Q: Hi 5i, surprised no one has inquired about their quarterly results last week, so here goes. Pls provide comments and any information gleaned from their forward guidance. Also, do you feel this Dutch auction is providing a temporary floor to price, and once gone the downward action will resume? Thx.
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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: I received a long letter from BMO asking for a decision of "offer to purchase". And that i must respond by August 25. What is your advice please? And must I phone BMO either way,?
Much thanks as always
Much thanks as always
Q: I know you hold this company in the Model Growth Portfolio. I have a small holding and it is down around 70%. My plan was to continue to hold and hope it improves as the macroenvironment improves. With the stock price so low now, I hope it has hit bottom. On the other hand, I do need some losses this year to offset gains. I assume by tendering my shares via the auction, I can avoid any broker fees? What are your thoughts on continuing to hold versus tendering shares via their auction?
Thanks.
Thanks.
- Dollarama Inc. (DOL)
- FirstService Corporation (FSV)
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- illumin Holdings Inc. (ILLM)
Q: These 9 companies are the holdings in a growth oriented Canadian TFSA. The intent was for them to be long-term holds. However, NVEI, ILLM and LSPD are all down over 50% and some so rejigging is being considered.
Would you consider any of them to be a SELL?
Of the 9, which 2 would you be least inclined to keep in the portfolio and why? Please suggest potential replacements.
Please rate (1-10) the remaining 7 for additional money today.
Thank you,
Peter.
Would you consider any of them to be a SELL?
Of the 9, which 2 would you be least inclined to keep in the portfolio and why? Please suggest potential replacements.
Please rate (1-10) the remaining 7 for additional money today.
Thank you,
Peter.
Q: I own Illumin in a US account. As they plan to delist from the nasdaq, would it be advisable to move my 4000 shares to my Canadian account now before they delist.
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- The Trade Desk Inc. (TTD)
- illumin Holdings Inc. (ILLM)
Q: I have this in my TSFA account. Should I sell it? If so what stock should I replace it with?
Thanks
Thanks
Q: Can you comment on illumin holding's announcement yesterday? how will it impact the company and the stock price going forward?
Thanks
Thanks
Q: Any thoughts on this co. at this time. seem to have a lot of cash still. thanks
Q: I'm under water on both these small cap tech stocks each at <1% of portfolio. I gather from previous comments NVEI is a buy currently? Is ILLM also a buy? Which has greater upside over net 2-3 years?
Thank you
Thank you
Q: At today’s prices, which of ILLM and AIF would you prefer as a long term investment for quality and growth?
Q: Hello 5i.
Would appreciate your thoughts on ILLM:CA latest earnings.
It seems as though every quarter they are boasting about illumin's success/growth. Yet their revenue has remained relatively flat since 2020, which leads me to believe they are only able to convert existing customers rather then attracting new clients. I do not consider that to be "world changing" as the CEO seems to imply.
Have held the company for a few years now and I am now considering selling my current position at a loss.
Would appreciate your assessment and If you believe there are better opportunities out there your replacement ideas.
Thanks again as always. Appreciate the service.
Greg C.
Would appreciate your thoughts on ILLM:CA latest earnings.
It seems as though every quarter they are boasting about illumin's success/growth. Yet their revenue has remained relatively flat since 2020, which leads me to believe they are only able to convert existing customers rather then attracting new clients. I do not consider that to be "world changing" as the CEO seems to imply.
Have held the company for a few years now and I am now considering selling my current position at a loss.
Would appreciate your assessment and If you believe there are better opportunities out there your replacement ideas.
Thanks again as always. Appreciate the service.
Greg C.
- Illumina Inc. (ILMN)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Perion Network Ltd (PERI)
- Unity Software Inc. (U)
- Lantheus Holdings Inc. (LNTH)
- illumin Holdings Inc. (ILLM)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
Q: In response to a recent question about TCS, you said “We would be comfortable adding to the position given the recent weakness in share price.”
Would you sell ILLM to buy more TCS, which I already own, or add to GOOGL, which I also own and which I know you like, or would you stick it out with ILLM?
I have held ILLM for a long time, and don’t want to sell if it has more potential than the other stocks mentioned. But I would hate to see a tech rally over the next few years while ILLM sits on the side lines. Do you think the recent ticker symbol change could be signalling a forthcoming change in strategy?
Would you sell ILLM to buy more TCS, which I already own, or add to GOOGL, which I also own and which I know you like, or would you stick it out with ILLM?
I have held ILLM for a long time, and don’t want to sell if it has more potential than the other stocks mentioned. But I would hate to see a tech rally over the next few years while ILLM sits on the side lines. Do you think the recent ticker symbol change could be signalling a forthcoming change in strategy?
- Axon Enterprise Inc. (AXON)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
- Digital Turbine Inc. (APPS)
- illumin Holdings Inc. (ILLM)
Q: could you give us your case for PERI,as you seem to like it.
Why is PERI so much more compelling then for example APPS or AT?
Wouldn't you think advertising budgets decline in times of a recession?
It might be apples to oranges,but if having only one choice between INMD,AXON and PERI,which one would you pick?
Why is PERI so much more compelling then for example APPS or AT?
Wouldn't you think advertising budgets decline in times of a recession?
It might be apples to oranges,but if having only one choice between INMD,AXON and PERI,which one would you pick?