Investment Q&A

Q: ITC since February has gone nothing but down. The chart looks terrible. PHO since April has gone nothing but down. It seems to remind me of CRH and CXR and we all know what happened there. Your opinion? Dennis

Q: Could you please provide your opinion on your 2 best stock ideas for the near term {6-12 mths}. Thanks Valter

Q: Hi 5i Team:
What are 5 pure Canadian growth companies that you will recommend for TFSA. Risk is not a factor. No need for dividends. 3 to 5 year horizon. Plan to add future contributions to this list in the next few years. Of course I will be reading your reports to see if there are any sudden changes in these companies and adjust accordingly.

Q: My tech portfolio includes the above plus full positions of SHOP, KXS and CSU. I am looking at topping up one of the above. At current prices which would you choose and why? The aim of this portfolio is growth with moderate stabiliy.

Q: Hi 5i team,
Is the director of PTE named David Dueck the same person formerly involved with PHO? If yes, could you explain his presumed role in PHO management problem (irregular transfer of money). If yes, what is your level of confidence in his involvement in the management of PTE. I usually require management of small cap to be above all suspicion in order to invest in them. Thank you, Eric

Q: I am starting an RESP fund for my new son (initial investment maxed at $5000). I would like to begin with a somewhat aggressive growth-seeking small portfolio, and to then gradually add one or two stocks each year for diversification up to about 8 or 10 stocks in total. For my opening purchase, I am considering three stocks -- Kinaxis (KXS), Constellation (CSU), and Knight Therapeutics (GUD). Two questions: This seems to be a decent time to buy these particular stocks, would you agree? And would you replace any these stocks with any others? (I'm open to anything growthy, but have been considering Shopify (SHOP), Photon Control (PHO), Enghouse (ENGH).) Thanks, and great job.
PS: Should I wait to buy until a few days after the BoC rate decision, or has the market reaction more or less already played out?

Q: I have a loss in my account holding AYA,KWH.UN,DBO,HEO,ITC,PHO,ROXG,TV.Long list but need help which stokes to sell and what to buy?.

Q: Wanting to add one of these to add a little growth. Whixh would be your preference and why. Thx

Q: Hi 5i, between Pho, Bus and BB, which one has more potential grow for long term hold 3-5 years. Thank you.

Q: Hi guys.
Feeling a bit deflated. I joined pretty recently and decided to take a chunk of cash and put into your highest rated stocks above. In a short couple of months I am down almost 10%. Every one has lost money. Are they still all in favour. Do I just plug my nose and wait? Also, I have some short term cash I need to park. Was going to put half in Apple with the recent pull back....thoughts? Any other ideas for a two month hold?
thank you

Q: In my daughter TFSA she currently own Photon and this is the tech stock she owned.From both the balanced and growth portfolio which would be your next 2 tech stock recommendations.
Thanks

Q: If I do not own any shares yet. Should I buy a full position right away or do it gradually. What is the best strategy with some safety. Thank you.

Q: I have a small amount of cash sitting in my TFSA. What would be the growthier play in your opinion? Photon or Knight? They are both down significantly and appear to be good buying opportunities.

Q: Hi there,

If I already own almost the entire BE portfolio plus ZCL, SHOP, GSY (substituted for SLF from BE) and XTC (substituted for MG from BE) - what would be the next best idea/highest conviction name with a growth tilt that would be worth taking a look at that you believe will do well?

Thanks!

Q: Do you have any further comments to add about the PHO earnings now that you've heard the conference call? As always thanks for your hard work.

Q: Hi 5i, PHO will issue over a million shares to directors and offices, what will happen to the share price? Thank you

Q: I WOULD APPRECIATE HEARING YOUR TOP BUY IDEA FOR A SMALL TO MID CAP AND LARGE STOCK PICK TODAY. THANKYOU

Q: Please dissect earnings report released today. There was a significant amount of additional expenses. Is this anything to worry about?

Q: Hello
Is there a reason the recent options price will be set on the second day after earnings? Thank you
Dave

Q: Pho reporting on May 30.What is your view on its revenue & eps?Please provide analyst's expected revenue & eps,Appreciate u normal great services & views