Investment Q&A

Q: Hi 5i:
I'm down in all of these , what are your recommendations for each one
HOLD SELL BUY ? for the next 12 - 18 months.
Thank you !!!

Q: HI Peter
I have held Acuity in my portfolio for the past few years .
Over that time in your responses to people asking questions if the company is a buy , sell or hold .You have responded it is a hold .
The stock has gone down from over 20.00 to under 3.00 .
In the long term do you see any potential of the stock going back over $20.00 .

Q: Your advices to hold on to the above stocks for January bounce is correct so far. When will the bounce normally ends? When it ends,is it time to sell OR should ask the question then? Well had a huge increase of 15 94% to $3.71 today.Please comment as I cannot find any news. Thanks for U usual great services & views

Q: I use my TFSA to buy and hold low-debt, cash flow positive, technology companies with good long-term growth prospects. My TFSA holdings (ENGH, OTEX, SYZ, TCS, AIF, REAL and AT, ranked by weight) total about 8% of my overall portfolio. My holdings in AT and REAL have fallen to about 1% of my overall portfolio, because of their poor performance, versus 2.5% average holding for each stock in the overall portfolio. I am considering the following options:

1. Keep both AT and REAL for a long term (10+ year) hold (i.e. do nothing)
2. Sell one and consolidate into the other for a long term hold (but which one to keep?)
3. Sell both and consolidate into my other TFSA holdings (which one(s)?)

I would welcome your thoughts with respect to each option, given there is no tax loss selling benefit in a TFSA. Thanks!

Q: Can you please rank these 5 stocks in which are in your growth portfolio i terms
of capital appreciation for the next year please.

I know some may be riskier than others.

Thanks

Q: Hi 5i,
Currently hold AT, but beaten up pretty good. Would you recommend holding or selling or replacing it? Thanks,
Keith

Q: I have the above stocks in my TFSA and they are all down and smaller positions. I also have GSY, KXS, SHOP, TOI, ECN, SIS, SU, MEG and ENB in this 300K TFSA (thanks to SHOP and 5i). I am wondering about topping up 2-3 of the above down stocks or something new with this year's contribution. My usual approach has just been to top up the losers but this market has me struggling for ideas. Would you add to any of the losers above or do you have 2-3 new suggestions for me. Thanks.

Q: I have several small cap stocks which are significantly down in 2022. I need to harvest some tax losses. Can you rank these in on a scale of 1 to 10.....#1 being "Sell for sure", and #10 = "speculative hold for possible recovery".

Q: Hello 5i Team
I have a same position in the above stock do you recommend that I hold on to them or move to something else. Where is there more upside in 2023 ?
Thanks

Q: HI,
you had mentioned recently that we could be in another historic buying opportunity for growthy small caps. along those lines...
this list contains some of my small cap/more speculative holdings. could you comment on these as a current buy, sell, or hold. I am a long term investor ( 5-many years). and if any are screaming "I am going to zero" (like Xebec). and do you have high conviction on any other small cap growth stocks presently? cheers

Q: I sold APPS, AT and EGLX for a tax loss and am now in a position to rebuy. Would you see these three as buys at this time, or are there better choices in online advertising?

Q: Currently down on these growth portfolio companies. Which have to best prospects to continue holding versus selling for a loss?

Q: In my TFSA I have 3 big winners CSU GSY KXS and a few lossers AT NBLY TOY. Keeping as objedtive GROWTH what titles would you suggest adding or departing in the upcoming months?

Q: After selling ANRG, I was thinking of replacing it with AT or CTS or would recommend another stock?

Thanks for your service!

Q: After the latest quarterly results, I am thinking of selling what's left of my AT and ECN and buying WELL. Thoughts?

Q: thoughts and discussion on earnings and future acuityads thanks. please provide thoughts on earnings expected for eglx and cloudmd

Q: I am thinking of selling AT for a tax loss. I was thinking of GOOGL as a substitute, as both are driven by advertising. Does this make sense? If not, what substitute would you suggest? Would you switch back to AT after 30 days or would you stay with GOOGL for the long term?

Q: Last year's volatility on acuity ads (AT) rewarded me since I traded it three times for very nice gains. I kept a small amount of shares since I am playing with the house's money. I looked at today and it is down to $2.17 on the Canadian exchange so the market cap is only about $130 million. From what I can tell them seem to have at least $80 million of cash on the balance sheet. I know their ad revenue will go down if there is a recession but they still have about two thirds of their market cap covered by cash. That is protection, right? If the company can't find an acquisition why don't they do a substantial buy back? The only time I have found a company with such a large amount of cash was a little natural gas producer in New Brunswick called Corridor Resources. I made a few bucks trading on the seasonality and one day, when I didn't own any shares, someone came in and bought Corridor for a healthy premium. Could this happen to Acuity? Are they vulnerable to be acquired with so much market cap covered by cash on the balance sheet?

Q: In your response to Guy R. (Oct 22) about Tax Selling, you indicated the likelihood of a considerable sell-off still to come for this year's 'worst performing' stocks. Yikes !! Taxable account or not, wouldn't it be advantageous to sell the “worst” now, then repurchase in early December those stocks that you wish to own for the future? Otherwise, by holding, you are faced not only with recouping the loss already established, but on top of that, the additional loss anticipated in the coming 5 weeks.
My “worst performing” list includes: Canadian stocks: ANRG, AT, CAE, EGLX, LSPD, MG, PRN, SHOP, WELL. US stocks: APPS, U.
1) Are there any of these that you would suggest NOT selling ?
2) Of those to be sold, are there any that you would suggest NOT repurchasing in December ?
3) You mentioned some investors will want to buy “less worse” performing stocks so as not to miss out on a possible short term rally. Do you support this approach in the current situation, rather than just holding the cash proceeds temporarily ? If so, are there a handful of “less worse” performing stocks, that you would suggest and, would they be temporary or more long term replacements ?
Use whatever question credits appropriate. Thank you , as always.

Q: I am planning to sell these names for tax-loss. Should I buy a replacement for each to protect against a turnaround in the next 30 days, or do you think I'm better off holding the cash for that period given the current outlook for equities. If you still recommend replacements can you offer a suggestion for each - or perhaps only for some? Thanks.