Investment Q&A

Q: First and foremost, thank you very much for your coaching which makes DIY investing much easier.

In the more aggressive part of my portfolio which is otherwise well balanced, these stocks are deep under water but at a relatively low percentage. There is no tax implication and a 3 years horizon minimum. I know you don't like averaging down but at a year end and beginning of a new one, timing (sorry) could be an advantage.

Having said that I have 2 questions,

1-Would you go bottom fishing while the price is low and hope for a Santa Claus rally (hoped for) or wait till things settle down?

2-If I decided to add to these existing positions, could you rank them in order of preference with a short term view please.

Thank you and happy holidays to all team members.

Yves

Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!

Q: I bought these (and others) for growth, and was doing well, but am now in the red on these holdings. I bought for a five-year hold, so don’t need to sell anything, but I would ask, do you see any that should be sold or any that I could be adding to for a January bounce? Thanks!

Q: I have LSPD, AT, EGLX, AEM, and WELL as my higher risk positions. I am looking to consolidate these positions and maybe add TOI or NVEI. Out of the 7 stocks and at current prices what would your 3-4 top picks be for growth and price appreciation?

Thank you!

Q: Can I get a list of top 5 oversold stocks in both Canada and the US?

Q: Any comments on the appointment of Nicole Musicco to the Board ?

Q: These companies are getting killed on no news. I understand the environment with tax loss, covid, backdrop etc. What I don't understand is why the shorts aren't covering or appear to be. Also are these companies prime candidate's for a takeover because there smaller but at an inception point of eating up market share.

Q: I'm planning on making a couple of additions to our TFSAs in the early New Year.
Kindly list these companies in order of preference based on a 3-5 year hold.

Thanks, Rick

Q: What should we make of all of these links between Enthusiast Gaming CEO and the Bridging Finance scam that was just written up in the Globe and Mail? Should I think of the management now as ‘rotten’ and sell my stock?

Q: What are your top 5 picks in order of preferance for the small cap sector in the TSX and the Venture

Q: Hi Team,
I sold MRS at a 66% loss in my TFSA. Should I put the leftover money towards PINS, EGLX, PLTR, LSPD or WELL? Please list in order or preference. Or should I wait in the new year with the additional funds that I will add?
Thanks

Q: Hi folks..thoughts on Enthusiastic Game eglx/t, acquisition of U.GG...I guess to gain entry to "League of Legends" game space....looks like $45M+ acquisition...for company that will generate 2022 Rev of $8M & N.I. of $3M...seems pretty rich...think it was good/bad/normal acquisition...and thought s on Eglx going forward....have possession...thanks as always, jb Piedmont QC

Q: Hello 5i team, I am a patient investor, but exclusively if, 5i and I, we both have a strong conviction that a company situation will be much improved in say, 24 months from now. Because of the 2021 trading range and risks involved, I am trying to get the best possible entry point (suggestion?). I know it is short term trading, but I am trying to understand if EGLX is bottoming after going down -60% since mid-April 2021. Volumes are sky high versus history since quarterly publication. There has been only one trade of above 40k shares since quarterly publication. What are moving averages, RSI and MACD telling you? What is your understanding of the seesaw trading of the past 4 days? What would you suggest as a good entry price (I do not mind that much if my order is not executed, as I know there will be other opportunities somewhere at some point in the future). From analysts forecast, EGLX will not make a quarterly profit in 2022: will EGLX be EBITDA positive in any of 2022 quarters? Do you know when EGLX is expected to generate a quarterly profit? From daily reading of 5i Q&A, I know you like EGLX and NVEI (which I group in the same sub-sector): how much more do you like one over the other for long term return? Thank you for your collaboration, Eric

Q: These three stocks along with cash , are equally held and is my entire TFSA. This represents only 2.5 % of my combined non registered account and RRSP ( RIF next year).
My feeling ( and performance )on the stocks are :

AC: ( Even )Covid rebound extent still in question, high oil prices a drag
EIF: ( Up ) solid dividend, owned long time with good results
EGLX: ( Up ) , most volatile, doing the right things in a growing sector

Am willing to take a fair degree of risk. Your opinion on the portfolio is appreciated. How would you adjust and what are some of your recommended stocks ? Thanks. Derek

Q: I am looking at my losers. Please list in order of preference which ones you would average down on. I know that's a bad word but we could call it greatest contrarian opportunity. Obviously risk is not a great concern but not to be completely ignored. Thanks as always

Q: I’m currently down on eglx, xbc and at, would you be comfortable adding a little to these names at these levels? Have they turned the corner, especially eglx and xbc? What would it take before adding more?

Also do you still like PLUG as a growth name? Looking to add more here. Thanks!

Q: Which is poised for higher growth over the next five years? Would owning both be redundant or complementary?

Q: I have been holding EGLX for quite some time. I view it as a long term hold while it establishes itself in the marketplace. I am concerned about the expenses though, in particular Share Based Compensation. To me, for a growing company this is too high relative to its Gross Profit. What is your opinion on this?
Secondly it has a lot of volatility which makes me think it is being day traded. Any thoughts on this?
Thank you.

Q: Hi
Would you be a buyer of Eglx after their latest earnings for a 5 year hold?
Thank u

Q: Roku and Acuity Brands of have dropped to around 1% each in my Portfolio. I also have Alphabet and Enthusiast Gaming. I am thinking of selling ROKU and AT and buying Disney. Does this make sense or would you do something else with the above mentioned stocks. Thanks as always for the help.