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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: Good Morning,
I would like to make room in my TFSA for APPS. From the list above which would you suggest dropping?
Read Answer Asked by Curtis on August 24, 2021
Q: Hi 5i
In watching the performance of my TFSA, I am not liking the 2020/2021 performance direction and momentum.

The combination of 2020/2021 has been dreadful for holdings such as USA, XBC, STC and QST.....and has significantly affected total portfolio performance.
In the mix are also TF, AQN and FSZ; all for income but was expecting some level of growth.
It was good to be holding ECN but the % was too low to make significant benefit.

With QST and USA both down 60% from original purchase, does one just continue to hold for performance recovery; Business fundamentals and potential take-out (QST) and mine performance and silver price recovery (USA)?

Making a switch from one horse to other has rarely worked for me. Does any of the companies make you say sell and move on or just hold through the already low price positions?


XBC is obviously not expected to reach $11.00 any time soon as the company no longer looks like the one that reached $11.00 earlier this year. They have a good business mix in segments that make sense today. Does one just hold on for Management to get their act together and run off the negatively contributing contracts?

Dave



Read Answer Asked by David on August 17, 2021
Q: Hi 5i,
QST's results announced this morning look dismal to me and I'm not seeing much cause for optimism going forward. I hold a few thousand shares in my TFSA and I'm down 30% before market open today. No reason to sell for tax loss purposes and don't need the money right now, but I don't want to just sit and watch things get worse for a year or two.
Is my pessimism justified and should I just take my lumps now, or am I missing some reason for optimism such that hanging in there through at least the next quarter might be warranted?
I look forward to your thoughts - thanks.
Petere
Read Answer Asked by Peter on August 16, 2021
Q: XBC, REAL, PRN and QST, are down significantly this year. At current valuations, are these a Buy, Hold or Sell. If buying, what would you guess might be a good entry point for each.
Thank you!!
Read Answer Asked by Grant on August 05, 2021
Q: Hi 5i,
In January, evidently like a number of others, I thought QST's prospects looked promising and bought in. Now I'm down considerably. CFRA rates it as a STRONG SELL and I haven't seen a more optimistic opinion anywhere.
Are QST's prospects really, suddenly, so bad that it should be sold ASAP to prevent even greater loss going forward (although selling would mean somebody is buying at this price, thinking to make money) or would you recommend waiting through at least the next earnings report, or two? I don't need to sell, but I've held on to some sinkers in the past waiting for the turnaround that never came and I'd prefer to cut my losses and avoid going through that exhausting exercise again here if the odds are that QST will remain a sinkhole..
Thanks for your thoughts!
Peter
Read Answer Asked by Peter on June 21, 2021
Q: I am looking at what to do with cash in my TFSA once cash from PHO is available. (nice gain -thank you !)
Shown below are existing positions in my TFSA that are in negative or small positive territory. My portfolio has a good weighting in tech, so staying in that sector not necessary. Would appreciate your thoughts on which of these (if any) you would choose to add to and in what priority. As always, thank you .
QST ( -24%, currently 0.8 % of total portfolio)
XBC ( -32%, currently 2 % of total portfolio)
AT (0%, currently 1.25% of total portfolio)
EGLX (+4%, currently 1.45 % of total portfolio)
MRS (+4%, currently 0.3 % of total portfolio)
U (-25%, currently 1.4% of total portfolio)
Read Answer Asked by Alexandra on June 16, 2021
Q: Good morning! I have a question on investing knowledge in general, and the companies mentioned above are what I will use as my personal example... because I’ve read from the team at 5i that it doesn’t make much sense to hold out on a loss. Please by all means correct me if I am wrong, example: I bought into SU,(I am -28%) and QST, (I am -60%). XBC (I am -59%). This doesn’t bother me nor does it cause me any financial suffering to hold, and I know there is no magical answer... does a young man ride it out and just wait patiently? I love SU AND QST before the pandemic and still enjoy their presence in my portfolio but here I ask myself this, am I missing gaining opportunity in the markets? My money is sitting negative, slowly, slowly coming back, where a I could suffer the loss and get to work else where? Thank you!
Read Answer Asked by Dylan on May 11, 2021
Q: Hi,
I hold the above companies in my TFSA and would like to make the portfolio more concentrated for better upside potential. If you were forced to cut three positions and add the proceeds to any of the existing holdings, which one’s would you choose? Long term growth is the only objective.
Thanks
Read Answer Asked by Curtis on April 30, 2021
Q: PYR is down 38%in the last moth, I'm still up 45% , JD does not seem to be going anywhere ? OKTA I am up over 100% and thinking of selling and taking the profit. These next ones, I'm simply down on: APPN -38%, WPRT -40%, QST - 38%, PAT -72%, AT -51%, PLTR -38%. What would you do ? Buy, Sell or Hold. Thanks.
Read Answer Asked by Frank on April 22, 2021
Q: Hello, I need to liquidate some of the stocks listed. Disregarding sector diversification, in what order should I do this? Thanks for your help.
Read Answer Asked by Keith on April 02, 2021
Q: Regarding their year end release. I noticed they have a cash balance of 16.3M which increased in 2020 despite the terrible year. This is almost 1/3 of its market cap in cash. How positive do you view the ability of this company's ability to weather the storm in 2020 and be diligent enough to increase its cash position. Looking for your thoughts as I am getting more inclined to increase my weight slightly as a spec play. thank you.
Read Answer Asked by David on April 01, 2021
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