Investment Q&A

Q: These are all huge losers for me. Is it worth keeping all of them, or lightening up? If so what would you let go?
John

Q: HI,
you had mentioned recently that we could be in another historic buying opportunity for growthy small caps. along those lines...
this list contains some of my small cap/more speculative holdings. could you comment on these as a current buy, sell, or hold. I am a long term investor ( 5-many years). and if any are screaming "I am going to zero" (like Xebec). and do you have high conviction on any other small cap growth stocks presently? cheers

Q: Thanks for your guidance. As we come to end of the year I am looking to book tax loss as I am down substantial on several stocks, including some highly recommended by 5I. My question is in 2 parts

Of the above stocks which one you still have conviction and would recommend buying back after 30 days
Are there any stocks that may move substantially and is advisable to buy proxy or buy the same stock in family members name for the next 30 days

Thanks

Q: These 4 stocks, held in my TFSA, in roughly equal proportions, total approximately 5 % of my registered and cash portfolios. All are down except for EIF. My TFSA is where I put my riskier growth stocks ( EIF slipping in there somehow). Each has their own theme and while I am in no hurry to sell, I am looking for your opinion on them while I conduct my semi annual review. Your comment on their strengths/weaknesses, growth potential, ,management , buy hold sell ,would be appreciated. Derek

Q: Please rank the following companies in order of their ability to survive a recession in 2023. Please also rank them as to whether they should be considered as Buy, Sell or Hold at current prices. Thank you.
ENGH; STC; SYZ; TOI; WELL.

Q: Currently down on these growth portfolio companies. Which have to best prospects to continue holding versus selling for a loss?

Q: Is there something to replace WELL in the Healthcare sector in Canada or US, ETF inclued?

Q: I am seriously considering pulling the trigger on this one to realize a substantial loss in my trading account. I also hold a position in my tsfa account and plan on riding this into 2023.
Your thoughts regarding taking the tax loss position at this time.
Thanks
Rick

Q: What does this company have to do to get back to six dollars. They keep beating guidance with impressive reporting. Can you picture this happening sometime in 2023 if the direction of the company continues their rapid progress.

Q: I’ve trimmed some winners and stocks that have run up in the reverb rally and I’ve had some good energy names. Can you suggest any laggards that might come up on your screens? They could be growth , cyclical or value, etc but just some names that have upside but might play catch up.

Q: After the latest quarterly results, I am thinking of selling what's left of my AT and ECN and buying WELL. Thoughts?

Q: I would like your opinion concerning WELL's latest report.

Q: Well Health had a nice bounce today. Looks like the market liked their results. Would appreciate your thoughts and is now a good time to start a position.?
Volume was also high at 2.9M. Would this indicate institutional investors are buying?
Thanks
John

Q: I have significant losses in these companies. I don't need tax losses.

Should I average down on these companies or is there any of these companies that I should sell and move on?

Q: Hi 5i,
I need to access some cash by selling some TFSA holdings and hope you can give me advice as to the best way to go about that.
I'm nicely up on WCP and TVE, and with dividends accounted for close to break even on DBM. CTS, CURA, QST and WELL are down a lot, and GXE is down some but not too bad.
Selling 1/4 of the WCP or 1/2 of the TVE or DBM would cover my cash requirement, whereas I'd have to offload pretty much all of any one of the others at their presently reduced values to get where i need to be.
If I didn't need the cash I wouldn't sell anything at present, in the expectation that WCP and TVE will continue to do well, that DBM will at least hold steady, probably rise relatively soon and keep paying dividends, and that the others will find their way out of the woods in due course. But unfortunately I don't have that luxury.
Given the above, could you advise what i might best hold on to, and what might be best to sell in fairly short order?
Thanks!
Peter

Q: Considering a tax loss sale of mmx, ecn and well. Looking for suggestions of proxies. Would bto work for mmx? For other two would waiting 30 days work any better than a proxy?

Q: I have chosen WELL as a positive example but I am puzzled by the apparent lack of performance for the sector. We have a health care problem; scads of people do not have a family doctor. I know the difficulty involves more than the services WELL can provide BUT I would have thought services such as those provided by companies like WELL would have been in demand, would have been able to provide some relief, their valuations would have prospered even during their development, and investors would have seen some benefits. Yet the sector valuations flounder. What am I missing?

Q: Upside over the next 12mths. How would you rank the above in sequence of potential during this period.

Q: Hi,
Please take as many credits as you feel fit. Our portfolio is a hot mess. We’ve basically been ignoring this downturn for the past 6 months knowing we are are in for the long term. Retirement is 7-10 years out. The above holdings have fallen below a 1% weight in our portfolio. We have limited cash to deploy. Which of these would you add to? In what order? Any you would not add to and just hope that time allows for recovery? Any if these you would sell? For the ones that could be added too. Would you just buy now or put some stink bids in given the crazy volatility in markets? Any additional input is welcome.
Thanks so much,
Kerri

Q: Generally which size companies provide the best returns after a decline we have experienced,?
All of the above 3 companies ( small, mid, large cap ) are well run with good financials and should be able to ride this out. Is the small cap story played out with investors staying away for a protracted period ? Are mid caps are of the right size to be seen as safer, more liquid,? Are large caps just too large to grow ?
My question is not on these specific 3 companies but is more general in nature as to where to look for best rebound returns. Thanks
Derek