Investment Q&A

Q: Jerome Haas mentioned that manufacturing of the buses is in China. Checking their website I find claims that they are Buy America compliant as well as having Atlanta GA in brackets after one such claim. They don't say specifically where manufacturing takes place but do list a global Chinese company as their manufacturing partner.

Can you clarify where buses are actually built, and how they can be buy America compliant if they are built in Chinna.
If built in China and buy America compliant, are they using a "loophole" which leaves them exposed to changes.

Q: Hi 5i,
What is your take on Freshii (FRII) at this point, with the stock at its publicly traded low, the promotional noise having quieted somewhat, and its next quarterly report upcoming?
Also, recognizing that it is largely guesswork, from the stocks you are already very familiar with, are there any that you think may be well positioned to beat market expectations in the upcoming round of reporting?
Thanks?

Q: Good morning,

Could you please offer your assessment of GOOS and its marked weakness subsequent to its last new issue? Has the stock declined to a level where it could be bought?

Thanks
Brad

Q: This company has tanked since it's IPO. What do you think of it's future prospects?

Q: Hi 5i, between Pho, Bus and BB, which one has more potential grow for long term hold 3-5 years. Thank you.

Q: Hi there,

I currently own a slightly modified version of the Balanced Equity Portfolio (MG/XTC, SLF/GSY, BNS/ZZZ and ENB/BLX). In addition I also own SHOP, ZCL and PHO. In your opinion, do these 3 names from the Growth Portfolio represent your best ideas or would you substitute any of them at this time? I know SHOP had been one of your top ideas when it was trading at a much lower price - does it still remain as one of your top ideas with the recent run up in price?

Also, I noticed Peter had selected BOYD as a top pick when he was last on Market Call. I was curious to know if this is somewhat of an indirect play on the auto sector and if I should swap XTC for BOYD at this time?

Thanks for your excellent service and advice!

Q: Hello to 5i team,
I've been reading up on a potential investment opportunity: blockchain technology. More specifically, I'm curious to know your thoughts on applications of the technology outside of Bitcoin and Ethereum which are too volatile for my tastes.
I would prefer to buy shares in public companies that offer the technology to businesses in other sectors and that have the potential to grow steadily long into the future.
These companies need not be geographically limited to Canada. Finally, do you know of any solid sources of information on the technology, in particular the negative aspects such as hackability of the system?
Thanks in advance, Robert

Q: I'm seeking 5i's insight on the adoption of blockchain technology for trading platforms; this could involve company-to-company trading as well as facilitating trading of securities and commodities on exchanges.

I've taken a small position in BTL Group(BTL.v); how material is the report that BTL technology is facilitating oil trading between ENI Group and an Austrian oil trader? Would buying exchanges such as CME and NDAQ be an additional way to play the adoption of blockchain technology?

Thanks for your thoughts on this

Q: My observation is that you don't generally view companies that grow quickly by acquisition as 'risky', whereas you often refer to debt and small capitalization as risk factors. Constellation Software, Alimentation, Parkland, Enghouse and of course Valeant come to mind as consolidators. I would appreciate your comments on the risks of growth-by-acquisition, and, what are the high-growth companies you recommend that rely on acquisitions for growth?
Thanks

Q: Can you help estimate the market value of MedReleaf?

Q: Any comments on MedReleaf (TSX symbol LEAF)
$100mm IPO Priced at $9.50 on Jun 7th, 2017.
I guess my question is, If you were fan of Cannabis, would you invest in LEAF!

Q: Hi,
I have always considered tech companies like OTEX, KXS, medical companies like GUD, CCL.b and food companies like ATD.b, MRU to be non cyclical or at least below-average, is this correct?
Could you please give a list of companies from BEST to OKAY.
HD

Q: Is there a publicly traded company focused on animal health such as pharmaceutical or general medical services. I think the pet industry is hugh but not sure where to invest.

Q: Any thoughts on this micro-cap name? Streaming concept seems interesting, given new recreational marijuana industry being created.

Q: Hi Team,

Kindly provide any insights into the $2.5B US Shelf Prospectus filed by Shopify today. Many thanks. Michael

Q: Sell or Hold ? Thank you

Q: What do you make of the most recent earnings announcement and why is the liquidity so thin? I would have thought that after several years of growth and profitability the institutional market would have been interested in picking up some ownership from the tightly owned group. My other question is why would Bennett who appears to own over 63% of the company list it if he is not willing to distribute stock to others, isn't that a very costly venture to list a company public for no other reason that to see its name listed (sarcasm here!)

Q: Please tell me what you think of Sierra's results this quarter. In the past you have not liked Sierra's prospects. It was recently recommended on BNN.

Thanks Jean

Q: With global expansion ripening, can I get your thoughts on a GOOS position in a growth portfolio.

thanks

Q: Would appreciate your views on the latest results from Napec. Nice to see them swing back to a profit and they also had a significant increase in their backlog. The market seems to agree and the stock is being rewarded.

Keep up the great work.