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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: please rate these companies for 1. capital appreciation (next 3 years). 2. risk 3. best current entry price thanks Richard
Read Answer Asked by richard on December 03, 2021
Q: How would you rank these Canadian small cap tech stocks for (a) new money now and (b) future growth prospects?

Thanks!
Read Answer Asked by James on October 20, 2021
Q: Hi team,

What are your thoughts on these Canadian beat up tech cos (AT, WELL, WE, STC, CTS, SFTC)? How would you rank them in terms of quality and your favorites at current price?

I look at AT and 12x F22 ev to ebitda. That is 5x less than TTD!!! Seems insanely cheap.

CTS also seems to be out growing their peers and have an attractive 10.6x F22 ev to ebitda.

And WE has Bill Ackmans backing!
Read Answer Asked by James on October 19, 2021
Q: Looking for buys in the upcoming tax loss selling season. Please rank the attached list. Thank you. Greg
Read Answer Asked by Greg on October 14, 2021
Q: HELLO 5i TEAM, I'm looking to add a couple of tech stocks after this down draw is past. Please advise the "NET DEBT" for each of the above companies, and which 5i would recommend a buy in a month or so.
Read Answer Asked by Keith on October 05, 2021
Q: Have some cash to purchase one or two companies in my TFSA. Am wondering about CTS or PKK. What is your opinion of these 2, which would you prefer and why?

An alternative would be to add to a couple recent purchases that I have I/2 positions in. These are ATZ, TIXT, NEO.

I await your guidance and please take the appropriate # of credits, I know this is more than one credit.
Again many thanks for your guidance.
John
Read Answer Asked by John on September 13, 2021
Q: What grade would you give Converge Technology Solutions? How would you rank the stocks above at current valuation to buy right now? Thanks
Read Answer Asked by Ben on September 09, 2021
Q: I am overweight in Canadian tech and would like to reduce my holdings. please list in order of confidence for long term capital appreciation, high risk tolerance.

Dave
Read Answer Asked by Dave on September 03, 2021
Q: Hello team,

In your last response about Thinkific you mentioned that $14 would be a great entry point. Has your opinion Changed.give the soft guidance and slight miss last quarter? Or do you see lots of future growth ahead. Increasing ARPU and higher AAR. The BMO analysts initiated coverage stating this was the “Shopify” for content creators.

If you had limited funds how would you rank new dollars comparing converge and sangoma in the mix. In fact, I’m interested in why you haven’t taken more of an interest in converge given your interest in CSU, TOI, WELL, OTEX, etc.

Their acquisition play book has been incredibly effective, simple and repeatable. Their mandate around management stock purchase and decentralized structure is setup very similar to CSU.

Sorry for the long winded question(s)!
Read Answer Asked by James on August 25, 2021
Q: The landscape of tech stocks in Canada seems to be rapidly evolving, with several impressive IPO's of late, and some very strong growth stories emerging. In a well diversified portfolio, how would you rate the desirability of holding each of the following tech stocks on a scale of one to ten, with 10 being a must own, 1 being a definite "no", and 5 being something OK, but nothing special. 5+ year holding period.

CSU, CTS, DND, DSG, ENGH, KXS, LSPD, MAGT, NVEI, OTEX, TIXT, TOI
Read Answer Asked by Dan on August 17, 2021
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