Investment Q&A

Q: Going forward, if you had to choose between IAI and KIE, which would you pick at this point in time, and briefly why?
Thanks

Q: This stock has been declining and ask if you expect it to improve and if not why?

Q: What do you think about this: https://cloudflare.net/news/news-details/2021/Cloudflare-Announces-R2-Storage-Rapid-and-Reliable-S3-Compatible-Object-Storage-Designed-for-the-Edge/default.aspx

Seems like they will be able to compete with Amazon with this product. Is that why the share price has gone vertical since that was released?

Q: The volatility of crypto makes me wonder whether it is only a speculative trade or does it have substance? Although one could imagine a generic currency, possibly for international exchange, away from the US$, but fluctuations indicate more gambling than otherwise, especially considering the variety of cryptos now on the market. Might there be any controls/guidelines expected?
Thank you!

Q: The stock has been declining and ask why and what are your recommendations for this company?

Q: Hi 5i,
Could you explain what just happened to the PINS stock around 11:30 today?

Q: I would like to have your view on renewables mainly BEPC, BLX .
Do they perform better in a low or high interest rate environment?

Also , your outlook on ETF TAN

Thank you

Q: Between CRWD and OKTA which one has the most promising growth profile?
Thank you Team!

Q: Good morning!!!

Love the Q&A. Thanks for all the hardwork behind the scenes. This service provided has been a boon to all.

Could you please give me a break down of this company's numbers. Is it intriguing enough to begin a position? Worth watching etc. Of course the family connection as well as set up comes to mind here.

Thank you.

Q: The market did not like the muted outlook and the higher capital spending plans that ULTA management presented. There has also been some insider selling recently. Hold or sell?

Thank you.

Q: I am Surprised at the lack of Questions on Cameco. I have long felt the switch to Green Energy has a long timeline. IMO Uranium offers a sensible base load source when done safely .
What are your current views ?

Thanks

Greg

Q: In September you considered it a hold but are not adding to your position. Based on the last growth portfolio update, it has a weighting of ~1.2%. You have also indicated that there will likely be some tax loss selling.

I am down ~45% in my TFSA on this one and makes up 1.1% of all holdings.

What discussions are going on with 5i in regards to your position with the growth portfolio. Is patience wearing thin? Are you looking to remove it because its stuck in "show me" mode and management fails to improve margins? I am trying to decide whether to cut my losses and move onto something with better growth, execution, and conviction.

Q: On Sept 21st I asked a question about Circle. In your response you mentioned.
- Buying the SPAC shares is the same as buying Circle, but note the acquisition has not closed yet.
- Like all SPAC deals we tend to be extra cautious.
Re the above points,
Can you elaborate on the potential concerns specifically with investing in Concord at the moment in lieu of investing in the new company after going public. (For e.g. Can we lose all our money, some of our money.. if the deal does not go thru…? Any other concerns?)

If you have any additional comments re Circle since Sep 21st, a few words would be appreciated. My understanding is that they now have $33B in circulation but do not know much more (and there may not be much more).

Thanks again. Your turn around time is amazing and the quality/detail of your responses is impressive. Keep up the great work. Have a nice day!

Q: I would like to invest in biotech companies for a long term hold (5 to 10 years). What are the top 3 to 5 biotech companies that I should consider investing in?

Q: Thank you for your sage advice over the last few years.

What would it take to move VET shares up a few more dollars? I realize the share has had a good run up over the last months, but at the same time, I believe they are still discounted. There seems to be real resistance at the $14 price level. Even with WTI crude at $83 today, the shares are in the red. Are there specific movers that I should be looking for, or, barring a miracle, is this the time to sell?

Q: Is Brunswick worth continuing to hold? They’re probably affected by supply chain issues and they’re investing in electric motor development. Buy, sell or hold?

Q: I was wondering if this ETF would be a good way to play the renewable energy space? Good dividend, international and spreads out the risk of just owning individual renewable stocks.

This is the best site and thanks for your continued guidance.

Dave.

Q: Can I have your opinion on this company as they have created partnerships? Thanks James

Q: How would you rank these Canadian small cap tech stocks for (a) new money now and (b) future growth prospects?

Thanks!

Q: Hi,

I'm down now 62% on MRS. It is also down over 50% in the growth portfolio. What is the rationale to keep holding it at this point? Is it time to move on or will more patience pay off?

Thanks