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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: The solar subsector seems to be getting a lot of attention and company valuations are going up. This is on par with the renewables trend we are seeing. Do you have any pure solar picks in the US or Canada or are you only playing the larger infrastructure companies that may own some solar farms? What are your top picks? Thx
Read Answer Asked by Adam on October 13, 2020
Q: My understanding of the network effect is that it creates a virtuous circle of growth and increasing strength for the best companies - they become more valuable as they gain size over time, e.g. SHOP, AMZN.
What are your favs in any sectors that meet this criteria?
Read Answer Asked by sam on October 13, 2020
Q: Without regard to sector what are you top picks in cyclicals also renewable sectors?
Read Answer Asked by Roy on October 13, 2020
Q: Hi crew, what 5-10 micro-cap stocks have the biggest runway for growth? How about small cap?

Thank you,
Kevin
Read Answer Asked by Kevin on September 29, 2020
Q: Could you please give me your opinion on this company. Would you consider it a good buy at this time and are there any other companies you would prefer in this space. Thanks for your advice.
Read Answer Asked by Ian on September 29, 2020
Q: Hi Peter &5i team,
If Amazon is building warehouses in Canada, will any Canadian companies benefit? In your opinion, is this a good opportunity to invest in companies such as Richards packaging,CCL,the pulp and paper industry,or other e commerce firms.
Thanks for your thoughts
Read Answer Asked by john on September 18, 2020
Q: I'm looking for a few suggestions of economy re-opening stocks, US and CAD that you would consider 'investable' with a recovery taking place over the next year or so.
Read Answer Asked by Mike on September 18, 2020
Q: Hi, Nuvei shares debuted Thursday with a bang and closed nicely 30% above the offer price of US$26. Initial Offering was for 26.9 mln shares ( plus 15% overallotment) of which about 90% was treasury offering of new shares and balance was sold by existing shareholders, Novacap group of funds. Caisse and most other major shareholders continue to own their stake in the company. 8.3 mln shares were traded on the first day, in total, (USD and CAD). Shares traded in the range of US$31.58-$35 and CAD$42-$46.
Initial analysis and report posted by 5i (Barkha) on the company was very informative and helpful.
Looks like, Nuvei could be in league with highly successful Canadian Tech companies like SHOP and LSPD, in the payment/ ecommerce sector.
What is your take on this company ? How do you rate company's hold in its addressable market, growth prospects and competition ?
Your commentary and guidance was invaluable and tremendously useful in the early days of LSPD, last year and helped many of us to be able to build a decent ownership, over time.
If you like NVEI, what will be your recommended approach, position size and price range ?
Thank you for your valued insight, as always.
Read Answer Asked by rajeev on September 18, 2020
Q: Hi 5i Team - Could you provide a summary of the fundamentals for Docebo including insider ownership/recent buying and selling, cash reserves, growth opportunities, and your opinion of management. Also a brief summary of Docebo's business. Considering the scope of this question please feel free to take some time to answer - no rush. Thanks.
Read Answer Asked by Rob on September 17, 2020
Q: Thx as always for your amazing service.
You mentioned 4 of the above names in a vaccine / recovery scenario. I already own DOO and GC, and I am looking to add two. Can you please rank them 1) in terms of risk 2) recovery potential from current levels

Thx Brian

Read Answer Asked by Brian on August 25, 2020
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