Investment Q&A

Q: Do you have a small cap replacement suggestion for DRT in a TFSA ? Thank you

Q: I was wondering what you thought of DIRTT's earnings. They seemed to be good to me, and the conference call was even better as they discussed how their pipeline has never been bigger...but the stock was down today. Thoughts?

Q: I hold cash in my accounts. I would like your view on the companies addressed in this question.
Is it a good timing to initiate a position, what are their growth and safety prospects. Could you rate the above in order of priority.
I value as always your opinion.
Raouf

Q: I blew it with all 5 of these holdings (i.e. I'm in the red). I am getting impatient with them and am feeling compelled to bail. Which (if any) of them would you hold on to? Which of them would you ditch first?

Q: Hi, do you have an explanation for the extreme weakness of DRT? Not sure whether to add here to a 1.5% position or let it go...

Q: Can I please have your analysis of the following stocks that are in a TSFA: BMO, DRT, IRG, MDA, PHO, SJ AND SYZ.
Long term investments. Thank you.

Q: Would you be worried when CFO leaves after one month.Does he want the summer off.

Q: Good evening,

Can I please get your take on the DRT numbers? It looks underwhelming at first glance. Management seems to be spinning it as positive as Q1 is typically soft. Interested in your thoughts.

Q: Hi, could you please give your thoughts on the latest DRT financials and whether you thing long term stable growth is back on track? I also read an article recently that Dirtt is going to work with Designer Ian MacGregor to built a high-end luxury house near Canmore Alberta as a template for a "luxury weekend house", but not sure how material that will be to the company.

Q: Drt has been on steady climb for the last few months,is it a buy at this price(7.15)?

Q: I currently own DRT and wonder if it would be better to sell DRT and invest in SHOP or another tech company as my total weight in this sector is only 4% and does appears to have better growth. I currently own ENGH and KXS both at 2% weight.

Thanks

Q: I know you took this company out of your growth portfolio, but since the US election this stock is been going up. I went onto there web site and listened to the Bloomberg and Bnn interviews and i love what they are doing, they seem to be light years ahead of conventional construction, and this has to be the future. With 80 % of there business in the USA and expanding around the world, would this not qualify as a good growth company for a long term hold. Do you ever put companies back in the growth portfolio after removing them?
Thanks once again.

Q: I hold both DRT and IT in my growth portfolio, both have taken a dive and I am underwater . With this portfolio, I am looking longer term of course, do you think these two are worth adding to
Thanks

Jim

Q: Results look very good do they not?

Q: I think the quarterly results for DRT are released in a week. Is your timing on taking this out of the portfolio because you are expecting bad news for the quarter ?

Q: Peter and team:

I am down 20 to 45 % in these four names and am thinking of consolidating my portfolio and realising some capital losses. Of the four at his time, which would you hold, sell for capital loss and potential buy back, or ditch altogether.

In particular I was wondering about DRT and if I should sell now or wait until after the quarterly report which I believe is Nov. 04th.

Thank you as always for an excellent service!

Phil

Q: Hi 5i,
Could I please get your thoughts on DRT and there upcoming earnings, should I hold or sell.
Thanks David

Q: Hi Peter and team,my holdings down 10~20%,should I hold or sell ?any chance of bounce back in the next 6 months ?

Q: Hi 5i team,

From the growth stocks listed above what would be your top 5 for expected stock performance over the next 3 - 5 years.

Feel free to take as many question credits as you feel necessary.

Much appreciated,

Jon

Q: Peter and Team:
Above is a list of stocks I hold in an more aggressive non balanced account with no bias towards weighting. (I also hold a more balanced portfolio modelled much after yours--thank you!).

I am down 20-50% on all of these. I was wondering if you thought there were any I should cut loose now in search of better opportunities. I am patient (somewhat) with a long time horizon.

Thank you for a wonderful,ever improving service.

Phil