Q: I have read the letter from EGLX management and their progress since 2018 seems impressive. Even the stock price is not down as much as some comparators. However, personally and for many 5i clients we are not happy with the performance of the shares. Can you give us your opinion of where management is lacking and why voting for Greywood Investments is our better option? Just trying to decide how I vote.
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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: EGLX is seeing Greywood Investments , their largest shareholder taking steps to replace virtually all current directors with a slate of their preferred people at their July AGM. EGLX responded with new appointees, none from the Greywood list.
Would you provide your thoughts on this matter ? Also, how would you expect the different scenarios to affect the share price ? Thanks.
Derek
Would you provide your thoughts on this matter ? Also, how would you expect the different scenarios to affect the share price ? Thanks.
Derek
- Sylogist Ltd. (SYZ)
- Enghouse Systems Limited (ENGH)
- Enthusiast Gaming Holdings Inc. (EGLX)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Dye & Durham Limited (DND)
- CloudMD Software & Services Inc. (DOC)
- Mitek Systems Inc. (MITK)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?
Thanks!
Thanks!
- Sangoma Technologies Corporation (STC)
- TFI International Inc. (TFII)
- Miscellaneous (MISC)
- goeasy Ltd. (GSY)
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Anaergia Inc. (ANRG)
Q: For fun if you were to build a concentrated portfolio with Canadian stocks maximum holding 7-10 what would be your picks today.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Bank of Montreal (BMO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Converge Technology Solutions Corp. (CTS)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Upstart Holdings Inc. (UPST)
- Topicus.com Inc. (TOI)
Q: I have 1400 BMO shares in Rrsp, I want to sell them and buy tech stocks, looks like tech stocks are hit bottom, this is the list that I want to buy Lspd, Nvei, Toi, shop, Cts, Eglx, At , Goog, Amzn, Upst and Apps, your thoughts please, thanks always.
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
- Think Research Corporation (THNK)
- LifeSpeak Inc (LSPK)
- WeWork Inc - Class A (WE)
Q: can you rank with emphasis on potential .. cash on hand... moat a nd off the radar to scalpers and shorting
- Sangoma Technologies Corporation (STC)
- Savaria Corporation (SIS)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
Q: These dogs of mine were barking today with Eglx the loudest at 14.8%(maybe due to activist).Any reasons? Is it timely to add in this market backdrop? Txs for u usual great services & views
- BRP Inc. Subordinate Voting Shares (DOO)
- Profound Medical Corp. (PRN)
- Polaris Inc. (PII)
- Inseego Corp. (INSG)
- Enthusiast Gaming Holdings Inc. (EGLX)
Q: Those 3 are well underwater but I like all 3 for their long term potential. I need some tax loss and I'm thinking to sell one or all and buy back in 30 days. I wonder if you could think of proxy titles to replace for the next 30 days or just leave the money on the sidelines. Would you sell all or not? DOO is the closest to breaking even is 12% down. The others are down in the 30% range and are very volatile. I need an opinion to help me decide. Thank you.
Yves
Yves
Q: What do you make of the activist investor's announcement this morning?
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Palantir Technologies Inc. (PLTR)
- Unity Software Inc. (U)
Q: I hold the following and each one is down to a point where each one represents approximately 1% of my portfolio.
LSPD, SHOP, EGLX, PLTR, PINS, U
1- Should I let any of them go to deploy in the others?
2- Can you please rate them in order of best growth over the next 4-5 years.
3- Can you please rate them in order of lowest risk over the next 4-5 years.
Thanks for all you do!
LSPD, SHOP, EGLX, PLTR, PINS, U
1- Should I let any of them go to deploy in the others?
2- Can you please rate them in order of best growth over the next 4-5 years.
3- Can you please rate them in order of lowest risk over the next 4-5 years.
Thanks for all you do!
Q: Please comment on Eglx's Q & guide released after close today.Txs for u usual great services & views
- Trisura Group Ltd. (TSU)
- Crocs Inc. (CROX)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- InMode Ltd. (INMD)
Q: What are a few smaller/aggressive growth-oriented names in Canada and the US that you think have the potential to work out quite well w/ a 5+ year timeframe, and that are not too likely to go out of business in a prolonged recession?
- Sangoma Technologies Corporation (STC)
- Sylogist Ltd. (SYZ)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Reliq Health Technologies Inc. (RHT)
- HIVE Digital Technologies Ltd. (HIVE)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
- Dye & Durham Limited (DND)
- Coinbase Global Inc (COIN)
Q: hi 5i. I usually like to sell in times like these, to lock in the capital loss. I pair trade immediately after the sell, to stay invested, usually. the list is of my losers right now. are there any on the list you would not sell now and pair trade? and, can you provide a recommendation for each for another stock to pair trade with ( I am thinking hut8 for hive, perhaps nuvei for something? dsg for something? or maybe one name can replace 1 or more of the names. I would then most likely buy back the stocks I sold after the month of waiting is over, to lock in the losses. your thoughts/expertise is always appreciated. cheers, chris
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: It's really hard to sit on my hands during this type of market but I am(so far). My question is about stocks that I have held that are now only 0.5% positions(at, lspd, eglx, well) and I am also down quite a bit on several others. I don't think I own any (weeds) but .5%-1% position sizes won't contribute much on a rebound. Do I consolidate here or revisited in a few months.
Thanks again.
Thanks again.
Q: Thanks for the Unity answer. How does the weakness in ads for gaming, mobility issues read through to companies like Eglx, at? Won’t they have similar headwinds? Regards greg
Q: A question earlier this year was what price would you consider this really cheap. You said anything below 3. Today it is close to 2 and may go below it this week. That said do you think it is a good time to sell for a tax loss. My worry is any good news would make this pop. Perhaps I'm wrong though and in this environment barely anything will make that happen. Historically what is more likely.
- The Walt Disney Company (DIS)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Digital Turbine Inc. (APPS)
- Sprout Social Inc (SPT)
- Warner Bros. Discovery Inc. (WBD)
Q: I have these three stocks in my margin account currently at a loss. When does it make sense to realize the loss for tax loss selling and buy another proxy. I know most of tax loss selling usually happens later in the year, but does it ever make sense to do it earlier in the year if the stock is down? What would be good proxies for EGLX, DIS and APPS? Thanks!
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Anaergia Inc. (ANRG)
Q: I bought the above stocks in my Margin account last year as a basket of small caps and I'm down on all so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.
Thanks in advance. Please deduct credits as you see fit.
Thanks in advance. Please deduct credits as you see fit.
Q: BASED ON GROWTH AND OUTLOOK IS THE STORY STILL ON TRACK?
- Sangoma Technologies Corporation (STC)
- Questor Technology Inc. (QST)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Converge Technology Solutions Corp. (CTS)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: Can I get your top picks for Small and Mid sized Canadian Growth Tech stocks for the next 12 months. Also, should we mind witch exchange these stocks are on?