Investment Q&A

Q: Hi

Could this be a situation where a buy out could be in the works?

ECN Capital Announces Review of Strategic Alternatives

Thank you

Mike

Q: I took the big dividend from ECN - 15k bought three 5K positions VHI (-20%) STC (-80%) & CTS (-50%) to diversify the growth portfolio in my TSFA, losing percentages are app. are these positions worth keeping? My other thought is to sell and put the money back into ECN where the management has a proven track record of managing the risk and creating value for longer term shareholders

Q: When do they report. What should we expect? How does investor day complement performance of share price?

Q: Looking at adding to the 1% or less 'toe in the water' holdings that are part of larger diversified portfolio . Anything here that you wouldn't add to or would delay adding to ? Or, any that you would sell ?
ATZ, CTS, DOO, ECN, KXS, NVEI, META
Thank you , as always.

Q: I've been watching ECN over the past little while through 5i and note that they seem to be one of your favourite companies due to strong mgt. Noted your answers to some questions on Jan 24/25 and you felt that they have strong upside potential over the next 12-24 months. How risky would you say an investment in ECN is....say relative to a company like GSY? Thank you.

Q: Hello. I already hold these 4 stocks, in a well diversified by sector, TFSA with WELL down considerably and the other 3 near break even. I have 26 stocks in my TFSA, so rather than deploying new money into an additional holding, I am considering adding to these companies. Your thoughts.

Q: Could you please rank these five financials for growth for a relatively short time frame of say 2 years?

Q: Can you add some colour to its share price from the point in time ex dividend date of special $7.50 payout through to its 52 week high and its now current low. What are the key drivers? What should we expect from the upcoming investor day in march?

Q: Looking to add to my registered accounts. Could you please rank the above based on which you would buy as of today?

Many thanks,

Q: Very different companies. How would you rank high to low probability of 12-24 month recovery in price and future growth?

Q: Growth investor, high risk tolerance, who enjoys dividends as well. Im currently sitting close to 21% in Financial Services, a combination of long held holdings with big gains; GSY, SLF, newer purchases down slightly; ZEB, HCAl, and the newest and worst performer ECN. Stock positions are close to 5% each, I add or trim accordingly, ETF's are smaller. I wrestle with knowing holding good companies long term is the way to outperform, against opportunity costs of holding underperformers and or overweighting the wrong sectors for the year. If you managed your own $, what % would you hold here, if trimming, what order ? Emotionally it's much easier to trim GSY with big gains than ECN at a loss, but then there is the trimming the winner and holding the looser thing?

Q: Q1: What 3 to 5 stocks if added would work well with the existing 17 stocks below?

Q2: Are there any already in this list that you would say (like Jack Armstrong) "Get that garbage out of here" or are they all okay?

AAPL, ABCL, AMD, APPS, ATZ, COST, CRWD, DDOG, DOO, ECN, GOOG, GSY, NVDA, SHOP, TD, TOI, WELL

Q: Any idea why this company is not enjoying the January run or bounce. Inflation data shows its easing, hinting at interest rate stabilization.

Q: Can you please rank these 5 stocks in which are in your growth portfolio i terms
of capital appreciation for the next year please.

I know some may be riskier than others.

Thanks

Q: Beyond solid management can you outline key drivers that make this company attractive. What do you see as future catalysts? Would you buy at these prices?

Q: I would like to purchase one of these for an aggressive growth account for the next 5+ years. How would you order them best to worst? Thanks.

Q: Hello Peter

Best wishes for the Season

I owne the above in my non taxable accounts with a considerable loss. I am a senior who tended to invest in growth stocks with some sucess exept in the last 12 months.
I consider that above list has some potential for recovery.
I would like to concentrate on the bests with the greatest potential recovery in 2023.
I will appreciate your advice on the stocks I could sell or add on or replace.
I always value your opinion
Raouf

Q: Today ECN traded 6 x average daily volumes, is there any way we can know who is buying? Does this enhance your buy thesis on ECN?

Q: Please comment on their earnings and future outlook. Thanks.

Q: What are your top 3 small and top 3 mid cap stocks that you would buy today with great 12-24 mth potential?