Q: Hi everyone! My follow up question… Is this stock still worth holding??? Cheers, Tamara
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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: Hi Everyone at 5i! Could you please tell me what is going on with this stock. They halted trading yesterday. Cheers, Tamara
- Questor Technology Inc. (QST)
- Cielo Waste Solutions Corp. (CMC)
- Xebec Adsorption Inc. (XBC)
- Boyd Group Services Inc. (BYD)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
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
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
- Ford Motor Company (F)
- Veeva Systems Inc. Class A (VEEV)
- Enthusiast Gaming Holdings Inc. (EGLX)
- MEDIFAST INC (MED)
- Ultra Clean Holdings Inc. (UCTT)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- eXp World Holdings Inc. (EXPI)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
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
Thank you
Q: I know the drop in gross profits this quarter was an unwelcome surprise - down 20% after earnings release. Management calls it atypical issuesThe question is, do you think this is a bump in the road or is it a chronic issue in the business plan. They seem to have huge back log, they map out very bright future revenues... what are red flags here? Is this a buying opportunity?
- Okta Inc. (OKTA)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Kforce Inc. (KFRC)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: Up until now, I have only part full or nearly full positions in a stock while trying to keep my total number of stocks under 30 in number. However, I am now considering taking a slightly different approach and buying a basket of some beaten-up stocks, likely from those noted above.
Since I am new to this strategy, my question is, what would you consider to be a useful percentage to devote to a stock that will allow for meaningful gains while limited individual risk? I'm thinking 1% is too little, 1.5% might be enough and certainly no more than 2%.
Your insight is appreciated.
regards,
Paul F.
Since I am new to this strategy, my question is, what would you consider to be a useful percentage to devote to a stock that will allow for meaningful gains while limited individual risk? I'm thinking 1% is too little, 1.5% might be enough and certainly no more than 2%.
Your insight is appreciated.
regards,
Paul F.
Q: Would you add to current position given recent price momentum? Or would you wait for reporting results scheduled for the end of the month?
Q: Up 21% at time of writing.
Any idea why.
Thanks
Sheldon
Any idea why.
Thanks
Sheldon
Q: ANRG's continuous share price slide to below $10 baffles me. I've read, extensively, the materials on their website and your Q&A's. The company continues to win new contracts and has a healthy backlog. I'm aware of the upcoming Year end and Q4 results. Fully invested, but afraid to take tax losses until after year end is announced. Can you provide any insight into the slide?
- Sylogist Ltd. (SYZ)
- Park Lawn Corporation (PLC)
- Sun Life Financial Inc. (SLF)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Leon's Furniture Limited (LNF)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Trisura Group Ltd. (TSU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: Like a previous subscriber wrote, we also appreciate your most recent report: specifically, the numeric historical context of this current correction, the sectors affected and those most likely to benefit.
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
- Sangoma Technologies Corporation (STC)
- Questor Technology Inc. (QST)
- Kinaxis Inc. (KXS)
- Xebec Adsorption Inc. (XBC)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: Hi 5i
What Game Plan would you consider executing for the following situations...........?
For all these stocks I have been holding off taking action as there has been no new information to support any action. Now given rapid price decline, I have become concerned about share restructuring and shareholders being diluted to death for the micro caps.
I will be waiting for earnings on the ones still to be released.
While you do not want to hear it, all these except XBC/LSPD were 5i induced purchases so some thoughts on possible action at this point would be appreciated.
None of these are causing me a problem except for being down.
As a Portfolio Manager, how best to manage these positions inside a broadly diversified Portfolio?
If they are to be kept, at some point I will have to either add to the tiny positions or get rid of them. But when and on what information?
TFSA Holdings (where the growth is supposed to be)
QST - down 40%. Size is now at half position size at this point.
XBC - down 38%. Size is now back to near full position size after riding the round trip.
STC - was up 25% and now down 20%, Half position size.
