Investment Q&A

Q: My TFSA holdings are AC, ( even), EGLX ( up), and WELL ( down) in roughly equal amounts , and wish to add another stock having the same weighting. I am looking at the 3 stocks highlighted. My TFSA obviously leans toward riskier growth / special circumstances stocks. I am looking at the three stocks listed above but would consider any of those listed in your growth portfolio. Would you buy any of these three or what other from your portfolio ? Thanks. Derek

Q: Can you comment on the preliminary q4 release and give a price target.

Thanks Steve

Q: I have 6K in my TFSA that I’d like to deploy. Presently the TFSA contains the following names and the weight for each one of my TOTAL portfolio (Margin+TFSA+RRSP).

EGLX 0.87%
GSY 3.75%
LSPD 1.62%
MG 5.41%
NTR 6.26%
SHOP 2.05%
WELL 1.94%
NVDA 3.42%
PLTR 1.33%
PINS 0.53%
TFII 5.74%
U 2.29%

Should I sell EGLX and PINS since they have dropped below 1% of the portfolio?
Should I add to one, two or three of these names? If so in what order of preference?
Or should I go with another suggestion? If you can list 5 in order of preference.
Any sector CDN or USA.
I will not need the cash for another 8-10 years minimum.
Thanks for all you do.

Q: Thank you for helping us navigate through the volatility with a cool head. I have 2 questions.

In a long term horizon 3 years and more for the above list could you separate them into 3 buckets and identify 1 group for which you would add funds, 1 group to keep and 1 group to sell? All stocks mentioned are now reduced to 1% or less in a non-taxable portfolio.
XBC -20%
AT -15%
CARE -50%
LSPD -45%
DOC -60%
WELL -30%
EGLX -30%
ENGH -30%

My 2nd question:

For the following securities in a corporate account with a 2-year horizon. Do the same exercise and separate into 3 buckets which ones you would add funds to, which ones are keepers and which ones you sell.
AT -50%
LSPD -45%
DOC -60%
WELL -30%
EGLX -30%
ENGH -30%

Thanks again

Q: I have TTD, PLTR, NVDA, PLTR, NVDA, CRWD, APPS, UCTT, CELH, AFRM, MTTR, UPST, VEEV, in my US account, and LSPD, SHOP, EGLX, TIXT in my Canadian (and holdings in other sectors, but these are the holdings in question). I don't need to sell anything, but don't have new funds to deploy in the low market. I had a lot of positions in tech going in and already thinking about consolidating the sector when the market turned. I wonder if you see anything that should be sold, and added to something else to maximize growth when the market turns good again, or if it is better not to shuffle at this point.

Q: Todays news rerelease mentions EGLX as one of the active members in sports gambling. I don't see the connection. What is there main revenue stream. The last news release was about online gambling exploding. EGLX was part of a group to benefit from this. In what way does this benefit them. What is their main revenue source.

Q: I would like to increase my tech holdings during this sell off and I have a long term horizon and willing to take on risk.

Can you rank the following in order of preference: Shop, NVDA, Topicus, Xebec , Unity, Lightspeed, Enthusiast Gaming.

Are there any in that list that should be sold off?

Q: There is a lot of M&A in the gaming space, Zinga being bought buy TTWO and ATVI by MSFT today. Is there any company that you se being interested in EGLX?

Q: I am a little embarrassed to admit that I am in all tech and growth companies. The rhetoric now about the interest rates, the war activity in Ukraine/ Russia, Threat of invasion China to Taiwan. Inflation and other factors that create the current environment. The question is boiled down to when do we see big tech i.e. MSFT, Tesla, NVDA and little tech : EGLX hit bottom and make gains again? CNBC Tom Lee Fundstrata says first half is volatile and choppy and the second half of 2022 we see gains and steady improvement. How low does the Nasdaq go before a upwards turn?

Q: Hi,
Currently holding these three positions at a loss >50% each and they are less than 1% position now. What do I do with each? From reading previous comments, I think you still like EGLX and AT and would give them more time? Would you top up slightly to 1% or not average down on them now?
How about XBC? Is this one on a short leash and thoughts about about swapping to ANRG for better growth potential going forward? All 3 being held mostly in TFSA. Thank you!

Q: Dear Peter et al:
You have built a stellar reputation by choosing some very fine winners. SHOP/LSPD/PBH/KXS and others which have gone to become multi baggers to use Peter Lynch's phrase!

From your new picks, your holdings in Growth portfolio and from your watch list which do you think are your next multi baggers? Can you gaze into your crystal ball and share your insights? I won't hold you to your predictions!! :) You may speak freely!! Once upon a time articles used to appear in financial magazines titled, "Next Microsoft is here"!! :)

I am asking this Question specifically to buy with new monies for TFSA/cash in RRSPs and some in non registered accounts. If not stocks , ETFs would be fine too.
Many thanks in advance.
Mano.

Q: HI guys what is your feeling on this stock and would you feel good buying some at this price thanks larry

Q: Hi Team,
I am down over 50% on each of PINS and EGLX. I was considering giving up on them and moving the remaining funds in to TOI; something of perhaps "higher quality growth" that is also down considerable from its highs with a stronger conviction of future success. Would this be a move to be endorsed, or should I just ride out this pain for potential recovery in EGLX and PINS? Thanks for the advice.
Shane

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: Between AT and Eglx, which one has better growth and which one you like it better? Thanks

Q: Hi 5i,

Has anything material changed your view of this company? It has smashed through its 52 wk low, and if still a good story then I'll stay put. Do know when it will be profitable?

Thx.

Q: Back to back 52 week lows to kick off January. Is this atypical and a sign there will be no bounce off tax loss season.

Q: Hi Peter and staff, Happy Holidays.

These are my holdings in TFSA account. Can you please suggest two more names, Canadian or US to add for the 2022 contribution.

Thank you.

Joe

Q: Hello 5i Team
These stocks were all winners earlier this year now they are all my loser . They represent only 6% of my total portfolio should I hold on to them or cut my losses now ?
Happy new year to everyone on the 5i Team and all the members .
Wishing everyone a fantastic 2022 year.
Thanks