Q: I'm looking to add a tech name to by TFSA and was going to pick something from the growth portfolio. Plan is to buy half position (2.5% weighting) now. Any preference between DND or STC today or am I splitting hairs here?
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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.
- Sangoma Technologies Corporation (STC)
- Questor Technology Inc. (QST)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: Hello,
I have new money to allocate. Which ones of these are your favorites for 5 year + hold notwithstanding they have different risk profile and in different sectors (best overall risk / reward. I am underweight small cap). I already own KXS and ENGH but i could add to existing positions. Thank you!
I have new money to allocate. Which ones of these are your favorites for 5 year + hold notwithstanding they have different risk profile and in different sectors (best overall risk / reward. I am underweight small cap). I already own KXS and ENGH but i could add to existing positions. Thank you!
Q: Up on high volume and now down quite a bit on low. Is 5i still optimistic and the synergies of this transaction?
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- StorageVault Canada Inc. (SVI)
- Theralase Technologies Inc. (TLT)
- GuestLogix Inc. (GXI)
- Redishred Capital Corp. (KUT)
- Good Natured Products Inc. (GDNP)
- WELL Health Technologies Corp. (WELL)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
Q: I am looking for high growth ideas from small caps. From this list, what would be your TOP 3 Picks?
Thanks Valter
Thanks Valter
Q: I have 3.5% if funds specifically earmarked for the technology sector after recently selling a position in OTEX. I am debating between taking a 3.5% position in CSU or splitting the funds and taking two smaller positions in STC and PHO. My portfolio consists mainly of larger market cap, lower volatility investments, so I feel I have some flexibility towards taking on a position in growth companies. That being said, I believe that CSU is best-in-class for its sector (particularly if limiting the field to TSX-traded companies). I would appreciate your insight. Thanks so much!
Q: Appreciate your opinion in which company you feel has the greatest growth potential. Have monies in my TFSA and can invest in only one. Appreciate your great service!
Wayne
Wayne
Q: Resume trading at open on Monday.How was the conference call? Txs for u usual great services & views
- Sangoma Technologies Corporation (STC)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Topicus.com Inc. (TOI)
Q: Hi,
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?
Q: Please comment on Q2 results released after market closed today. Stc remains halted with a $4 bid/ask.Please advise who & how the bid/ask is set. Hopefully the situation will be resolved favourably. Thanks for u usual great services & views
Q: Peter; I asked their investor relations department re hold up- the below is his reply. Hello Rod
As shared in last Friday's Sangoma has signed an agreement to buy a
company called Star2Star https://www.sangoma.com/investor-relations/
The transaction meets the criteria for review by our exchange, the TSX-V,
and we submitted the necessary documents on January 29th. In the course
of their review the TSX-V may ask questions which the company will answer
but the timetable is governed by the exchange so we don't know exactly
when they will complete their review such that trading can recommence.
Regards
David
As shared in last Friday's Sangoma has signed an agreement to buy a
company called Star2Star https://www.sangoma.com/investor-relations/
The transaction meets the criteria for review by our exchange, the TSX-V,
and we submitted the necessary documents on January 29th. In the course
of their review the TSX-V may ask questions which the company will answer
but the timetable is governed by the exchange so we don't know exactly
when they will complete their review such that trading can recommence.
Regards
David
Q: Hi 5i,
Can you explain what's going on with STC these past few days. My online brokerage site shows the price fluctuating but also shows the trading halt still in place and no volume. Is all this unusual?
Thanks,
Peter
Can you explain what's going on with STC these past few days. My online brokerage site shows the price fluctuating but also shows the trading halt still in place and no volume. Is all this unusual?
Thanks,
Peter
Q: I am surprised he trading halt has not been lifted. Is there any reason for this.? Thanks John
Q: With the recent acquisition, it seems that Sangoma is issuing 22 million shares now, and then an enormous number of shares (88 million) issued in slow quarterly chunks between 2022 and 2026 to the acquired company. How will this affect the share price in the future, ie. are these going to be quarterly share price dilutions that current shareholders need to dread? Or overhangs? Please explain.
