Investment Q&A

Q: Excluding SHOP, which latest earnings reports have you been most impressed by wrt 5i portfolio companies?

Q: For new buying and looking for conservative growth which one would you buy and why? Thanks. ram

Q: Hi Team,

After its recent gains would you still be comfortable starting a position at these levels or wait for some weakness?

Thanks

Q: In your answer to John on July 30th you stated that REAL crushed revenue estimates with $118 million actual compared to $40 million estimated. I believe the estimates are for NET revenue, which came in at $43.8 million for the quarter. A beat, but not a huge beat.

Q: In a comparison of growth opportunity over the next 5-10 years, which would you side with? Where would you put REAL on the risk spectrum?

Q: Can you comment on REAL earnings. What impact should they have on stock performance? Do you see anything to be concerned about?

Q: What should we expect from the 3 quarter results coming tomorrow from real. And it looks like that lightspeed will have their's on April 6 2020. These 2 companies have had a pretty good ralley the last couple of weeks, i would expect strong results. Do you see the same here?

Q: Hello,
I am down in my TFSA by average 25% ( MX, RVX, CERV, CHEM, OVV, POW,CHR). I am up with EMA by 25%. I was thinking of selling EMA and buy some growth companies for a 5 year outlook. Is it good to get into LSPD, REAL, KXS and DCBO at this time.
Thanks
Ravi

Q: What is your top choice for playing the gold sector? This will be my only exposure to precious metals.

What are your top 10 growth names (Canada or US) for a new investment with a minimum 5 year hold? I'm not concerned about sector diversity or weighting because we're well diversified in other, larger parts of our portfolio.

Thanks.

Q: Is DND similar to REAL or DOCU . Is it OK to have in portfolio DND together with REAL and DOCU.
Andrew

Q: How would you compare Altus vs Real? Is any one preferable over the other or better to hold both? How would you compare their respective risk profile, valuation, etc ?
Many thanks

Q: Whenever there are these swings in the market from growth/tech to value/consumer it makes me think about diversification. I have also noticed that companies that bring tech to another field are thriving. Examples being SHOP bringing technology to consumers, REAL bringing it to consumers and real estate, VEEV bringing it to health care, etc.... Also the US markets just recategorized to decrease the amount of technology companies. I am presently 27% technology but only if I place REAL and AMZN in consumer, GOOG in communications , etc.

I own all the above listed companies except ROP. I am currently considering selling LSPD (technology or should just categorize it as consumer) to buy ROP (industrial or is it technology). This would bring technology to under 25% and increase Industrials and US exposure which I am underweight in. The problem is that I can’t help but think that I am making a trade just to make the diversification boxes all line up. One could easily consider ROP as technology.

In the medical profession we have a term for this. “Euboxic”. Which means making all the lab values line up to hope for the best but often with no real value added.

Q: Hi group here we go again - Tech stocks getting hammered - do you recommend selling (or buying more) on any or these recent high flyers KXS + Shop +Real+Visa Score + Docu and so on

Also can you recommend a silver stock that makes sense in this market Thanks for your guidance it really helps

Q: Would appreciate you ranking these 3 stocks with regard to risk and rank them separately according to growth. Is now a good time to invest in all three.

Wayne

Q: Which of these three stocks has the most upside. I am up 127% in real and thinking of selling some and buying well or stc. Should i let real run or but one of the others. This is in a registered account so there is no taxs to worry about.

Q: Hi Everyone at 5i! My son has a TFSA with the following holdings: ATD.B,BMO,BNS,ZWU,BAM.A,ENB,FTS,GWO, KXS,LSPO,OTEX,PBH,SHOP,VGT. Courtesy of the rebalancing of Shop, he has 50K to be redeployed. I would like to purchase five companies. Any suggestions, considering what he has in the portfolio already? I am looking for long term holds , preferably growth stocks. Cheers, Tamara,

Q: I see that REAL is reporting at the end of the month. Wondering if you could give me the estimates that are expected? Also, I am curious to hear if you have any thoughts on earnings, (beat or miss) or if you could give your own expectations?
Thanks for everything,
Josh

Q: This is a follow up question to my previous one, If I don’t add to any of my underweighted companies I could initiate a position in one of the named companies above. I would appreciate your rankings with some insight.
Thanks again. ram

Q: Hello 5i,
If one wants a high concentration of very strong growth stocks and understands the risks involved with applying this type of investing strategy, can you please name 10 stocks that 5i would be very comfortable in owning for this purpose (a mix of USD and CAD)?

Q: Hi Team:

I made a 20% profit in the above REAL.ca; it was only a half position
but as it keeps on going up, I was waiting for a pull-back

would you recommend buy (put in another 1/4 position) or hold
or sell and take the profit?
thanks
Michael