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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: Hello,

Thank you for all the help in these tough times. The advice from this service does help keep a person grounded in dark days. In anticipation of us reaching peak inflation and small caps beginning to turn around can you let me know which of these you would prefer? Both are trading close in stock price but CTS is much larger according to RBC website 1.3B vs 188M. Both are well down from their highs and both seem to still be growing at a good rate. Which in your view looks like the better horse? Or should a person pick both?

Thanks
Read Answer Asked by Kolbi on October 03, 2022
Q: I noticed an interesting thing the other day, with the CPI announcement in the US causing a sudden severe tech market downdraft. Tech stocks such as Amazon went down about 6% and have stayed there. Smaller Canadian tech stocks didn't however. I hold both Converge and Topicus and they are both trading higher than they were two or three days ago. Does this decoupling mean that smaller Canadian tech stocks may have bottomed? Ie. all of the weak shareholders have been flushed out and mostly long term holders now hold the shares?
Read Answer Asked by Michael on September 15, 2022
Q: What 4-5 Cdn Companies would go good with this group if looking to balance things out a bit (more growth focus vs income). A couple of stocks I had in mine include: BAM.A, DOO, MG, DOL. Do any of these stocks seem like they w/b a good fit/mix or our there others that you think would be better choices?
Read Answer Asked by Stephen on August 16, 2022
Q: With the share price depressed, I would imagine management would not want to issue equity for acquisitions as it would be too dilutive. In light of this, does Converge have enough cash flow to hit the 5 billion run rate in revenue for 2025? Or are acquisitions going to be largely debt financed? If debt financed, do they earn enough on these to overcome high interest rates and cost of capital? Thanks.
Read Answer Asked by Michael on August 09, 2022
Q: Hi 5i Team,

Would you recommend any of these as a buy at this current time as a basket of smaller cap companies? If so, what order would you rank these?

Thanks,
Jon
Read Answer Asked by Jonathan on August 08, 2022
Q: Looking to reposition out of Oil&Gas. The noted companies have been beaten down. How would you rank for a 3 year horizon. Highest to lowest. Any other names you would add to this list?
Read Answer Asked by Chris on July 26, 2022
Q: I have held TOY for many years and it has shown glimpses of promise but has never really fulfilled its potential. My return has been relatively flat over that time period. Part of my interest in TOY was the potiential for it to be taken out, but the more I read about the company the less convinced I am that the founders have any interest in exiting. Although it has held up better than the market during the past year, I am wondering if it would be a good time to take advantage of its relative strenght and purchase one of the many good companies that have been "unfairly" punished and which might have greater upside than TOY over the next 3-5 years. One such stock I have been watching is CTS.
- would you agree that a trade of TOY to CTS is likely to yield a better return over 3-5 years?
- would there be a better trade you would recommend?
- how likely is it that a large catalyst (ie a blockbuster toy or a takeover) is going to occur to propel TOY higher?
- on a scale of 1-10, 10 being most risky, how would you rate the risk level of TOY vs CTS?

Many Thanks
Scott
Read Answer Asked by Scott on July 20, 2022
Q: I have some money to invest and looking for growth over the next 5 to 7 years. Between the 3, which one would you side with at the moment. If you have a better suggestion, feel free to give your insight. Thanks !
Read Answer Asked by jean on July 18, 2022
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