Investment Q&A

Q: Good buy for someone with 5+ year holding period?
Thanks

Q: Hello 5i team,

Based on growth of revenue and income and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed

Q: Can I get your top picks for Small and Mid sized Canadian Growth Tech stocks for the next 12 months. Also, should we mind witch exchange these stocks are on?

Q: It's clear that when one invests in small caps it's important to buy a basket to protect oneself from those that might not do well. Assuming one currently has no small caps in his portfolio, I wonder what that basket would look like. Taking into consideration all of the noise in our current market and prospects for the future, what six companies would you buy today to build that basket of small caps.

Q: Hi Peter and Staff

In my basket of TECH, I have many losers that you have been high on(not your fault).

I have regretted selling "losers" that recovered sharply and sat on some that the opportunity cost turned out to high.

Are there any in the list above that the risk/reward of hanging on justifies not selling to top up positions in SHOP,TOI and/or CRWD that are also down.

Which order would you sell from the sell list and which order would you buy from the 3 buys

Thanks for all you do

Dennis

Q: Hi folks, opinion on acquisition by Sangoma, of Netfortris Corp for US$80M...looks like deal already closed...think U mentioned previously that Sangoma needed an acquisition to become a major player in US SaaS...is this it??...and viewing all the metrics going forward..did they get a good deal??...thanks as always..jb Piedmont, QC

Q: Today Xbc soared 21.3%,LSPD 15.85% Shop 4.98%(recovered from $650 recent low) & yesterday STC 13.5% and Eglx 11%..Bam.a recently traded in the $66-$70 range. Is it timely to buy or add to them & please provide a good entry point for each. Txs for u usual great services & views

Q: I hold a basket of small technology companies as part of my TFSA and it includes the above names. I am thinking it would be advantageous to switch some or all of the above names into energy. In what order would you dispose of the above companies and are there any you would suggest should be kept? I do have energy holdings in my unregistered account.Thank you.

Q: Hi 5i
What Game Plan would you consider executing for the following situations...........?
For all these stocks I have been holding off taking action as there has been no new information to support any action. Now given rapid price decline, I have become concerned about share restructuring and shareholders being diluted to death for the micro caps.
I will be waiting for earnings on the ones still to be released.
While you do not want to hear it, all these except XBC/LSPD were 5i induced purchases so some thoughts on possible action at this point would be appreciated.
None of these are causing me a problem except for being down.
As a Portfolio Manager, how best to manage these positions inside a broadly diversified Portfolio?
If they are to be kept, at some point I will have to either add to the tiny positions or get rid of them. But when and on what information?


TFSA Holdings (where the growth is supposed to be)
QST - down 40%. Size is now at half position size at this point.
XBC - down 38%. Size is now back to near full position size after riding the round trip.
STC - was up 25% and now down 20%, Half position size.

Taxable Account
AT - Down 19%. Sitting on half position since buying on Jan 12/22
ANRG - Down 37%. Sitting on less than half position since buying on Feb 2/22
LSPD - Down 64% on a poorly executed Options trade. Hold only 1/3 position.

And KXS which disgusts me as I knew I should have sold while I watched it at $229. Position size is full position.

Thanks
Dave

Q: Any reason Sangoma dropped 7% this morning? Which stock would you side with?

Thank you,

Q: Hi, have both in my TFSA account, thinking of selling one of these, to lower my overall risk, would you have a preference on which to sell, and which to keep for long term.

Q: I have losses in ANRG, AT, CIX, DOO, DSG, NVEI, PIF, SPB, STC, TIXT. Would you add to any of holdings or sell?
In what order would you sell?

Q: Good Morning
I have the following stocks in my tfsa all down nvei stc shop
Would you add a small amount to each or take a larger position in one now or wait? What strategy would you follow?
Thks
Marcel

Q: 5i:

Re: Your comment on STC

Sangoma Q2 revenue was $US54 million and not a miss but a beat. Also debt level does not seem high at all given the Adj. EBITDA coverage?

Q: Hi folks....thoughts on Q results for Sangoma....seem in-line/small beat....stock trades minimal volume daily, and has drifted lower than pre-Star2Star acquisition...own a partial position....know 5i likes/holds....do you still think Sangoma is good hold, & moving in right direction....merci beaucoup, jb Piedmont QC

Q: Earnings are coming up this week. I'm down 25% on a small position in my growth portfolio. Add now, wait until after earnings, or just hold for now?

Q: May I please have your view on STC? The stock doesn't seem to recover some of the losses from technology recovers for the past week and half. I hold the stocks(-30%) would you view it as hold or sell?

Thank you,

Q: Down 20%, loosing patience, too soon to pull this weed?

Q: Good morning,

Between the above 2 stocks which would you prefer to buy and why? Also prospects for both?
Many thanks.

Q: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.

Mike