Q: Is Xbc just getting hit from market downturn.Do you still see hold for future in this stock. Also will NGA be reporting any financial updates regarding Lion Trucks investment. Is POW also involved with LION as shareholder etc. Tks 5I
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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: I have a small holding in Veolia and am wondering about adding more. Its environmental business is broad in scope and covers a lot of the planet. While this may be good, it could also mean that they are stretched. It looks like they have held pretty steady through the pandemic.
Any thoughts about this company? Any alternatives to suggest?
Thanks
V
Any thoughts about this company? Any alternatives to suggest?
Thanks
V
- Photon Control Inc. (PHO)
- Enghouse Systems Limited (ENGH)
- Automotive Properties Real Estate Investment Trust (APR.UN)
- Fortuna Silver Mines Inc. (FVI)
- Xebec Adsorption Inc. (XBC)
- Avalara Inc. (AVLR)
- Enthusiast Gaming Holdings Inc. (EGLX)
Q: Hello Peter,
I have several 'half positions' in my TFSA and new cash to top up a few. While I know these are very different companies (APR.UN, AVLR, EGLX, PHO, XBC, FVI and ENGH), if you were investing with a 5 year time frame and had a 7 or 8 out of 10 comfort level with risk, in what order would you top these up, with the goal of best total return (not necessarily 'home runs'). Thanks in advance!
I have several 'half positions' in my TFSA and new cash to top up a few. While I know these are very different companies (APR.UN, AVLR, EGLX, PHO, XBC, FVI and ENGH), if you were investing with a 5 year time frame and had a 7 or 8 out of 10 comfort level with risk, in what order would you top these up, with the goal of best total return (not necessarily 'home runs'). Thanks in advance!
Q: Any reason for the recent pullback in XBC stock price?
- Sangoma Technologies Corporation (STC)
- Questor Technology Inc. (QST)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: Hello,
I have new money to allocate. Which ones of these are your favorites for 5 year + hold notwithstanding they have different risk profile and in different sectors (best overall risk / reward. I am underweight small cap). I already own KXS and ENGH but i could add to existing positions. Thank you!
I have new money to allocate. Which ones of these are your favorites for 5 year + hold notwithstanding they have different risk profile and in different sectors (best overall risk / reward. I am underweight small cap). I already own KXS and ENGH but i could add to existing positions. Thank you!
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Karora Resources Inc. (KRR)
Q: Hi Peter,
Please recommend a basket of small caps (7-8 names) that are looking attractive today. Long term growth, medium to high risk. Would you initiate new positions in any of the noted names?
Thanks in advance.
Kevin
Please recommend a basket of small caps (7-8 names) that are looking attractive today. Long term growth, medium to high risk. Would you initiate new positions in any of the noted names?
Thanks in advance.
Kevin
Q: I had been waiting for awhile for xbc to correct before taking a position. Got tired of waiting and watching it continually climb. Took a small position at $10.60ish and of course now I am seeing the correction I was waiting for. I added a bit more at $9.03 but now it’s down almost another $1.00.
Is there any news accounting for this?
Is your longer term thesis still positive?
Would now be a good time to add a bit more or is there more downside to come?
My overall position is still quite small relative to my whole portfolio and its in my TFSA and I don’t need the money.
Is there any news accounting for this?
Is your longer term thesis still positive?
Would now be a good time to add a bit more or is there more downside to come?
My overall position is still quite small relative to my whole portfolio and its in my TFSA and I don’t need the money.
Q: Good Morning Peter & team
XBC down almost 30% in the past month and just under 10% on the day today Feb 23. To be fair it is a down day for the markets in general - nothing goes straight up. However, the recent trend is alarming.
Anything you have seen which would account for recent losses? And I imagine your view of XBC hasn't changed?
Thanks for all you do
gm
XBC down almost 30% in the past month and just under 10% on the day today Feb 23. To be fair it is a down day for the markets in general - nothing goes straight up. However, the recent trend is alarming.
Anything you have seen which would account for recent losses? And I imagine your view of XBC hasn't changed?
Thanks for all you do
gm
Q: Doing a little research for additions to my TFSA. Looking at GSY, WELL and XBC. I find it curious that GSY has a market cap for approx. $1.9 billion and trades at $125 per share, while the other two have market caps of approx. $1.4 billion and trade at sub $10. Is this a lesson in the difference between a Company growing organically vs growing through acquisitions and issuing large amounts of stock. I'm not saying that the other 2 aren't good companies, but I find it curious that they have similar market caps, yet their share price is ten times higher. Thoughts?
