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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: I hold 1/2+ positions in XBC, WELL, LSPD, DPM, GUD in an attempt to add overall performance to my balanced portfolio. This group has performed well. I'm going to sell GUD and DPM. Your thoughts on adding to the rest of the holdings or adding something else like KXS. Any other stocks worth looking at?

Thank you.
Derek.
Read Answer Asked by Derek on November 19, 2020
Q: I am looking to add your suggestions of Palantir and Pinterest. Can you please rank them with some of my current 5i holdings in terms of growth highest to lowest and risk highest to lowest. These are 1-2 percent fringe plays and I have a balanced portfolio so I am not worried about cap size, geographic location etc. Thanks very much as always for advice.
Read Answer Asked by Brian on November 18, 2020
Q: You have, in the past, listed about ten companies (including CSU, X, KXS, CAE, BYD, ENB, ADW) that you felt had a unique opportunity to flourish under these special circumstances.
Asking the same question today, what would your updated list look like?
Read Answer Asked by Rick on November 12, 2020
Q: I currently hold a 5% position in renewable energy stocks. Made up of BEP.UN + AQN + XBC. Please recommend one additional stock is this area. Thanks
Read Answer Asked by Ronald on November 02, 2020
Q: Are the above companies a buy at their current prices. I am considering taking a new position in each as i am looking for a few stocks with strong growth potential - within the context of an appropriate portfolio weighting. Thanks for the usual terrific service.
Read Answer Asked by jonathan on October 19, 2020
Q: Hi Guys, Thanks to 5i and the above companies 2020 has been very good year and would like some more ideas to go along with these above gems.

Regards
Anthony
Read Answer Asked by Anthony on October 16, 2020
Q: Good Afternoon
Can you recommend 3 stocks in Canada and the US that are good momentum plays? Also are there any ETF’s that track this that you can recommend?
Thank you
Read Answer Asked by Marty on October 14, 2020
Q: Curious about your choice of companies with strong environmental platforms (not energy companies), with good ROEs. Looking for companies that have positive effects on climate change. Thank-you!
Ellen
Read Answer Asked by Ellen on October 14, 2020
Q: What are your best HIGH Growth ideas in Canadian and US stocks.
I'm willing to accept high volatility and RISK.

Thanks
Read Answer Asked by Valter 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 5i
After listening to the infrastructure update by the Canadian Gov't this morning and the areas they addressed ie: electric buses and clean energy projects etc will be priorities, I am thinking both NFI and XBC will benefit. Your comments please and any other suggestions.
Read Answer Asked by Gordon on October 02, 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: Own STC(1.5% position) & XBC(1%) Should I add to these 2 or start a position in Well?Please list in order of preference,or your ideas.They are your past picks. Txs for u usual great services & views
Read Answer Asked by Peter on August 27, 2020
Q: Hello,

I'm looking to invest in some Canadian small cap growth stocks with long term positions.

Would you be comfortable starting positions in the above companies today and are there some you prefer more (I already have a position in WELL)?

Thank you for your response and valuable information,

Stefan 
Read Answer Asked by Stefan on August 26, 2020
Q: Hi. Did you get some more info on XBC (see 2020-08-11 Q&A below).
Thank you as always.
Paul D.
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Q: Hi team,
Please provide your thoughts on the quarter out of XBC.
Thanks!

Asked by David on August 11, 2020
5I RESEARCH ANSWER:
Revenue of $19.6M was $1M ahead of estimates; EPS loss was slightly below. Revenue rose 53% but EBITDA shifted to negative $0.1M from +$1.8M and was below estimates. Backlog rose $22M to $85.5M. Cash is $60M. Revenue guidance was maintained but costs have increased and profit guidance has been retracted, which will disappoint some. Some of the additional costs are Covid-related. The conference call is later today and we will get more info.
Read Answer Asked by Paul on August 13, 2020
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