability of missing melanoma is approximately 17%. The PLA reduces the number of surgical biopsies needed to identify melanomas by approximately 10-fold and increases the negative predictive value so 99%, meaning the PLA has less than 1% probability of missing the disease. DermTech is effectively bringing melanoma diagnosis into the 21st century by transforming it from a pathway to subjective, invasive, inaccurate and costly to one that is objective, non-invasive, highly accurate, and less costly."
Read Answer Asked by Tim on December 08, 2020
Q: What are your top five Canadian and top five US small cap growth companies in terms of reward to risk, for a 5 year timeframe?
Read Answer Asked by Alfred on December 08, 2020
Q: Hi,

Of these relatively new biotech companies that have or will soon be IPO'ing, Repare Therapeutics (June IPO) and Abcellera Biotech (upcoming IPO), where would you put some play money? A bit of both? Or another recent IPO/choice altogether?
It seems that Abcellera might be a little ahead of the game wrt being profitable already. And I'm pretty sure given the expected interest, I may have to get this initially on the open market.
Are there any things from a finance view we should be aware of with these IPO's other than biotechs can be more risky dependent on clinical trial results, etc..
Repare has done well since its IPO in June.
Can you pls also add Repare to your db? It did not come up in a text or stock symbol search.

Cheers,
SteveMc
Read Answer Asked by Stephen on December 08, 2020
Q: good afternoon 5i,
On December 3 you responded to a question by Curtis by saying, "We also think a low cost index product for the majority of a portfolio overlain with a basket of individual stocks to generate alpha is also a pretty good strategy, for those inclined to hold 6 or 7 individual stocks. "

This is a strategy that I more or less use, at least for my US and International holdings. I haven't done this with my Canadian holdings because of capital gains, which would imply tax, and also because it seems to me that the Canadian etf's are heavily weighted towards the few sectors we have in Canada. Therefore, I think I would be better in individual stocks rather than an etf. I would appreciate your take on that perspective.
Also, I am wondering which four or five stocks you would look at in the US for such a strategy for a retired person. And how would you weight them given that an etf strategy was used. The stocks I have listed are the ones I own. How would they fit in such a portfolio? The only one I might kick out for someone my age is Docusign. Any others that could be suggested?

Thanks for the great service
Read Answer Asked by joseph on December 08, 2020
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