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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: Good morning 5i team!

What is your near term outlook for MITK?

Is there specific news, or activity(chatter...rumours...?) to account for recent downside volatility?

What is your medium to long term outlook for this stock price taking into consideration any recent news or anticipated developments?

If I were to decide to sell to harvest a capital loss, which stocks would you consider comparable substitute in this sector for a pair trade?

Thanks for your assistance.

SGR
Read Answer Asked by SG on September 27, 2021
Q: Considering the possible effects of shipping disruptions and the abilities of consumer companies to maintain inventories and hence profit margins, cyclical and discretionary, would your top three stocks to have in one's portfolio long term, in your professional and respected opinion, be altered.
What would be the top three suggested holdings for long term(5 years)
Thank you
Read Answer Asked by Peter on September 27, 2021
Q: Good morning,
I'm looking at adding a QQQ equivalent component two my Cdn$ Non Registered portfolio.

HXQ and XQQ are among the ETFs currently under consideration.

Q1. At this point in time, would you recommend a hedged or unhedged Canadian version of QQQ?

Q2. Not limiting yourself to HXQ and XQQ, what would be your recommendation for a Canadian QQQ equivalent?

Thank you

Francesco
Read Answer Asked by Francesco on September 27, 2021
Q: Is SIVBP just a way to be SIVB shares in small amounts . i.e. ( 1 Sivbp share = 1/40 of ! SIVB share).

Is this a safe way to buy smaller amounts of SIVB ?
I don't know if this is a common way to do it.

Thank you
Read Answer Asked by Leonard on September 24, 2021
Q: On 9/23, Jerry asks about the impact of a tax rate increase to 75% on Cap Gains. Should you not have corrected this? It is the "inclusion rate" that could be increased to 75%.

Carl
Read Answer Asked by Carl on September 24, 2021
Q: Morning Peter & Team,

I know your long term outlook for CAE is positive. Have held it for some time and although technically it has shown higher lows and high highs over the past year, gains in the last 10 months have been moderate. Especially when compared to some of it's industrial sector piers such as ATA & TFII the later of which has a dividend as well.

I am thinking of switching up to one of your other (previous) recommendations. Would you consider this a good idea? Or would you suggest I continue with my patient hold of CAE?

Thanks for all you do.

gm
Read Answer Asked by Gord on September 24, 2021
Q: My hold the following Canadian tech stocks: CSU, KXS, LSPD, ENGH, SHOP, and TOI. Based on your continued support of NVEI and DSG, I would like to add them as well. However, I would like to ensure diversification and so wish to avoid companies that are similar to those which I already own. So my question is, would owning these 8 companies provide me with a diverse mix of Canadian tech stocks?
Read Answer Asked by Dennis on September 24, 2021
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