Investment Q&A

Q: I have never had much luck with share consolidations. What are your views on sangoma calling a shareholders meeting to do a share consolidation.

Q: Hello team,

In your last response about Thinkific you mentioned that $14 would be a great entry point. Has your opinion Changed.give the soft guidance and slight miss last quarter? Or do you see lots of future growth ahead. Increasing ARPU and higher AAR. The BMO analysts initiated coverage stating this was the “Shopify” for content creators.

If you had limited funds how would you rank new dollars comparing converge and sangoma in the mix. In fact, I’m interested in why you haven’t taken more of an interest in converge given your interest in CSU, TOI, WELL, OTEX, etc.

Their acquisition play book has been incredibly effective, simple and repeatable. Their mandate around management stock purchase and decentralized structure is setup very similar to CSU.

Sorry for the long winded question(s)!

Q: If you wanted to buy 3-5 small or micro stocks as a speculative’ish basket, looking for a home run within 5-7 years, what would you pick? (Any sector and US or Canada)

Q: Hi 5i
In watching the performance of my TFSA, I am not liking the 2020/2021 performance direction and momentum.

The combination of 2020/2021 has been dreadful for holdings such as USA, XBC, STC and QST.....and has significantly affected total portfolio performance.
In the mix are also TF, AQN and FSZ; all for income but was expecting some level of growth.
It was good to be holding ECN but the % was too low to make significant benefit.

With QST and USA both down 60% from original purchase, does one just continue to hold for performance recovery; Business fundamentals and potential take-out (QST) and mine performance and silver price recovery (USA)?

Making a switch from one horse to other has rarely worked for me. Does any of the companies make you say sell and move on or just hold through the already low price positions?


XBC is obviously not expected to reach $11.00 any time soon as the company no longer looks like the one that reached $11.00 earlier this year. They have a good business mix in segments that make sense today. Does one just hold on for Management to get their act together and run off the negatively contributing contracts?

Dave

Q: I have a small position in both of these companies. Based on recent updates for both, what are your thoughts on their growth potential and would you add to these positions today?

Q: Hello 5i team,

What are your 3 best ideas today for multi-bagger return for a 5 year hold assuming a well balanced portfolio and risk isn't an issue. Thank you,

Wes

Q: We have very little tech. exposure in our portfolios as a % - so minimal. Own IGM & ARKK in USD portfolio - IGM for 4 years - done very well. In TFSA, own STC, VHI, XIT ETF. All the others are on my list to purchase as not. I would buy equal positions - so, of those we do not own which three would you consider the best in the short and long term. I am mostly a dividend grower investor - companies that increase them every year; however, trying to add a bit of tech. Maybe there others not shown that meet my criteria?

Q: Hi folks...Sangoma taken a beating recently below $3sh...opinion of n/r of pre-lim results of $167M Revenue & $30M Adj EBITDA..& positive sounding guidance going forward??....do you still like company. and would you start position/add below $3sh....thanks as always, jb Piedmont QC

Q: Hi 5i team, we would like your advice on risk and potential and which one is buyable today for a long term investment? Thanks always for your superb advice.

Q: I hold BBTV, XBC, STC, MBCN & THNK Stocks they are all down from the time I bought them. Unfortunately, they are all in registered accounts so I cant claim a loss. Each of them is about 1% of my portfolio. Which one do you think I should sell and in which order I should sell or do you still think they are still worth holding for few years.

Thanks for the great service

Q: Hello. I am looking to add a name or two that has been weaker over the last month or so that offers some good value and above average prospects. Could you please suggest a couple names in both US & Canada that look interesting here? PS I have enuff financial exposure currently too. Thank you

Q: I am thinking of adding a small position in my TFSA with either a combination of QUIS and STC, or
A single position in CTS. Which alternative would you recommend?

Thank you for considering my question.

Q: After market close, jun 30,STC reported that it had granted 2m options to employees & consultants,with an exercise price of $3.07.Please comment Txs for u usual great services & views.

Q: Do you recommend continuing to hold Sangoma in a growth portfolio, the stock seems mired, are there not better growth opportunities you could suggest?

Thank you and by the way, really like and appreciate the new website update.

Q: How do these compare today on a risk vs reward basis?

Q: I am trying to decide if I should sell or hold STC a bit longer since I've incurred a substantial loss so far. Do you know when will STC reports its next quarterly results? Thanks.

Q: Hi 5i Team,

Do you believe STC is still a buy for long term investors? It seems to be reversing while other growth stocks are moving higher. Is there any reason for this that you can see on your end?

Thanks as always,
Jon

Q: Any reason for the welcomed huge(8.84%) rise to $3.20(H $3.31) on Jun 4 on great volume of 1.2m(373k average).Please comment.Txs for u usual great services & views

Q: Hi folks...Sangoma trading like it is going to zero..now in "Oversold" territory on technicals at $3sh level...big volume on Tues by TD & Cormack...the Q results imo, were not bad, and irrelevant with acquisition of Star2Star. Any thoughts on company & integration of business going forward..& would you be adding to position at these levels...merci beaucoup, jb Piedmont QC

Q: Would you recommend a STC to CTS switch at this very moment? Investing in small tech stocks much depends on entry timing. Hindsight tells me I got in on STC while it's on the start of a downward slide. Would a switch to CTS be like hopping from one downward slide onto another at this very moment too? Thanks for your insight.