Investment Q&A

Q: Hello 5iR,
Path has been recommended on BNN. Would it be a good time to buy some?
Your opinion of this company is appreciated. Thank you. Cheers.

Q: Can you please give your thoughts on UIPath’s recent announcement about cutting 10% of its workforce?

Q: Please comment on ESTC most recent earnings. Thank you.

Q: Read U comments on PATH on May 30.It is a big holdings of ARK and it bought additional1.5132m shs on the huge drop on May 30.I am holding a small position at a loss and thinking at taking the loss and move on.Please comment.Txs for U usual great services & views

Q: Can you explain reaction to Q results - is it the sudden termination of CEO or Q results (which looked OK) or guidance. Overaction or justified market reaction? thanks John

Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP

Q: Can you comment on the recent earnings and give your opinion on the stock for a 5-year hold?

Q: Hello 5i,

Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.

Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?

ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT

Thank you

D&J

Q: A few software companies do 'Process Mining', do you see substantial future growth in this process and can highlight successful other players than the ones I outlined above?

Q: What would you consider a good entry point for these companies?

Q: Robotics were a big part of the latest CES show in Las Vegas.

I would like to know what your best investment ideas to play this secular trend. I believe with the increased cost of labour this trend will only accelerate.
I am looking for your best stocks or ETF ideas to put in an RRSP to profit from this assumption.

Thanks for all your ideas and insights.

Q: PATH may have broken out after more than a year. Was there any identifiable reason for that and have your view improved on the company?

Thank for you insight, Peter

Q: What would be your best contrarian pick today in both us and canadian markets

Q: Please comment on PATH's latest Q results and guide,Why did it drop 11.2% to $14.51 today on huge vol.of 35.4 m shares much greater than average of 7.04 m. C Wood bought 4.965m shares today. Buy,Hold or Sell. Txs for U usual great services & advices

Q: Good morning,

what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines

Regards,

Terry

Q: I invested some speculative capital in the above companies last year in a taxable account. Terrible timing. As we near the end of the year, I plan to sell some of these for tax loss harvesting and use the funds to average down in the others. Which would you sell and which would you average down?
Also somewhat related to this is the fact that I feel as much as there’s a good buying opportunities in some U.S. stocks right now, the high U.S. dollar makes it hard for me to convert CAD funds to USD. Am I right to hold off on currency conversion for now?

Q: Good Morning,
Can you please give your opinion about SANM & PATH
for long term investment.
Thx for your reply

Q: Hi Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George

Q: Hi , Peter & Team:

I'm in the process of selling some of the losers to offset the capital gain. Which of the above Co. may not rebound as well, that is the most likely to sell now, to the ones least likely to sell ( worth holding).
Take as many credit as you see fit. Thank you for all the great service and advice you have given through the year.