Investment Q&A

Q: What would be your thoughts on swapping REAL for EGLX today?

Q: Any news on REAL? It has only one, which unfortunately is down for 8 months. It's basically at the same level since last February, while the real estate market it's booming. Something doesn't add up

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: Looking for a Canadian company with great growth prospects that may be 'unloved' today. From a pure growth perspective, how would you rank the three for a new position today?

BBTV and REAL don't (yet) seem to be getting much mention on Reddit and other forums that I follow - indicating to me that there may be an opportunity on top of growing fundamentals?

Cam.

Q: Hi 5i team,

Any thoughts on how far this trend of selling tech or renewables will continue? Looks like NASDAQ is now negative ytd with many of your Canadian techs down 20+ percent ytd.

When would you seriously start putting floor bids on the favs like CSU, KXS, LSPD, WELL, REAL, SCR, and XBC? If you could put in dollar amts for each it would also be great.

Thx

Q: REAL down significantly this year snd just keeps dropping. They say the trend is your friend and the trend tells me to sell. At what price would you just throw in the towel on this laggard.!
Thanks for your help,
Steve

Q: Are REAL and RKT in the same business? I see that RKT is up 100% this week (largely due to a short squeeze and special dividend), but wondering if they are similar? What is REAL's valuation and growth prospects? Would you buy today?

Q: Hello,
I already own these stocks. I am doing some selling / trimming / buying and would appreciate your comments:
DSG - I did well. Exposure at the high end but ok. How confident are you in the name for the next few years? If sold partially, I would allocated to KXS of TIXT. Your thoughts?
TOY - Do you like it more with momentum as of late? Decent long term hold or good time to sell at these level?
REAL - I am down about 25% but small position. I was thinking of adding at these level (or sell since position not big enough). It would be a long term hold. Your thoughts?
NFI - Hold or sell?
Fortis - Would you add at these level?
Thank you,

Q: In your opinion, which of these two could have better growth for a TFSA?

Q: I am really under water on REAL right now.Should I sell and replace with another tech and if so which one
Thank you -Al

Q: May I please have your opinion on REAL. It has not performed well recently as you know. What is your expectation in their upcoming quarter. Is more competition from the USA something one should be worried about. Sincerely Joseph.

Q: Real Matters has experienced weakness in the last few months (as most of your readers know).

But in the past week, there was a gap down and I think it has more to do with their competitive position in the market related to the pending merger between CoStar and Corelogic (which I would think is Real Matters competition). What do you think about this? Do you know if this will have a material change in their ability to gain market share in the Appraisals business?

Q: Do you think it would be a better idea to maintain a position in REAL or to initiate a position in TOI?

Thanks.

Q: In a well diversified portfolio, I am considering selling BMO, CU, PHO, REAL, and SJR.B and buying AT, BYD, DOO, DSG and VII. Would you agree with this approach? What would be order to sell and order to buy?

Q: I am having a hard time valuing some of these growth companies and when to buy.... I bought REAL ahead of earnings and took a bath.... REAL missed earnings by one penny yet doubled previous earnings and painted a rosy outlook in it's conference call ..... I still like REAL but Mr Market doesn't ......Now I am considering XBC which according to 5I's company report was expensive at $7 a share.... So the question is to buy now { if I can get it under $10 } or wait a week until after earnings ? I am well aware these companies are priced according to the future but would like to minimize at least some of the volatility .... So this is simply a before or after question . If 5I wanted to purchase XBC would you do it now or wait until the earnings report ?

Q: The above companies are equally weighted in my TFSA. Which one would you add to today?
Thanks

Q: Hi 5i
I've read 5i posts regarding insider selling recently The Ink insiders buying report indicates recent buying of about $3M by director.
In your opinion does this increase your confidence in the company's share price going forward and if so to what degree? Or is it simply not that relevant currently?

Would you add to existing position at these levels?

Thx
JIm

Q: I own Real Matters (REAL), Topicus.com (TOI.v) and Flex Ltd. (FLEX) within a larger portfolio. I would like to sell two of these 3 companies. Which of the 3 has the best growth potential and would be the best candidate to add the proceeds of the sale to?
Thank you
Frank

Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.

Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!