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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 Everyone at 5i! What are your thoughts about the merger between LEGO and Algoma Steel, and would it be something you would be interested in? There is however, some sort of legal issue mentioned on Yahoo. Cheers, Tamara
Read Answer Asked by Tamara on August 11, 2021
Q: I have the above stocks in my TSFA, and I have additional funds and was wondering which one you would add to.

Thanks 5i team for your expert support.

Dave.
Read Answer Asked by David on August 11, 2021
Q: My nephew recently built a PC and we got talking about processors. He suggested that many companies, such as NVDA, have increased sales due to their usefulness for Bitcoin mining operations which has, in turn, driven up the price of graphic cards. If one was concerned that Bitcoin is a tulip, how would you go about trying to think through the relationship between bitcoin mining and chip sales and component prices? Your ideas are most welcome, Thanks.
Read Answer Asked by Alex on August 11, 2021
Q: Hi 5i,

SFTC has really taken off in the past week or so. I can see no news on this one which would drive the price action. Are you aware of anything there?

Today, TD rated it a buy with a $28 target. It closed Friday around $34. I know you are not fans of target prices but would it be at best a hold, based on the TD target? TD does like its overall prospects. It gets 20% of its revenue from MSFT and MSFT has done well. In addition, it views CDW as a close peer of SFTC and CDW recently reported strong numbers.

What are your current thoughts on SFTC since its IPO a few months ago?

Thanks again.
Dave
Read Answer Asked by Dave on August 11, 2021
Q: I have a question about 1037 .
Would you expect increase in this stock value along with the infrastructure bill passage in US. It has a significant presence in US.
Would it be treated as US company for the infrastructure projects in US despite domiciled originally in Canada? Or the directive buy US would be a problem for this company?
Thank you,
Read Answer Asked by Miroslaw on August 11, 2021
Q: Is this a good entry point into Airbnb? I don't know much about the company except that I've been a customer. How is it that they rent out other people's properties and still not make money? I don't get how these companies continue to operate without a profit -- can you help explain how the current valuations are justified?
Read Answer Asked by Eugene on August 11, 2021
Q: I currently own Fair Isaac (FICO) and it has done very well the past few years. Recently the stock has been dropping. I'm assuming it's based on the current news. Apparently the US banks are using the Fico credit score less and are starting to use their own credit score system. Also congress is proposing to create their own credit score system. All this means that there could be less business for Fico going forward. Should I hold or starting trimming my position in Fico?
Thanks
Read Answer Asked by Ben on August 11, 2021
Q: Any ideas why it jumped so much in the last few days? Do you have any good website for this kind of information (ie reliable speculation / gossip) besides google search and yahoo finance individual stock forums? I am a bit wary to see it jump so quickly on no news. I regretted not selling back when the stock price was in the 30s and dont want to make the same mistake again. If it were you, is this stock a sell or hold?
Read Answer Asked by Connie on August 11, 2021
Q: I'm looking to start/add to two positions in a well diversified taxable account. The above list of stocks, from a review of the questions, are some of your current favourites. Would you please add two additional names to the above list that I have not listed and then provide me with your current ranking of the stocks for investment purposes in the next week or two.

Thanks,

Terry
Read Answer Asked by Terry on August 11, 2021
Q: Hi 5i,

I enjoyed your article on Ron in the FP and his financial practices. My practice as well is to hold only equities and no bonds. Like Ron, I have an indexed DB pension plan, which serves as my fixed income. Are you comfortable with an all equity portfolio for an investor in these circumstances?

Thanks again
Dave
Read Answer Asked by Dave on August 11, 2021
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