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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: Hi 5i team. An article in the Economist this week suggests Apple faces a "growth conundrum" because of its large size and political and economic risks in China. What do you think of these concerns from an investor's point of view? Should we expect less from AAPL than it has delivered over the last decade?
Many thanks.
Read Answer Asked by Martin on August 24, 2021
Q: As a follow up to my previous question regarding the number of stocks, which two stocks do you have the highest conviction in if the goal is pure growth over the next 10+ years (GUD, EGLX, APPS, NVEI, and TOI)
Read Answer Asked by Marc on August 24, 2021
Q: Why does Vermilion Energy keep going down? They had reported great Q2 results. I have them at $2.79 actual versus estimate .05 . I know Oil keeps going down. Do they have too much Debt? Going forward for the rest of this year, what are their estimates? In addition, could I please have their total financial results? Thank you
Read Answer Asked by Herbert on August 24, 2021
Q: Hi
I am a long time holder of MEQ and I am wondering your overall thoughts considering the 50% growth this past year and if this is the beginning of bigger moves to come for MEQ as they break the 1B market cap.
NAV is a hard thing for me to evaluate, but the company keeps stating they believe they trade below NAV, would you agree?
Allan
Read Answer Asked by Allan on August 24, 2021
Q: Hi 5i, I believe in diversification and sector capital allocation as the way to help protect yourself over the long term and am currently building out a well diversified portfolio with dividends in mind. With that said my Canadian investments are good (thank you 5i) In the US I am missing exposure to small and midcap companies can you recommend a ETF or mutual fund while keeping dividends in mind currency doesn't matter to me as i have both Canadian and US accounts. Also for the rest of the world I have VXUS ETF can you help me with exposure there.
Many thanks!
Read Answer Asked by Mark on August 24, 2021
Q: Aurinia appears to have increasing revenue now and the question is how fast does it ramp up to increase the share price, I believe they have the goods so if this is true considering market capitalization and potential where could we see the share price when looking at the analyst estimates? There easily could be a buy out of this company so the question is after what upcoming event(s) would be the best timing for this. If they go it alone what does your experience tell you and can you put percentages on a guesstimate? Do you have any relevant Bloomberg script numbers? Also, do you think the company is currently worth the risk at the $13.64 a share. Your help is appreciated.
Read Answer Asked by Mark on August 24, 2021
Q: With the backdrop of global warming and water likely becoming a more valued resource (see Columbia River article on CNN), are there any companies that over the long term (5-10 years) may see strong growth as a result?
Read Answer Asked by Dave on August 24, 2021
Q: Hi 5iGang,

Would you please recommend 3 or 4 defensive stocks in each of the CDN and US markets.
Thanks for the nice work.
H
Read Answer Asked by Harry on August 24, 2021