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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: Hi 5i,
In your opinion is LSPD a falling knife that will gravely wound me if I catch it now and hold on for a couple of years and, if so, how much closer to the floor should one let it get before grabbing on? I guess, my question really is - if LSPD is not there now where is that floor, do you think?
Thanks for your thoughts.
Peter
Read Answer Asked by Peter on December 17, 2021
Q: I have a feeling there are still people selling LSPD now for the tax loss, meaning to buy it back in 30 days. It might work out for them but selling it now means having to wait until the middle of January to buy it back. I think the bounce will happen sooner than that and the people who really make the gain are the buyers picking it up at fire-sale prices right now? What do you think?
Read Answer Asked by Bryan on December 17, 2021
Q: You probably have a lot of people who are shareholders spooked by the recent drop in TOI. I know you've all mentioned that TOI is for the long term and have also recommended it at the highs and also in the recent dip -- but it's also true that it's "losing momentum" even if it is a little bit. At what point should we be concerned that this is a prolonged resetting of the market expectations?
Read Answer Asked by Eugene on December 16, 2021
Q: i have been accumulating a large position in acuity over the last few weeks-everytime it drops i buy more-i get tax loss selling will continue until dec 29.i am ok with that.
how confident are you in a january bounce .
dave
Read Answer Asked by david on December 15, 2021
Q: The CFO at AcuityAds just bought 23,000 shares. I know you don't like averaging down but, with $1.50 in cash on the balance sheet, isn't it time to buy this company? What is your long term outlook on AT for patient buy-and-hold investors?
Read Answer Asked by David on December 14, 2021
Q: I've been waiting to initiate a position in either AC or CAE for a minimum two year hold but I can't decide on which one. My brain tells me this is a good time to enter either or both, but I am concerned about the sector in general.

Can you give me some reasons for both companies why one should buy today and some reasons that gives one pause on the names?

Of the two, does 5i have a preference and would you start a position today in either name?

Thank you.
Read Answer Asked by Harvey on December 14, 2021
Q: Admittedly I emotionally attached to BYD given the stellar gains over the time I've held in my kids RESP. I see that they have their challenges and seem to be out of favour with the market. At what entry price to you see a good opportunity?
and since the growth is expected by capital appreciation, do you recommend the stock be held in a RSP or TFSA account?
Read Answer Asked by Brenda on December 14, 2021
Q: I have a less than 1% position in MCR and am looking at topping it up. My only other Energy position is ENB which is 4%
Are you still comfortable with the prospects for this company ? If so, given the low volume, any suggestions on how to approach buying ?My thought was to put in a limit order for 2.60 and just let that sit until the end of December. Any suggestions would be welcome. Many thanks
Read Answer Asked by Alexandra on December 13, 2021
Q: The multi voting shares trade at a ~5% premium to the subordinates, is there a coattail provision for the sub shares in the event of a takeover/privatization and how likely is this considering the family ownership?

TCL.a is in the Income portfolio at a 2.5% weight and 38% reduction from purchase price, would you consider the weight appropriate, and with an event such as a takeover would you expect a premium close to what was paid for the shares or could it possibly be a takeunder?
Read Answer Asked by Jeff on December 13, 2021
Q: Strongly considering buying back the 40% I sold few months ago due to in rease in share price, used procedes to to open new didvdend position.
This would bring me back to just under 4% weighting and reduce overall cost per share about 10% on LSPD.
I beleive they will return to previous highs and go beyond, I'm okay with it's volatility, see it as another GSY growth wise and not as bumpy, can I get you comments.
Regards
Don
Read Answer Asked by Don on December 13, 2021