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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: Hi.
The list of stocks make’s up my overall portfolio. Last month, during the sell off, my portfolio was down ~40% and started recovering slightly and lost steam again since late last week.
I don’t have any intentions to sell in the short term and I will prefer to hold for minimum the next 3-5 years.
Looking at the list of my holdings, do you feel there is any stock that should not be there?
Thanks,
Read Answer Asked by ilie on April 21, 2021
Q: Hi,
I generally prefer companies that have very little or no long term debt. It just gives me comfort of the ability for the company to survive massive drawdowns in the stock market.
Of the 4 companies listed, are any burdened with a high long term debt load?
Thanks ,
Read Answer Asked by ilie on April 19, 2021
Q: For a stock price to double in 5 years requires an average gain of about 15% compounded, annually. Would you please rank these 12 stocks in order for the likelihood, in your opinion, they will double in price in the next 5 years. Roughly how many of these 12 would you expect to achieve that target? Assuming no major long term market melt down which would preclude good stock performance over this period. CTS, DCBO, DND, DOO, ECN, GOOS, GSY, KXS, MG, NVEI, PHO, TIXT.
Read Answer Asked by Dan on April 07, 2021
Q: Which of the above companies do you see as performing quite well when the market picks up over the upcoming year and over a longer term of 2-3 years?
Thank you for considering my question, I look forward as always to you answer.

Thanks, Jim



Read Answer Asked by Jim on April 06, 2021
Q: I have a difficult time differentiating what each of these companies do for lawyers and lenders. How much actual overlap/competition is there?
I see there has been a fair bit of public market selling by REAL directors but then some buying late last week. How large is REAL insiders holdings commitment today compared to the last 5I report?
If there is any overlap/competition of services or perhaps synergies would it make sense for DND to acquire REAL if they could swallow it? Is DND, at 2X REAL’s market cap, large enough to acquire REAL?

Thank You
Clarence
Read Answer Asked by Clarence on March 29, 2021
Q: Good day! I will be receiving a large income tax refund in the coming days and will be adding in to my wife's TFSA which already includes positions in ATZ, NVEI, KL, GSY and TRUL. Time horizon of 20+ years affords a healthy appetite for risk. Her others accounts are well-balanced and moderate risk. I'm looking to add 2-3 positions in the above stocks. Please rank in order of preference for a long term hold. I am also open to any other suggestions. Thank you! (Note: I own WELL, XBC, LSPD, GOOS in my own accounts)
Read Answer Asked by Matthew on March 29, 2021
Q: Hi ,
With wild swings up and down with high growth tech stocks, its my opinion that nothing has changed other than their markets caps and the price. In some cases they have even become cheaper then they were, EV/sales etc. I decided to hold on to my high growth stocks as the "underlying business" fundamentals have not changed. In some cases, they have even got better.
My portfolio is down roughly 40%, which i would consider quite normal during a pullback of this sorts.
Would you agree with my thinking ?
Thanks,
Read Answer Asked by ilie on March 26, 2021
Q: Hi,
Seems like since they have decided to drop the acquisition of that UK company, DND is cash flush with the financing they did not to long ago at $50.50 per share. The stock has since been trading well below that level. I was surprised when they stated an increase to their credit facility to $700 million, today. The company now has Capital of a billion dollars. I cant see any other reason for a company to be sitting on a billion dollars via financings other than if they have some massive acquisitions in the pipeline. May i get your take ? Thanks,
Read Answer Asked by ilie on March 25, 2021
Q: I follow Jason Donville and like 5iresearch recommends similar tech companies as 5i using "the rule of 40". Do you use this rule? Other than his fairly transparent newsletter, is there any way to see exactly what his holdings are in the DKAM Capital Ideas fund?
Read Answer Asked by David on March 23, 2021
Q: I have a half position in each of the above stocks.
Would you add to any of them at this level to take them to a full position? Would you sell any of them at this level? I have a five year time frame.
Read Answer Asked by Ric on March 20, 2021
Q: Top ten growth stocks in a TFSA for 10+ years? US and CND
Read Answer Asked by Addalyn on March 17, 2021
Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.
Read Answer Asked by sam on March 17, 2021
Q: I have half positions in the above equities. Would you add to any or all of them? In what order would you add to them?
Read Answer Asked by David on March 15, 2021
Q: What do the short positions look like on these stocks? Do you see any stocks with possible "unfair" levels of shorting?

Thanks as always.

Dave
Read Answer Asked by David on March 12, 2021
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