Investment Q&A

Q: VFF .. has made progress over the last few months ... what is your take of both the company and share price at this time ...is this an attractive entry point ...thx

Q: How should one adapt their portfolio in the face of higher inflation risk that is often mentioned of late?

Do you have any thoughts on this risk?
General portfolio strategy? …ie more materials
Do you have any specific suggestions ie an ETF or a company?

Thanks

Q: Just had ipo sent to me for propel holdings. Can you add any information on this company?
Thx

Q: Can I have your thoughts about these two companies for future growth
Thx

Q: Hi There,
First time poster here. Would you be able to help understand if NVEI US IPO can impact current NVEI price on TSX? Thank you for your help with this.
Have a great day,

Chirag

Q: Can you comment on TCN's offering and what it means going forward? Positive, negative or neutral?

Q: Hi 5i,

I'm considering adding to my EGLX position. Risk tolerance is high and time horizon is 3-5 years (+). I currently have a small position (430 shares with ACB of $6.9) held inside my TFSA. Would you consider this a good time to add to this position? Has your outlook / conviction changed towards EGLX in the past few months? Are there any other growth stocks that you consider a good buy right now (especially with the recent pullback of tech stocks)? The sector doesn't have to be tech.

Alternatively, I'm considering picking up more TOI or NVEI (I have a strong conviction in both these two and have small positions of each inside my TFSA).

Thanks - love the service and can't recommend it enough to friends and colleagues!

Rob

Q: Hi Team,

Do you find OTMO a compelling buy for a 3-5 year hold based on its current fundamentals?
It’s seems to have been hammered pretty hard over the last few months, is there something I am missing?

Thanks for your excellent and unparalleled service!

Cheers

Q: Dear 5i,

I know there isn't an exact answer for this but, what approx. loss % would trigger a margin call. Is it broker, investor, net worth and stock specific?
What threshold do you think it might be for a Robinhood type investor owning ARKK ETF, Tesla, bitcoin, AMC, GameStop on margin?
With the recent market turbulence I was concerned that there might be a wave of margin calling from many brokers that would put even more downside pressure on the overall market. I would appreciate your thoughts.

Q: With the recent recent drop in the market, can you please provide 5 US and 5 Canadian stocks which would be good buys at today’s prices. For holding 3-5 years.

Q: Can you please rank these companies in terms of your preference, with a growth perspective in mind, starting from most preferred first?

Q: Any ideas as to why the trading freeze for FOBI? Does it have anything to do with its association with LSPD? Thanks
Dave

Q: HELLO 5i TEAM, I'm looking to add a couple of tech stocks after this down draw is past. Please advise the "NET DEBT" for each of the above companies, and which 5i would recommend a buy in a month or so.

Q: Back in June, you said that a dividend cut at AT&T was fully expected. The dividend is still at 7.6%, do you still think that there will be a dividend cut? Thank you.

Q: Hello. Thoughts on these three in terms of valuation, growth and potential stock price appreciation? Are any more diversified than the others? Would you buy and how would you rank? Thanks!

Q: Hello,
I am wondering if you can weigh in on these two companies and make a case of which one (if either) are worthy of new money.

VTEX - recent IPO sitting just above IPO pricing. Sounds like a sort of baby Shopify with a Latin American focus and some major clients on board. Small market cap. Would you endorse this or stay away?

WRLD - Friday recommendation in another service and it sounds something like a small, US based version of GSY. It seems to be doing well and the stock price is reflecting that in recent months. Do you like or not and why?

I guess an overriding question would be if these small caps offer enough growth to justify not just putting money to work in SHOP (vs VTEX) or WRLD (vs GSY).

Q: Can you please advise which stock you would side with today for roughly a 2-3 year hold? Both seem like great companies, but I worry about the valuation on crowdstrike; and the BNPL competition for affirm.
Thank you

Q: Have you heard of this private fund called Merchant Opportunities Fund? If so, what are your thoughts on this?

Q: Hi, Are there any details about pricing Nuvei's IPO consisting of marketed offering of 1,500.000 shares on Nasdaq ? Is the dip ( if any ) an good opportunity to add some shares ? And, if so, at what price ? Thanks

Q: Can losses on us equities be claimed as losses on my Canadian income taxes?