Q: I have enjoyed a decent runup in the price of PHX this year. What is your perception of its future potential? Would you, for instance, partially divest in favour of QST?
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?
Q: Let's build a three stock portfolio and have some fun :)
In it there needs to be one small cap, one mid cap and one large cap.
For long term hold 10+ years
No etf's and only CND stocks.
On another topic, Peter if you were in France, on your road bike, climbing l'alpe d'Huez (It being the stock market) Where on that climb do you believe you are at before heading down? In other words, how much more RPM(revolutions per minute) does this market have before the chain comes off it's derailleur?
Q: Good morning,
I was happy to see QST finally getting some positive traction but it has been sliding downhill since Feb 3. I understand that short interest in QST is significant. Can you shed any light on what is happening?
Thanks
Q: Mcld just announced a nice contract with the Alberta government. I was expecting QST to have such a contract. Do they compete with each other ??
And what about Questor’s press release today, just marketing, and nothing better to say ?
Thanks for your help.
Q: In my TSFA have equal weightings of PHO, REAL, WELL and XBC. Have additional funds to invest and was thinking of following AT, CTS, KRR, MCR, NVEI, or QST. You have suggested ATZ, GSY, or KXS which own most elsewhere to was looking to something new. How would you rank these stocks and would you have any better suggestions?
Q: Small caps have always been a focus of mine and the 5i team has helped me build out a nice group over the last year to complement my core holdings. Can you let me know if your thesis has changed (negatively) on any of these names? Any standouts that you would add to either due to opportunity or valuation if I had more $ available?
Q: Hi, If you were to rate QST today would you give it a C rating or you think it is better company now than when coverage was discontinued..I have a small position on this as part of a small cap pool with higher risk but good potential. Thanks. Shyam
What would be your favourite/top growth stock under $5? (in a prior answer you had indicated STC, is this still the case? I do own a 1/2 position at $2.65 as per your prior suggestion...thanks!!)
Favourite/top growth stock under $10?
And favourite/top growth stock under $20?
Assume I have a well diversified portfolio so looking at small/mid cap growth.
5-10+ year holding period.
Q: I looked up your report on this company and it is from 2016! Will you be doing an update? Would you still give it a C rating or has the rating change?
Thanks
Q: I can't say I expected the green industrial stocks to do so well so quickly. I mean, I'm happy and all but it's all moved so fast. And I must say that with the urgency I feel we need to deal with climate change I'm glad that the market seems to agree with me (finally - and perhaps only temporarily?!).
Can you provide a short list of Canadian and US companies that would fit into the general green industrial/energy space? I own most of the above, but am looking for something I may have missed. I don't own any US companies in the space.
Q: Hi 5i,
This may well be 4 questions, so please deduct points accordingly.
Portfolio Analytics indicates that I'm underweight in Communications Services, Consumer Defensive, Industrials and Consumer Cyclical, and I'd like to top up these sectors.
I try to be a balanced investor and like income, but I don't mind taking on more risk and little or no income on something with a solid premise. Especially right now I'm looking for companies that are poised to benefit from the return to (more or less) normal life that 2021 might bring.
My present Communications Services weight all comes from the following ETFs - TXF, ZDI, DISC and ZWU. Can you provide a few Canadian equities to look at in this sector at this time, other than the big four?
My present Consumer Defensive weight comes mostly from NWC, with a smidgeon from ETFs like ZFI and DISC. Are there two or three Canadian equities in this sector you'd currently recommend looking at?
My present Industrials weight is in FTG (which I'd be happy to sell unless you think it has the potential for recovery in the coming year), QST and XBC. Are there another two or three Canadian names you presently favor in this sector?
And finally, my only Consumer Cyclical other than whatever might be in the listed ETFs is NFI (although I'd have thought it would properly be classified as an Industrial). Again, could you recommend two or three Canadian equity names that might qualify as viable Consumer Cyclical holdings going forward?
Thanks a lot and Happy New Year!
Peter