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Real Matters Inc. (REAL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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illumin Holdings Inc. (ILLM)
Q: I am a long term investor who is very patient and has a high risk tolerance, but must pull a few weeds. Have held the above for a decent amount of time, but wonder about 5I's opinion on whether to hold for longer or pull. Thank you for all your help.
5i Research Answer:
These names used to have promising growth stories, but in recent years these companies have slowed down their growth materially as they lost competitive advantages either temporarily or permanently. We don’t think these names are as attractive as they used to, and with all we would be comfortable to take a loss and move on to something else more interesting.