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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: All losers but long term investor. Would you rank them which are buyable to add to, hold or throw in the towel. Looking for 25% plus return in a 3-5 years horizon. Which fit the bill in your opinion. The best will be kept longer.

Thanks Yves

Read Answer Asked by Yves on February 13, 2023

Q: With the recent announcement from our federal government on Health Care, what are some of the stocks in the health area would you suggest for long term investment?

Read Answer Asked by serge on February 09, 2023

Q: Dear 5i team.

In a cleanup, what order would you sell these in?
Which of them are bankruptcy candidates in the foreseeable future if you had to venture an educated guess.

After watching XBC go bankrupt, these penny stocks seem destined for the same result.

Many thanks for your help.

Read Answer Asked by Arthur on January 31, 2023

Q: Above are three dogs I dumped at a loss in the last two months. I think there could be value in each of them when markets turn. Do you agree? Is there another small cap or two that you prefer over these three?

Read Answer Asked by Andre on November 24, 2022

Q: ,After the 2 divestments in a few weeks DOC have recouped 9M$. Were those divisions cash flow positive? Will this new intake of cash help them navigate through this bad period and until the stock moves up before they have to issue stock. What would be their cash burn rate after the sale of these 2 divisions? I assume those were net positives for the company.

DEEEEEP under water, I don't expect to ever get back in the money unless I keep the stock several years if they make it there. In a registered account there is no point for tax selling. Bad investment, bad timing. Do you have an answer that can make me smile again? LOL LOL
Thank you


Read Answer Asked by Yves on November 02, 2022

Q: In my holding company trading account with a year-end of Oct 31, I plan to sell these losers in the next few days to offset earlier capital gains. I expect that these companies may drop even further during the tax loss selling season. Do you see any potential for any of these companies that might lead me to buy back the shares after 30 days?

Read Answer Asked by Brendon on October 07, 2022

Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?

Read Answer Asked by Grant on June 13, 2022

Q: Doc announced today a newly formed public sector division and recent customer contracts across North America that it says will provide “meaningful revenue diversification” and “opportunities to accelerate technology and service integration.”The contracts include agreements to provide integration and technology services to the New York City Department of Education, a substance use disorder solution to support the opioid crisis in North Carolina, and more than 100 new contracts to provide mental health support covering up to 50,000 new employees under subscription services. CloudMD also said it has added several contracts within the public sector division including for a major college employer in Atlantic Canada and mental health coaching for the employees of a major Ontario university. Would appreciate your overview on how significant this announcement is as it seems to tie into Biden's comments in these two areas in his State of the Union Address. The stock was up 20% on the news and traded on high volumes. Thank you

Read Answer Asked by Gordon on March 04, 2022

Q: I think I have over-diversified and I am now trying to condense my portfolio. I own these three and am thinking of selling one of them. Any suggestions on which one? or should I keep all three?
Thank you

Read Answer Asked by fiona on March 03, 2022

Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.


Read Answer Asked by Anthony on February 25, 2022

Q: Hi 5i team.

Doing some due diligence on DOC. Can you help me understand a few things?
1) Views on recent acquisition(s) and how they fit into DOC's operating model?
2) Can you dig into their fundamentals and explain current state?

When do they report next, and are there any estimates? I don't see much in the way of analyst coverage.

Many thanks for your help.

Read Answer Asked by Arthur on February 04, 2022

Q: Thank you for helping us navigate through the volatility with a cool head. I have 2 questions.

In a long term horizon 3 years and more for the above list could you separate them into 3 buckets and identify 1 group for which you would add funds, 1 group to keep and 1 group to sell? All stocks mentioned are now reduced to 1% or less in a non-taxable portfolio.
XBC -20%
AT -15%
CARE -50%
LSPD -45%
DOC -60%
WELL -30%
EGLX -30%
ENGH -30%

My 2nd question:

For the following securities in a corporate account with a 2-year horizon. Do the same exercise and separate into 3 buckets which ones you would add funds to, which ones are keepers and which ones you sell.
AT -50%
LSPD -45%
DOC -60%
WELL -30%
EGLX -30%
ENGH -30%

Thanks again

Read Answer Asked by Yves on February 02, 2022