Investment Q&A

Q: Very different companies. How would you rank high to low probability of 12-24 month recovery in price and future growth?

Q: Growth investor, high risk tolerance, who enjoys dividends as well. Im currently sitting close to 21% in Financial Services, a combination of long held holdings with big gains; GSY, SLF, newer purchases down slightly; ZEB, HCAl, and the newest and worst performer ECN. Stock positions are close to 5% each, I add or trim accordingly, ETF's are smaller. I wrestle with knowing holding good companies long term is the way to outperform, against opportunity costs of holding underperformers and or overweighting the wrong sectors for the year. If you managed your own $, what % would you hold here, if trimming, what order ? Emotionally it's much easier to trim GSY with big gains than ECN at a loss, but then there is the trimming the winner and holding the looser thing?

Q: Q1: What 3 to 5 stocks if added would work well with the existing 17 stocks below?

Q2: Are there any already in this list that you would say (like Jack Armstrong) "Get that garbage out of here" or are they all okay?

AAPL, ABCL, AMD, APPS, ATZ, COST, CRWD, DDOG, DOO, ECN, GOOG, GSY, NVDA, SHOP, TD, TOI, WELL

Q: Any idea why this company is not enjoying the January run or bounce. Inflation data shows its easing, hinting at interest rate stabilization.

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: Beyond solid management can you outline key drivers that make this company attractive. What do you see as future catalysts? Would you buy at these prices?

Q: I would like to purchase one of these for an aggressive growth account for the next 5+ years. How would you order them best to worst? Thanks.

Q: Hello Peter

Best wishes for the Season

I owne the above in my non taxable accounts with a considerable loss. I am a senior who tended to invest in growth stocks with some sucess exept in the last 12 months.
I consider that above list has some potential for recovery.
I would like to concentrate on the bests with the greatest potential recovery in 2023.
I will appreciate your advice on the stocks I could sell or add on or replace.
I always value your opinion
Raouf

Q: Today ECN traded 6 x average daily volumes, is there any way we can know who is buying? Does this enhance your buy thesis on ECN?

Q: Please comment on their earnings and future outlook. Thanks.

Q: What are your top 3 small and top 3 mid cap stocks that you would buy today with great 12-24 mth potential?

Q: tcn, ecn
what is your option on owning these stocks for 3 year period or longer
thanks

Q: which companies would you invert for 3 year term:
wsp,stn,ecn,dir.un
thanks

Q: In anticipation of a January small cap bounce, please recommend 4 Cnd and 4 US stocks to start to track now. Thanks for your continued guidance,

Q: If only one was to be added to right now which would you pick? I have both at at a higher cost. Are you expecting a bounce in January? Thanks.

Q: I see from previous answers you like this company as a buy. BMO just downgraded it with a target of 4 dollars. They cited a 25% reduction in 2023 guidance and a slowdown of M/A. At the same time you have WELL as a hold which keeps raising its guidance and seems to have momentum towards profitability. What is your reasoning.

Q: 5i Team, could you comment on following related to ECN, I have a full position on ECN averaging around 10% above current levels. I plan to double down on ECN in another registered account at this level, please comment

On a scale 1 to 10 what are the chances this stock going to zero, like what happen to XBC recently
Current ECN price levels are due to market sentiment to the stock or tax loss selling
On a scale 1 (riskier) to 10 (rewarding) what do you recommend members do at this price level
Comments on interest rate and ECN margins and profit

Q: Is ECN a good candidate for a tax loss harvest?

Q: There is lots of good information in the answers to questions on ECN and it appears 5I knows the company well ..... My question is on management goals ..... They grew the company and then sold off a third of it ..... They didn't keep that money to re-invest they returned it to shareholders ..... And recently they sold off another chunk for $200 million but they kept that money in the coffers ...... How does 5I view their strategy ? It looks to me like growth is not a goal with them ..... It looks like once a business reaches a certain level sell it ...... Does management have a stated strategy ? Are they planning on buying more businesses or concentrating on organic growth ? ....... I just can't get my head around what their aims are .......

Q: As CTS was beaten up very heavily and raised interest from Bidders,which stocks are
similarly are very much beaten up.Thanks for your guidance.