Investment Q&A

Q: your answer to a lot of the questions ends with something like this
" we do not see it as a must own small cap"
so my question is what are your 5 favorite small caps, i assume gud and savaria and pho are in your top five but not sure.dave

Q: I'm looking to add 3 small cap stocks to my non RRSP/TFSA investments. Which above stocks would you recommend? Thanks for your great service.

Q: When does photon report earnings.

Q: What stock or stocks would you recommend for a long term hold in a TFSA? Thanks for your input

Q: Can I please have your analysis of the following stocks that are in a TSFA: BMO, DRT, IRG, MDA, PHO, SJ AND SYZ.
Long term investments. Thank you.

Q: Looking for growth, I seem to have overdone it in the tech sector which is now near 30% of my portfolio. I assume you will tell me to rebalance, the question is how best to go about it to maintain a growth portfolio while reducing duplicates stocks. My tech names are as follow: itc-t 1%, aaoi-q 2%,amat-q 3%,nvda 1%,shop-t 1%,bkd-x 1%, syz-x 1%,kxs 3%,sq-n 1%,goog-q 3%, fb-q 3%,momo-q 3%,cohr-q 2%,cgnx-q 1%,pho-t 1%,pur-t 2%. Grateful for your suggestions.
Please deduct the number of crédits you deem appropriate.
Jacques

Q: Hello...a current answer please for Tuesday market - What to purchase for pure growth, risk not a factor, 3-5 year time frame - from above list or another suggestion?
Many thanks.

Q: Hello 5i:

I'm down 21% on Sylogist. I don't see any tailwinds for this stock, do you? I'm considering selling it to purchase Photon. Would this be a wise decision?

Thanks
Jocelyne

Q: Hello,

I have some cash in my TFSA. My return in this account has not been good.
I am looking to invest in a growth stock. Of all of these stocks I listed, which one would you recommend for me to invest in?

And if there is a better stock, which would you recommend?
Thank you.

Q: I have a small position in heo at a 25%loss to date. I am looking at selling and adding either pho or gps for a 1 to 2 year hold. What is your outlook for these 3 stocks and would you proceed with this strategy? If so, which of heo or gps has the better outlook? Thanx.

Q: Hi team,
I wanted to get your opinion on the start of my son's RESP.
BYD 30%, GUD 40%, PHO 15%, CRH 15%
I recently added CRH on what I viewed as a value play, however I'm not sure about this move. Would you swap CRH out, and if so for what? Any suggestions or tips are appreciated.

Keep up the good work. Cheers

Q: Hi Guys, if you were to put money to work in one or two Canadian microcaps today...what would you choose. This is approx. 2% of a diversified portfolio...thx

Q: good day...these five stks are 5% of my portfolio of which I hold all of the balanced portfolio and six income portfolio stks...I am down on these five stks 24% cumulatively...what should I do in these circumstances as I tend to be a long term investor and am retired but do not require income from this portfolio for about two years from now...thank you for the best investing education that I have had...gene

Q: This is in response to johns question today about the downward trend of savaria and photon. I would also lump GUD in with these. It has seemed like a 5i favourite for a while but is basically at the same leve it was last November.
You told John that 3-4 months isn't long enough for these names, how long would you recommend as a minimum (I am ok with years of needed)?

Is there anything in their news to make you very confident that the momentum will change directions?

And, do you feel comfortable adding to these 3 at tofays levels (or is it likely just holding on for a few % over the next year and they've already used up their momentum?) (I know this is kind of asking you to crystal ball, but I'm hoping for educated insight).
Thanks!

Q: I currently hold half position in NNO and have the cash to go to full position. My question is to enter into full position now or wait for a bit to see what happens with the new plant and patent. I would then use the cash to purchase half position in PHO.

Q: I am curious about a comment you made earlier. Someone asked about photon control, and you pointed out that nothing had changed with regard to the situation or prospects at this company, which your regard as very good. Yet since late April, the trend in its stock value has been steadily downward. Savaria is another of your favorites with great prospects, but its trend over the last six weeks, has again been consistently down. If the actual underlying performance of the company has not changed, what causes a stock to fall off like this, not for a day or a week, but consistently over a long period, given most investment is being done by professionals?

Q: Over the last month or two these companies have consistently dragged down my winning days. Your recommendations please.
Thanks so much.
Alex

Q: Do you see any seasonality w/PHO? Price is down YTD. Could this be effect of large institutional investors managing profit/loss statements as the year progresses? Or, is there seasonality in the business generally? Or, none whatsoever?

Q: Hi all,

You recently had this Q and A reply:
Q: Could you please provide your opinion on your 2 best stock ideas for the near term {6-12 mths}. Thanks Valter

5i Research Answer:
Short terms are very hard to call.
We would suggest Methanex MX and Photon PHO.

My question is what catalyst you see for each stock that make them your favourite ideas for the next year?

Q: If sector was not an issue, which would you choose to put money to work, GUD or PHO?