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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: Hi crew, what 5-10 micro-cap stocks have the biggest runway for growth? How about small cap?

Thank you,
Kevin
Read Answer Asked by Kevin on September 29, 2020
Q: Hello Peter,
In the US cannabis space, Curaleaf seems to be doing well. Any comments on the company and recent financial results? Would you consider Tecsys as a smaller version of Kinaxis and is it a good time to put some money in Tecsys? Any idea why wellness health is surging? Lastly, is it too late to buy Goodfood market? Thanks
Read Answer Asked by umedali on August 19, 2020
Q: Hi,
Can you comment on the following businesses and if you recommend buy, hold or sell for a long-term investor?
MTY Food Group (MTY), Chorus Aviation (CHR), Spirit Airlines (SAVE), Quarterhill (QTRH), Tecsys (TCS) and SunOpta (SOY).
Thanks,
Camille
Read Answer Asked by Camille on May 13, 2020
Q: Shopify has grown to be 12% of my portfolio ( thanks to 5i ) and as a result I need to sell some shares. I was wondering what companies you would recommend as a replacement . Would also appreciate your comments on MDF Mediagrif and TCS Tecsys.
Great work through these interesting times.

W

Read Answer Asked by Wayne on May 05, 2020
Q: Hi 5i Team,

I have partial positions in both of the 2 stocks above and I am looking at adding to one of them. I've had HTL for awhile and has climbed back to my purchase price and trending nicely even with recent volatility. TCS is a relatively new position for me. I've watched it for a while and missed the initial run I really like its potential. Both are part of a diversified small cap portfolio.

I would like to know if you would be comfortable adding to positions in these stocks today? Do you have a preference for one or the other today?

Many Thanks and have a great day!
Read Answer Asked by Colin on January 29, 2020
Q: Hi Team
Can i have your opinion on these 5 stocks and how would you rank them base on their
quality of management, growth and risk.
Read Answer Asked by Danny on January 16, 2020
Q: I really liked the recent results from Tecsys, showing excellent growth of revenue and profit, and initiated a small position. Thinking of adding some more. Seems like a less expensive logistics/supply chain type company than Descartes, which seems pricey to me, for the growth rate DSG has. Do you like TCS, or is DSG a better buy here for long term growth? Thanks.
Read Answer Asked by Dan on January 07, 2020
Q: Hi 5i team,

Can you please comment on Tecsys recent quarter? It seems to be a good quarter ...but is it just a one of?
Their transition to a SaaS model looks to be paying off and results may be more consistent going forward wrt revenues and profit.
Reviewing some of the prior Q&A, you had been luke warm on this company based on missing quarterly expectations and slower growth vs other similar tech companies.
Looking at their Key Ratios (provided on your your site), they appear uninspiring. However I note a huge jump in Consensus EPS Estimates between FY20 and FY21...like sixfold, ie .06 to .36 cents. All based on 4 analysts with a strong buy - moderate buy tilt. Is the analysts expectation a little to rosy?

Based on their (positive) quarterly results, could one dip their toes into this now and start a half position? I also note they just increased their dividend as per the quarterly results. It has provided a very good return over 1, 3 and 5 years...but so have DSG and KXS (which I already own).

Cheers,
Steve
Read Answer Asked by Stephen on December 09, 2019
Q: I contacted you with a question regarding TCS yesterday and haven't heard anything yet. I will ask the question again in case it got lost in the New Year mail. TCS was a BNN recommendation in mid-2016 in the $10.80 range. Shortly after the recommendation it began trading in the $9 range and basically hasn't done much since. Is there issues with this company? A short note on SHOP - when I see a big drop like the big drop recently I think of Concordia which I had at over $100 and ended up selling at $12. I am concerned that things can happen like that again. Thank you. Dennis
Read Answer Asked by Dennis on January 03, 2017
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