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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: My TFSA holdings are AC, ( even), EGLX ( up), and WELL ( down) in roughly equal amounts , and wish to add another stock having the same weighting. I am looking at the 3 stocks highlighted. My TFSA obviously leans toward riskier growth / special circumstances stocks. I am looking at the three stocks listed above but would consider any of those listed in your growth portfolio. Would you buy any of these three or what other from your portfolio ? Thanks. Derek
Read Answer Asked by Derek on February 10, 2022
Q: Thank you for the update on TOI's earnings. How do you see this rolling out over the next 3-5yrs. Similar to CSU with upside potential? From Total Addressable Market, is there lots of growth in TOI's future? I find the company to be quite stealth with limited information. Do you seeing this changing in the future, including analyst coverage and institution buying.
Read Answer Asked by Chris on February 09, 2022
Q: Hi,
I sold my NTR back in Dec for some tax loss selling in margin account. I bought MOS as a proxy and its up 20% since then. Should I switch back to NTR now or keep holding MOS? Would have to report a gain on MOS now if I switched back. How does NTR and MOS compare now and what are the growth prospects going forward. Looking at historical performance, they move somewhat in tandem to each other. Thanks!
Read Answer Asked by Keith on February 09, 2022
Q: I'm trying to choose between TIH and MG.

1. Which has the best long term growth?
2. Which has the future dividend growth?
3. Which has the better balance sheet?
4. Which has the better management?
5. Which is least vulnerable to competition / disruption?
6. Which is 5i Research's pick overall - if there are any particular reasons, please let me know.
Read Answer Asked by James on February 08, 2022
Q: I'm trying to understand NBLY .... For starters it is a chain of drug stores that is losing money ... Why ? ..... And second what is the hook here ? I understand the format of Shoppers ..... Flyers, weekly sales, and appear to be a grocery and makeup store more than a pharmacy . What is the format in a Neighbourly Pharmacy when one enters the door ? Is it a pure pharmacy ? ...... Are there other products sold ? .....What does the corporate structure offer to these places ? What is your opinion on management ? ......Please explain what the attraction is here ? Thanks Garth
Read Answer Asked by Garth on February 08, 2022
Q: Hi 5i Team – Having read the latest questions and responses on Lightspeed, I have a few to add and hopefully there isn’t much of an overlap here.

1) On BNN the new CEO talked about the launching of new products. Could you explain what these products are.
2) He also said that Lightspeed is replacing the old Legacy system for its clients with a more up-to-date system. Could you explain what that means.
3) Are there headwinds with more in-store shopping expected as pandemic restrictions are being lifted and at least some of the population wants to return to the personal shopping experience as opposed to the online experience.
4) What will it take for Lightspeed to become profitable and do you have an idea how long that will take.
5) I know Lightspeed has just under 1 billion dollars in cash but does it have any significant debt.
6) Could you describe any similarities to Shopify and also elaborate on the differences.

There are many questions here and even though they relate to just the one company, please feel free to deduct credits as needed.

Thank you.

Rob
Read Answer Asked by Rob on February 08, 2022
Q: Hello Peter and staff,
What are the PE ratios for all four companies? Would you consider PE for BCE and Telus to be on the high side? Also, any idea why ATA is not participating in the rally given good numbers, and do you think investors are waiting for next earnings from Nuvei as the stock is stuck where the short sellers pushed it to.. Thanks very much.
Read Answer Asked by umedali on February 07, 2022
Q: PKI's recent poor performance is well-documented but am I interested in a deeper dive as to why. Should its fortunes not have improved with the rise in oil prices? Or is the sky high price of fuel at the pumps resulting in lower volumes and thus decreased traffic in its high margin stores? Or is it something else? I have been a long term owner but my patience is just about exhausted and I am skeptical at best about the M & M acquisition.

Thanks for your views.
Read Answer Asked by Kim on February 07, 2022
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