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  5. IPO: Portfolio Cleanup Part 1 [InPlay Oil Corp.]
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Investment Q&A

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Q: Portfolio Cleanup Part 1:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks
Asked by Charles on September 19, 2024
5i Research Answer:

IPO is weak with the sector. It is cheap, and we would be OK holding if one wants small cap sector exposure. Not overly exciting, however. METV is a metaverse ETF. It has lagged badly and we would be fine selling. SECU is OK and is profitable, but really too small to have any industry advantage. Sell; TCS we like its growth potential, with EPS expected to rise more than 60% next year. The balance sheet is also solid. BUY.