Investment Q&A

Q:

Good afternoon,

On your assessment of GoEasy as undervalued, I purchased a position in the company just under two months ago. I am pleased that it is up almost 13% since then. Do you still consider it undervalued? If so, at what price would the value be reasonable?

Q: Thoughts on earnings released today?

Q: In your last report on MTY it was rated as a b+. However that was about 2 years ago.

I won the stock and was in the red after its precipitous fall following its last earning report. However, it has recovered and I am breaking even now.

So its time to revisit this holding. Would you think there is significant price appreciation ahead or is it time to search for greener pastures?

Your recommendation please.

Thanks

Sheldon

Q: Hi guys
I have been a holder of rpi.un for many years once held 10000 shares .
I have trimmed every year to keep the percentage in line and am now down to 2400 shares.
With the run up now over $50 my percentage is higher than I like but I have a reluctance to trim any lower.
Your thoughts this now ten percent also what are the drivers in your opinion that is pushing this stock.
In my tsfa I am almost at zero book value what is CRA position on a negative book value in a tsfa and any other registered account
Kind regards
Stan

Q: Peter: In your growth portfolio you have REAL listed as consumer discretionary. I don’t have a security in this sector. Any suggestions? I have REAL has more of a technology stock similar to LSPD, which I own. I’m also light in health care, own ATE only , thoughts on GUD, and REAL.

Q: Please comment on BEP.UN's offer to acquire TerraForm. Is this a good purchase for them from both a price and business perspective? What impact will it have going forward?

Q: Hello Peter & Team,

I noticed you added REAL.CA to the Growth Portfolio in the past month or so at 12.95. It's down slightly since. (ask today is around 12.28) I am considering adding a position to my Portfolio in consideration for how well I have done in following other Growth Portfolio additions you have made. My question is... what your reasoning was behind adding REAL to the 5i mock portfolio and, have you seen any changes to their story since doing so that you feel reflects negatively or positively on your decision?

Thanks for all you do

gm

Q: Is PHO and the semiconductor space taking off again after the last few years of declines? Is PHO a biuy again?

Q: Hi, here is the email response as received from the CFO of Boyd Group, for clarification about conversion price of units. Hope it's helpful. I now, intend to take it up with my broker.
" At December 31, 2019, the closing price of the Trust Units was $202.00, which could be deemed to represent the fair market value of the BGSI Common Shares on January 1, 2020. This position is not binding on the CRA and we recommend that you consult your tax advisor with respect to the appropriate mechanism of valuing the BGSI Common Shares received pursuant to the Arrangement. "

Q: According to todays news release, the acquisition of Terraform is accretive to both companies. In addition, BEP announced a 5% distibrution increase. So why is the stock price down about 5% today? Is it a good buying opportunity?

Q: Hi, Sounds like many of SYZ small investors like me (and other 5i members) are frustrated with its recent performance (perhaps the only CDN Tech stock with a price decline during 2019 -20%) and questioning the wisdom of continuing to own it. You are right, boring sometimes could be beautiful and we are in no rush to sell our holding, specially with a decent dividend coverage. But, what I wonder is that something strangely appears to have changed with the company/management's approach after recent changes in executive compensation structure. Insider buying has dried up and company stock buyback is non-existent, despite a steady decline in share price. This has also added to the lukewarm market sentiment towards the stock, in my view. What are your thoughts ? Thanks

Q: Does WSP offer a discount on its DRIP. If yes what is it?

Thanks


Sheldon

Q: Hello 5i, I have ~ 20% position in LSPD with an average cost of $ 39.15.. @ current level I am finally up... I plan to hold it for 1-2 years.. What are your thoughts on the company in terms of cash flow ? if they are not cash flow +ve, when has management stated that they will be? And do you have a target price?
Thanks
Carlo

Q: Hi 5i team,
I've a 2% holding in PHO in a loss position now in my TFSA. I'm thinking of increasing the holding to 4% for a 2-3 years hold. With the current stock price, the general economy, and the semi-conductor business in particular, is this a prudent move or should I wait for a better price or a sign of recovery of the semi conductor business? Thanks.

Q: Peter LSPD had a great weak these last 5 days. Is there something brewing?

Q: BEP Website says: "... investment objective is to deliver long-term annualized total returns of 12%-15%, including annual distribution increases of 5-9% from … ".
In 5i's opinion, are those numbers reasonable and achievable?

Happy New Year from the wet coast:
IslandJohn

Q: Hi Peter and Staff
Lyle asked today about replacing GC in consumer cyclical. You mentioned GSY - isn’t it a financial ?

Dennis

Q: Hi 5i, how significant is the GUD licensing deal with Debiopharm. Do you know the size of the market in Canada for Trelstar?
Thanks
Rob

Q: Following up my Jan.7 question on the official changeover my broker -TD- shows the Jan.8 close of $215.77 as the disposal/acquisition date. Is this correct?

Q: Hi Peter, Ryan & Team,

I currently hold PBH in my TFSA and I am breakeven at the moment and am thinking of selling it and buying something else. Do you recommend this stock for a long term hold? If not, what similar stock would you recommend?

Thanks.