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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’m very confused with the movement in Tricon’s share price despite beating analyst expectations and generally performing well financially for years it seems to only trade sideways. I’ve also noticed that the REIT sector has broken out as a whole (ex. XRE) but Tricon can’t catch a bid. I know the business isn’t quite the same but I’ve heard analysts make analogies to Brookfield and Blackstone and yet the share price just goes sideways. What gives? Also would Tricon be an attractive take out for Brookfield or some other private equity? Thanks
Read Answer Asked by Scott on June 21, 2019
Q: Interesting news from Shopify re: opening fulfillment centers in the U.S. ($1 Billion over 5 years). I see this as more directly competing with AMZN, whom I thought they were friendly with.

I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?

With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.
Read Answer Asked by Cameron on June 20, 2019
Q: Hi Guys,

If one believes that the Canadian dollar is about to strengthen over the coming year, what are good ways to take advantage of that?

Am I correct in that my non-hedged ETFs such as VGRO and XAW would come under pressure? Are there any companies that would meaningfully benefit from a stronger Canadian dollar?

Read Answer Asked by Michael on June 20, 2019
Q: Today Shopify made couple of announcements, one of them is all new platform of "shopify plus" which will be faster, more intuitive and more scalable point of sale (POS) software which is the main business for LSPD. Given the size of shopify, it seems this roll out will create heardwinds for LSPD. Your thoughts on this matter please. Thanks.
Read Answer Asked by Lin on June 20, 2019
Q: I like TOY but am concerned about the following:
1) How vulnerable is TOY's business to low price "knock-offs" being marketed as TOY brands through on-line channels like Amazon, Alibaba, etc.?
2) Do retailers like Amazon & Walmart have the technology to restrict this type of thing, or would they unknowingly be expediting it (and benefitting from it)?
3) How effective is legal action initiated by a company like TOY in defending its intellectual property?
4) Is this vulnerability a "deal breaker" in deciding NOT to buy TOY?
Thank you for your thoughts.
Edward
Read Answer Asked by Edward on June 14, 2019
Q: Hello 5i,
for my grandchildren ages 7 and 10 with $26,336 invested for them: 20% in LSPD, 20% MCR 30% XDY and 30% XHY for somegrowth and some income. Would this mix and distribution be considered appropriate for them and if not could you suggest an appropriate one?
Thank you
Stanley
Read Answer Asked by STANLEY on June 13, 2019
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