Investment Q&A

Q: Topicus has been on a roll, and I'm up almost 100%, representing just over 3% of my overall portfolio. I'm considering adding more to my TFSA, to make it 4.5%. Would you be comfortable adding TOI at/near its current price, or wait for a pullback, if there is one? Is 4.5% a reasonable allocation for TOI?

Q: Is it too late to initiate a position in this company?

Q: Hi 5i,
QST's results announced this morning look dismal to me and I'm not seeing much cause for optimism going forward. I hold a few thousand shares in my TFSA and I'm down 30% before market open today. No reason to sell for tax loss purposes and don't need the money right now, but I don't want to just sit and watch things get worse for a year or two.
Is my pessimism justified and should I just take my lumps now, or am I missing some reason for optimism such that hanging in there through at least the next quarter might be warranted?
I look forward to your thoughts - thanks.
Petere

Q: I sold my position in XBC almost 30 days ago, and I am eligible to re-purchase with a crystallized loss on Aug. 19 (next Thursday). XBC has dropped about 20% since my sale, but after reading their comments from their recent quarerly results, it does seem that they are executing on their strategic plan on multiple fronts (e.g. demand for their BioStream products, progress on their HyGear initiative for hydrogen production). I plan to ultimately re-purchase XBC: would the current discount be favourable enough to re-assume a position, or should I hold back and wait through a purchase of another proxy? You had suggested GRN in my last question, and to my detriment, I was too slow to act. I see my alternatives as follows:

- Purchase XBC on the 19th, and hold
- Maintain the cash position liberated by the sale and observe XBC for the time being
- Purchase a proxy (either GRN or alternative, possibly CMC) with the cash position, and continue to watch XBC to determine where price consolidation is ultimately established

As always, I appreciate your thoughts, even if I am slow to act upon them at times. Membership has definitely made a substantial and positive impact on my portfolio! I have already recommended your service to friends who have since become new members, and I continue to do so. I have not come across another service that rivals yours, and I feel that your company is a shining example of how capitalism creates opportunity for enterprising people to enrich the lives of others through ingenuity and dedication to their endeavours. For those who are wondering, yes, I always sound like this! :)

Thanks again!

Q: did you have a chance to listen to the cc to see what accounts for the quarter results? Thx

Q: Good day ,
How much more patience do you guys have in regards to removing it from the growth portfolio. I’m assuming the name is on thin ice .. certainly is from my perspective, but I am no professional .. and go to you guys .
Thx
Mark

Q: Can you comment on earnings. Buy, hold or sell and why.

Q: Hi 5i,

Has your patience been extended due to these results? I know you like a trend, how many more qtrs would you give GUD? Also was there any forward guidance given by the company, other than canceling shares, that would substantiat your views.

Thx

Q: Regarding the securities class action against XBC in Quebec, are you aware of the substance of the matter? If so, do you have an opinion on the potential impact on the company?

Carl

Q: On Aug 13, you answered questions regarding Well as " As WELL stock did well, the stock price set in the equity component of the deal was $11.80 (up from $9.80). Circle had very strong growth. " What did that mean? Can you provide some background about above statement? What is equity component in the sentence mean and where did the $11.8 price came from?

Thanks,

Q: In view of this great Q & very positive market response,is it time to average down on $7.37 p/p long time ago.Txs for u usual great views & services

Q: Early trading has PLC trading down over 5% based on the latest quarter. These results appear fine to me and, while I understand its been on a run going into the results, should I consider this a buying opportunity?

Q: Hi, you responded to a question stating that XBC needs to show the market it has the ability to execute. They were able to generate sales growth, but what needs to be shown is that they can generate a profit from these sales. Is their explanation reasonable that honoring past contracts has affected profitability but they now have an improved implementation model? I believe this is a good space to invest in and this company has the potential to be a Canadian success story, but would appreciate additional comments from 5i regarding their go forward operations strategy.
Are their other parts of this company that raise concern with investors besides what I have mentioned above? Thanks.

Q: Comment on earnings

Q: Can you please comment on their earnings?. Is it buyable and dividend is safe.

Thanks for the great service

Q: Hi Guys, could you please comment on today’s earnings release?
Thanks and good day to all

Q: Hello,
With recent takeovers, and recent numbers which were okay, I would have expected Enthusiast Gaming to have surged . Any idea why this company is taking a hit (down today over 5 percent)? Would you consider this is a long term hold with possibility of takeover or its positioning in the industry? Thanks

Q: If you were considering a purchase of either Magna or ATS today for a three-year hold, what would be your preference? Thank you!

Q: May I have your opinion on selling a position in CAE(up 39%since purchase) and either starting a new position in ATA or adding to a 1% initial position in either ATZ or BYD? No tax consequences as CAE, ATZ & BYD are all held in TFSAs. We are retired seniors happy to hold higher risk growth/momentum stocks in our TFSAs. Thank you for your input, with your usual disclaimers.
JaneN

Q: At this time, are you recommending holding TOI? It is up quite a bit - wondering whether there is still runway or whether it is sell time. Thanks!