Investment Q&A

Q: My total small cap stands at about 12% of total portfolio. As a reminder volatility is part of the game when investing in small caps regardless of the time frame you invest in. I bought these 3 in the last few months with the hope that I had properly evaluated the risk-reward. Having said all that I intend to keep these companies as I still believe that most of the short term risk has now been taken into account. As the Rolling Stones sing... Time is on my side.

Question to 5I, are the 3 all keepers with 3-5 years time frame or are there better options. Those are invested in registered accounts so there is no fiscal benefit to sell. Please identify a sell if one is.

Thanks

Q: Hi 5i,
I imagine you might get more than a few questions about CTS this week.
I've got quite a bit tied up in it in a TFSA, and keep waiting for my loss to lessen so that I can sell less painfully and move on (as I don't have much faith in the name overall). Today's earnings make me wish I'd already done so.
Please advise what you envision for this name over the next couple of quarters, if you don't mind giving that short term view.
Thanks,
Peter

Q: please comment on converge earnings and your thoughts forward looking.
thank you.

Q: I believe these stocks that I own all report this week. Could you please give the consensus for each. Also could you rank them in order of preference. Deduct credits as needed Thanks

Q: On a sclae of 1-10, how would you rank these companies from an investment viewpoint.

Q: Greetings 5i Team,
In what order would you introduce these companies to a TFSA? I am looking for growth with an eye on risk.
Is there any among these that you would prefer not to add at this time?

Thank you
SP

Q: Hi Team,
I am debating initiating a position in CTS (Converge). How much confidence do you have in the name? Do you see them being extremely successful in a 10yr time frame? If so; I need to raise funds to buy the name hence trim one or a combination of names. Which of the following would you suggest trimming (or combination of) in order to buy CTS: Well, ATS, TTD,META, CRM. I would only be interested in trimming names in which you think CTS has more potential for SP appreciation. Thanks!

Shane

Q: Hi there, todays news that CTS was awarded 2024 Nvidia Networking Partner of the Year as well as the Canadian Partner of the Year confirms they are deeply involved with Nvidia.

Does this really mean much? I'm sure it definitely brings more awareness of CTS.

But do these types of recognition awards increase business/sales, etc? Especially considering Nvidia is talked about everywhere and all the time now.

Thanks!

Q: WELL has required a lot of patience. I know you still like it, but is there another smallish cap you would select over it? I own TSU, LMN, SIS, and SYZ.

Q: Good morning, for a short term investment, one year or so which of the two small caps would have more upside, thanks?

Q: Is this a good buy today. Or what would you consider a good entry point? Thanks Clare

Q: Hi there, nice to finally see CTS as a top pick on BNN, especially by Jason D.
So far it's been moving hard this year.

Can you comment on its first quarter 2024, what is expected? And is the first quarter typically strong for CTS?

Can you please list all the upgrades/downgrades after last results, along with current/new target prices if possible?

Thanks!

Q: Hello 5I Research
I own a small position in CTS at a loss and own HPS.A with a very nice gain. I would like to switch CTS to HMM.A , which one you think will be high in 5 years .
Thanks

Q: Gentlemen

Thoughts on the latest quarterly report?

Q: What is your consensus of CTS earnings and outlook (after this mornings call)? Looks like a good quarter. If story is still intact, what do you see the range that stock might be in 12 months from now? Would you be a buyer?

Q: looking for small to midcap Ai stocks might be referred to as adaptors.
would CTS be considered?

Q: Hi there, can you add anything to the AI conversation regarding CTS?

How is CTS involved with AI or in supporting the use of AI using Nvidia product?

What is expected of CTS when it reports next week?

Is it fairly priced now based on preliminary numbers provided?

Are institutions and insiders now buying again?

How much stock has been purchased now by CTS to cancel, last year plus this year?

Thanks!

Q: Morning 5i,
I woke up to an unpleasant news release this morning, that being GXE announcing that its strategic review has come to an end with nothing - absolutely nothing - to show for it.
I've been holding a substantial number of GXE shares at a considerable loss, waiting for the review to conclude in the hope there would be news that would put me in a better position. However, just like the CTS strategic review debacle, it seems to have led nowhere., and quite possibly just further reduced shareholder value.
It appears that none of the producers out there with bags of cash think the GXE assets are worth adding to their stables, so how can they be worth much?
Is there any light in this tunnel and I just can't see it, or is GXE destined to languish at its current very low share price for a long time to come, (especially given the apparent likelihood that even $90 oil, if we ever see it again, is a long way off)?
Dump it and move on, or hold to see if there's any upside that the market identifies out of this colossal waste of time that I'm presently unable to discern?
Thanks 5i.
Peter

Q: Hi there,

I have 1200:shares of CTS @ 6.00. I am thinking about buying 600 now. Is that a good or bad idea or should I wait for a bit to see if there next quarter results are solid? Or maybe just ease into it with more buys of less shares?

Ok thanks!

Q: I am considering swapping TecSys for Converge Technology Solutions
What is your opinion of this and why.
Thank You
Peter