Investment Q&A

Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??

Q: Any comment on earnings and how would a company get into a position to have to reinstate financial statements

Q: Thanks for your Aug 4 response to this issue. I note from co. statements that the change in revenues etc. appears only to apply to future BOO projects and that there would be no change in profitability, which seems to be implied by their recent message. Is this correct or are the adjustments you have noted required to asses the consequences of this change in accounting practice. Thanks

Q: Greetings I purchased 200 shares of ANRG about 6 months ago and have watched them go down ever since. The principals of this firm having been sucessful previously in Canada made it an easy buy for me and their apparent order backlog did as well. Does 5i have any hope for this firm?

Q: Hello 5I,
Just wondering if you would buy in here? Is it cheap? And could you give a “simple” explanation of there business?
Thanks

Q: Of the 2 mentioned above which one would you prefer buying today? Please explain. Thanks.

Q: Thoughts on recent accounting issues? Red flag??

Thanks,
G

Q: Any reason for the nice pop today?

Sheldon

Q: Is QST a decent Canadian proxy for XBC?

Q: Hi, I have very small positions in each of these. Do you think it makes sense to sell STC ANRG and WELL to add to DND and CTS ? I view them as «safer» compagnies if a recession comes and they have as much long term upside potential as the others. What are your thoughts ? Thank you.

Q: What would be a good proxy for this stock?

Q: For fun if you were to build a concentrated portfolio with Canadian stocks maximum holding 7-10 what would be your picks today.

Q: Team, I'm down almost 90% on Xebec and almost 60% on Anaergia. Do you think these are going to zero? Should I take what's left and move on?
Thanks.

Q: I bought the above stocks in my Margin account last year as a basket of small caps and I'm down on all so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.

Q: Part two of the spring clean up, sell ANRG and buy CJT instead. Little concerned over execution at ANRG, really like the fundamentals at CJT. Also have a position in GRN for sector exposure.

Leo

Q: In focusing on a sector specific purchase i guess i had my blinders on about share structure of this company! I've never been a fan of the multiple share structure model. What are your thoughts about the bought deal financing and ownership situation? Would you continue to hold?

Q: Hi everyone! My follow up question… Is this stock still worth holding??? Cheers, Tamara

Q: Hi Everyone at 5i! Could you please tell me what is going on with this stock. They halted trading yesterday. Cheers, Tamara

Q: Hi Peter and Staff

The above 5 stocks are all small positions in my Industrial basket. All are in negative territory. I have held stocks that I wish I had sold due to opportunity cost and sold several that I regretted when they bounced sharply. I have zero issues holding a lot of stocks in my basket if the risk/reward justifies it. However if there are one or more of the 5 that clearly have better prospects going forward I should be smart enough to sell some and add to others. My positions in the favorites ATA,WSP,TRI and TFII are where I would like them.

Thoughts?

Thanks for all you do

Dennis

Q: The above companies have all fallen below 1.5% of my portfolio and I am looking to do some cleaning up. Could I get an add/sell/hold recommendation on them please?
Thank you