Investment Q&A

Q: Hi!
WELL is looking more and more delicious!
Would you be able to give a rough valuation so that I can have a sense of margin of safety?
I wonder if a takeout is likely?

Q: Hi 5i,
I wrote inquiring about the above names mid week last week but didn't get an answer - I'm pretty sure i hit submit but possibly not.
I'm down on each - on some significantly - and was looking forward to a post tax loss selling bounce, but none came. In act, all but WELL were down on January 4 before the interest rate news hit on the afternoon of January 5, and all have continued to drop like stones since. I'm concerned that droppage would be happening even if the Fed hadn't scared people about interest rates, and I have the depressing feeling I own a basket of stone losers.
If I sell out of each now and put the funds into some good dividend payers like ENB, SU, POW, BNS I might (hopefully) recoup my losses or at least cut them considerably by this time next year.
For each of the names could you tell me if you think it's a good idea to punt now before further losses accumulate, or are there any that you think have a reasonable prospect of returning to their early to mid 2021 levels by the end of 2022.
I really will appreciate your thoughts and advice - feeling a little beaten up right now ...
Thanks,
Peter

Q: It appears EGLX could drop below 3 dollars and WELL below 4 the way it is trending. At what price do these two become ridiculously cheap.

Q: getting hard to stay in love...........

any further insights on this one?

18 month lows


you folks have been pretty solid on your recommendations of WELL health and just confirming that all is well fundementally

thanks

Q: Given a five year time period, please rate the growth prospects of the above stocks starting with the best.

Thank you. Appreciate your service.

Howard

Q: Hi 5i and Happy New Year!

I hold the above noted stocks/ETF in a TFSA.
The only 2 that are above water are Nanoxplore (GRA:CA) and PayPal (PYPL:US).
Question 1). Which would you recommend keeping?
Question 2). Which would you recommend selling?
Question 3). With ESG values in mind, what would be your top 3 CAD stocks and top 3 US stocks for this year's $6000 TFSA contribution?

Thanks for all that you do!

Q: In a TFSA, I have ERF, LSPD, LSPK, NVEI, WELL. IN 2022 can add another $6,000 to TFSA. If you were going to add to existing holdings in what order would you add. If instead, you were going to add a new stock to the TFSA, what would you add?

Q: Season's Greetings 5i team,
We will be making a 6k contribution to each of our TFSAs in the New Year. The two accounts hold the following securities:

TFSA1: ATA, DSG, WELL and TOI
TFSA2: ATZ, BAM.A, DOO, NVEI and TOI

In what order might you invest the $ in the securities in each of the two accounts? (Given the relative size of this investment, overall diversification (across all accounts), size of holdings and industry allocation will not be affected).

Thank you for your dedication and all of the great work you do for us DIY investors. Merry Christmas and HNY!
Steve

Q: Can you list your potential biggest January bouncers, maybe 5 Canada and 5 US for aggressive investors? Thx!

Q: Looking to harvest a capital gains loss with AT. With the possible upside in the new year, I would like to reinvest the funds. Can you suggest a couple of ideas, either US or Canadian.

Thank you,

Merry Christmas and Happy New Year.

Q: First and foremost, thank you very much for your coaching which makes DIY investing much easier.

In the more aggressive part of my portfolio which is otherwise well balanced, these stocks are deep under water but at a relatively low percentage. There is no tax implication and a 3 years horizon minimum. I know you don't like averaging down but at a year end and beginning of a new one, timing (sorry) could be an advantage.

Having said that I have 2 questions,

1-Would you go bottom fishing while the price is low and hope for a Santa Claus rally (hoped for) or wait till things settle down?

2-If I decided to add to these existing positions, could you rank them in order of preference with a short term view please.

Thank you and happy holidays to all team members.

Yves

Q: Hi,

I am still comfortably ahead wit my investment in Well Health Technologies. I am considering swlling it to salvage my profits and buying Spin Master with the the Proceeds .Could you please let me know the pos and cons of this idea

Thanks in advance .

Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!

Q: I bought these (and others) for growth, and was doing well, but am now in the red on these holdings. I bought for a five-year hold, so don’t need to sell anything, but I would ask, do you see any that should be sold or any that I could be adding to for a January bounce? Thanks!

Q: I have LSPD, AT, EGLX, AEM, and WELL as my higher risk positions. I am looking to consolidate these positions and maybe add TOI or NVEI. Out of the 7 stocks and at current prices what would your 3-4 top picks be for growth and price appreciation?

Thank you!

Q: Can I get a list of top 5 oversold stocks in both Canada and the US?

Q: Negative reaction to Well's update this morning.Please comment. A underperrformer for some time. Txs for u usual great services & view

Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.

Q: Hi! I plan on doing something rash. Specifically, I plan on investing 95k (the entire amount of a self-directed pension plan which I can access in about 20 years), in WELL.

In terms of rashness, 0 being not rash at all (in fact quite level-headed) and 10 being extremely rash, and bordering on sublime folly, what would rate my proposed plan?

Q: Can you comment on any short covering in your small cap recommendations?