Investment Q&A

Q: There are a lot of small to medium sized Canadian technology companies, some of them fairly new to the stock market, that have seen very good stock price appreciation in the last year or two. Many/most of these companies are not profitable, and obviously this is a fairly speculative segment of the market. Today, I heard Darren Sissons talking about JDS Uniphase which went from $2 to $1,000 and back to $2 in the tech bubble 21 years ago. I'm wondering about how many of these small to medium sized Canadian tech companies might suffer a similar fate, and how many will succeed. Of the following list of stocks, what would be your estimate for the % of them that will succeed 5 - 10 years down the road at becoming long term successful businesses, with strong profits and a substantially higher stock price than now, and what % will fall by the wayside, failing to become good profitable businesses, and seeing their stock price drop off substantially. There are no doubt others that could be included in this list, but these are the ones I have picked out. Not asking which ones will succeed, just trying to get an idea of general potential for success/failure for this type of company/stock. ADCO, AT, CTS, DCBO, DND, KSI, LSPD, MVP, NVEI, PHO, QUIS, STC, WISH.

Q: Hello 5i,
The above stocks have all pulled back between 13-22% recently.
What order, if at all, would you be adding to the positions?
Thank you
Dave

Q: What would you consider a good entry point on a pull back for each stock?

Q: I have had a nice profit in DND but it has dropped 14% this past month. Do you see room for growth or should I move on?

Q: I'm looking at tech companies for a long term hold. How would you rank these three: DND, DCBO and NVEI in terms of share price growth in a year or two? Thanks.

Q: I would like to use my $10,000 in my TSFA for a technology stock, either software, hardware. I am balanced in my account, so I would like a growth even speculative stock. It can be either Canadian or US

Q: Would you please rank these tech stocks for a long term buy at current prices, 5+ years, total return, growth-oriented portfolio. Thanks. NVEI, DCBO, ENGH, DND, KXS, OTEX.

Q: Please rank for (1) growth over medium term - 3 to 5 years, and (2) risk (lowest first).
(3) What percentage would you allocate to each.

Q: With the pullback on DND recently would it be a good candidate for my TFSA?
what are your thoughts on their financials.
I am also considering REAL. Your thoughts on them also. How would you rank them?
Thanks again for the great service.

Q: With recently pull back, do you think it's a good opportunity to step in? What's your long term view and target price for the company (>5 years)?

Thank you,

Q: What do you think of these two companies and how would you compare them for growth outlook?
Thanks
Gary

Q: This morning, both Lightspeed and Dye & Durham have taken hits of over 6% however, I cannot find news. I have done very well on both and plan to take profits off the table or would you recommend I exit? Any thoughts?

I sold NVEI last week as it reached my stop and continues downhill. Any news?

Thank you and very best wishes for a great 2021.

Q: Hello 5i Team,
Your thought on 1 of these 2 companies for long term hold over 5 years for TFSA is very much appreciated.

Thank you!

Q: With DND having gone up quite a lot in the last month and its lockup period coming to an end (IPO Jul 17 at $7.5, 180 days would be around Jan 11), do you expect a pullback soon? I bought at $27. What do you think about selling now at $50ish and hoping for a pullback to mid/ low $40s to buy back? It is only < 2% of my portfolio and this move would be just for fun, so not too important if it doesn't drop and I go find something else to buy. I also don't mind holding it for a year or two. I am just starting to learn to trade and would love your opinion on how you think this stock would behave in the near future.

Q: Of the above stocks which would you feel is the best to add to our TFSA and why? Could you also rank them in order best first, in case I decide to add 2.

Second related question: LSPD, CTS, and DCBO are in a non registered account They could be moved over to the TFSA but am reluctant to do so because l have a capital gain on them, 200%, 60%, and 60%. LSPD would be a partial move due to its greater value.
Thanks for all your guidance and suggestions in the Q and A. The 3 above profits are a result of 5i.

Happy New Year to all.
John

Q: How would you rank these top flyers from a futrure stock appreciation point of view. With so many positive comments, its tough to determine which is the best of the best and with limited new cash to invest, I can't own them all.

Q: I reviewed your recent answer to a question on Haivision and wanted to follow up. I have had some success profiting from DND on the IPO and a less pleasant experience with BBTV. I am wondering if you can dig a little deeper on Haivision to help me understand if it's more of an LSPD/DND/NVEI company in terms of opportunity vs BBTV which sounded exciting? Does Haivision have a large TAM and if so, is it a market already dominated by a few players or is Haivision a pioneer or one of the early entrants? Who do they compete against (US or Canada) and are they growing more quickly or more slowly than the competition? Lastly, if there are major competitors, does Haivision have any unique offerings that give them an advantage?

Thanks as always for your thoughtful and profitable replies!

Q: Two questions here, please deduct as fit.
I have a triple with DND, about8.5% of over all holdings, and am thinking of selling 50%, and buying NVEI, or would you just hold and enjoy the Christmas bonus ride for a bit longer, or a lot longer.
Two, is Peter's new fund up and running, and if so how can I buy some.
All the best, and many thanks for the great advice.

Q: I was fortunate to acquire DND at issue and have a nice profit. In reply to the recent questions about DND - specifically about 3-5 year hold for capital gains - you ranked it behind KXS, NVEI, XBC, although noting it is the largest/ safest among NVEI and XBC. My question is whether you would advise to sell all or part DND and reinvest in NVEI or XBC, which I do not presently own to maximize gains over 3-5 year time frame.

Q: For a 3- 5 year hold,please list the following companies,best first, for their potential to generate capital gains:bbtv,kxs,dnd,dcbo,real and nvei.Thanks.