Investment Q&A

Q: Good Morning 5I Team. Thanks for the great work. I am learning and benefitting a lot with this membership. I am looking to add some more to my existing position in the above stocks favoured by 5I. I have a long term view. Irrespective of risk and sector based on growth and current valuation which are the 2 stocks you would be willing to add at today's price.

Q: At what price is WELL a good buy for a 5+ year hold?
What about a 6-12 month hold?

Q: I have a number of laggards in my portfolio that have been dramatically outperformed by peers during this year's rally, many of which I already own. I realize that you have generally rated these as 'hold' when asked in the past-yet I'm seeing a substantial opportunity cost to holding while others hold momentum during these hot markets for tech, industrial and commodities.
Any thoughts on whether it is worth continuing to hold and would you advise replacing at this time. ie on the balance of possible outcomes, would I be better off to stand pat or shift over to comparables within the sectors?
Thanks,
Peter

Q: What are your thoughts currently on Redfin? Any recent developments to be concerned about or the thesis is still strong to start a new position? Thanks.

Regards,

Shyam

Q: In my TFSA, which one would you suggest for long term growth.

Q: Good afternoon,

What companies (maybe 3) does your firm believe are at the leading edge of artificial intelligence? Please, if possible, explain what their foci may be and perhaps suggest what they may have a comparative advantage to their nearest competitors,

Q: Overactive Media ticker symbol OAM went public today and closed below IPO price (not a good start) What does this small companies financials look like to you? Is there much overlap with them and EGLX?

Q: In my balanced cash account I hold CBH as the fixed income portion and while I thought the laddered approach would be beneficial, it has not performed well over the past years. After reading about Real Bond ETF's, I am wondering if I should replace my CBH with a real bond ETF (either XRB or ZRR) for the next few years. What do you think of that strategy? FYI, I also hold XBB in my RSP.

Q: I have a small position on Blade Air Mobility and currently under the water. Should I cut the loss and move on?

Thanks,

Q: Can I please have your view on CargoJet? What's reason causing recent dip and is this one a good long term hold?

Thanks,

Q: these are two small cos. that I have and would like to know what their last years qtrs have been :are they making money or are they worth holding or losing money Thanks Gary

Q: Could I have your thoughts on Chart Industries .
Thank-you.

Q: I've been looking for stocks with favourable value metrics which also demonstrate solid earnings growth and have come up with the above list. It's a little heavy on the retail end which worries me somewhat with covid still being a thing. At the same time, retail stocks are enjoying solid sales and anecdotally, it seems to me that people are anxious to get out there and spend.

With respect to Doo, H&R Block, WSM, and BBY, these have seen decent levels of share repurchases which is appealing for obvious reasons.

What do you think of my list with a view to holding and forgetting for at least one year? Anything you would cut out? I don't like foot locker as a store for instance but the financials appear attractive. Thank you as always,

Jason

Q: Please comment on recent financial results. Are their losses consistent with the overall industry?
I have a decent gain, should I B,S or H for long term?

Q: Any reason why WSP is down so much today ?

Q: What do you think of the above two companies with ST as a EV play and STNE as an economy recovery play in Brazil?

Q: Hi team 5i, please comment on Cogeco Q3 results.
Thanks Rob

Q: Would you feel comfortable stepping in and initiating a position with PULL at the $0.40 level?

Q: Is this stock starting to get interesting? Or should investors stay away?

Q: Hello 5i....Has SPB become a " Growth by Acquistion": company or is your view that it primarily an Income Stock ? If adding back to models ( if indeed worthy ) which PF would you put it into ?

thanks/Art