- Northland Power Inc. (NPI)
- ECN Capital Corp. (ECN)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Matterport Inc. (MTTR)
Q: Portfolio Cleanup Part 11:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
5i Research Answer:
ECN hold; management solid, positive leverage to rates, cheap valuation. MTTR high risk hold due to the large cash position. Has screwed up, but is recovering and stock doing well. Good revenue base and not without potential. NPI hold/buy. Cheap utility, decent and stable cash flow. Good dividend. Leverage to lower rates. TIXT sell. Cheap but too many 'misses' and execution issues.