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Investment Q&A

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

Q: Hi 5i,
CTS in my TFSA has been a bit of ride. In mid 2021 I was way up but held on the premise that selling winners leaves only losers, and there weren't dark clouds on the horizon - at least not that I saw. Now I'm way down. It's been a big swing.
I was pleased to hear the rumblings about a possible sale of CTS, as I'm sure many others may have been, but that unrewarded optimism has now made me, and others too perhaps, feel disappointed and even manipulated - definitely not good investor sentiment.
I glean from your recent answers to questions involving CTS that you think it's worth holding and I'm willing to do that, although the opportunity cost of having that money tied up waiting for a CTS rebound frustrates me.
So my question is simply, what is there about the future prospects of CTS that makes it a hold right now, and if there isn't a real positive response to the upcoming earnings announcement would it be time to sell, or is that too short term a view?
Thanks,
Peter
Read Answer Asked by Peter on March 06, 2023
Q: Peter and His Wonder Team
BDI just reported a good quarter. The stock has moved to new highs. They seem to be doing very well in the recent past. However I am wondering how far can they go. I am up and wondering if I should just lock in my profits and be happy. Please give your thoughts on there future prospects. Thank you...your analysis is always helpful.
Read Answer Asked by Ernest on March 06, 2023
Q: Hi 5i,
Is there a way to know if Morgan Stanley issued the recent unsecured note at 12% for one year to Novo Integrated Sciences (a US micro cap in the health sciences sector)?
Tia
Read Answer Asked by Kat on March 06, 2023
Q: Thank you for the article "Good things come in small packages: Why we like small and mid-cap US stocks."

Is there a way of factoring riskiness of SMID-Caps vs Large Caps either qualitatively or quantitatively into your discussion and would you care to elaborate?
Read Answer Asked by D on March 04, 2023
Q: In a couple of recent (March 3 posted) questions today you have suggested in some portfolio cleanups, letting AT go and also STC with proceeds to be consolidated into CTS. However, at least to-date, the 5i Growth Portfolio is still holding both AT and STC. Can you elaborate please . Many thanks.
Read Answer Asked by Alexandra on March 03, 2023
Q: What are your thoughts on EXPI latest earnings report? Was there anything of particular interest on the conference call (either positive or negative)? The stock has been punished with interest rate hikes impacting real estate markets. Does it look like a company that will do well when it comes out of this and real estate picks up or have the fundamentals and story changed here? Is this an add while its down, hold and do nothing, or time to move onto other higher conviction names (please suggest any). Currently held in TFSA so no opportunity to claim a loss (down 70%, currently less than 1% weighting due to drop). Thanks so much!
Read Answer Asked by Justin on March 03, 2023
Q: I took the big dividend from ECN - 15k bought three 5K positions VHI (-20%) STC (-80%) & CTS (-50%) to diversify the growth portfolio in my TSFA, losing percentages are app. are these positions worth keeping? My other thought is to sell and put the money back into ECN where the management has a proven track record of managing the risk and creating value for longer term shareholders
Read Answer Asked by Thomas on March 03, 2023
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