skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I did not buy XBC because of the revenue or profit it was generating today. I bought it for future potential which leads me to ask you if the news - though bad - changes the fundamental story here or if it is still a company with huge potential that has to correct a situation and learn from it? To put it another way, is the technology and value proposition that XBC offers its clients worse today because of the adjusted numbers?

My take is that we are not at the end of the clean energy but at the beginning. Their growth rates are not what investors thought and that isn't good but if their technology and TAM are huge (and in the early innings) how is it not materially higher in 5 years? If 5i looks past the next 12 months on this and ignores the stock price is the story intact?

Your comment to another question was that you have a finger on the sell trigger which sounds to me that you fear more than just an accounting error(s). Is the fear that this is a VRX situation with imaginary sales in a systemic way?
Read Answer Asked by Tim on March 17, 2021
Q: Hi,
Have a 1.55% position now, avg price $5.36. Had a nice double on it before but down now, which is disappointing for sure. It's closing in on that $4 price which you were concerned about breaking. What are the different scenarios you see playing out come the March 24th full release? Can you give any insight on what additional or further news could impact the stock either up or down going forward. Thanks!
Read Answer Asked by Keith on March 17, 2021
Q: Hi 5i,
GSY has always been a thin trader. There was a question yesterday about several companies being added to the TSX composite. You said that trading volume will increase and GSY will benefit the most. I understand a pickup in volume as funds that track the TSX take their positions in GSY. Once that is done, won’t GSY settle back to its old thin self?
Thanks again.
Dave
Read Answer Asked by Dave on March 16, 2021
Q: My grandson of 23 is starting his 1st tfsa with $2500 to begin and needs a core holding start. please suggest a stock only and etf only models. Which one or mixed off, would you deploy today.
thanks
Read Answer Asked by Peter on March 15, 2021
Q: Hi Peter, Ryan, and Team,

Sorry for yet another question about Xebec. I realize that stocks in the growth portfolio are by nature quite volatile, and since this holding is in a TFSA, and XBC closed today (Friday) with a loss in the account of 36.6%, we're wondering (based on your long experience in bull and bear markets or when a particular stock runs into difficulties), what kind of timeline we 'could' expect to recoup this loss.. We're aware that the 'green' sector, of which Xebec is a key player, stands to benefit from environmental initiatives and programs from different governments, including our Canadian regime, and the Biden administration, among others. However, since Xebec's problems appear to be somewhat company related, what advice can you offer? I should add that we both are fortunate to have defined-benefit pensions, and don't need the TFSA funds, but it's certainly gut-wrenching to see such a loss in one day! Your guidance is always greatly valued.
Read Answer Asked by Jerry on March 13, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!