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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I may have missed a few, but pretty sure I've made every mistake trading in the stock market, although thanks to 5i I've done quite well over the years. Prehaps my biggest mistake is holding on to loosers too long and taking big hits. Recently I've promised myself to sell when I'm down 25%. So, I'm now down 25 or more % on these 4 companies but dont want to sell. What says you?
Read Answer Asked by Charles on May 20, 2023
Q: Can you provide the fair value of the following stocks: TSLA, SHOP, BN, GOOG, ATZ, NVDA, WELL, GSY, TOI, KXS, ECN, RCI.B ?
Read Answer Asked by Eric on May 18, 2023
Q: Good morning,

In this group can you tell me which one to keep, to hold, to sell and add at this moment.

Thank you

Marty
Read Answer Asked by Martin on May 18, 2023
Q: Just a comment when a guest asks why the stock is going down in the day, and a lot of the time the answer is selling because the stock is up 60% this year, but this stock was bought was probably bought many 5i clients when it was recommended as a buy in the 8 dollar level two years, sometimes I wish 5i would say get out of this stock, sell, it is so over priced, you sare not investing, just gambling. I just feel that a lot of investors need more help when to be lest GRÈEDY.
Read Answer Asked by eugene on May 16, 2023
Q: Hi 5i,
CTS closed at $3.35 yesterday a couple of days after its quarterly results came out.
WELL meanwhile closed at $5.30 yesterday, the day before this morning's release of its latest quarterly results.
I own both and I'm down substantially on CTS and down somewhat on WELL. I'm feeling optimistic about the latter, not so much about the former.
I wonder if you could do a quick side-by-side QUANTITATVE comparison of the two and, based on that, advise if you think the present price discrepancy between them is justified by the underlying numbers, or if it it's based on sentiment. If the latter, what are your thoughts on a turn around in the perception of CTS, and where might it be price wise if it wasn't in the doghouse? (I wonder if yesterday's 23% gain for CTS could be meaningful ...?)
Thanks!
Peter
Read Answer Asked by Peter on May 15, 2023
Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray
Read Answer Asked by Murray on May 11, 2023
Q: With an emphasis on growth and a 5 year outlook, what would be your 12 recommended stocks if I were to start today?
Read Answer Asked by Rick on May 08, 2023
Q: i own both well and vmd,both keep hitting 52 week highs which i know you like.i know vmd is the old phm which you did not like, but they seem to have left that behind them.
my question is are you ok with vmd now, well is a billion dollar value , vmd is about 600 million.
dave
Read Answer Asked by david on April 24, 2023
Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.
Read Answer Asked by Dan on April 24, 2023
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