Investment Q&A

Q: What grade would you give Converge Technology Solutions? How would you rank the stocks above at current valuation to buy right now? Thanks

Q: I am overweight in Canadian tech and would like to reduce my holdings. please list in order of confidence for long term capital appreciation, high risk tolerance.

Dave

Q: Hello team,

In your last response about Thinkific you mentioned that $14 would be a great entry point. Has your opinion Changed.give the soft guidance and slight miss last quarter? Or do you see lots of future growth ahead. Increasing ARPU and higher AAR. The BMO analysts initiated coverage stating this was the “Shopify” for content creators.

If you had limited funds how would you rank new dollars comparing converge and sangoma in the mix. In fact, I’m interested in why you haven’t taken more of an interest in converge given your interest in CSU, TOI, WELL, OTEX, etc.

Their acquisition play book has been incredibly effective, simple and repeatable. Their mandate around management stock purchase and decentralized structure is setup very similar to CSU.

Sorry for the long winded question(s)!

Q: The landscape of tech stocks in Canada seems to be rapidly evolving, with several impressive IPO's of late, and some very strong growth stories emerging. In a well diversified portfolio, how would you rate the desirability of holding each of the following tech stocks on a scale of one to ten, with 10 being a must own, 1 being a definite "no", and 5 being something OK, but nothing special. 5+ year holding period.

CSU, CTS, DND, DSG, ENGH, KXS, LSPD, MAGT, NVEI, OTEX, TIXT, TOI

Q: Could you please give your assessment of the quarterly results.

Q: Hi 5i team, Any thing wrong with QR to cause a big drop. Thanks.

Q: I have a small position in both of these companies. Based on recent updates for both, what are your thoughts on their growth potential and would you add to these positions today?

Q: I have the above stocks in my TSFA, and I have additional funds and was wondering which one you would add to.

Thanks 5i team for your expert support.

Dave.

Q: could you evaluate these stocks for me. thanks in advance cr

Q: Hello Peter and Staff

For a small starter position medium risk acceptable -5-10 year hold which of the 3 above would you recommend and why?

Also would the “runner up” be better same parameters than any of U, ENGH or SYZ already held in small positions

Thanks for all you do
Dennis

Q: I am thinking of adding a small position in my TFSA with either a combination of QUIS and STC, or
A single position in CTS. Which alternative would you recommend?

Thank you for considering my question.

Q: If you had to pick three out of the above for a TFSA today, which three would you pick?

Thanks!

Q: Hello your current thoughts on this company? What do they do? Insider ownership? Debt?

Q: This stock, CTS -- has been a good pick. Thanks! How much room do you see on the upside this year?

Q: Hi Awesome 5i team, I have some cash to invest, in Canada, I am thinking of "AT", "GSY" &"CTS", some of these names are at all time high, could you please rank them from risk/growth perspective. Given recent volatility of the market, could you please provide a good entry point if you will.

For US, please also provide three names that are growth oriented, and three reflationary driven. All are for long term investment.

Thanks,

Q: What is your opinion of this little tech company? There run has been quite impressive. How do they compare to others in the space?

Q: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?

Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL

Thank you for your support.

Q: I'm a happy owner in CTS, but if anyone asked why I own them, I'm not sure I'd have a good answer other than referencing 5i...

Can you sum up quickly what they do, what differentiates them and why their stock price has done so well lately? What will they need to do to keep the momentum running (short of not messing up).

Cam.

Q: What are your thoughts on this company? Would you buy, sell hold? If a buy can you suggest a good entry point please? Thanks as always.
Donna

Q: Would you recommend a STC to CTS switch at this very moment? Investing in small tech stocks much depends on entry timing. Hindsight tells me I got in on STC while it's on the start of a downward slide. Would a switch to CTS be like hopping from one downward slide onto another at this very moment too? Thanks for your insight.