Investment Q&A

Q: What are your thoughts on Uber shares and the prospects for the stock price over the next year? It looks to be a strong candidate for inclusion in the index, but aside from that are you fans of their fundamentals?
Thanks as always!

Q: It seems the outlook for Uber is changing positively. Although I don't think it can be placed in the same rarefied space as GOOG, AMZN etc in the technology space, do you see it as getting to occupy the same space in the next 5 to 7 years (my time frame before drawing down).
Please briefly give your bull case and bear case for this tech co

Q: What is your outlook for the short to medium term ( 5 years) now that they have become profitable

Q: Peter; Could you update your thoughts on UBER ? Thanks
Rod

Q: Hi all at 5!, thnx so much for all your info and insights for us DIY investors, much appreciated!

Can you share your insights on these companies, 2 which announced good quarterly reports lately?

Thnx so much!
Dave

Q: Is UBER a buy?

Q: With the mandates and Covid restrictions being relaxed/lifted could you name 10 stocks that might see good momentum and growth.
Many thanks.

Q: Would UBER be a buy at these prices ? Thx Nick

Q: Is it worth looking at now with latest numbers?

Q: pls comment on results
would you add to a half position here?

Q: Appreciate your view on this company UP

Q: Hello 5i,
Is Didi too speculative at this time?
Thanks for the service

Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!

Q: Can you comment on their earnings? Thanks!

Q: Hi team,
I'm looking to reduce my number of positions and also add weighting to existing positions. Based on a review of my holdings below, which positions would you eliminate/ consolidate, and why, and which ones would you add to (based on strongest conviction) and why. Time horizon is +10 years.

Basic Materials
Communications AT GOOG FB PINS VZ
Consumer Cyclical BYD DOO GOOS MG SBUX
Consumer Defensive ATD ATZ COST
Energy ENB PXT
Financial Services BMO ZEB GSY SLF
Healthcare ILMN IHI TDOC WELL
Industrials AC ATA RTX TT XBC
Real Estate ZRE
Technology AYX AAPL CSU FSLY CQQQ KXS LSPD NVDA PLTR REAL SHOP UBER WDAY
Utilities AQN FTS
ETFS XEF XEC MCHI EWU VEE VIU

Q: It’s been since February that a question has been asked about the potential growth of Uber. Could you pls give us your latest thoughts on this company as it moves toward profitability and we come out of Covid.

Q: What's your take on the latest results?

Q: Which disrupter stocks you see most potential?

Q: What would be your top 5 US & top 5 Canadian companies that could be considered disrupters? Thanks

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?