Investment Q&A

Q: With the general sell off in tech stocks, I'm currently down about 40% on each of these companies. However, I remain long term positive on them and would like your opinion as whether now is the time to add to my positions or whether you feel there may be further pain ahead for the sector and I'd be better off biding my time?

Thanks, Rick

Q: For fun if you were to build a concentrated portfolio with Canadian stocks maximum holding 7-10 what would be your picks today.

Q: These dogs of mine were barking today with Eglx the loudest at 14.8%(maybe due to activist).Any reasons? Is it timely to add in this market backdrop? Txs for u usual great services & views

Q: A few years ago I read Benjamin Graham's The Intelligent Investor. To make money in the stock market, one simple axiom he proposed was to buy a dollar's worth of a company for less than a dollar. Sangoma now has a P/B ratio of .43 so it would appear to be a perfect candidate to put Graham's axiom to work given a long enough time horizon. Notwithstanding the current poor market conditions for small-cap tech stocks, would you agree that today an investor can buy a dollar's worth of Sangoma for 43 cents?

Thank you as always for your answer.

Q: Hi folks, opinion on Stc/t Q3 results recently reported....stock continues to be sold off, on minimal volume/interest.....hold 1/2 position at C$20sh...would be good time to avg down??....or wait for a reversal...guess bottom line is BUY/HOLD/SELL....thx as always, jb Piedmont QC

Q: In a recent answer you mentioned there are better microcaps to own than MRS. Can you suggest 2 or 3 that are equally as beaten down but that have much better potential over the next 24 months or so.

Q: hi 5i. I usually like to sell in times like these, to lock in the capital loss. I pair trade immediately after the sell, to stay invested, usually. the list is of my losers right now. are there any on the list you would not sell now and pair trade? and, can you provide a recommendation for each for another stock to pair trade with ( I am thinking hut8 for hive, perhaps nuvei for something? dsg for something? or maybe one name can replace 1 or more of the names. I would then most likely buy back the stocks I sold after the month of waiting is over, to lock in the losses. your thoughts/expertise is always appreciated. cheers, chris

Q: Hi, for TFSA which would be a better long term hold in your view, this would be for a portfolio clean- up, have too many positions.
Thanks

Q: Would appreciate your review and opinion for these companies.
Are these buy, sell or hold?
Thank you

Q: Good buy for someone with 5+ year holding period?
Thanks

Q: Hello 5i team,

Based on growth of revenue and income and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed

Q: Can I get your top picks for Small and Mid sized Canadian Growth Tech stocks for the next 12 months. Also, should we mind witch exchange these stocks are on?

Q: It's clear that when one invests in small caps it's important to buy a basket to protect oneself from those that might not do well. Assuming one currently has no small caps in his portfolio, I wonder what that basket would look like. Taking into consideration all of the noise in our current market and prospects for the future, what six companies would you buy today to build that basket of small caps.

Q: Hi Peter and Staff

In my basket of TECH, I have many losers that you have been high on(not your fault).

I have regretted selling "losers" that recovered sharply and sat on some that the opportunity cost turned out to high.

Are there any in the list above that the risk/reward of hanging on justifies not selling to top up positions in SHOP,TOI and/or CRWD that are also down.

Which order would you sell from the sell list and which order would you buy from the 3 buys

Thanks for all you do

Dennis

Q: Hi folks, opinion on acquisition by Sangoma, of Netfortris Corp for US$80M...looks like deal already closed...think U mentioned previously that Sangoma needed an acquisition to become a major player in US SaaS...is this it??...and viewing all the metrics going forward..did they get a good deal??...thanks as always..jb Piedmont, QC

Q: Today Xbc soared 21.3%,LSPD 15.85% Shop 4.98%(recovered from $650 recent low) & yesterday STC 13.5% and Eglx 11%..Bam.a recently traded in the $66-$70 range. Is it timely to buy or add to them & please provide a good entry point for each. Txs for u usual great services & views

Q: I hold a basket of small technology companies as part of my TFSA and it includes the above names. I am thinking it would be advantageous to switch some or all of the above names into energy. In what order would you dispose of the above companies and are there any you would suggest should be kept? I do have energy holdings in my unregistered account.Thank you.

Q: Hi 5i
What Game Plan would you consider executing for the following situations...........?
For all these stocks I have been holding off taking action as there has been no new information to support any action. Now given rapid price decline, I have become concerned about share restructuring and shareholders being diluted to death for the micro caps.
I will be waiting for earnings on the ones still to be released.
While you do not want to hear it, all these except XBC/LSPD were 5i induced purchases so some thoughts on possible action at this point would be appreciated.
None of these are causing me a problem except for being down.
As a Portfolio Manager, how best to manage these positions inside a broadly diversified Portfolio?
If they are to be kept, at some point I will have to either add to the tiny positions or get rid of them. But when and on what information?


TFSA Holdings (where the growth is supposed to be)
QST - down 40%. Size is now at half position size at this point.
XBC - down 38%. Size is now back to near full position size after riding the round trip.
STC - was up 25% and now down 20%, Half position size.

Taxable Account
AT - Down 19%. Sitting on half position since buying on Jan 12/22
ANRG - Down 37%. Sitting on less than half position since buying on Feb 2/22
LSPD - Down 64% on a poorly executed Options trade. Hold only 1/3 position.

And KXS which disgusts me as I knew I should have sold while I watched it at $229. Position size is full position.

Thanks
Dave

Q: Any reason Sangoma dropped 7% this morning? Which stock would you side with?

Thank you,

Q: Hi, have both in my TFSA account, thinking of selling one of these, to lower my overall risk, would you have a preference on which to sell, and which to keep for long term.