Investment Q&A

Q: Elva is down 10 percent today. Can you report on their earnings?
Would you buy a full or partial position? Or would you wait?

Q: There are a number of Small/Mid cap stocks you have liked for a long time and there are others that have recently come into play.

Most of these companies have done very well over time and some have stumbled.

I own a number of these names and other than Goeasy and the negative momentum of software names I have done well…

However, having been bitten a little by some of these names I find it difficult to venture into new names like FLY, TSAT, MDA, ENS, ELVA and others given the almost daily volatility.

What portion of your portfolio would you feel is reasonable for Small/Mid cap names? And what are your key metrics when you review or recommend these small to mid size companies?

Given all of that what would be your top 5 new names you like in today’s market?

Thanks
Tim

Q: From your answer to Neil’s question yesterday: “We feel the key for investors is owning a mix of names across sectors, HALO, AI-HALO, and not chasing into the latest 'hot theme' with a large weighting, but taking a measured approach to names that have long-term secular tailwinds in growth industries.” For a new long-term portfolio (5-10 years+) could you supply the sectors you are referring to and a stock or two for each sector? Thanks!

Q: The above equities are missing from my portfolio. Please rank the above in terms of growth potential over the next 3 - 5 years, adding in some consideration as to their current pricing.

Q: Has been lacklustre for a bit. What would you currently rank high-low as the top 5 small calls on CDN and US exchanges?

Q: If picking just one today, which do you like best? Thanks!

Q: I'm looking to add a little more growth in my conservative (for the most part) portfolios. by adding a little 1-2% position in Electrovaya Inc. What would you suggest as a good price to buy in? Thank you.

Q: I have gone from Fear to FOMO with these market gyrations, and am sitting on a ~15% cash position that I am anxious to deploy given the opportunity cost I have already incurred. I am targeting the above companies with most if not all of this cash. Three questions:

1. Could you rank these holdings in terms of long term capital appreciation potential?

2. How would you recommend I deploy this cash in this market towards these holdings? Over time or just proceed at this point?

3. Which 3-5 companies would you feel the most 'urgency' with?

Q: Can you please compare and contrast the merits of and risks associated with Neo and VNP stocks as investments today? Also, how would these 2 stocks rank as investments when stacked against my current small cap holdings of MDA, ZDC, PNG, GRID and ELVA? Thank you.

Q: Hi, now that Hammond has done so well for me (thank you), I wonder if it's worth taking some profit and initiating a starting position in Elva? 3.5% position in HPS, but it's made me a lot, so I wonder about diversifying a bit. Thank you!

Q: Please rank for growth over the next 2-3 years

Q: What are your thoughts on Char Technologies? Too early to invest? What other small caps would you invest in instead for a 5-year hold?

Q: My recent answer for additions to my tfsa was to add the following firms: VNP, CLS,PNG, BN, & SHOP.
My question when written listed the above holdings as currently owned.
Could I have 4-5 other firms please?
Thank you David

Q: Peter; Do you think the high volume and price jump yesterday was just the “risk on ” trade or was there was news? Thanks.
Rod

Q: In what order would you buy RTX, TER, ELVA, MDA for the most growth and why, risk is not an issue.

Thank you for your service!

Q: Please give an update on STC
Is it a hold buy or sell
Thank you

Q: With the VIX above 30 and sure to continue to be volatile in the coming weeks, how would you advise investors to step into the current market? Can you provide a couple of examples of companies you would be buying into this volatility?

Thank you
Tim

Q: Energy is obviously trading at a premium, given the current conflict, and with this in mind I was thinking of taking advantage of the bump and trimming my CNQ and SU positions. While I don't have any concerns about the companies, it would seem to make sense to monetize some of those gains. That being said, the current conflict has obviously impacted other sectors and companies negatively. What are some opportunistic buys (in your opinion) of companies that are currently depressed by the current conflict, but whose balance sheets and business models are sound, and who will probably do fine over the next 5 years.

Q: Hi 5i,

1). Disregarding company size, type etc. but looking for growth, if one were to buy any of the above noted stocks (MU, COHR, ASML, TER, LRCX, AMAT and ELVA) what buying order would you place them in?

2). And for the top 3 stocks why would you consider them your top 3?

3). Would you rank them any differently if oil prices were to remain elevated for say longer than 2 months, which may have an impact on certain companies more than others?

Thanks!

Q: I have these small/mid caps in my portfolio for future growth. Any concerns with any of these? Please rank these for growth potential. I do realize GRID ZDC and ELVA are much smaller. Thanks Stephen