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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: How would you rank the following companies (WELL, REAL, ENGH, TOI, FLGT, ABCL) in terms of potential growth over next 3-5 years ? Are they any that you would not be keen on? If so could you provide an alternative or two?
Read Answer Asked by Stephen on June 24, 2021
Q: Hi,

Congrats on the web site update! Makes it easier to navigate for sure especially when looking up company data.
Of the recent IPO's listed above, do you have a preference for one or the other or obtain a starter position in all 3? Or a different one all together?
Also, can you pls confirm the considerable drop in revenue as seen on the Company data for ABCL....or is this an error? I normally only invest in a company whose YoY growth/revenue is trending upwards...so this is a bit of a caution flag if I were to invest in ABCL.

Cheers,
SteveMc
Read Answer Asked by Stephen on June 18, 2021
Q: Hi 5i team,

Further to Dave’s question on Jan 22/21, can you please add ClearField Inc (CLFD) to your database.
The recent quarter appeared to handily beat again, can they continue their impressive growth rates going forward and specifically, post pandemic? Would you start an initial (⅓) position? Is there anything concerning in their financials (P/E, etc) that would make you cautious? The Q2 release mentioned possible supply chain issues in the near term, is this concerning to you?
Given the higher Cdn $ these days it seems like a good time to buy some US stocks.

My other choice is Abcellera (ABCL) which has fallen quite a bit in the last 3 months. Any specific reason for the decline other than vaccines are more widely available/distributed.? Any preference between these two? I don’t own either stock currently.

Appreciate the work the team does!!
Steve
Read Answer Asked by Stephen on May 03, 2021
Q: Second question today, I took about a 3% position in this stock for a long term hold, far from the top but still down significantly. March has been volatile and really trending down in recent days. I cannot see any negative news but with earnings coming out on Monday is this a bad news indication or just market impact? Do you continue to like the company's growth prospects? Thank you.
Read Answer Asked by Barbara on March 29, 2021
Q: I own the above US stocks, am up a little and down a little on them. I am wanting to cut back on these stocks, in order to raise some US$. Would you rank them, best first. I will only be cutting 2 at this time. Please comment on their growth prospects.
Thanks John
Read Answer Asked by John on March 18, 2021
Q: I see ABCL is taking it on the chin today down 12% as I type this question. Since about January 1, 2021 I have been considering selling my NVTA and putting the money in ABCL but have done nothing to date. (Procrastination is sometimes the key to success)! NVTA weighting is 1.5%. 2 Questions...
Do you think ABCL has better long term prospects than NVTA and would you be interested in ABCL at +/- $31.50 USD? Or do you think I should use the basket approach and hold both?
Thanks,
Jim
Read Answer Asked by James on March 05, 2021
Q: Overall I am below the recommended allocations in these sectors: Materials, Consumer Cyclical, Consumer Defensive, Industrials, and Healthcare. I have cash to allocate in my TFSA (about $8600). Which would be the best place(s) to invest now in any of these sectors in the TFSA?
Read Answer Asked by Stephen on January 13, 2021
Q: Hi,

Now that the IPO has come out and the feeding frenzy pushed the stock to approx $71 on day one, it has retraced quite a bit from that one day high but still double the IPO price today (Dec 15). I will wait for this one to settle a bit more in the next several weeks but just curious what you think a fair entry price range would be given they are already profitable vs several other recent IPO's in the same space or other space for that matter? Or should one wait for the outcome of phase 2 and 3 trials before dipping their toes in on this one? I would only initiate a 1/3 position.
I realize the euphoria right now is around covid but longer term they seem to have a unique product/platform that could be applicable elsewhere, ie AbCellera and Invetx Expand Multi-Year Antibody Discovery Collaboration in Animal Health.

Cheers....
Read Answer Asked by Stephen on December 16, 2020
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