Investment Q&A

Q: Most small caps are down in this market and continue to fall.Of the above stocks,would you consider all as holds? The average retail investor like me doesn’t want to buy these stocks until prices stabilize, but must accept lower prices to sell them.Selling just contributes to the declines,especially on stocks with lower volume.
Can you rate these in order of preference?

Q: I am totalling confused I have these stocks and am underwater huge I bought basing my decisions on your comments of saying these are all good growth stocks and buys what do Now buy sell hold😔Thanks

Q: I am looking to add up to 10 new positions to my TFSA with a 15+ year outlook. Would you recommend any alternate companies to consider or replace from the ones I mentioned above?

Thank you
Dave

Q: Hi folks:
Should owners be concerned here ? All we see is red.
Thx
Mark

Q: Any insight in to why it jumped 9% today?
I always appreciate your cool !

Q: I held CXR when it was over $100.00 and added to it on the way down. Eventually at $25.00, myself and 5i members were waiting for the quarter and after the report, it dropped to $12.00 and 5i said they were getting out of it. So did I. The same thing happened with RHT. I am concerned that COV a $9.00 plus stock now in the $6 plus range, seems to be repeating the pattern of the two above-mentioned stocks. My question is do you see the same thing happening again with this stock? Thanks Dennis

Q: As a member of 5i since 2013 I have used your wise logic as one of the tools to help me position my portfolio. I have had some Major wins with your help, but this has been a gut wrenching experience and I have learned the hard way that keeping a reasonable weighting of any one stock is of paramount importance. I let RHT get too large a weighting and believed in their product as a way to help people. It concerns me that you used the word 'fraud' in one of your previous replies.
I have now reduced most of my position to a very small weighting and am reviewing selling it all.
I have a position in COV that is a full position. It is a bit weak of late but I think that is due to the Saudi Arabian rhetoric and is a temporary blip.
Would you consider VMD to be a good replacement for RHT.

Thanks for all your solid advise in these turbulent times.

Peter

Q: Hi, Any comments on the recent price drop ? Should the row about the disappearance of journalist and possible consequences for SA be investors' concern ? How could this play out for Covalon in near and long term, if it's relevant at all ? Thanks

Q: i am concerned about the above 2 stocks, they are thin traders especially covalon.
in covalons case you are the only one following it, so when markets sell off a lot of investors panic and head for the exits.
with goeasy it trades a little more on a daily basis but it has just been killed lately, even though it is up on the year and their earnings announcements surprise to the upside it has gotten slaughtered,maybe again small investors are heading for the exits with their 25 shares, i am being sarcastic but i think your membership moves markets especially in these 2 . can you comment. dave

Q: Hello, can you give me your top 5 stocks as of today, no concerns for risk, sector etc. this would be for a grandchild's RESP, Ages 3 and 1.

Q: Your opinion. Buy, hold, or sell

Q: Good day team,
I currently have enough dough in my tfsa to add one high risk/high reward position. Could you list a few companies that meet this criteria? Is there a small cap company in Canada currently that you find extremely compelling?
Cheers

Q: hi Peter what are the 2019 earnings per share estimates for SIS DOL COV PBH and TGSI. thanks Richard

Q: I need to add health care to my portfolio. What would you suggest. Probably with some growth with dividend income.

Q: What are your top 3 small cap growth stocks for a long term hold?

Q: I’m tired of owning Knight theraputics and it’s potential whatever.....it’s been two years ......can you recommend something different

Q: I would like to add tfii or cov or both. however I like to keep my stock holdings number about same.
I am considering cashing out of zzz as it appears to me unable to breakout from perhaps more nimble competitors

Q: Hi guys,
I hold one ETF and a mix of equities (selected from your portfolios) in my TFSA, with the following weightings:
COV 5.48
CSU 6.70
GSY 5.42
KXS 4.93
PBH 4.26
PHO 4.50
SHOP 7.57
SIS 6.59
TOY 6.05
TSGI 5.63
VUN 30.35
WEED 12.51
Everything is up from initial purchase (many thanks) but some have grown much faster than others. I am considering rebalancing and/or adding a new position. Is there a notable position that you would add/remove (e.g, VUN in exchange for equities)? I have VXC and VCN in my RRSP so maybe VUN is better located in there.
Thanks for the amazing service and knowledge base that 5i provides.
Mark

Q: How do you see this acquisition by COV. A purchase price of $16.1M CAN for a company which gave you $11.1 CAN seems great but would I be correct that their bottom line margins are much lower then what COV's regular business gives.
Revenue of $11.1M CAN with earnings of $.684 M is much lower than revenue of
$20 M and earnings of $2.2 M (for the first 3 quarters of 2018) on a percentage basis.
Thanks

Q: What do you think about the acquisition they did today?