Q: Hello Peter,
What does the acquisition do to the stock price in the short term? The share count nearly doubles. Do the newly minted shares lead to some selling pressure specially by the new owners or the promise of future drive the price higher immediately?
What does the acquisition do to the stock price in the short term? The share count nearly doubles. Do the newly minted shares lead to some selling pressure specially by the new owners or the promise of future drive the price higher immediately?
Q: Is there a stock issue/dilution as part of Sangoma’s latest purchase. I would be interested in buying any of a share issue but can’t locate any details. Can you gauge the SP reaction when it resumes trading?
Thank you
Thank you
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- kneat.com inc. (KSI)
- Converge Technology Solutions Corp. (CTS)
- MediaValet Inc. (MVP)
- Quisitive Technology Solutions Inc. (QUIS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Adcore Inc. (ADCO)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Wishpond Technologies Ltd. (WISH)
Q: There are a lot of small to medium sized Canadian technology companies, some of them fairly new to the stock market, that have seen very good stock price appreciation in the last year or two. Many/most of these companies are not profitable, and obviously this is a fairly speculative segment of the market. Today, I heard Darren Sissons talking about JDS Uniphase which went from $2 to $1,000 and back to $2 in the tech bubble 21 years ago. I'm wondering about how many of these small to medium sized Canadian tech companies might suffer a similar fate, and how many will succeed. Of the following list of stocks, what would be your estimate for the % of them that will succeed 5 - 10 years down the road at becoming long term successful businesses, with strong profits and a substantially higher stock price than now, and what % will fall by the wayside, failing to become good profitable businesses, and seeing their stock price drop off substantially. There are no doubt others that could be included in this list, but these are the ones I have picked out. Not asking which ones will succeed, just trying to get an idea of general potential for success/failure for this type of company/stock. ADCO, AT, CTS, DCBO, DND, KSI, LSPD, MVP, NVEI, PHO, QUIS, STC, WISH.
Q: Peter; Can you comment on the acquisition today? Thanks.
Rod
Rod
- Protech Home Medical Corp. (PTQ)
- Sangoma Technologies Corporation (STC)
- ProntoForms Corporation (PFM)
- Strathcona Resources Ltd. (SCR)
- Sernova Corp. (SVA)
- Profound Medical Corp. (PRN)
- Grande West Transportation Group Inc. (BUS)
- Real Matters Inc. (REAL)
- Viemed Healthcare Inc. (VMD)
- Good Natured Products Inc. (GDNP)
- Xebec Adsorption Inc. (XBC)
- Nova Leap Health Corp. (NLH)
- Vitalhub Corp. (VHI)
- WELL Health Technologies Corp. (WELL)
- Martello Technologies Group Inc. (MTLO)
- Converge Technology Solutions Corp. (CTS)
- Quisitive Technology Solutions Inc. (QUIS)
- Skylight Health Group Inc. (SHG)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Adcore Inc. (ADCO)
- Docebo Inc. (DCBO)
- Greenlane Renewables Inc. (GRN)
- Premier Health of America Inc. (PHA)
- Repare Therapeutics Inc. (RPTX)
- CloudMD Software & Services Inc. (DOC)
- Palantir Technologies Inc. (PLTR)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Wishpond Technologies Ltd. (WISH)
- Mitek Systems Inc. (MITK)
Q: First of all, thanks for the service you provide. I have found it extremely useful since becoming a member. Second, I apologize for the number of stocks covered in the question. If it is too many, please do not respond / post.
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks
Q: Do these two companies essentially provide the same services? It appears STC is currently profitable and TWLO is not. Do you think STC is misunderstood by the street?
Q: Recognizing that STC, (Sangamo Technologies) and XBC ( Xebec Adsorption) are in two entirely different fields, which of the two would you recommend for a 2/3 year hold and why.
Thanks
David
Thanks
David