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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: If I were to buy a stock today for income and growth , would it be Fiera ?…( NO ! ).
The Schmo of the 5i Income Fund @ 26% down, and stuck in a sideways purgatory. I realize it pays 8% , but we bought high ( you usually warn us against high dividends ) . Are we just parking money here, or do you think we should take a loss and move on ? Thanks .
Read Answer Asked by Thomas on June 15, 2021
Q: Prior to the spinoff of TOI Constellation had a market cap of $37B, roughly where it sits today. With all its distributed and undistributed shares TOI seems to be a $10B market cap leading me to think this maneuver was a huge win for everyone involved - shareholders of CSU before the spinoff, like me who got a free dividend, CSU itself which created a valuable separate asset and the other group of present TOI shareholders other than the public group. Or are there factors to this I'm not considering and who exactly are the group of minority shareholders holding TOI shares who are not in the public float and what do we know about them?
Read Answer Asked by Jeff on June 14, 2021
Q: Hi, Recent chatter on 5i suggests Topicus shares as Bargain at $44 and Very Attractive at $25 (Based on present Sales), while it is currently trading at $78 after touching a High of $94. So two Questions:
1. Is the stock Expensive at current valuation ($78-$80) or a Good Buy ?
2. If we need to revisit Constellation Software, let's say 10 yrs ago, when stock traded in $80-$90 range, did CSU stock look Expensive or different from TOI's valuation Today ?

I am trying to visualize TOI from the same lens as CSU ( and its history) and make a reasonable assumption and investment decision, although CSU performance may not necessarily be replicated.

Thank You
Read Answer Asked by rajeev on June 11, 2021
Q: What are your thoughts on NPI ? What is the financial situation of the company and future prospect?
Thanks
Read Answer Asked by Daryl on June 10, 2021
Q: Hi,
I own DND and its trading at around $48,69. The offer to go private is at $50,50. Here is my thinking, Why would I sell at the current price if the worst case scenario is the buyout at $50.50? The other option is that there can be a higher bid, or this whole thing of going private just falls apart, which might stall the share price, temporarily. Not to confuse myself nor you, I am thinking if the best case scenario is just to hold my shares because if they were not intending to go private, I would have had a 5+ year time horizon anyway. Would you agree with my thought process?
Thanks,
Read Answer Asked by ilie on June 10, 2021
Q: In the last month or so you trimmed LSPD (1%) and GSY (2%) in the growth model portfolio. Can you please confirm the current weightings in the portfolio (~5.38% for LSPD and ~6.95% for GSY). Thank you for the great service!
Read Answer Asked by Justin on June 09, 2021
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