Investment Q&A

Q: Stock going sideways and down last six months, from 74.75$ to 59.20$ now.
Your thoughts would be appreciated,
tks
Sherrill

Q: hi, are you still comfortable with these 2 for longer term holds? also, what are your thoughts on Docebo as a buy at these prices?? and while I am on a question asking roll, what about Palantir??

Q: Need to add one of the above tech stocks to a TFSA. Only room for one. Suggestions as to which one should be added. Long term hold. Thanks

Q: Hello Peter and co,

I am doing a bit of overdue portfolio clean-up in a TFSA. (long time horizon) - considering selling these holdings and would like your thoughts:

GUD - loss of 28%, but it has moved up significantly the last few days. Keep, Sell now, or Wait (if it has further upside)?

FRII - 80% loss (ouch), but is up 65% since late Oct 2020. Keep, Sell now, or Wait?

FTG - 5% loss after years of holding, but is up 40% since late Oct 2020. Keep, Sell now, or Wait?

VSR - 40% loss, thought its prospects were compelling, but disappointed so far. Keep, Sell now, or Wait?

ENGH - 122% gain, but it has drifted lower since summer 2020. Keep, Sell now, or Wait?

Thanks again for your excellent service!

Q: Today TD is removing these tech stocks from its small cap portfolio and adding to its positions in CF and EQB.As you often state,”this is what makes a market”.How do you view these actions?Thanks for your ongoing advice.

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: Wondering your opinion on engh’s results. If owned, would you hold or sell?

Q: Your thoughts on Enghouse recent earnings and opinion/ outlook on the future. Thanks.
Robert

Q: Hi team,

Can you please provide your current views on this company for the long term and would you view it as an attractive time to add to a position?

Thanks

Q: Hello Peter,
I have several 'half positions' in my TFSA and new cash to top up a few. While I know these are very different companies (APR.UN, AVLR, EGLX, PHO, XBC, FVI and ENGH), if you were investing with a 5 year time frame and had a 7 or 8 out of 10 comfort level with risk, in what order would you top these up, with the goal of best total return (not necessarily 'home runs'). Thanks in advance!

Q: ENGH is trading close to its price of a year ago. what was its P/E PEG P/S. one year ago compared to the current metrics. what would you consider a good entry point? thanks Richard

Q: Hello,
I have new money to allocate. Which ones of these are your favorites for 5 year + hold notwithstanding they have different risk profile and in different sectors (best overall risk / reward. I am underweight small cap). I already own KXS and ENGH but i could add to existing positions. Thank you!

Q: Which for a 3-5 yr hold...overall best.

Q: Any reasons for the fall in stock price today and over the last week?

Q: Which stock has the most upside over the next two years and which one do you think has the least downside from where we are today? Thank you.

Q: 1.5% position @ $64.27 plus $1.50 sp. div. $59.87 current price. What is an attractive price to add? Or u prefer DSG or others? Thanks for u usual great services & views

Q: Hi team,
I currently have small positions in both OTEX and ENGH. I would like to add a position in either DSG or LSPD. Which do you think would be the better choice for a 3-5 year hold, looking for growth with some stability. If you could also provide the reasoning behind your choice and whether you would add to these at current levels or wait for a pull back I would appreciate it.

Regards,
Paula

Q: Your thoughts on one of these 4 companies for a long term hold over 5 years. Tecsys showed the highest 5 years return among the 4. Do you think that it still has a long way up?
Any other companies in similar fields that you would prefer over these 4 names.
Thank you!

Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!

Q: Hi 5i group,
I bought ENGH back in November 2020 and it’s been on a downward trend. Can you give me you opinion on the company and should I hold to to it or just take my 4% loss and put that money to better use.
Thanks
Joe F