skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Portfolio Cleanup Part 9:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 19, 2024
Q: The average PE for GSY is 11-13 , now it is more than 15 according to yahoo finance. What price is a good entry point ? Please comment on earning of SFTC , is it a buy ? At what price ? At what price is good to start a position in NVEI ? Thanks a lot.
Read Answer Asked by Lai Kuen on August 16, 2022
Q: Any thoughts on quis at this time would be appreciated. It seems to be having trouble getting any traction. Analysts are still very positive on its potential but in comparison to my other tech stocks (I'm over weight tech and its the lagard) i also hold softchoice. my hesitation to part with it is fomo as the lowest of the analyst estimated is almost a double. Your thoughts?
Read Answer Asked by Todd on October 29, 2021
Q: Hi team,

What are your thoughts on these Canadian beat up tech cos (AT, WELL, WE, STC, CTS, SFTC)? How would you rank them in terms of quality and your favorites at current price?

I look at AT and 12x F22 ev to ebitda. That is 5x less than TTD!!! Seems insanely cheap.

CTS also seems to be out growing their peers and have an attractive 10.6x F22 ev to ebitda.

And WE has Bill Ackmans backing!
Read Answer Asked by James on October 19, 2021
Q: I currently have a small position in SFTC. It currently seems to be drifting in the last little while. I’m wondering if there is a fair bit of potential for this company or would we be better off taking profits and finding a similar company with a bit more upside? If yes what would you suggest?

Thank you for providing such a great service.
Mike
Read Answer Asked by Mike on September 08, 2021
Q: Hi 5i,

SFTC has really taken off in the past week or so. I can see no news on this one which would drive the price action. Are you aware of anything there?

Today, TD rated it a buy with a $28 target. It closed Friday around $34. I know you are not fans of target prices but would it be at best a hold, based on the TD target? TD does like its overall prospects. It gets 20% of its revenue from MSFT and MSFT has done well. In addition, it views CDW as a close peer of SFTC and CDW recently reported strong numbers.

What are your current thoughts on SFTC since its IPO a few months ago?

Thanks again.
Dave
Read Answer Asked by Dave on August 11, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!