Investment Q&A

Q: I am a long term investor who is very patient and has a high risk tolerance, but must pull a few weeds. Have held the above for a decent amount of time, but wonder about 5I's opinion on whether to hold for longer or pull. Thank you for all your help.

Q: Looking to get rid of some of my losers.
Between DND and REAL which would you let go first?
Thank you

Q: Pls comment on earnings.

Q: Hello
Can you comment on Pet Value and Real earnings?
Thank you very much.
Stephane

Q: Please comment on earnings of REAL and more importantly what you may have learned from the conference call . I'm doing some portfolio cleanup and trying to decide whether to hang around or not ...... Thanks for your terrific service Garth ......

Q: At present valuations,would you rate any of these companies a buy and,if yes,then your order of preference.Thanks.

Q: Please comment on REAL's earnings report and what you think their prospects are going forward in the current interest rate environment ?....Stock was up 6% at opening but is now down 7% so I don't know what to make of the report ..... Also please comment on what you learned from the Conference call ? ....... Thanks Garth ....

Q: Please comment on the qtrly results from REAL.
Thanks

Q: Hi 5i,

I currently hold DND and REAL, which I had purchased approx. 1year ago. My Thesis for both of these stocks is that once interest rates begin to fall both stocks both could experience positive stock movement to the upside given the current need for housing and all the pent up demand in the US/Canada.

I have read your report on dropping coverage of DND and your answers to questions on REAL. It would appear that your main concern is on their debt levels and that there are better opportunities elsewhere for an investors capital. Is that correct?

Do you have any actual concerns with the business models of both these companies itself? What are your views on the real estate market in general?

Apologize for the multiple questions. Please deduct as many credits as needed.

Thanks in advance!

Greg C.

Q: Hi Peter, Hi have listed my big loosers and will appreciate you opinion for clean up purpose. 1. Can go right away 2. There is some hope so hold on 3. add more

Q: I'm down a fair amount in registered plans after holding each of the 13 listed stocks for some time. Please rate in terms those that are worth keeping as the prospects are good vs those where it's probably time to cut losses and move on. Timeframe of 5 years before starting to draw down from portfolio.

Q: Everyone, I am interested in a small cap growth stock with big upside - high risk - what would you suggest? With the understanding that I could lose everything. I have a small position in cash and I don’t like having cash. Clayton

Q: Your March 2 2023 on the company seems relatively positive? But over the Summer/Fall less positive? (correct me if I have that wrong) If true, is it a reflection of real estate market/higher interest rates or execution of the company? Earnings were released on Friday, comment? If you were doing report card/ 5i Opinion today what would you change? Thanks!

Q: Like most I have some options("dogs")for tax loss selling.

In which order would you sell the above? and I assume you would not buy any of them back at this point in time?

Thanks,

Terry

Q: These stocks are owned in an income portfolio and while their yields are good the continued downward trend is worrisome. Which would you replace, and with what, and if you could provide a reasoning for the change. REAL is my "real" worry, if truth be told, but I also feel slightly off my pizza these days ...

Q: Hello
Could you comment on Real & First Solar earnings.
Thank you very much.

Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?

Q: Hi team,

May we have your opinion on the Q?

Thanks

Q: Unfortunately I am down over 50% on all these stocks (held in my TFSA). I am “cleaning house”.
Please give your opinion as to whether any have the potential to recover and are worth holding for a bit longer.
Thanks for your help.
Len

Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?