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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: Just joined the 5i community. I am thinking about replacing some of the micro/small caps with some stocks in the growth portfolio. Which ones would you keep in order of preferences?
Read Answer Asked by Patrick on December 20, 2024
Q: My question is on BOARDWALKTECH SOFTWARE. I've read your last comments but I’m just trying to understand what industry this company caters to. Where do they derive their revenues from and is the CAGR (Compounded Annual Growth Rate) for this particular industry good looking forward? If you were going to add this to a microcap portfolio would you do it here as it is getting close to 52 week highs or wait for a pull back, or just stay away from it period and sell, sell, sell if you already have a position?
Read Answer Asked by James on September 15, 2022
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