Investment Q&A

Q: Given the apparent push by gov't towards increased home construction, which companies do you see as best positioned to for a buy and hold investor ?
Thank you and happy holidays to the team

Q: Christmas Greetings 5i Team!
I've owned Parkland Fuel for about 10 years now, and lately the stock's done very well. With the new EV sales mandates announced by the Federal gov't, would you continue to own a company whose main business is gas stations and fuel distribution? I'm thinking most people who can afford EV's are also likely to own a single-family homes and will charge at home. Of course, there is also the possibility that these sales mandates will be scrapped with a change in gov't in two years' time. Is it best to sell now, wait to see what happens in the next election, or continue to hold long term?
Many thanks,
Brian

Q: Hello Peter,
Any idea why topicus is not participating as much as lumine group. The stock seems to be held in the trading range in the low 90s. I thought the fundamentals for topicus was good.. I am still down on topicus and was wondering if i should take a loss and move onto to lumine group. Thanks very much

Q: A follow up question on the previous answers on TFII acquisition of Daeske.

Does 5i feel like TFII did a good job of integrating the previous acquisition and therefore do we have confidence in there ability to integrate this larger one?

I'm concerned about the premium paid here and how much Goodwill is included and if we feel like TFII did a good job of closing the gap on the Goodwill of their previous acquisitions?

Thanks!

Q: Did TFII indicate a financing was necessary for their acquisition?

Thx Blake

Q: Thoughts on the TFII news today?

Q: Bird,electric scotter filed for bankruptcy today. DOO closed at $92.91 + 4.70 today,52 week H $122.41 in late July and low $77.42 shortly after Q on Nov 29. Tail end of Tax loss selling. 1) When is the last day of Tax Loss Selling? 2)Is it timely to buy Doo, and what is a good entry price. ? Txs for U usual great services & views. Merry X'mas and All the Best for the New Year

Q: Good morning, Which Stocks do you guys believe should benefit the most with the rising cost of living and many people having to turn to cheaper retail and grocery stores for example. Would stores like Costco and Dollarama be a couple of obvious examples, thanks?

Q: My question from October 10, 2023.
“Everyone, I have held LSPD since the summer of 2019 and I bought and sold throughout the last 24 months. My remaining amount is less than 2% so not a significant amount of $. They have $700 million plus in cash; they call EBITDA positive this year; they reduced the head count which lowers expenses; interest rates will be increased once or twice then a wait period and then a slow decline. All positives for the stock price. And the Quebec Pension still owns a large block of shares - they haven’t given up! The stock price seems to have held at this price range, so there is no real material downside risk. SQ and Toast are in the same stock price position, an industry decline not a stock specific decline. In a better market this stock will quickly do a triple from here.. So … buy and wait … or… move on? Clayton”
This past year LSPD has been in a trading range of $17 ish to $15 ish. Today it has moved above that range with heavy volume. Is it time to buy or wait! If you are waiting, what are you waiting for?
Clayton

Q: Hi, Could you comment on this acquisition/carve out deal by Lumine group. Thanks

" 08:44 AM EST, 12/20/2023 (MT Newswires) -- Lumine Group Inc. (LMN.TO), a global buy-and-hold forever acquirer of communications and media software businesses, said Wednesday that, through one of its wholly-owned subsidiaries, it has signed a definitive agreement to buy the Device Management and Service Management Platform businesses from Nokia (NYSE: NOK) for 185 million euros ($270.3 million).

According to a statement, this will mark Lumine Group's second carve-out transaction with the Finnish multinational giant.

After the deal, Lumine Group will restore the Motive brand as the new corporate entity for the Device Management and Service Management Platform services as a stand-alone business unit within Lumine Group.

The total purchase price includes a contingent consideration of up to 35 million euros based on the performance of the business during the first year after close.

The deal is expected to close in the first quarter of 2024."

Thank You

Q: Hi, Shopify rally, this year has been remarkable this year, and stock continues to have a strong momentum, despite recent downgrades from many US brokerages. Canadian analyst community, though, continue to have a more positive bias.

Stock is up almost 200% from its October 2022 lows. Do you think, it's mostly short covering or company has strong fundamentals for the stock to regain its highs of $200, in due course ?

Why, in your view, are so many US analysts, lukewarm on Shopify ?

Thank You

Q: Are u are still positive on this company - it’s not participating in the rally and going the other way. At what point do you cut bait ?

Q: 5 I recommends buying BEP.UN but they are showing EPS at a loss, also what is the PE.

Q: A few days ago you were talking that you were replacing some of Sun Life with IFC. I acted on this, but so far I wish I had not have made the move. IFC has been selling some of their animal products to a UK firm from what I have read and I get the impression that does not sit well with investors. Is there anything you know about this situation that I am unaware of? Thank you.

Q: I bought them all last April and the draw down got as low as 15%--they have all made a comeback now except BNS still down 8%----Do you think this resurgence is sustainable and a good time to add to my holdings?
Thanks
Peter

Q: Hi Team,
What’s driving the relentless selling of Well lately? I don’t see why investors are taking a negative view on the name recently. Is this giving us a chance to buy more at basement bottom prices here ? Price targets average over $8 today and the stocks trading down towards the $3 range. Your take on the name is appreciated. Thanks

Shane

Q: Good morning - if indeed we are approaching a pivot in the market, which REIT' are most attractive to you these days. I have done well with DIR.UN but it's my sole real estate holding. Time to add more of the sector? Thanks for everything and best wishes of the season to all you good people at 5i. I have. seriously benefitted from your service over the past four years.

Q: Given the upcoming green technologies, what might be the most promising Canadian copper companies to invest in for medium term growth?

Q: There has been so much price increase , I wonder if there is any insider buying or selling in the last 3 months ? Does the increased stake in Klaviyo poses any significance ? Thanks a lot.

Q: KXS is down $30 over the last 3 years and I am trying to understand why. The economy seems to need the solutions the company sells yet shareholder results are lacking. Are they asking to much for the product, are they losing sales, are they paying themselves to much or does the market just not have faith in the company?

Thank you for your thoughts on KXS.