Investment Q&A

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

Q: I own half positions or less in the above stocks and would like to move to 3 or 4 fuller positions from amongst this group. My focus is short to medium term (1-3 yrs) total return with a reasonable risk/reward outlook.
What would be your choices to concentrate this group.
Thanks, Hugh

Q: I have a small position in these companies, can you rate them a Buy, sell or hold.
Take as many credits as required. Thanks.

Q: Dear Peter et al:
You have built a stellar reputation by choosing some very fine winners. SHOP/LSPD/PBH/KXS and others which have gone to become multi baggers to use Peter Lynch's phrase!

From your new picks, your holdings in Growth portfolio and from your watch list which do you think are your next multi baggers? Can you gaze into your crystal ball and share your insights? I won't hold you to your predictions!! :) You may speak freely!! Once upon a time articles used to appear in financial magazines titled, "Next Microsoft is here"!! :)

I am asking this Question specifically to buy with new monies for TFSA/cash in RRSPs and some in non registered accounts. If not stocks , ETFs would be fine too.
Many thanks in advance.
Mano.

Q: Given a five year time period, please rate the growth prospects of the above stocks starting with the best.

Thank you. Appreciate your service.

Howard

Q: Hello 5i Team
These stocks were all winners earlier this year now they are all my loser . They represent only 6% of my total portfolio should I hold on to them or cut my losses now ?
Happy new year to everyone on the 5i Team and all the members .
Wishing everyone a fantastic 2022 year.
Thanks