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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 Peter and Staff

The above 5 stocks are all small positions in my Industrial basket. All are in negative territory. I have held stocks that I wish I had sold due to opportunity cost and sold several that I regretted when they bounced sharply. I have zero issues holding a lot of stocks in my basket if the risk/reward justifies it. However if there are one or more of the 5 that clearly have better prospects going forward I should be smart enough to sell some and add to others. My positions in the favorites ATA,WSP,TRI and TFII are where I would like them.

Thoughts?

Thanks for all you do

Dennis
Read Answer Asked by Dennis on March 30, 2022
Q: I tend to hold either 3% or 5% positions in companies I own. If you were to own the above companies, which ones would you be inclined to own at a 3% level and which ones at a 5% level? If you would not be inclined to hold one or more of these companies at all, please indicate.
Thanks for a great service and have a well deserved weekend break. ram
Read Answer Asked by Ray on March 28, 2022
Q: Today Xbc soared 21.3%,LSPD 15.85% Shop 4.98%(recovered from $650 recent low) & yesterday STC 13.5% and Eglx 11%..Bam.a recently traded in the $66-$70 range. Is it timely to buy or add to them & please provide a good entry point for each. Txs for u usual great services & views
Read Answer Asked by Peter on March 18, 2022
Q: Hi 5i
What Game Plan would you consider executing for the following situations...........?
For all these stocks I have been holding off taking action as there has been no new information to support any action. Now given rapid price decline, I have become concerned about share restructuring and shareholders being diluted to death for the micro caps.
I will be waiting for earnings on the ones still to be released.
While you do not want to hear it, all these except XBC/LSPD were 5i induced purchases so some thoughts on possible action at this point would be appreciated.
None of these are causing me a problem except for being down.
As a Portfolio Manager, how best to manage these positions inside a broadly diversified Portfolio?
If they are to be kept, at some point I will have to either add to the tiny positions or get rid of them. But when and on what information?


TFSA Holdings (where the growth is supposed to be)
QST - down 40%. Size is now at half position size at this point.
XBC - down 38%. Size is now back to near full position size after riding the round trip.
STC - was up 25% and now down 20%, Half position size.

Taxable Account
AT - Down 19%. Sitting on half position since buying on Jan 12/22
ANRG - Down 37%. Sitting on less than half position since buying on Feb 2/22
LSPD - Down 64% on a poorly executed Options trade. Hold only 1/3 position.

And KXS which disgusts me as I knew I should have sold while I watched it at $229. Position size is full position.

Thanks
Dave
Read Answer Asked by David on March 08, 2022
Q: I see the US infrastructure plan includes $8 billion to establish hydrogen hubs and enhance hydrogen manufacturing. Since I sold XBC, I have no foothold in the hydrogen space. Is this a good time to invest in hydrogen and can you suggest any possible investments in Canada or elsewhere? Thanks for your guidance.
Read Answer Asked by Ken on February 22, 2022
Q: Can you comment on the change in mangement in XBC. Is this a similar situation to LSPD and Dax where the CEO was encouraged to find a different role by the board? Thoughts of the new CEO and COO? Still holding onto this struggling stock and looking for something positive on it. Do you still see it having potential and worth holding or is it time to move on? If time to move on, can you please suggest some of your top picks today (comfortable with risk and does not have to be the same sector). XBC is held within my TFSA so no tax loss option. Thanks for all that you and your team do!
Read Answer Asked by Justin on February 10, 2022
Q: Thank you for helping us navigate through the volatility with a cool head. I have 2 questions.

In a long term horizon 3 years and more for the above list could you separate them into 3 buckets and identify 1 group for which you would add funds, 1 group to keep and 1 group to sell? All stocks mentioned are now reduced to 1% or less in a non-taxable portfolio.
XBC -20%
AT -15%
CARE -50%
LSPD -45%
DOC -60%
WELL -30%
EGLX -30%
ENGH -30%

My 2nd question:

For the following securities in a corporate account with a 2-year horizon. Do the same exercise and separate into 3 buckets which ones you would add funds to, which ones are keepers and which ones you sell.
AT -50%
LSPD -45%
DOC -60%
WELL -30%
EGLX -30%
ENGH -30%

Thanks again
Read Answer Asked by Yves on February 02, 2022
Q: In a Jan 28th response you stated cash had declined and there is maybe a need to raise capital. This is a company that has grown by acquisition, which usually requires cash. Has the outlook changed drastically in a short period and now they have cash flow issues? Is the status of their cash flow available before the quarterly report?
A potential sale of the company was also mentioned. Can you reference any additional information regarding the sale of the company? Thanks.
Read Answer Asked by Dan on January 31, 2022
Q: Hi Peter and Team
Although a lot of down positions in my RRIF, I would like your opinion on whether to continue to hold XBC and Acuity Ads; both down so much that they make up less than 1% of the portfolio.
Would you hold on, or switch to a couple of your recent suggestions, ANRG and CTS (that have aslo dipped since your December reports.
Don't worry about tax loss and the RIFF is long term growth.
Cheers, Peter
Read Answer Asked by Linda on January 27, 2022
Q: I would like to increase my tech holdings during this sell off and I have a long term horizon and willing to take on risk.

Can you rank the following in order of preference: Shop, NVDA, Topicus, Xebec , Unity, Lightspeed, Enthusiast Gaming.

Are there any in that list that should be sold off?
Read Answer Asked by Simon on January 24, 2022
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