Investment Q&A

Q: Hello Team,


Which one these would you consider averaging down:

Twist (down 70%)
SPHR (down 60%)
Roblox (down 30%)

I would appreciate it if you could elaborate on your reasons.

Thank you for all your wisdom and kind support!

Q: What would be your best picks for companies with exposure to the field of Precision Medicine/Personalized Medicine. Could you give them a rating and a brief reason for the rating. Any other comments appreciated.
Many thanks .

Q: I bought TWST a few years ago, and have lost most of my investments in it. Would it be advisable to switch to LNTH.

Q: Comments on TWST results please, particularly concerning their path to profitability and the effect on production of their "factory of the future" when completed.

Q: Hi 5i
Just read an article about ‘ synthetic biology’
Sounds interesting. Do you know anything about the industry? If so do you see any companies that look of interest.
Thx
Gerry

Q: Looking at companies in these companies, some have more current business (EXAS) while others are based more on potential. Can you please rank each in order based on these two approaches:

1. Most growth potential
2. Best overall investment

Please comment briefly on why you would place a particular company as "Best in class" for approach 1 and 2.

Q: thoughts on the 2 companies. thanks

Q: Barron’s article recommended investing into stocks related to synthetic biology(e.g. genetic programming to make designer yeast that synthesize commercially important compounds). ZY, AMRS, SNRG were mentioned. I am interested in seeing your top choices in this space.

Q: What is your long term outlook on the above companies.

I own them and some ARKG. Do you have any others you fell would complement them? I got space to add another name or two with out being overweight in the sector.

Q: As I watch the growth stocks in my portfolio get crushed I can't help but also feel excited at the buying opportunities that are being created for others I thought I had missed. With the Nasdaq only 1200 points off its high and companies like TWST (down 57%), LMND (down to 60%) or BOMN (down 50%) or NVTA (down 55%) it is undeniable that many of these stocks have been revalued.

My question pertains both to these specific companies and smaller caps in general. Do you think companies like these are close to finding a floor meaning that it is time to start buying in tranches as they inch down or do you consider it more likely that we need a major sell off and full capitulation?

With these specific companies, what would be an entry price that makes sense for each for the first 1/2 and then a full position. (ie buy a 1/2 of LMND at 75 and then full at 60 if it gets there).

Q: What would be your top pick today among these four biotech stocks ?

Q: Peter; What would be an example/s of “ Innovation” companies? Thanks. Rod

Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

Q: I watched a presentation on Saturday where analysts fielded audience company suggestions and whittled them down to a few that they felt could 10 X in a reasonable time frame. I am wondering if you can look at this six and rank based on potential? For the top two, it would be great if you can discuss the TAM, impact of market value and shares outstanding, if they are solving a new problem/creating a new market and quality of management. Basically, why those two?
Longview Acquisition Corp
Good RX
Boston Omaha
Quantumscape
Clean Energy Services
Twist Biosciences

Q: MGNI- another home run for your team. Well done and thx. Do you like the deal?

I had not bought twst yet. Do you like the entry point after the drop on reporting?

Thx as always
Brian

Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.

Q: I currently own some ARKG and CRSP. If you were to buy a few more individual stocks in this space and had a long term time frame and high risk tolerance what would you buy?

Q: Hello team,

Of the 3 companies above, BEAM has 3 times more shares sold short (18% of the float) but all three have been on a run.
If you could buy only one which one would you choose today as a great company for a long-term hold and which one you would rather avoid? And of course why?

Thanks for making investment accessible for ordinary people.

Q: In your answer to a question recently asked on Genomics, your suggestion was to buy an ETF such as ARKG or EAGB. You also mentioned that if so inclined you could start adding small amounts in specific stocks which of course be riskier. Would you be able to suggest 3 or 4 of these stocks either US or Canadian, preferably at least one of each.

Q: Greetings,

my tech friends rarely pile into anything but they are all saying the technology developed by TWST is a game changer in the data storage, preservation, archival, retrieval, etc area with the potential to have huge impact on AI. YOur thoughts. it certainly has run up. Will the growth continue?

Cheers