Investment Q&A

Q: Would you agree that this would be a good time to buy shares on theses two companies before their Q4. They both gave a preliminary report which looked excellent.

Q: In your response to Marco's question on March 11 you mentioned you felt there were better opportunities in the US. Could you mention your top choices. Thank you.

Q: Hi Team,

Is WELL a buy, sell or hold right now? Are there better health plays in Canada? I'm considering adding to it or other alternative you can suggest. Thanks

Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?

Q: I think I have over-diversified and I am now trying to condense my portfolio. I own these three and am thinking of selling one of them. Any suggestions on which one? or should I keep all three?
Thank you

Q: Hello and thank you for reading I would like to know if you have a handful of Canadian stocks that interest you - say under $25.00, and that you would be prepared to share with us.

Have a great week. Take care

Q: Good morning guys,
Are u folk in agreement here with mr zinberg in regards to his comments with this name .. this guy worked with donville so he’s certainly well respected as a stock picker so as a owner of this name should we be concerned here .. already down significantly .. hold , add , or sell please..

Q: Hi,

With stock prices much depressed I have concerns that some unprofitable growth companies will have a hard time raising sufficient cash to fund operations; at least without massive dilution.

My question is two part:
1. What is (are?) the best metrics to assess profitability of a company (net margins, cash flow, etc)?
2. From your Canadian list of companies which do you see as the most needy to raise cash within the next 6-12 months in order to continue to fund operations.

Thanks,

Cam

Q: Would you add TOI or WELL today? If so, why? thx

Q: acuity ads ,well health,enthusiastic gaming apps... pinterest....upst... nvda... please rate with the thoughts of long term potential

Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.

Regards
Anthony

Q: Hi 5i Team, Have held WELL long enough to be down over 30% in a TFSA account. and am considering swapping it out for TOI on the recent pullback. I know you like both, so could I have your opinion on this move for a long term hold ?
Thanks, Gary

Q: Hi Peter and Ryan,

With interest rates going up next month would like to know your thoughts on the short term effect this will have on the above tech companies, will there be a discount after the rates rise.

As always
Thank you
Anthony

Q: Can you provide a list of 10 US and 10 Canadian stocks that you think have the highest conviction/potential to double from current prices over next 12 months or so. Market cap or risk is not a factor. Thanks

Q: WELL or VEEV, which stock has the most upside potential? High risk tolerance.

Thanks for your service!

Q: Greetings 5i team,
I hold WELL and DSG in my TFSA to the tune of about 1.5% each of my overall portfolio. I am considering selling one or both and concentrating on one of three companies: WELL, DSG or GSY. If we were to ignore company size, sector, diversification and strictly look at 5 yr growth potential, would you 1. Hold one or two of these names and 2. In which order do you think has / have the most potential?
I am not averse to holdings of < 3% if I might add to them in the future.
Thank you as always.
SP

Q: Please list companies in your balanced equity and growrth model portfolios that are now in bear market territories and of those what would be your top 5 listed in preference to add to for a long term hold.

Q: I have 6K in my TFSA that I’d like to deploy. Presently the TFSA contains the following names and the weight for each one of my TOTAL portfolio (Margin+TFSA+RRSP).

EGLX 0.87%
GSY 3.75%
LSPD 1.62%
MG 5.41%
NTR 6.26%
SHOP 2.05%
WELL 1.94%
NVDA 3.42%
PLTR 1.33%
PINS 0.53%
TFII 5.74%
U 2.29%

Should I sell EGLX and PINS since they have dropped below 1% of the portfolio?
Should I add to one, two or three of these names? If so in what order of preference?
Or should I go with another suggestion? If you can list 5 in order of preference.
Any sector CDN or USA.
I will not need the cash for another 8-10 years minimum.
Thanks for all you do.

Q: This is a difficult question to answer but was wondering if there is a stock or two in your coverage universe that you think has been unfairly beaten down over past year or so...and perhaps may have turned the corner and is soon (or already is) seeing a change in direction that you think might be sustainable.

Q: Thank you for helping us navigate through the volatility with a cool head. I have 2 questions.

In a long term horizon 3 years and more for the above list could you separate them into 3 buckets and identify 1 group for which you would add funds, 1 group to keep and 1 group to sell? All stocks mentioned are now reduced to 1% or less in a non-taxable portfolio.
XBC -20%
AT -15%
CARE -50%
LSPD -45%
DOC -60%
WELL -30%
EGLX -30%
ENGH -30%

My 2nd question:

For the following securities in a corporate account with a 2-year horizon. Do the same exercise and separate into 3 buckets which ones you would add funds to, which ones are keepers and which ones you sell.
AT -50%
LSPD -45%
DOC -60%
WELL -30%
EGLX -30%
ENGH -30%

Thanks again