Investment Q&A

Q: This company trades near its book value, P/E of around 10 recently signed supply contract with United Kingdom largest digital infrastructure firm and appears poised for growth. Do you concur with this and endorse a buy. In my previous Question
you said that you do follow this company Can I ask why not.
Best regards,
Harold

Q: After you removed MX from your balanced portfolio, I waited a bit and ultimately sold for a bit of a higher price. I see that it's drifted back down to the $45ish range. Just wondering if this might be a good time to buy back in and whether there's anything in the short term that might send it back up to its recent high of $60. Thanks.

Q: Could you name some sectors that will do well in an inflationary situation. Name a couple of stocks in each sector both Canadian and American. Thanks

Q: hi folks:

i own modest positions in these companies and generally believe them to be well managed and/or have a good business underpinning/model/potential

(all have gains from purchace)

all considered highest risk and all will be held for 5 years+ minimum (i'm patient)

can you pls comment on any/all you are familiar with?

thanks

CVX cematrix
CXB calibre
NUG nulegacy
QST questor
GRN greenlane
TWM tidewater (volume building)
TKX trackx holdings

Q: NLC recently raised $30m

TORONTO , Jan. 20, 2021 /CNW/ - Neo Lithium Corp. (" Neo Lithium " or the " Company ") (TSXV: NLC) (OTCQX: NTTHF) (FSE: NE2) is pleased to announce that it has entered into an agreement with Stifel GMP, on its own behalf and on behalf of syndicate of underwriters (together with Stifel GMP, the " Underwriters "), pursuant to which the Underwriters have agreed to purchase, on a bought deal private placement basis, 9,900,000 special warrants of the Company (the " Special Warrants ") at a price of C$3 .05 per Special Warrant (the " Offering Price ") for aggregate gross proceeds to the Company of C$30,195 ,000 (the " Offering ").

Each Special Warrant shall be issued under a special warrant indenture and shall entitle the holder thereof to receive, without payment of additional consideration, one common share of the Company (each a " Common Share ").
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what is the benefit to subscribers to receive special warrants instead of common shares ?
thank-you

Q: Tencent shares took a tumble when its market value hit $1 trillion yesterday. Besides some profit taking, there was also warning by an adviser to China’s central bank indicating that excessive liquidity was creating asset bubbles. The prospect that China will tighten funding conditions also threatens to derail Tencent’s stock rally. Do you think it's time to sell the stock or continue to hold? Thanks!

Q: Been looking at Crowdstrike for a while. I see it's been pulling back a bit. What would be a good price entry in your opinion.
Tks
Kevin

Q: Your updated thoughts on EQ please.Thanks.

Q: What is the explanation for the drop, or inconsistency, of quarterly revenue from CRSP and is this a concern?

2019-09: $ 211 M
2019-12: $ 77 M
2020-03: $ 0.157 M
2020-06: $ 0.044 M
2020-09: $ 0.148 M

Their annual revenue in 2019 was $ 289.59 M and it does not look like they will come anywhere close to that number in 2021!

Thanks.

Q: How big are the short and option positions on Palantir? Considering the heavy trading volume the last few days is it possible this name could see a short squeeze stampede and slaughter such as Gamestop on Monday?

Q: With the moron CEO resigning for skipping the line (can you believe?) does this add any jeopardy to this deal being successfully completed, or does it make no difference?

Thanks

Sheldon

Q: hi,
what is your tough for those company, position 1-3% in my portfolio.
thanks jean guy

Q: Do you think Telus International will be a good investment, or is there not enough info to go on now?
If you see potential, should I buy Telus common shares right now, or wait for the offering of the new shares?
I don't have much in the way of telecom presently.
Thanks
John

Q: I notice you continue to like IWO. Do you still see significant upside for it in the coming year? Thanks Jim

Q: I'd like to invest in the materials sector (mining) ex gold and silver. Which companies would you suggest. I have addressed a few, possibly you have other recommendations. Thank you.

Q: can you please give earnings estimates and broker SP targets thanks

Q: Hi 5i,
We have an opening in our TFSA for a growth stock. If you were to choose a stock today for 2021 which stock would you select in the US or CDN market? If we have it we will add to it, if not, we will purchase the stock.

Thank you in advance for your reply.

Cheers,
Debbie and Jerry

Q: In a $700000 plus portfolio, cash, TFSAS & RRIFs I own the following securities in the indicated percentages.
AQN-4.1%;BAM.A- 3.27: BEPC-2.08: BNS-3.69:
BYD-3.79: CAE-4.22: CAR.UN-3.6: EIF-4.13: ENB-3.1: GSY-4.73: KXS-2.6:LSPD-10.11: MG-3.36: PBH-3.37: SLF-2.5: T-3.79: TFII-2.94: THNK-1.55: VFV-3.67: VGG-7.94: WELL-4.14: WSP -4.28: CRWD -3.51: VEEV-4.47: Cash-5%.
Took profit and reduced positions in TFII and KXS. To deploy this cash, are there any undervalued securities that you would consider as an appropriate addition to this portfolio? I think that growth and value can be synonymous.
What are your thoughts on CRWD. Would you continue to hold it or look for better opportunities elsewhere. If so any suggestions would be appreciated.

Q: Hello 5i team, I need to assemble a large amount of U.S. dollars (~$25,000 for an investment near and dear to your hearts). I have used Norbert's Gambit for smaller conversions in the past, which works fine except that I'm sometimes tempted to 'play trader' and to time my transactions to pick up some extra dollars. But for this large transaction, I don't want to mess around. I know I can do the gambit with any interlisted stock, but I would prefer to reduce or eliminate the risk of a price move against me. Can you recommend a good investment vehicle for this purpose? Also, can the buy and sell be done the same day, or do brokers require the first buy trade to settle before I can do the sell on the US side? Thank you!

Q: Hello team, while I'm generally a buy-and-hold investor, I've actually done well in the past several months by buying Raytheon when it has a significant drop (to $50s or low $60s) and selling it after it quickly bounces up nicely into the $70s. It is again dropping towards the low $60s - and I do like the company and could be comfortable holding this longer term, for post-pandemic growth, etc.. Would you be keen on this stock for a longer term hold if one can pick it up in the low $60s? Thank you!