skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,
I just came across the "Venture 50" list on the tmx money website. Please see link below. This is a good list of small caps that have had strong price appreciation and market cap growth (and that is all, there is NO other criteria to make it onto the list).
But 4 of the 5 venture-listed stocks in the 5i Growth Portfolio are showing up on this list which is a good sign (and WELL was there too, but has since moved up to the TSX).

Do you agree this is a solid list to use as an initial screen/filter for finding good investment ideas in the small cap space? For sure, more investigation is required because for example, I just looked at the #1 stock overall on the list (DYA) and it has no FCF, and expenses are rising faster than revenue, and it is just a 52-cent stock, and it didn't get the bump that others in green-clean energy/technology got from the recent positive market sentiment. It's worth watching but not ready yet..? Thx.

https://www.tsx.com/venture50
Read Answer Asked by Robert on December 08, 2020
Q: Hi Peter, re: your reply to Jamie re: GUD; why will earnings fall next year ? Aren't they currently close to zero ? Shouldn't the new mfg ability increase earnings ?
This is currently the sole loser in my portfolio (as I'm getting good at cutting losses before they get worse) but like many I've held on it to doggedly for years despite its chart since I really want Jonathan G to do well. There's definitely a lesson in that. Thanks, Paul
Read Answer Asked by Paul on December 08, 2020
Q: I hold US Funds (shares) in my LIF Account.
I will need to deregister a portion next year and wish to transfer to my US TFSA account in US$. I could try doing it in KIND but will probably run into equivalency problems.
If we are allowed to load our TFSA's next year at $6000.00 (if) at what exchange rate do I use for the US vs CDN Dollar not to exceed the maximum permissible.
Thanks
Read Answer Asked by DAVID on December 08, 2020
Q: My portfolio is moderately balanced, and do not include internet or technological Cdn values ( as SHOP,CSU,OTEX,BB,KXS,ENGH,LSPD,etc…),or equivalent US stocks. The main reason are that : 1) I feel that prices and ratios are very high 2) My objective is a ” safe mix” of revenues and growth 3) It seems impossible to predict wich Cies will be the “winners” in the future in this new trend 4) I tend to keep stocks and ETF for long term (not too much surveillance needed ) .Do you have any suggestion (stock or ETF) ,and general point of view ? many thanks
Read Answer Asked by Jean-Yves on December 08, 2020
Q: Finished reading the book 100 Baggers and it was a great read. Good to know lots of companies achieved these level of returns. You just have to find a few and hold on.

One of the book suggestion is to focus on smaller market cap companies which can grow over time among other metrics. Looking at some of the recent IPO that came to market with 20B+ market cap and SNOW hitting 100B makes you wonder if some of these newer IPO's can get you 100 Baggers returns.

My questions are as follows:
Do you see market cap playing less of a role going forward and investors will just pay up for growth? Maybe instead of putting 10K in the stock you may have to invest 20-30K to get that capital to compound to 1M without having a 100 bagger.

Finally, just for fun if you were to guess at a few name in the US or Canada that has 100 bagger potential what would they be? I see SHOP, TTD and WELL as having a shot.

Thanks
Read Answer Asked by Sal on December 08, 2020
Q: Hello team,

As you know, AMD is acquiring Xilinx whereby XLNX shareholders Will receive 1.7234 share of AMD for each share owned, equal to $143 in cash.

I have 100 shares of XLNX and have three questions for you.
1- Are these numbers fixed or would change based on the market at the time of closing of the deal?
2- Would you sell your XLNX shares or would you think they would be much worth more following the merger?
3- Would you add more now and if yes how would you avoid partial shares/odd lots following the merger.

I always wonder what I do without 5i knowledge and honesty....Thank you for your everyday work, everyone at 5i.
Read Answer Asked by Saeed on December 08, 2020
Q: Hi group i am still holding W - down 10% - finding it hard to justify keeping the stock . I expected the last quarterly results to drive up the price its now well of its high ( down approx. $100 US). It is still a hold or should I sell. (I own 70 shares Thanks for your thought's on this .
Read Answer Asked by Terence on December 08, 2020
Q: Do banks keep track of your capital gains, or must i keep track for tax purposes?

Thank you, Jacob
Read Answer Asked by Jacob on December 07, 2020
Q: You thoughts on a portfolio rotation from car parts' distributor to car parts manufacturers strategy for 3 years hold. Thinking for selling out of PRTS & AAP moving in to Magna or Linamar.
Do you think that car part's manufacturers will perform better than distributors?
Carparts had a sudden pop in last 6 months may be time for me to cash out but debating about selling out of AAP.
Magna has its presence in the EV trend, would you prefer Magna over Linamar? Why?

Thank you!

Read Answer Asked by Nhung on December 07, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!