Investment Q&A

Q: I plan to do some consolidating and have a 3 part question:
Please rank companies on your conviction for total return over the next 3-5 years
Please indicate the position size you would hold each one - full, half, ……..
If the lowest two in the first part are not the ones you would get rid of - please explain. ram

Q: In light of the significant drop in price and the potential of its bottoming out, how would you now rate VitalHub Corp.

Q: Can you rank these top ten "losers" in terms of the most recommended to dollar cost average from 1 being the best opportunity to DCA to 10 being the least recommended to, thanks.

Q: Hi guys

Was thinking of consolidating two loosing stocks into one position looking out at a recovery a year or so away. Also looking at how much of a AI moat each stock has. Would you sell VHI and add to ENGH or selling ENGH and add to VHI. Or is there another software stock that you would rather go with and sell both?

Much thanks

Stuart

Q: Hi 5i team,
The above stocks in the subject line have had a dismal year price wise (they actually have pulled back significantly over the last 6 months). May I please have your opinion if each of these stocks, is a buy, sell or hold and the rationales for your recommendations.
Thanks,
H

Q: A number of Small Caps have pulled back significantly. Do you still like these names? Are there any of these names that you feel should be sold?

Thanks
Tim

Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?

Q: Results looked good. Down 30% on this name. Is this a weed that needs to be pulled? Less than 1% of my portfolio. Thanks!

Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Q: Hi 5i
How were VHI earnings? Shares down big today? Do you have insight as to whats going on. Would you be sellers or holders
Thx

Q: Does the delay in VHI reporting it's quarterly results concern you at all? Would you wait until the conference call before adding to a position?

Q: A number of your past favourites are getting crushed in the market. Based on fundamentals do you see red flags with any of these companies or do you feel it’s an overreaction by the market? Do you consider these companies Buy/Hold/Sell?

Thank You
Tim

Q: VitalHub has been a disaster.Is there any reason to continue to hold?

Q: Hello 5i,
First of all, I wold like to thank you for the "Five from 5i" in general, but specifically the "Is Inflation Higher Than We Think" article - a great read!!
Secondly, pertaining to the article about the fee reductions for some Vanguard ETF's, I notice that VIG is there, but not VGG. Would VGG receive any benefit from the VIG fee reduction, given that it isn't specifically mentioned. (unless it was there, and I missed it - always a very real possibility....)
Thirdly, I am looking for some current recommendations for my grandchildrens' RESP's. Their ages are 5 - 7 yrs. old. One Family RESP holds BN (up 112+ %) and the other holds VGG (+73+ %). I went through the existing RESP questions, but given the current volatility and market uncertainty, I thought I would ask for your current favourites, given the foregoing. I certainly like many of the options given in previous questions, but I feel that the environment is slightly different now than it was several months ago.
As always, thanks so much for the awesome service!!!!
Cheers,
Mike

Q: Hello Team,

Can you please rank these companies in what you think will be the best return over the next 2-3 years (not worried about company size or industry). Thanks.

Q: Is Vitalhub considered a SAAS company? If so is this a possible reason for decline or is there another cause.
Matthew

Q: Hello
Could you please clarify as in some answers recently, the response has been to buy the stock , Vitalhub but the last response was to hold. Here is an analyst view as of today's globe , "Mr. Tse also singled out VitalHub Corp. (VHI-T +3.10%increase
, “outperform” and $16 target) as being a “potential upside surprise” during earnings season.

“We believe the company has been conservative with its margin outlook given its record of surfacing synergies post acquisitions,” he said. “We see upside potential to EBITDA in either the following results and/or forward-looking outlook.”Mr Tse is National Bank Analyst.

The view seems to buy VHI. Can you please clarify?

Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.

Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN

Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO

Thank you for letting me ask this question

Q: Hi Team,
I hold VHI in my tfsa, down 20% now. Would it be considered a "high grade" move to sell it now and buy CSU now that it is also down as much or more than VHI in the last year? Would my return prospects from here with CSU be just as high as compared to sticking with VHI? Would you advise this move?

Thanks,
Shane.

Q: Greetings,

Pondering on buying VHI but concerned about the supposed buyback yield of -Minus 20%

1. Does that mean 20% more shares introduced ? eek! Alarm bells or not?
2. Implications going forward? Your most recent comment was sell (is that still correct?)
4. Buy at what sort of price?
5. Insider ownership is at 10%

What to do?
Cheers