Investment Q&A

Q: In a broadly diversified portfolio, for a risk tolerant investor, how would you rate these stocks on a 1 - 10 scale, with a "10" meaning for sure you want this stock in your portfolio, and a "1" being you absolutely do not want this stock in your portfolio. Long term time horizon, looking for growth. AT, CTS, DCBO, DOC, DND, NVEI, TIXT, WELL, WISH.

Q: The two stocks has come down quite a lot. Is it now a good entry point ? At what price range ? Thanks for your excellent service.

Q: Good morning,

I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.

Q: I am looking for high growth ideas from small caps. From this list, what would be your TOP 3 Picks?

Thanks Valter

Q: There are a lot of small to medium sized Canadian technology companies, some of them fairly new to the stock market, that have seen very good stock price appreciation in the last year or two. Many/most of these companies are not profitable, and obviously this is a fairly speculative segment of the market. Today, I heard Darren Sissons talking about JDS Uniphase which went from $2 to $1,000 and back to $2 in the tech bubble 21 years ago. I'm wondering about how many of these small to medium sized Canadian tech companies might suffer a similar fate, and how many will succeed. Of the following list of stocks, what would be your estimate for the % of them that will succeed 5 - 10 years down the road at becoming long term successful businesses, with strong profits and a substantially higher stock price than now, and what % will fall by the wayside, failing to become good profitable businesses, and seeing their stock price drop off substantially. There are no doubt others that could be included in this list, but these are the ones I have picked out. Not asking which ones will succeed, just trying to get an idea of general potential for success/failure for this type of company/stock. ADCO, AT, CTS, DCBO, DND, KSI, LSPD, MVP, NVEI, PHO, QUIS, STC, WISH.

Q: Hello 5i,
The above stocks have all pulled back between 13-22% recently.
What order, if at all, would you be adding to the positions?
Thank you
Dave

Q: First of all, thanks for the service you provide. I have found it extremely useful since becoming a member. Second, I apologize for the number of stocks covered in the question. If it is too many, please do not respond / post.
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks

Q: Can you comment on recent news and thoughts going forward for this company.

Thanks

Q: What's going on with this company,why did it drop so much on it's news release?

Q: I'm looking at tech companies for a long term hold. How would you rank these three: DND, DCBO and NVEI in terms of share price growth in a year or two? Thanks.

Q: I own DCBO and I’m wondering what your thoughts are on the company. I have about a 1/2 position and because it has taken quite a drop lately I’m wondering whether this is an opportunity to add to it or should I hold off until the quarter earnings come out. Has anything changed lately, why the drop? What is your opinion of this company.

Second question—WELL has kind of slowed down in the last three months even though they have purchased one or two companies. Could you give me your opinion whether it would be a good time to add another 1/2 position. What are your thoughts on well?

Thanks for any help you can give me on these 2 stocks. .
John

Q: Hi 5i,
In answer to Dan's question on 6 tech stocks this morning (Jan. 11) you rated DCBO second last as a candidate for a long term hold.
I also wonder about DCBO. I'm currently up 50% and I wonder if you think it still has runway - like you think about LSPD for example - or if you would conclude it may well be at or near the top of its ascent? Without a dividend I have no reason to continue holding DCBO if it's given me all or most of what it's got to give but, frankly, I don't know how to set a target price for a tech stock with either its metrics or its momentum.
I'm cognizant of your oft-given advice to guard against selling winners too soon (which I've done my share of and which I'm trying to avoid) but I also think there must be times when one has to conclude a stock has met its potential, or nearly so, and it's time to realize the profit and deploy the funds elsewhere. Could you advise what you think about DCBO in this regard?
Thanks for this, and for all the rest of your very helpful guidance that I benefit from.
Peter

Q: Would you please rank these tech stocks for a long term buy at current prices, 5+ years, total return, growth-oriented portfolio. Thanks. NVEI, DCBO, ENGH, DND, KXS, OTEX.

Q: Hi 5i,
I have trouble making good decisions about when to sell, both when a stock has risen and when one has fallen. I've found myself selling winners too soon (which at least only leads to loss of opportunity, not actual loss) and holding on to falling stocks too long which ultimately leads to both loss of opportunity because the money is not better deployed elsewhere as well as to eventual actual loss.
I have a general question and also specific questions related to this conundrum - please deduct points as you see fit.
Can you suggest 'rules' or at least guidelines that I can incorporate into my investing methodology regarding when to sell which, although they likely won't work perfectly in every instance will, if applied consistently over time, help me to make better decisions about when to sell?
And specifically: I've done well with DCBO but can't confidently determine whether I should hold longer or take my profits and look to use the cash elsewhere. In discussions about LSPD for example, your view seems to be that it has lots of runway left and continuing to hold could well be worthwhile. I haven't heard that about DCBO though, and can't confidently determine if its future prospects realistically support continuing to hold rather than cashing in at its current high levels.
Which brings me to the opposite scenario involving AT, which I bought recently in my TFSA only to see it nosedive almost immediately afterwards. I'm down 22% in the space of a week and for the life of me don't know whether I should bail now and cut potential future losses, or hold on hoping for an increase to at least near where I bought - $16.65 .
Your advice regarding the above specific scenarios would be greatly appreciated - and maybe if there are worthwhile general rules or guidelines for when to sell you could also explain how you'd apply them to the 2 opposing scenarios I've described as I'm sure that would help me going forward.
Thanks a ton for your anticipated help in dealing with this issue that vexes me greatly!
Peter

Q: Of the above stocks which would you feel is the best to add to our TFSA and why? Could you also rank them in order best first, in case I decide to add 2.

Second related question: LSPD, CTS, and DCBO are in a non registered account They could be moved over to the TFSA but am reluctant to do so because l have a capital gain on them, 200%, 60%, and 60%. LSPD would be a partial move due to its greater value.
Thanks for all your guidance and suggestions in the Q and A. The 3 above profits are a result of 5i.

Happy New Year to all.
John

Q: DCBO has been on a nice rally recently. Does this indicate that their recent listing in the US is successful and US investors are going to drive this higher similar to what occurred with SHOP and LSPD?

All the best in 2021 to the 5i team.

Q: For a 3- 5 year hold,please list the following companies,best first, for their potential to generate capital gains:bbtv,kxs,dnd,dcbo,real and nvei.Thanks.

Q: Would like to pick your brain.
Can you give me 5 Canadian NON 5i portfolio stocks that you consider high growth and would probably put in your growth portfolios if you had the cash.

Like KXS, DSG, CSU 5 years ago or LSPD, WELL etc 2 years ago.

Thanks


Sheldon

Q: Nice to see DCBO is listing in the US. Are there other publicly traded companies in the US in the same space? Trying to get a sense of any valuation gaps between those companies and DCBO? LSPD was well received in the US so hoping DCBO catches a similar welcome.

Q: Docebo has launched a public offering the US with intention to list on the NASDQ. What is your opinion of this move???
Thank you
Steve