Investment Q&A

Q: Hi, I'm looking for a solid growth company to invest in with the environmental theme. There are recent questions on this that have been helpful but valuations are shifting fast. Could you suggest some options that look good today, taking into account current prices?

For example, I was reading your helpful report on Xebec from December, and note the pencilled-in 5-year return is nearly achieved already (presumably due to ongoing ESG mania): "Using multiples of 3.5x sales and 28x EBITDA (still much lower than current multiples), we see room for potential upside of 50%+ over a five-year period. Certainly there are risks to owning shares in the short-term, but we see plenty of upside potential for long-term investors. "

Q: AC or XBC: Which company has the best growth, long term and give some details on your preference, please. Risk is not a factor.
Thanks for your service

Q: Dr Rao,CCO since 3/17, is leaving the co immediately & will be replaced in due course. What is happening & its impact? Thanks for u usual great services & views.

Q: These two companies have been recently dropping in price. Would this be a time to buy or should we wait for these two to bottom?

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: Hi,
what are your 3 most compelling stock buys at this time.
Thanks!

Q: Hi team,

Can you comment on the news out of xebec this morning? How significant is this news? Do we have any idea the financially numbers of a system like this?

Thanks

Q: What IPO was Henry asking about? I don't think it was XBC but some may think so.

Q: Hello, your thoughts on participating in this IPO? Does their management and technology compare well to their competitors? In this sector, I only own XBC and have done very well, so I'd like to add another. Would this be a worthy addition for a quick pop or long-term hold? This would be less then 5% of my portfolio and I have a high risk tolerance. If not, what sector picks would you suggest. Much thx.

Q: Appreciate your opinion in which company you feel has the greatest growth potential. Have monies in my TFSA and can invest in only one. Appreciate your great service!

Wayne

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!

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: When do these two company's report their earnings.

Q: Hi,
Is it too late to start an initial position in XBC, taking into account, that it had a solid run up already?

Thanks,

Q: Hi 5i-ers -
What would your 5 best prospects be for green energy companies and green mfg as well.
Thx & Stay safe - Doug

Q: XBC $9.56-0.85,P/P $4.47, 2.5% position ENGH $58.72 - 1.93, P/P $64.27 1.5% position Any recent declines on both.Should I add. Thanks for usual great services & views

Q: Same question as Maureen from the other day:

On a scale of 1-10, please rate the following stocks for both growth and risk over the next year (1 being low, 10 being high): ATZ, WELL, XBC, WSP, PHO, LSPD, KXS, CSU, BEP.UN. Many thanks.

Q: Small caps have always been a focus of mine and the 5i team has helped me build out a nice group over the last year to complement my core holdings. Can you let me know if your thesis has changed (negatively) on any of these names? Any standouts that you would add to either due to opportunity or valuation if I had more $ available?

Thx as always for your valued advice

Q: Hi team,

What would be your favourite/top growth stock under $5? (in a prior answer you had indicated STC, is this still the case? I do own a 1/2 position at $2.65 as per your prior suggestion...thanks!!)
Favourite/top growth stock under $10?
And favourite/top growth stock under $20?
Assume I have a well diversified portfolio so looking at small/mid cap growth.
5-10+ year holding period.

Steve

Q: For a growth portfolio with high risk tolerance in my TFSA, I’m interested in opportunities presenting in the environmental space. With Biden now in power and a strong ESG movement, I feel this area will continue to see strong investor support for the foreseeable future. I’m overweight in XBC and have a full position in WSP. Could you list and discuss some of your top choices in this area.