Investment Q&A

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.

Q: solid quarter thoughts please

Q: Hello 5i team

I would like to know your opinion on the resistance that can represent the crowd of potential sellers who can take advantage of the return of the price of a stock to their purchase levels after it has fallen sharply below that same level. I'll give you an example: EGLX. When the stock was rising to new highs, the only potential sellers were those who had bought lower, but now in the case of a rise in the stock, it will be necessary to add a part of those who bought higher and who will take advantage of it to recover their capital. Does this make sense and can it represent a significant brake, especially when the rise is recent. I imagine that if several years have passed, many shareholders will have liquidated their positions tired of waiting and that the effect would be much weaker.

Thank you

Q: 5I has EGLX listed in a sector abbreviated as Comm. rather than Technology or Consumer Discretionary. I do not have COMM listed as one of my 11 sectors.
Could you clarify this for me.

Thank you for your great service and advice.
Clarence

Q: any idea what analysis EPS are for Nov 10 th. ...

Q: I bought EGLX in Margin account on June 8 and my Registered account on June 23. Can I claim a loss if I sell in a margin account only or do I need to sell in both accounts to claim a loss?

Thanks for the great service

Q: I requested some input from Enthusiast Gaming Investor Relations yesterday and here is what they provided:
Re: What is Going On With Your Stock Price?
Inbox

Investor Relations
12:49 AM (8 hours ago)
to me

Hello Chris,

Thank you for your email and valid comments. While we can't comment specifically on the stock price (that is for licensed professionals), we can tell you that the business plan is still very much on track and that over the past year we have been very focused on building a leading gaming, media and entertainment company. In that time, our key operating metrics have all improved, including improving gross margins, subscription growth and direct sales growth, In addition, the company is in a stronger financial position today than a year ago with more cash and less debt on its balance sheet. Finally, we have deployed capital on smart, accretive acquisitions that have strengthened our fan communities while supporting the operating metrics above.

We remain on track to achieve our business plans and have delivered consistent fundamental growth on all of our operating metrics.

Please feel free to reach out any time and we thank you for your ownership and support.

Q: Since I bought Pltr at $29 from my Tfsa, it keeps going down , it was back to $29 for one day, then it dropped again. I want sell Pltr and buy Sklz. Wondering if Sklz is similar business like Eglx? Would you buy Sklz at current price or what would be a good entry price to get in? It has been moving up for over a week, or should I wait until after report earnings on November 3, your thoughts please, thanks

Q: Is ELGX going bankrupt? The price action is disastrous. It's down 65% in a few months with no end in sight

Q: Share price continues to decline, and when you think it has hit bottom it declines further. Do you have insight to why there is such negative momentum, and what future events or catalysts could change direction.

Q: With profitability pushed out to 2023, do you see any short term catalysts that would cause one to take a position now? Thanks, great service.

Q: I am down on these stocks EGLX (-24%), AT (-28%), BRAG (-24%) and PINS (-23%).
These stocks are in a non-registered account.

I have two questions. First, are these stocks worth holding for a turnaround or just take the loss (and take advantage of the tax loss credit) and move on?

Second, if they are worth holding I might do a tax loss sell and buy after 30 days. I am not sure how to time that. Do it now or at the end of the year?

Thank you for your help and advice as always.

David

Q: This stock has been declining and ask if you expect it to improve and if not why?

Q: I hold TTD In a growth focused portfolio at a small profit but looking for more torque. Would you swap it out for AT?

Same situation for a position with ECN and adding those funds to small positions of DND and EGLX.

Q: Dear 5i team.

May I please have your take on EGLX next earnings due in Nov? what are the estimates, and when do you think they will finally turn a profit?


Thanks for your help.