Investment Q&A

• Real Matters Inc. (REAL)
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• WELL Health Technologies Corp. (WELL)
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Q: Hi , which one has a better reward/risk outcome ?which one would you pick today? thanks.

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Read Answer Asked by victor on August 29, 2019

• Stars Group Inc. (The) (TSGI)
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• Great Canadian Gaming Corporation (GC)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Would you consider investments in these companies to be dead money over next 6 - 12 months?

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Read Answer Asked by Rick on August 29, 2019

• CannTrust Holdings Inc. (TRST)
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Q: I have a very small position in TRST, just wondering if you think it will get delisted eventually, or will it possibly be taken over?

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Read Answer Asked by steve on August 28, 2019

• Hut 8 Corp. (HUT)
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• Bitfarms Ltd. (BITF)
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Q: Great service—thx. Could you pls comment on Hut8 recent earnings? You mentioned in the past that you wanted to see them make a profit. Do you have a preference for BITF or HUT8 pls?
With gratitude

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Read Answer Asked by brian on August 27, 2019

• Brookfield Business Partners L.P. (BBU.UN)
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Q: Do have see any specific concerns with Bbu.Its stock price performance is very poor

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Read Answer Asked by Kim on August 27, 2019

• CAE Inc. (CAE)
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• Nutrien Ltd. (NTR)
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Q: Just trying to decide between NTR and CAE for RRSP with my current industrial/materials weighting being roughly equal. Which of these do you prefer for a 5+ year hold?

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Read Answer Asked by David on August 27, 2019

• Viemed Healthcare Inc. (VMD)
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Q: Hi, Any input on Viemed. Seems to be in a company specific freefall?
Thanks, Chris

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Read Answer Asked by Christopher on August 26, 2019

• Ianthus Capital Holdings Inc. (IAN)
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Q: Good day folks,

What are your thoughts on IAN as a play in the cannabis space? I know you prefer the big guys but this company seems to be doing a lot of things right as it expands across the US.

Thanks,

Dennis

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Read Answer Asked by Dennis on August 26, 2019

• StorageVault Canada Inc. (SVI)
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Q: Has this company begun a breakout... ie has it attained a tipping point in its path of aquisitions so it is being reflected in a positive trend in the price. Or is it still a waiting game?

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Read Answer Asked by Dave on August 26, 2019

• Cisco Systems Inc. (CSCO)
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• Keysight Technologies Inc. (KEYS)
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Q: Hi there,

Your take on Cisco please? It was a top pick last night with the following comments:

"It represents the future of 5G. It is going to be transformational. New management is going to do extremely well here. (Analysts’ price target is $54.04)"

Do you like this? Is it a buy and why?

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Read Answer Asked by Tim on August 26, 2019

• Cargojet Inc. Common and Variable Voting Shares (CJT)
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Q: Morning fellas:
I got back into this name at 90 or so . Now the surge, would it be wise to buy more at its current price at 101 and change.
Thx for your great work
Mark

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Read Answer Asked by Mark on August 26, 2019

• RB Global Inc. (RBA)
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• Cargojet Inc. Common and Variable Voting Shares (CJT)
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Q: Greetings to you all. Of this twoCompanies which one would you favour for a long -term investment.thanks Joseph.

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Read Answer Asked by Joseph on August 26, 2019

• Cargojet Inc. Common and Variable Voting Shares (CJT)
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Q: Hello 5i...could you please comment on Amazon warrents deal with Cargojet. Do you see Amazon eventually take controlling interest in Cargojet. Will this be moving Cargojet stock price and would you considering taking an increased position on this news?

thanks /Art

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Read Answer Asked by Arthur on August 23, 2019

• ATS Corporation (ATS)
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Q: ATS has been steadily falling for the last while - down 15% in a month. Any idea as to why? Their last quarter seemed OK. Is this a keeper, or is it time to leave?

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Read Answer Asked by David on August 23, 2019

• Broadcom Inc. (AVGO)
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• Intuit Inc. (INTU)
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• Selective Insurance Group Inc. (SIGI)
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Q: Q: Could I please get your thoughts on those company and whether you think it’s a good buy? Thanks Claude

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Read Answer Asked by Claude on August 23, 2019

• Covalon Technologies Ltd. (COV)
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• Photon Control Inc. (PHO)
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• Stars Group Inc. (The) (TSGI)
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• NFI Group Inc. (NFI)
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• Savaria Corporation (SIS)
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• Alcanna Inc. (CLIQ)
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Q: At current levels which should we sell/keep ? They now total ~35% of overall equity holdings, and ~20% vs overall holdings inc cash. Thanks.

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Read Answer Asked by Paul on August 22, 2019

• Amazon.com Inc. (AMZN)
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• Chipotle Mexican Grill Inc. (CMG)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Beyond Meat Inc. (BYND)
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Q: When trying to find the next stock with great returns like, Shopify or Beyond Meat what or where should one look.
I'm guessing something disruptive with greater than 30% revenue growth.
I have been cruising news articles and used stock screeners and haven't found anything recently. I'm guessing that a vegan fast food restaurant chain would take off similar to Chipotle and Noodle Co. did years ago.
Any companies or thoughts?

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Read Answer Asked by Terry on August 22, 2019

• Tourmaline Oil Corp. (TOU)
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• NFI Group Inc. (NFI)
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• Block Inc. Class A (SQ)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Hello 5I team,
What is your view on these beaten up stocks, but great companies.!
Thanks you
Carlo

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Read Answer Asked by Carlo on August 22, 2019

• The Rubicon Project Inc. (RUBI)
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• Appian Corporation (APPN)
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• Roku Inc. (ROKU)
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• LivePerson Inc. (LPSN)
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• Match Group Inc. (MTCH)
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• Booz Allen Hamilton Holding Corporation (BAH)
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Q: Believe it or not one of the key benefits of 5i is your amazing growth ideas in the US market. Although SHOP, LSPD, CSU have given me excellent returns to date your choices in the US market like AYX, TEAM, etc have been outstanding.

So my question today is, have you uncovered any other promising US gems that are growth oriented a la TEAM and AYX ,recently, that might not have been mentioned on this Q&A section as of yet.

If yes, Please share and thank you.


Sheldon

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Read Answer Asked by Sheldon on August 22, 2019

Q: I would appreciate your view on OneSoft Solution.
Peter

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Read Answer Asked by Peter on August 22, 2019