Thank you,
Jason
Thank you,
Jason
- Welltower Inc. (WELL)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Xebec Adsorption Inc. (XBC)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
Q: Hi,
Looking for about 5 Canadian growth names to add to my TFSA. What would you recommend right now?
Thanks,
Jason
Looking for about 5 Canadian growth names to add to my TFSA. What would you recommend right now?
Thanks,
Jason
- Magna International Inc. (MG)
- Xebec Adsorption Inc. (XBC)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hello
Our US holdings are up 36.25%, where as our Canadian holdings are only up 17.22%.
The five mentioned above are our only real shining stars at this point.
Is one better to have all US holdings and forget Canada?
Thank you
Mike
Our US holdings are up 36.25%, where as our Canadian holdings are only up 17.22%.
The five mentioned above are our only real shining stars at this point.
Is one better to have all US holdings and forget Canada?
Thank you
Mike
Q: QST VS XBC: Could you explain the differences between these companies? Which one has higher growth? As both are in the Growth Portfolio, I'm assuming you prefer both? Would you buy either today or would you wait for things to settle down?
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- TMX Group Limited (X)
- TFI International Inc. (TFII)
- Savaria Corporation (SIS)
- Leon's Furniture Limited (LNF)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: For New money to initiate positions which 5 stocks in each of the portfolios would you recommend investing. On a related note, is there a reason you don’t put buy or hold or buy up to prices in any of the portfolios, or is your stance if it is in there it is a buy regardless of how much a stock may have run up since it was originally recommended.
Q: Hi,
When XBC report earnings? Will it be good report? Is XBC buy, sell or hold?
Thank you.
When XBC report earnings? Will it be good report? Is XBC buy, sell or hold?
Thank you.
Q: Xebec has been going down. Is this an opportunity to step in for a new position? And if already held, keep holding?
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Palantir Technologies Inc. Class A (PLTR)
Q: I have some TFSA funds to deploy into growth. Which of these three is my best option with a 2-4 year horizon?
Thanks, Calvin
Thanks, Calvin
- First Solar Inc. (FSLR)
- Illumina Inc. (ILMN)
- NVIDIA Corporation (NVDA)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Plug Power Inc. (PLUG)
- Invitae Corporation (NVTA)
- Xebec Adsorption Inc. (XBC)
- SolarEdge Technologies Inc. (SEDG)
- CRISPR Therapeutics AG (CRSP)
- NIO Inc. American depositary shares each representing one Class A (NIO)
- Twist Bioscience Corporation (TWST)
- iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
- ARK Genomic Revolution ETF (ARKG)
- Electrameccanica Vehicles Corp. Ltd. (SOLO)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!
Q: 5i's Growth Portfolio has a position in XBC, maybe that's what a member was referring to? It has done extremely well, another great position by your team.
Q: Hello Peter,
I was expecting Xebec to surge somewhat after moving to tsx. The recent news on the company is positive (hydrogen strategy in UK), and i dont see any negative news. Any idea why the stock is not moving much or are investors taking profits and moving elsewhere?
I was expecting Xebec to surge somewhat after moving to tsx. The recent news on the company is positive (hydrogen strategy in UK), and i dont see any negative news. Any idea why the stock is not moving much or are investors taking profits and moving elsewhere?
Q: Hi, I'm looking for a solid growth company to invest in with the environmental theme. There are recent questions on this that have been helpful but valuations are shifting fast. Could you suggest some options that look good today, taking into account current prices?
For example, I was reading your helpful report on Xebec from December, and note the pencilled-in 5-year return is nearly achieved already (presumably due to ongoing ESG mania): "Using multiples of 3.5x sales and 28x EBITDA (still much lower than current multiples), we see room for potential upside of 50%+ over a five-year period. Certainly there are risks to owning shares in the short-term, but we see plenty of upside potential for long-term investors. "
For example, I was reading your helpful report on Xebec from December, and note the pencilled-in 5-year return is nearly achieved already (presumably due to ongoing ESG mania): "Using multiples of 3.5x sales and 28x EBITDA (still much lower than current multiples), we see room for potential upside of 50%+ over a five-year period. Certainly there are risks to owning shares in the short-term, but we see plenty of upside potential for long-term investors. "