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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: I hold a basket of small, speculative tech stocks, each with a small investment only in my TFSA. Those listed above are down significantly in value and I wonder whether any are worth continuing to hold? I would appreciate your views.
Read Answer Asked by Peter on November 16, 2023
Q: I own WISH as a portion of my speculative portfolio. Last Wednesday it reported what I thought was another good Q - continued acquisitions, rev up 107%, GP up 119%, Gross Margins of 68% (up from 63%). The stock has continued to tank since the announcement and is down 19% from the day before it announced and down over 50% from its 52 wk high. Am I missing something to this story and the stock is indeed undesirable for some reason, or is the market miss pricing this one? They seem to be doing everything right but I may be missing something and would love your perspective.
Many thanks
Scott
Read Answer Asked by Scott on May 05, 2022
Q: These 7 losers are a 3% drain on my otherwise successful portfolio. They currently make up about 3% of portfolio total. Are any worth keeping for med to long term or should I put that money to better use? I’m not asking for details on each just if any jump out as possible big winners. Thanks.
Read Answer Asked by John on January 12, 2022
Q: We have very little tech. exposure in our portfolios as a % - so minimal. Own IGM & ARKK in USD portfolio - IGM for 4 years - done very well. In TFSA, own STC, VHI, XIT ETF. All the others are on my list to purchase as not. I would buy equal positions - so, of those we do not own which three would you consider the best in the short and long term. I am mostly a dividend grower investor - companies that increase them every year; however, trying to add a bit of tech. Maybe there others not shown that meet my criteria?
Read Answer Asked by James on August 10, 2021
Q: I currently hold in my portfolio symbols ,WISH,ECOM,PHA,VXTR,CVX ,IPAand MRS
They have all gone down recently, do you think Ishould hold on to these stocks for long term growth

I am thinking of adding TCL ATD and AX.UN to my portfolio , what are your thoughts on these stocks . do they still have more upside to them

Thank you
Howard
Read Answer Asked by Howard on July 15, 2021
Q: Hi,

Can you compare and contrast AT vs WISH? I realize WISH would be considered much riskier due to market cap and and even length of time being a public company.

But I am interested to know if one has a competitive advantage over the other, are expected growth rates for next several years are substantially different between the two.

Would it be too much overlap to have small positions in both companies?

thank you for all you do,
Brad
Read Answer Asked by Brad on July 05, 2021
Q: Hello 5i,

I have some play money in my cash account, I'm looking at purchasing 2 or 3 small caps or stocks around $1 in price (or under). Can you give me your top 5 Canadian companies that you think have the greatest upside over the next few years. I will take a look and pick the ones I think will work out best. Thanks again.
Read Answer Asked by Kevin on May 21, 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
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