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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: Hello,

It was posted and later removed by portfolio manager Murray Wealth Group that Converge was telling brokers that they were going to miss estimates on the high side and that is what caused the sell off.

This seems extremely sketchy. Isn’t there a quarterly private period? If the miss to the high side could this be investigated? What is your take on this and if management does miss on the high side?
Read Answer Asked by James on October 28, 2022
Q: I am having a hard time seeing a path to profitability for LSPD. I get that their product offers client service management, however there are tons of different point of sales systems/payment providers. Much of their growth has come from acquisitions, with a tight capital environment I not sure that is a good plan going forward. Why buy this?

Any comments appreciated Leo
Read Answer Asked by Leo on October 28, 2022
Q: I am restructuring a non-registered account to be more defensive, and less tech heavy. All of the following US stocks are down: APPS, OKTA, PYPL, PLTR, SE, TTD, MRVL, TWLO, U, VEEV. Do you consider them a sell or hold?
Thanks.
Linda
Read Answer Asked by Linda on October 28, 2022
Q: With the above four big tech companies above disappointing on earnings and being beaten up for it, is this the beginning of the tech earnings recession going forward? And do you think the stock market will begin to move more on earnings now and less on the actions or potential actions of the Fed? ie. if we want to buy these names would it be smart to sit on the sidelines now and let this play out for a while? Thanks.
Read Answer Asked by Michael on October 28, 2022
Q: Last year's volatility on acuity ads (AT) rewarded me since I traded it three times for very nice gains. I kept a small amount of shares since I am playing with the house's money. I looked at today and it is down to $2.17 on the Canadian exchange so the market cap is only about $130 million. From what I can tell them seem to have at least $80 million of cash on the balance sheet. I know their ad revenue will go down if there is a recession but they still have about two thirds of their market cap covered by cash. That is protection, right? If the company can't find an acquisition why don't they do a substantial buy back? The only time I have found a company with such a large amount of cash was a little natural gas producer in New Brunswick called Corridor Resources. I made a few bucks trading on the seasonality and one day, when I didn't own any shares, someone came in and bought Corridor for a healthy premium. Could this happen to Acuity? Are they vulnerable to be acquired with so much market cap covered by cash on the balance sheet?
Read Answer Asked by Paul on October 24, 2022
Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.
Read Answer Asked by Nancy on October 24, 2022
Q: Hi Everyone at 5i!!!! I have a TFSA with a goodly amount of Tech stocks, Shop. Light speed , unity software, Crowdstrike NVDA etc… most of which are in the tank. So my thinking is to just hang on for five plus years in hopes of recovery. I see no sense in selling because the realized losses would cause severe heartburn. The TFSA also has half of its value in divided paying stocks .. banks , Fortis,.. etc. So now my question… would you suggest I reinvest the dividends in the beaten up tech stocks in anticipation of a comeback or reinvest the dividends into their source stocks. I am newly retired but don’t need the money and hopefully not for quite a while . Cheers, Tamara
Read Answer Asked by Tamara on October 17, 2022
Q: Hi 5i Team - I hold the above stocks in three small U.S. accounts. I plan to keep NVDA, QCOM, AMZN, GOOG. My holdings in the other six are minimal due to the general sell-off over the past year: CRWD, UCTT, U, APPS, ROKU, UPST. I would like to combine these 6 into two, three at the maximum. Could you suggest which two or three should be kept. Or might it be best to sell all six and start over with a couple of different ones. My investment focus is growth with a three year timeline. Since it's the end of the week the answer can wait until sometime next week.
Thanks.
Read Answer Asked by Rob on October 16, 2022
Q: Hi 51,
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Read Answer Asked by Peter on October 13, 2022
Q: Hello, I sold SYZ a month ago for tax-loss purposes. I thought I would buy it back if the share price was below what I sold it for (it is). I hesitate to buy it because I worry the co will cut its dividend to fund growth and/or reduce debt, which would hurt the share price quite a bit. Should I wait until the 3rd quarter reporting in November in the hope that the co will be clearer on its intent to keep the div as is? Thanks.
Read Answer Asked by Martin on October 13, 2022
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