Taxable Account
AT - Down 19%. Sitting on half position since buying on Jan 12/22
ANRG - Down 37%. Sitting on less than half position since buying on Feb 2/22
LSPD - Down 64% on a poorly executed Options trade. Hold only 1/3 position.
And KXS which disgusts me as I knew I should have sold while I watched it at $229. Position size is full position.
Thanks
Dave
What Game Plan would you consider executing for the following situations...........?
For all these stocks I have been holding off taking action as there has been no new information to support any action. Now given rapid price decline, I have become concerned about share restructuring and shareholders being diluted to death for the micro caps.
I will be waiting for earnings on the ones still to be released.
While you do not want to hear it, all these except XBC/LSPD were 5i induced purchases so some thoughts on possible action at this point would be appreciated.
None of these are causing me a problem except for being down.
As a Portfolio Manager, how best to manage these positions inside a broadly diversified Portfolio?
If they are to be kept, at some point I will have to either add to the tiny positions or get rid of them. But when and on what information?
TFSA Holdings (where the growth is supposed to be)
QST - down 40%. Size is now at half position size at this point.
XBC - down 38%. Size is now back to near full position size after riding the round trip.
STC - was up 25% and now down 20%, Half position size.
Taxable Account
AT - Down 19%. Sitting on half position since buying on Jan 12/22
ANRG - Down 37%. Sitting on less than half position since buying on Feb 2/22
LSPD - Down 64% on a poorly executed Options trade. Hold only 1/3 position.
And KXS which disgusts me as I knew I should have sold while I watched it at $229. Position size is full position.
Thanks
Dave
Q: What companies are comparable and are they getting decimated like Anaergia Inc.
Q: 5I
I bought a half position in this stock which is down substantially . I understand that it is expecting to have significant growth this year so i`m reluctant to sell and was contemplating adding to it . What would you advise ? I believe they report earnings on March 28 .
Thanks
Bill C
I bought a half position in this stock which is down substantially . I understand that it is expecting to have significant growth this year so i`m reluctant to sell and was contemplating adding to it . What would you advise ? I believe they report earnings on March 28 .
Thanks
Bill C
- Questor Technology Inc. (QST)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: Hello and thank you for reading I would like to know if you have a handful of Canadian stocks that interest you - say under $25.00, and that you would be prepared to share with us.
Have a great week. Take care
Have a great week. Take care
- Sangoma Technologies Corporation (STC)
- CI Financial Corp. (CIX)
- Descartes Systems Group Inc. (The) (DSG)
- Superior Plus Corp. (SPB)
- BRP Inc. Subordinate Voting Shares (DOO)
- Polaris Renewable Energy Inc. (PIF)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: I have losses in ANRG, AT, CIX, DOO, DSG, NVEI, PIF, SPB, STC, TIXT. Would you add to any of holdings or sell?
In what order would you sell?
In what order would you sell?
Q: This stock is trending down in the last few days. I don't see anything that has changed. Would you add on at this time?
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: Hi:
I am considering buying one of these stocks. Can you rank and comment on the growth potential over the next 5 years?
Thank you
I am considering buying one of these stocks. Can you rank and comment on the growth potential over the next 5 years?
Thank you
- Converge Technology Solutions Corp. (CTS)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Dye & Durham Limited (DND)
- Neighbourly Pharmacy Inc. (NBLY)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: My TFSA holdings are AC, ( even), EGLX ( up), and WELL ( down) in roughly equal amounts , and wish to add another stock having the same weighting. I am looking at the 3 stocks highlighted. My TFSA obviously leans toward riskier growth / special circumstances stocks. I am looking at the three stocks listed above but would consider any of those listed in your growth portfolio. Would you buy any of these three or what other from your portfolio ? Thanks. Derek
Q: Hi- is there any news on this one or just a weak tape taking it down? can you give earnings estimates and report date - thanks
Q: Omitting sectors, which stock MX, ANRG or NTR do you believe has the most potential upside. Risk is not an issue.
Thankyou for your service!
Thankyou for your service!