Investment Q&A

Q: You responded to an earlier question today about SHOP's decline today with: Yipitdata, a cloud-tracking service, noted it estimated that SHOP gross payments volume growth decelerated 'significantly' over the past week of reporting (to Jan 22). If volume did drop significantly, would this not be something 'significant'? I can see a slight drop that gets washed out over a longer time frame but a big drop all of a sudden isn't a good sign. What would cause a significant drop? Also, how reliable is Yipitdata? I guess what I'm asking is if SHOP is still looked on favourably by 5i? Is there anything to be overly concerned with?

Q: 1. Most gold mining stocks are not going anywhere since 2020. I’m looking for juniors for possible growth. CXB is getting traction since its Marathon Gold acquisition. You have already suggested KNT, KRR, ORLA. I find ORLA interesting and many analysts follow it. Would you compare CXB with the other 3 for future growth?

2. Would you have a reference for ranking countries as per their “friendliness”/risk for mining companies, eg african, latin american ones.

3. Is GDXJ really represent “junior” miners ?

Merci, Denise

Q: I want to build a long term position in either LMN or CLS. Which do you recommend. I like LMN if they can duplicate their founders performance
RAK

Q: Hi 5i,

I've owned Kinaxis (KXS) for a long time (2% of portfolio) but I'm considering selling it and buying Celistica (CLS). Could you please comment on the pros and cons of each stock and which one you would prefer at this time for a long term hold?

Thanks!

Q: It's been a while since we asked about SLP. Share price is largely sideways for the past year. What is your assessment of SLP and are we buyers here? I see a debt free company with next year sales and EPS growth of 12% and 21% and average price target ~40% higher than it is now.

What does the market not like?

I'm looking to add a new industrial and BYD and SLP are being considered. Where does your money go?

Q: Was reading about LNF venturing into real estate development, using already-owned lands which looks good on the surface. What say you? Could this this a significant needle-mover for a company you already admire? Thanks

Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?

Q: In some answers, you have referred to some lending companies being exposed to a "rate risk". I am not clear what that is / when it will impact a lending company. More specific to GSY....is it exposed to a rate risk? How will anticipated falling rates affect it? I know that new highs ( or at lest here a recent one) do not concern you but given its run up in recent months, are its valuation metrics still looking favourable?
Thanks for your excellent service.

Q: thinking of bottom fishing energy with bias to natgas , which producers
would you consider most undervalued.
thanks

Q: Down this morning because of a rating down grade. Do you consider this a buying opportuity? Thank yiu

Q: Any reason you are aware of for the drop in gsy?

Thks
Marcel

Q: Yet another question about WELL. Insiders have bought shares actively in the end of December. Most likely with end of the year options or is it? Do we know if their purchases were made at market price?

Yves

Q: Hello team,

Your opinion please on the temporary shut down of processing
operations at its refinery.

Thanx!

Q: Savaria having a great Week. Overall what do you see and what do you think about the upcoming Year on SIS. Thanks. Barry

Q: I was wondering if you could provide an update with regards to Chartwell. Should we expect much growth. Has made a nice move but should I consider moving on. Difficult sector? Thinking of moving to Manulife.

Thanks

Dave.

Q: I expect many will ask but I'll join the crowd anyways- what do you folks think about the release today? They seem to be doing, "well." I thought the organic growth was a good sign...

Q: Hi folks, how significant is the announced partnership between Nuvei & Adobe...markets liked the news with 6% pop...is this a "new" partnership for Nuvei??, and if so, what future potential could come the way to Nuvei...I believe they recently hooked up with Microsoft in similar payments process (albeit relatively small)...after disasterous Q2...is there light at the end of the tunnel????....thanks as always for great service, jb Piedmont QC

Q: Will the coming Federal rate cap be a big impact on Go Easy?

Q: GSY has been dropping the last 2 days. Is there any negative report that has been released on it? Thanks

Q: Hello 5i Team

My understanding is all (12 issues) of the Brookfield Office Property Preferred shares (BPO) were removed from the S&P TSX Preferred Share Index (TXPR) effective Friday January 18 (the quarterly rebalancing date). My understanding is the BPO shares were removed because S&P downgraded them to P-4 on December 21, 2023.

However I can find no mention of this re-balancing event on the S&P website or other news sources. I have previously seen new releases from S&P when companies are added/removed from the S&P TSX 60 and S&P TSX Composite index.

After reviewing the holdings listing for the CPD etf (which tracks TXPR), the BPO shares are now removed.

Is there any other news sources I should be monitoring? This seems to be a material event that S&P did not disclose?

Thanks