Investment Q&A

Q: Hello 5i
Could you please rank the above stocks for growth over the next 1-3 years.
Thank you
Dave

Q: Over the last 30 years my best investments by far have been with smallish to medium sized profitable businesses with good long term growth prospects that I have bought and held for 10+ years. Generally market caps of roughly $500 million Cdn. to around $5 billion Cdn. A few have generated 20, 30 times my initial cost. I am wondering about the prospects of each of these following companies producing those kind of multi-bagger returns over the next 10 or 20 years. Would you please rank these companies in order from 1 to 13 according to the likelihood that they will become another CSU, BYD, WSP, TFII, etc. that can be a big, big winner for a long term investor: ATS, ATZ, DOO, EQB, GSY, HPS.A, KXS, LMN, NVEI, TIXT, TOI, TSU, WELL. Admittedly, TOI is a little big at $8 billion market cap.

Secondly, are there any other Cdn stocks in this size range that you would say have that kind of big upside potential, and where would you place them in comparison to the above listed companies.

Q: Hello Team, I hold these 3 stocks in my portfolio, I'm starting to be a bit overweight in Healthcare. Do you feel all three still should be held and is being a bit overweight okay for this industry?

I have 10 years before any of these funds are needed, and I have a fairly aggresses portfolio.

Thanks.

Q: I have Magna, Spin Master, Well Health Technologies in a TFSA, and AltaGas in a RRIF.
All are down slightly.

Could you please rate these in terms of potential and how much patience might be required.

Q: I noticed in the votes for directors the CEO did rather poorly compared to the other directors. There is generally a reason for these types of results. Perhaps you could let us know what is happening with the company and its management.
Thanks

Q: Why has Well dropped so much recently and would you say it is a buy, sell or hold at this time? I have no CDN healthcare at all and I'm looking for options?

Q: Any thoughts on WELL's new acquisition in Calgary?

Q: I may have missed a few, but pretty sure I've made every mistake trading in the stock market, although thanks to 5i I've done quite well over the years. Prehaps my biggest mistake is holding on to loosers too long and taking big hits. Recently I've promised myself to sell when I'm down 25%. So, I'm now down 25 or more % on these 4 companies but dont want to sell. What says you?

Q: Hi- would be interested in your analysis of Well vs. Qipt- if you had to choose one today for small cap healthcare

Q: Can you provide the fair value of the following stocks: TSLA, SHOP, BN, GOOG, ATZ, NVDA, WELL, GSY, TOI, KXS, ECN, RCI.B ?

Q: Good morning,

In this group can you tell me which one to keep, to hold, to sell and add at this moment.

Thank you

Marty

Q: Just a comment when a guest asks why the stock is going down in the day, and a lot of the time the answer is selling because the stock is up 60% this year, but this stock was bought was probably bought many 5i clients when it was recommended as a buy in the 8 dollar level two years, sometimes I wish 5i would say get out of this stock, sell, it is so over priced, you sare not investing, just gambling. I just feel that a lot of investors need more help when to be lest GRÈEDY.

Q: Hi Team,
Well is still tanking today. (-8%) on no news. Is this latest weakness all profit taking? I see no negative news? Has a big shareholder been dumping the stock? This action is somewhat confusing after such strength in the name previously.

Q: Hi 5i,
CTS closed at $3.35 yesterday a couple of days after its quarterly results came out.
WELL meanwhile closed at $5.30 yesterday, the day before this morning's release of its latest quarterly results.
I own both and I'm down substantially on CTS and down somewhat on WELL. I'm feeling optimistic about the latter, not so much about the former.
I wonder if you could do a quick side-by-side QUANTITATVE comparison of the two and, based on that, advise if you think the present price discrepancy between them is justified by the underlying numbers, or if it it's based on sentiment. If the latter, what are your thoughts on a turn around in the perception of CTS, and where might it be price wise if it wasn't in the doghouse? (I wonder if yesterday's 23% gain for CTS could be meaningful ...?)
Thanks!
Peter

Q: This is more of a statement then a question. I am so disappointed in the stock market. WELL is down so far today off those results. It was dropping like a rock before that for over a week. Even on green days where everything was up 5% it would drop 5%. I think CTS is ridiculous as well.

Q: WELL reported fairly good results but market is muted. Thoughts on reason for this? Are you still bullish?

Q: Good Morning

Your take please on the earnings from WELL, specifically the increase in Guidance and their profitability

Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray

Q: WELL is down past couple of days. It's had a good run lately. Earnings I believe are coming this week. Anything to be concerned about? What do you expect?

Q: With an emphasis on growth and a 5 year outlook, what would be your 12 recommended stocks if I were to start today?