Investment Q&A

Q: At one time was up35% in real and am now down 10%. Wondering if I should sell it now as I'll only have about 3-4 years to hold it.
Thanks for your great advice.

Q: In my TSFA have equal weightings of PHO, REAL, WELL and XBC. Have additional funds to invest and was thinking of following AT, CTS, KRR, MCR, NVEI, or QST. You have suggested ATZ, GSY, or KXS which own most elsewhere to was looking to something new. How would you rank these stocks and would you have any better suggestions?

Q: ENB and TRP comprise 100% of my energy exposure and about 4% of my portfolio. I am looking to reduce my exposure to ENB but find it hard to sell a stock that seems quite undervalued. Part of my concern is that I will be selling at the same time as all the ESG sensitive fund managers and sovereign wealth funds who are reducing holdings in anything related to “fossil fuels”. So a part of me says “be patient” because ENB could easily hit $50 by the end of the year when more of the pandemic is in the rear view mirror. Would you sell now or wait?

With the proceeds, I am looking to buy something with more growth, perhaps REAL which seems value priced right now, or SYZ which pays a decent dividend. Which of these two would give a better total return over the next ten years compared to ENB? Or would you even say “ignore the noise and stick with ENB because it’s a stronger blue chip company longer term”?

Q: I have these equities in TFSA and have $6,000 to invest. I have small gain in PHO and loss in REAL. Would you keep both of these or have suggestions as to what would be three growth stocks to acquire in the sequence you would acquire them in. Thanks for your assistance

Q: As with you Canaccord has lowered expectations in the near term. They mentioned a weaker Q2 on Title expenses with the outlook for a stronger 2nd half. Would that be how you would look at this stock? Price target for Canaccord remains attractive in the near term but overall should I wait for Q2 results?

Q: I read REAL Matters financial results and your response to an earlier question. The growth in all areas seemed extraordinary so what is contributing to their EPS misses the past two quarters? The market reaction both times has been to significantly push the share price down?

Q: I seems like the CEO of Real Matters is selling shares on the public market while company buys back shares. In December CEO share buy backs for redemption or cancellation were always followed by CEO public market sale. Could this be an indication of something stinky going on?

Q: Hello Team,

Real Matters held their cc today. TD in a research note indicates that Real expects T&C to see a Tier 1 lender to be brought on board in the current quarter and for revenues to accrue in the 3rd quarter. While I note that the Company is working on getting a tier 1 lender into T&C, is that your takeaway from the call as well?

Q: Hi 5i,

First of all, thanks for your advise to help me understand more for the US & Canadian stock markets. I have a feeling that the US market will end the over 10 years bull market soon and bear market will come in. Due to the issue of GME, BB, NOK, and AMC showing many "NEW" investors involve the US and Canadian market (because of the BB), specially the Reddit social media investor forums is not healthy. I guess the Canadian market may also affected, due to the BB issue. Just in case the bear market will come, what the above stocks need to be sold to play safe. I am thinking to sell KXS, LSPD, and NVEI, those stock prices may not be survival during the big drop in coming. Do you have the same feeling that the bear market will come? Can you please rank the above stocks able to survival during the bear market and please suggest to take off any just in case the worst worst things really happen.

Q: HI 5I,
I have a 2/3 position to match the growth portfolio 3%. I know you are not fans of buying into a dropping stock but with the selloff is $16.50 a good buy price for additional shares. Or should I just hold on. Perhaps the price will settle in further.

Q: Good morning,

Would you be confident to add new money to this position or add to a small existing position based on today’s release? I bought a small position in the higher 20s and am wondering whether to dollar cost down on it, sit tight, or divest. I would appreciate your perspective.

Many thanks!
Art

Q: I bought REAL at 27. Do i sell and move on. Or is there decent recovery potential. The stock still looks to be good value at the current price. Would you consider averaging down to be a good option if position size will not be too large.

Q: Can you comment on MITK earnings today. Do you like it moving forward?

I currently hold a 3% position in REAL (currently down 25+% since purchase in TFSA). Would a switch to MITK make sense? Which of the two do you prefer today? Or is there other names you would recommend suggest switching to today?

Thanks so much!

Q: Hi team,

Can you please provide your comments on the quarter?

Thanks!

Q: Real and bsr are laggards in my portfolio. i would like to replace with two good performers .
on 5i i see crwd celph mgni et all i dont really know what they do
please suggest two that are on the safeside not necessarily the best .
also pbl a cdn co was a top pick by Stephen Takaczy

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

Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again

Q: Hi
Any update on REAL-T. The stock came down from its high of $32.40 in Aug 2020. Has any thing changed and that is why the stock is not recovering? Is it a good buy at this price now and the demand for its services are strong?
Thanks
Piyush

Q: Real Matters is spiraling down since last August. Any specific reason why ? Thanks.

Q: Hi, I feel my Tech. Sector 30+% is getting too big, in case a correction is in the future.
T- 3.5 - Kxs- 5 - Lspd- 4.4 -Pho -4.3 - Real -4.1
Csu- 3.5 - Syz - 3.4 - Stc- 2.1 -Bce - 3.4%
Would you consider all these Tech. Stock? I like to keep my sector allocation to 9 or 10 sectors for simplicity ,but I do know there are sub- groups.
Would you sell any of these positions ,or trim all or some? Thinking a 18-22% sector weight, would you agree?
Thanks