Investment Q&A

Q: Can elaborate on your bullish thesis here?

Yes, revenue is growing extremely fast, you love the stock momentum, and they have a pretty clean balance sheet.

But, the valuation is also extremely high and they aren't earning much on the bottom line.

I typically view this type of situation as poor risk/reward. Any "miss" could elicit a sharp sell off.

How are you thinking about this company that gives you confidence in it and allows you to view the risk/reward as favorable?

Q: Good day all ! as a purchase for a 5 to 10 year hold in what order would you purchase these for US stocks and what would be a good entry price ? Thank you !

Q: Is IPAR a reasonably good value at current prices? When looking up financial metrics on several sites I get differing data e.g., PEG ratio at FINVIZ is a high 2.8 around 1 yet other sites show ratios closer to 1. From an admittedly very general review, I have the impression that this business has a reasonable good moat, a good management and favorable prospects for the next 3 to 5 years. IPAR is a much-favored company at a site I find honest and reliable (latter is Compounding Quality where it is in their suggested portfolio). It does not appear in any of the five models I have access to at AAII, where it does not qualify even for that organization’s “Shadow Stocks”. (Latter are companies AAII monitors for possible future inclusion).

IPAR seems to be a good--but forgotten-- company. Would appreciate your more detailed insight, giving your view on current valuations (PEG, forward P/E , prospects through 2027). Especially may one please have your insightful comments. Thank you.

Q: Any opinion on I Shares XUSC (3% weighted) as a hedge against XSP where there is a major portion allotted to large companies?
I believe this is a new ETF and might, in my opinion, cause one to wait awhile however considering the issuer is there any point in holding off an attempt to partially offset XSP?
Any better ideas would be great.
Thanks

Q: Can you please provide a list of 10 USD and 10 CAD stocks that you hate? Looking for overvalued / broken story / bad balance sheet / margin compression types of names to short that should be very weak during a sell-off. Preference towards names with liquid options markets if possible.

Thanks

Q: Hello 5i
Can I have your thoughts on Harrow?
Pros and cons of investing in it?
Thank you
Dave

Q: What are the pros and cons for a Canadian to put money in Vanguard S&P 500 ETF Portfolio (VFV.TO) vs. a Vanguard S&P 500 ETF Portfolio (VOO)?

Q: Your opinion on Wayfair especially after recent earning

Q: I have never invested in this sector before but Q2 results look very good. They have some debt but are projecting around $10 EBIT this year. What am I missing?
Thanks, Terry

Q: hi, can you provide your financial summary including some forward metrics on INTU:US please. is now a good time to enter, I assume next earnings release is arriving soon too...
cheers, Chris

Q: I hold all these in my TFSA and they are all down considerably (ranging from -35% to-90%). I am wanting to clean some of these up. Are any of these worth keeping?
Thanks

Q: What are your thoughts about this company? What are the prospects? How do they pay their dividend? Is it safe?

Q: It is my understanding that these two companies offer similar services. Are they direct competitors? Can you please compare and contrast these two on balance sheet strength, potential moat, growth prospects and current valuation?

Q: Entrepreneur and author Tony Seba has an amazing record of correctly predicting various time frames for a number of disruptions. His prediction of what Robotaxis will potentially do to the auto industry is concerning enough.

My question though, is prediction on how Precision Fermentation will affect the food industry and agriculture. It sounds like by 2030, the dairy industry will essentially be bust followed by meat and egg production in the mid 2030's - if I understand this correctly. My concern is my investment in Nutrien, should this occur. This isn't really all that far into the future.

Also, not sure if 5i has an opinion on Tony Seba's views of the future in general, but I was wondering if investing in an ETF with Precision Fermentation content is a suitable investment. I came across EATV which has a "smallish" portion in this sector, but has a relatively high expense ratio and light volume. Your thoughts ?

Q: In what order would you rank these stocks today for growth.What would you consider a good entry price for each?

Q: Hi I am 40 years old. I currently pay into a pension and am scheduled to retire in 2040. I have mostly been growth focused throughout my entire portfolio and am wondering when I should begin to consider a more balanced style. Ie income vs growth. Just to limit any risks. Thanks for any advice

Please list your top 5 non-tech names in order? Us or Cnd

Please list your top 5 tech names in order? Us or Cnd


Timeframe is 5-10 years unless you feel it should be shorter based on my retirement time. Thanks and please deduct any credits accordingly

Nick

Q: I am a very seasoned investor that has been lucky enough to come into some extra cash.

Regardless of sector. What are your top 5 US absolute must haves. For longterm and entry price guide.


Thank you, Jay.

Q: Both SMCI and VRT have dropped significantly over the past 3 months. Do you see that one has stronger turn around potential than the other, and and if you were buying, which would you buy, or would you split the position between both. Thanks!

Q: Hello, when members ask about best US cos. to invest in, you seem to always mention ISRG. Can you extensively elaborate as to why you like it so much? It is at a 52-week high and I know you believe in momentum but it makes me nervous to buy now. Do you see an extended runway for the stock? Thanks!

Q: I own the following in my TFSA - LMND, NVCR, U, FSLY, TWLO. All are down significantly and make up only a small percentage of the total TFSA. Because I can not take a tax loss, would you recommend leaving them tucked away for now? In other words, do any have good potential? Or would you recommend selling and investing elsewhere? Thanks.