Investment Q&A

Q: Except for CTS, ATZ, SHOP and LAC all of these, once darlings, are below where they were 5 years ago and all of them are down sharply from their all-time highs. Can you provide your thoughts on which, if any, of these stocks will be able to get back to their old highs and a guess on when. Also, please identify your top picks (ones that you are sure will survive and thrive in the next 2 to 3 years) and your bottom picks (ones that are destined to struggle for years). They don’t all need to go into those two groups, as the future of some of them may be fuzzy. A sentence or two on why you placed these stocks in these groups would be appreciated. Thanks

Q: Is there a price you would consider to be attractive to enter this at? There must be something of value?

Thx

Q: Do you see anything being done differently at Telus International that might portend a rebound to higher valuations? Is this just another hohum company using the “words” of the day to sell their “used cars” or is there really something to them and the rocket is set to launch?

Q: Like most, I'm down on TIXT - time to average down or switch to something like ATS which is off about 20% from its high? Looking long-term on this...thanks

Q: In a growth portfolio, if someone follow your steps and exit Telus Int but want to stay fully invested, which cies will you suggest as a replacement?

Thanks

Q: I am down considerably with TIXT. Would it be wise to seel for a tax loss at this time or wait and sell later.

Q: Hi there,

I am still holding these in my TFSA after significant drop in value. Do you recommend holding or exiting these names? Thanks.

Shyam

Q: CEO continues to sell. Does 5i see this as well?

Thx

Q: Hi Everyone!
I have all of the above and am underwater on all but Nvee . I am cleaning up my portfolio. I am not in need of the money at the moment , but are any of the ones listed not worth keeping or do they have a good chance of recovery.
Cheers,
Tamara

Q: hi, looking at your model growth portfolio, all these entities are down in share price. are they all a buy today? any a sell? any other growth equities in the portfolio you like better than these listed right now? and are there any CDN growth equities not in the portfolio you like better than these ( eg ?LMN etc. )

Q: Do you think there is a risk that Telus would make an offer to take over TIXT now that its share price has been severely beaten down? It would be a brutal hit for existing TIXT shareholders but probly a very good move for Telus. I recall TD bank doing exactly this many years ago when they spun out their online trading business and the market didnt price its future growth very well.

Thanks.

Q: Nice jump after BNS upgraded it to outperform & US$15 target price on Aug 23 after huge drop .Add(p/p $39.35),Hold or Sell.Txs for U usual great services & views

Q: A number of the companies in your growth Portfolio have seen significant recent pullbacks. Specifically, DND, NVEI, TSU, TVE, TIXT and CTS. Would you consider these companies as Buy/Hold/Sell at current pricing?

Thanks
Tim

Q: Please sort the list if you were assigned a task of bottom fishing.
Firstly sort them (best to worst) in terms of growth perspective for next 3-5 years.
Secondly sort them from fundamentals/safety perspectives.
Ignore diversification.
Also feel free to add your own favorite bottomed pick.

Q: Value shopper here with interest of buying and forgetting about stocks on sale with solid future potential. Are these 3 of the best for this strategy. Would you add ECN to the pile and are there others???

Q: Hi team,

Can you comment on the quarter?

Thanks

Q: How would you rank these current and 2-3year potential. All except TOI look to be massively discounted versus previous performance. Possible multi baggers?

Q: I have a significant capital loss on TIXT. I know you're not tax experts, but do you think TIXT is sufficiently independent from T such that if I take my tax loss on TIXT and put the proceeds in T until the 30 days is up before I reinvest in TIXT that CRA would allow the original tax loss? Thank you for all you do. John

Q: I own both in a registered account. Do you think selling one and topping up the other would make sense? If yes, which to sell?

Q: Hi, Thanks for sharing your recent views on Telus, based on the T/TIXT, reduced guidance. In your opinion, and based on recent commentary, how long it might take for TIXT to overcome the pressure on its revenues/profits and in turn, stop being a drag on its parent Telus ? The issue is that even if Telus continues to report great numbers for its core business, TIXT pressure will likely keep a lid on share price of Telus and dividend alone will not be enough to cover it.

Considering the opportunity cost of the capital for this time period, we would like to offload full or at least half of our position, over next few days, in 2/3 tranches.

Based on the technicals/charts, what is the price range, you would use to liquidate ?

Thank You