Investment Q&A

Q: I have a small position in both of these companies. Based on recent updates for both, what are your thoughts on their growth potential and would you add to these positions today?

Q: Hello 5i team,

What are your 3 best ideas today for multi-bagger return for a 5 year hold assuming a well balanced portfolio and risk isn't an issue. Thank you,

Wes

Q: We have very little tech. exposure in our portfolios as a % - so minimal. Own IGM & ARKK in USD portfolio - IGM for 4 years - done very well. In TFSA, own STC, VHI, XIT ETF. All the others are on my list to purchase as not. I would buy equal positions - so, of those we do not own which three would you consider the best in the short and long term. I am mostly a dividend grower investor - companies that increase them every year; however, trying to add a bit of tech. Maybe there others not shown that meet my criteria?

Q: Hi folks...Sangoma taken a beating recently below $3sh...opinion of n/r of pre-lim results of $167M Revenue & $30M Adj EBITDA..& positive sounding guidance going forward??....do you still like company. and would you start position/add below $3sh....thanks as always, jb Piedmont QC

Q: Hi 5i team, we would like your advice on risk and potential and which one is buyable today for a long term investment? Thanks always for your superb advice.

Q: I hold BBTV, XBC, STC, MBCN & THNK Stocks they are all down from the time I bought them. Unfortunately, they are all in registered accounts so I cant claim a loss. Each of them is about 1% of my portfolio. Which one do you think I should sell and in which order I should sell or do you still think they are still worth holding for few years.

Thanks for the great service

Q: Hello. I am looking to add a name or two that has been weaker over the last month or so that offers some good value and above average prospects. Could you please suggest a couple names in both US & Canada that look interesting here? PS I have enuff financial exposure currently too. Thank you

Q: I am thinking of adding a small position in my TFSA with either a combination of QUIS and STC, or
A single position in CTS. Which alternative would you recommend?

Thank you for considering my question.

Q: After market close, jun 30,STC reported that it had granted 2m options to employees & consultants,with an exercise price of $3.07.Please comment Txs for u usual great services & views.

Q: Do you recommend continuing to hold Sangoma in a growth portfolio, the stock seems mired, are there not better growth opportunities you could suggest?

Thank you and by the way, really like and appreciate the new website update.

Q: How do these compare today on a risk vs reward basis?

Q: I am trying to decide if I should sell or hold STC a bit longer since I've incurred a substantial loss so far. Do you know when will STC reports its next quarterly results? Thanks.

Q: Hi 5i Team,

Do you believe STC is still a buy for long term investors? It seems to be reversing while other growth stocks are moving higher. Is there any reason for this that you can see on your end?

Thanks as always,
Jon

Q: Any reason for the welcomed huge(8.84%) rise to $3.20(H $3.31) on Jun 4 on great volume of 1.2m(373k average).Please comment.Txs for u usual great services & views

Q: Hi folks...Sangoma trading like it is going to zero..now in "Oversold" territory on technicals at $3sh level...big volume on Tues by TD & Cormack...the Q results imo, were not bad, and irrelevant with acquisition of Star2Star. Any thoughts on company & integration of business going forward..& would you be adding to position at these levels...merci beaucoup, jb Piedmont QC

Q: Would you recommend a STC to CTS switch at this very moment? Investing in small tech stocks much depends on entry timing. Hindsight tells me I got in on STC while it's on the start of a downward slide. Would a switch to CTS be like hopping from one downward slide onto another at this very moment too? Thanks for your insight.

Q: Hi 5i Team,

Between STC and CTS, which one would you recommend for a long term hold? Any other small caps that you would prefer instead of these two companies?

Thanks,
Jon

Q: Earlier you commented on the earnings saying that the market may not like their revenue miss from $35.4M from and expected $36.2M.
On the other hand, they bought a company as big as them. Since that deal closed on March 31, it was not accretive to the earnings released yesterday BUT they guided considerable higher on revenue and EBITDA for the year.
Wouldn't increasing the future guidance have more of and effect on the stock price than earnings of a quarter where the puchase was not accretive?
Thanks

Q: Please comment on STC results & going forward.Txs for u usual great services & views

Q: As I write this, Friday mid afternoon, all of the markets are sharply higher. Gains seem to be pretty much across the board. I like to look at outliers that are bucking the trend. There are a few stocks that you have been optimistic about that are actually down today. Wondering if any of these are not as favoured by the market, given their performance today. Perhaps issues with recent results. Understanding that you can't read too much into one day's trading, but several of these have dropped quite a bit lately, and I'm wondering what your current feelings would be on buying these today for a long term hold in a diversified portfolio. Would you give each a rating from 1 to 10 as to how strongly you would want each of these in a portfolio? BYD, CSU, CTS, DOO, DND, ENGH, LNF, PBH, REAL, STC.