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Investment Q&A

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

Q: Hi 5i, today you replied to Warren's question on DTOL, "and we would be comfortable letting this one go given the comparable attractive buying opportunities right now in the tech space. ".

Please provide 3 to 5 companies that meet the above response, thx.
Read Answer Asked by Christopher on November 02, 2022
Q: With free cash flow and/or sufficient ready liquid cash on hand and a healthy prospective new business list in the hopper, in which order would you liquidate. Obviously the weakest one being the 1st to go.

Carl
Read Answer Asked by Carl on September 26, 2022
Q: I plan to sell at least two of the above companies for tax loss this year. Can you list in what order you would sell first.
Best Regards,
Harold
Read Answer Asked by Harold on September 20, 2022
Q: Hello Peter,
Given your response to Topicus, is the company following the same strategy as it did for CSU? If so, given that its presence in Europe and that it trades on Venture exchange with little coverage, can you see this stock doing well in the longer term? Also, why would CSU not focus on getting the company to trade on Toronto Exchange? Lastly , Tecsys has been on the decline.. Any major reason as i thought this would be a good long term hold? Thanks
Read Answer Asked by umedali on September 16, 2022
Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
Read Answer Asked by Tyler on September 02, 2022
Q: These six companies comprise my “Small Cap Canadian Technology” holdings. As I like their long term prospects, I am content to hold all of them for their recovery potential over the next few years. However, I would like a second opinion from you: would you agree they are all good companies worth holding, or would you switch any of them out for better quality names? If so, what would be your suggested replacements and why?
Read Answer Asked by David on July 12, 2022
Q: I've read the Nov. 4, 2021 report and all questions since. Given premium to peers in Nov report and its more than 50% decline, taking into consideration price changes since Nov in peers (KXS, DSG, SYZ), would you say the case is stronger on a relative basis today to consider TCS for a buy? If you ranked the 4 today where would you put TCS and if it's in the 3 or 4 position, what particular weaknesses are causing you to rank it lower? Thanks for all you do. John
Read Answer Asked by John on May 03, 2022
Q: Hi 5I gang

I just want to confirm that thru this "risk on" period which will sustain for the foreseeable future, I am doing the correct thing by "holding" as opposed to "selling" these growth stocks.

Carl
Read Answer Asked by Carl on April 11, 2022
Q: Hello Peter and team,
The market is up today and the tech stocks are up considerably after the recent fed rate increase. Is it because the increase was small (i.e Tech stocks sold off on previous announcements of rate increases)? Any idea why Tecsys and ATS automation are not participating? Do you see Arc Resources and Whitecap doing better in the next few months.. On BNN, Eric Nuttal, felt oil will continue to do well price wise. Do you share that view?
Read Answer Asked by umedali on March 18, 2022
Q: Hello Peter and Ryan,
What is happening with Tecsys? Is it just the current market conditions bringing town tech related stocks? I would have thought with the current covid situation, Abcellera Biologics would be doing much better but the stock continues to slide? With respect to curaleaf, why is the stock experiencing so much volatility when it is one of the leaders and the revenues are decent? Thanks very much
Read Answer Asked by umedali on January 10, 2022
Q: Hello Peter,
Nuvei just came out with a release about the short seller. I dont think it says much more than what they previously announced. What did shopfiy do that was different to refute the short seller? At this point, it seems that Nuvei is stuck in the $75 range a far cry before the report. Would you just wait it out for now as the company is supported by large private firms and insider ownership seems decent. As well , analysts seem to be endorsing the company. Also , i would appreciate your view on Tecsys and CareRx . Thanks very much.
Read Answer Asked by umedali on December 14, 2021