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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: I was disappointed in your answer to Andrew on June 30th regarding GIL. I too bought GIL based on your rating and recommendation (B+). I subscribe to 5i to help simplify my investment decisions, and do not expect to have to look for other subtle clues such as portfolio weight etc to assess how you actually feel about a stock. I don't expect perfection, but I do expect clarity, and timely updates of prior ratings if sentiment changes.
Read Answer Asked by Charles on June 30, 2020
Q: Hello 5i team,
What is your take at this point for Gildan? How much cash do they have on hand?

I bought around the same time as your recommendation ($49.33). At the current price of ~$20.50, would you be reviewing this holding or are you still quite comfortable until the world returns to normal. When is the next quarter?

Thank You,
Andrew
Read Answer Asked by Andrew on June 30, 2020
Q: hello 5i Research team, PHO: 3 of the 5 board members only got 75% or 76% of « vote for » at the annual meeting. This is quite unusual. Could you identify some potential significant investors that would have voted against? Are awhere of anything about those persons that would explain this? Should I worry, especially with a new president? Can we expect some divergence of opinion between management and shareholders that could cause some change in the organization? Thank you for your collaboration, Eric
Read Answer Asked by Eric on June 29, 2020
Q: hello 5i Research team, Csu : do you know if the future spinoff of CSU on the Netherlands exchange going to trade as an ADR on another exchange? Do you know if it is expensive for retail investors to trade on the Netherland exchange? Do you think CSU is victim of conglomerate discount and that such spinoff is a reflection it? CSU recently nominated 4 new board members. It’s not often a company nominates 4 new board members. Do you think something is brewing for such a stable company? Thank you for your collaboration, Eric
Read Answer Asked by Eric on June 29, 2020
Q: Hello,
just wondering in your opinion why the did street dislike today's earning release? revenue missed but is the sell off justified? i see in the previous question the company has been buying back shares, but that seemed to have little effect in the price movements for the stock lately.
lastly, would you be fine starting a 1-2% position for a long term hold today?
Read Answer Asked by yongzhi on June 26, 2020
Q: In the short term, what are the biggest risks? COVID risks, an increase in cases to restrict SMB transactions; Offering price at $37.30, can the price cross the secondary offering price without an increase in selling volume; August quarterly report, that reflects the SMB reduced transactions due to shut in businesses; or the price ceiling at $35.00, that the price can’t get across?
Clayton
Read Answer Asked by Clayton on June 24, 2020
Q: Hi,

I'm underweight Industrials according to the Portfolio Analytics tool and was looking today to add one of CCL and TFII. They are both are in the Balanced Portfolio. Which one would you pick up today?
Thanks,
Robert
Read Answer Asked by Robert on June 22, 2020
Q: Hello 5i team, hold Gilden in a registered act. & added more recently. Longer term hold but becoming concerned about Gilden ability to ride out prolonged recession & low product demand.... Is their balance sheet strong enough given the larger infrastructure/carrying costs Gilden has (manufacturing, warehouse facilities etc)
Read Answer Asked by Harry on June 19, 2020
Q: Hello. Further to the Walmart deal, are there any one way limitations built into this deal prohibiting SHOP from pursuing similar deals with other large retailers? If not, does this serve as something of a template for future deals, or is this a one-off because of Walmart's specific attempt to grow its web presence? Any other details or thoughts on how this specific deal affects SHOP would be appreciated. Thank-you.
Read Answer Asked by Alex on June 17, 2020
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