Investment Q&A

Q: Hi 5i,

I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.

Q: Looking at what happened to PHO in the last couple of days it was at $2.46 a share and now at $1.76 is it still a good one to hold.
Thank you

Q: I got into PHO a couple of years back when it was doing well and sold it at a loss after the shares performed poorly for awhile. How would you contrast the situation now to then for someone (like me) who doesn't want to be burned twice?

Q: Does Photon need PR help? I get being cautious but their release could have been worded in a much better light. I’m also trying to reconcile how their guidance seems to diverge with other companies in the semi industry. I understand that q1 benefited from a large forex gain and covid inventory hoarding from customers, but most semiconductor companies have provided continued strong out looks for the remainder of the year and into 2021. Any worries here? Thanks

Q: Any news on why it is down so much today? I am debating buying in, but just want o make sure there isn’t news that has come out that I am not aware of. Thank you for your great service.

Q: Your thoughts on Photon's quarterly results.

Thanks.
G

Q: I’ve held this stock for a few years thanks to your recommendation! Just wondering if buying in right now would be a good idea seeing as the semiconductor space is on a roll. Thank you for your fantastic service.

Q: Photon Control is on a rampage this week with no news to see, is there any reason behind the movement that i am missing?

Cheers, Jacob.

Q: Please provide some context with respect to Intel's recent woes in nano chip deliveries. What material consequences are likely?

Secondly how if at all is Photon Control impacted. TSM has been an immediate beneficiary. Does PHO supply INTC or TSM?

Thanks, Hugh

Q: Hi Folks,
I want to shake up my small cap holdings. I would like to add some of your favorites such as WELL, STC and PHO. I currently have losses in AKU, CHR, EIF and TCL.A......should I continue to hold these or sell to free up some cash for better opportunities. It's a registered account so no tax implications.
Thanks for your help,
Dennis

Q: What are the prospects for badger daylighting in the next year? What companies in your balanced equity portfolio do you predict will have solid growth over the next Couple years?
Also your outlook for pho over the next year?

Q: How significant is the announced strategic partnership this morning?

Thanks

Dave.

Q: SIS, PHB, PHO have all been pushed below the 1% weighting mark in my portfolio. This is due partly to starting the positions back when when my portfolio was smaller, the stocks not performing great and because other holdings (KXS!!!) have done extremely well. What 2 positions would you sell here to add to the remaining position? I'm leaning towards keeping PHO because of the balance sheet but wanted your thoughts.

Thanks

Q: hello 5i Research team, PHO: 3 of the 5 board members only got 75% or 76% of « vote for » at the annual meeting. This is quite unusual. Could you identify some potential significant investors that would have voted against? Are awhere of anything about those persons that would explain this? Should I worry, especially with a new president? Can we expect some divergence of opinion between management and shareholders that could cause some change in the organization? Thank you for your collaboration, Eric

Q: These five stocks make up my small cap portfolio that is by design fairly concentrated and aggressive. I recently added QST on the significant pull back. I’m thinking that it can weather the down turn (great balance sheet) and will likely be a 2x bagger minimum when things turn around. Are there any other small cap names like it, that have been hammered, will survive, and that you could see moving significantly in the next 12-24 months? Thanks

Q: Is this a good entry point for this stock?

Q: This is to answer the question posed by another subscriber. TD added PHO to their Quantitative Small Cap Portfolio and deleted DSG because it is now a large cap.

Here is the text:

Canadian Small Cap Model Portfolio Market Overview/Technology
We are adding a position in Photon Control Inc. (PHO-T) at 2.0%. We have seen a relative shift to value (i.e. cyclical) from growth over the past few weeks. One area where this shift has been confirmed is by the recent breakout in the more cyclical small-cap semiconductor stocks relative to the technology sector.
We are also removing our position in Descartes Systems Group Inc. (DSG-T, portfolio weight 5.9%). After gaining more than 134% since its addition to our small- cap model portfolio in early-2017, its market weight has increased to 26 bps (i.e. $5.5 billion market float) and as a result, it no longer qualifies in our small-cap universe.

Q: I would appreciate 10 US and/or Canadian small cap growth stocks to invest in for the next two to five years.
Clayton

Q: On June 9 Jeremy states in “Questions” that TD has added PHO to their portfolio
Can Jeremy or 5i explain which portfolio he is referring to at TD ?
I am a TD client but cannot find such a portfolio on TD site
Appreciate any help
Thanks

Q: Hi
TD put PHO Photon control in their portfolio yesterday. As per an earlier question on the jump in price.
J