Investment Q&A

Q: Hello Peter, Ryan and Team,

I need to sell some of my shares in these companies to fund another investment. Of the stocks listed, in what order would you be inclined to sell first? Thank you.

Brad

Q: Good morning, could you please rank these 10 small caps that the team has mentioned recently in terms of both opportunity (highest to lowest) and risk (Lowest to highest). I am unfamiliar with DCM but from your comments, and the extremely low PE, I am assuming they owe a few bucks? Could you shed some light on the company? Thx as always for tremendous guidance.

Q: Could you please comment on vital health earning report and future prospects. Is it a hold / sell / or buy more? Could you also comment dynacert hold / sell / buy more)?

Q: I am looking to add your suggestions of Palantir and Pinterest. Can you please rank them with some of my current 5i holdings in terms of growth highest to lowest and risk highest to lowest. These are 1-2 percent fringe plays and I have a balanced portfolio so I am not worried about cap size, geographic location etc. Thanks very much as always for advice.

Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS

Q: In a head-to-head comparison, which small-cap health care stock would you side with? Both have made good acquisitions this year and revenue growth will likely follow. DOC is bigger, but the market cap for VHI is approaching 100M which is a good milestone. Both are soon closing their recent public offerings, which will help with future growth/acquisitions.
Is either one on your radar for adding it to the 5i Growth Portfolio in 2021?

Q: Could you give me your assessment on these three companies please. Would you consider buying any of these today? How would you rate them? How do they stand financially? What are their growth prospects?
Thanks John

Q: Hi Peter and Team,
Can you give me your opinion on VHI,STC, ATGN. Do you thing it is good timing to invest in them or shall wait after the new year. Also, please rank based on risk and opportunity to grow.
Thanks,

Q: Been watching Vitalhub and like what the company is doing. They announced a financing at $2.90 and the stock fell hard on the news. Thinking it be maybe worth a starter position below the $2.90 price point. Would you buy here or wait for things to settle down?

Q: I am looking at buying one of these small caps for 2 to 3 year hold. Would you please compare and contrast each with earnings potential,debt,etc and rank them 1 to 4 ? Thank you.

Q: I have taken an initial position in Vitalhub and would like your take on the recent contracts signed over the past couple of days. I’m considering adding as stocks in this space are getting strong support. Thanks to your advice, I got in early on WELL and am wondering if we might not be seeing the same scenario play out in this one.

Q: Thanks to all of you for a terrific service. I obviously appreciate the excellent returns, but I really enjoy the opportunity to keep learning every day from your reports and thoughtful answers in the question section.

Could you please give a quick risk / reward outline on the above three small caps recently mentioned. Secondly, what are the five small caps in the US or Canada you are most excited about today if portfolio diversification is not an issue.

Please charge as many credits as needed.

Thanks again,
Brian

Q: Hi,
In your growth portfolio what would be your top 10 list right now in terms of potential \ stock price appreciation in the next 2 -3 years? Would you be able to list them in order with a 1 to 10 rating on the risk for each one, 10 being highest risk.
Would there be another name on your watch list that could sneak into this list?
Please deduct credits as you see fit.
Thank you for your great service!

Q: Over approx. 9 months,I will develop a high risk portfolio of smaller cap companies to hold for 5 years with the goal to maximize capital gains.Please rank the listed companies.Please add other names you think I should consider as well as a few U.S. names you might consider applicable.Deduct as many question credits as you deem appropriate.Thank you.

Q: Thank you for your wonderful service and great advice.
Would you be able to give me your thoughts on TC, STC, ENGH, ADCO, VHI?
Could you pick your top 3 from the group that you would add to at current market prices given a 3-5 year term. Does the balance sheet of some of the smaller cap companies scare you?
Thank you kindly

Q: When looking at these stocks in terms of management team, growth, potential, and outlook for 5-10 years+, how you would rank them in order starting with the best and why?

Q: Happy Holidays 5i Team,

Could I please get your analysis on the above names as part of a diversified small cap portfolio focused on capital gains over 3-5 year hold. I have partial positions at higher prices in both IOM and SIM but they seem undervalued now given their prospects and current price. I generally prefer to diversify over averaging down while still building a portfolio as a strategy, but I am also willing to be flexible if the risk and reward is right. Would you add to existing positions in these stocks? Under what circumstances would you recommend someone consider averaging down?

I also like the prospects of GSI VHI and FLY and would appreciate your comments on them as being added to a aggressive growth portfolio. Any red flags or risks other than size? How would you rank them given their current price?

Thanks for the great service and happy New Year to everyone.

Q: Could you please comment on the recent earnings of BEW and VHI? I own both and I'm think about adding more of either of these, which would you choose.

Q: Can I get your opinion on the latest news with Vitalhub entering into the Australia market? Thanks!

Q: May I please get your opinion on Vitalhub's earnings that were released today?