Investment Q&A

• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
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Q: what can you tell me about this spin off- growth outlook, valuation, balance sheet.
My experience is you want to buy these BAM spins once the clean up trades are done.
thoughts?

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Read Answer Asked by Scott on July 12, 2021

• Boyd Group Services Inc. (BYD)
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Q: Ant reason for the $9.00 jump on Friday?? thanks, Jim

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Read Answer Asked by jim on July 12, 2021

• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: Hi gang, I noticed badger has been going down since it changed its symbol. Any updates and where do you see go from here. Thanks
Alnoor

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Read Answer Asked by Alnoor on July 09, 2021

• WELL Health Technologies Corp. (WELL)
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Q: First, this is not a question that involves portfolio weighting.

Would 5i hold Well as a full position of 5% in a balanced portfolio of 20 positions?

Thanks as always

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Read Answer Asked by Stephen on July 09, 2021

• Descartes Systems Group Inc. (The) (DSG)
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Q: Please comment on acquistion of Greenmile today. Txs for u usual great services & views

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Read Answer Asked by Peter on July 09, 2021

• Mission Ready Solutions Inc. (MRS)
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Q: MRS announced the formation of a New Advisory Committee. Looks like an experienced team. Do you view this as positive? Contracts have been slow to come in but maybe they are spending the team putting the pieces in place to support the growth they see ahead.

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Read Answer Asked by Sal on July 09, 2021

• Knight Therapeutics Inc. (GUD)
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Q: Hi Team,
I still holding 1400 shares of GUD at a loss in my RIF account. Would GUD have any chance to go back up to say $6.30 ? or should I just get rid of it ?
Thank you for your assistance.
Appreciate as usual,
Tak

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Read Answer Asked by Tak on July 08, 2021

• WELL Health Technologies Corp. (WELL)
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Q: Do you have any idea when WELL will release financial results and/or earning projections.

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Read Answer Asked by Robert on July 08, 2021

• Suncor Energy Inc. (SU)
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Q: How can you explain the poor performance of Suncor with oil price near 70$, seems that Stock is disconnected from ressource price.

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Read Answer Asked by steve on July 08, 2021

• CAE Inc. (CAE)
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Q: According to your profile institutions own 121% of the shares. How is that possible?

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Read Answer Asked by Rob on July 08, 2021

• Xebec Adsorption Inc. (XBC)
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Q: Good day guys :
Down 40 percent with this story , would u advise to dollar cost average at this point .. appears the ship is turning in a positive direction ..
thx
Mark

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Read Answer Asked by Mark on July 07, 2021

• Alaris Equity Partners Income Trust (AD.UN)
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• goeasy Ltd. (GSY)
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Q: Comparing and contrasting these two stocks which would be your choice?

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Read Answer Asked by Roy on July 07, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Why it go up so much today ? Thanks a million .

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Read Answer Asked by Lai Kuen on July 07, 2021

• Xebec Adsorption Inc. (XBC)
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Q: What s your take on Xebec latest announcement?

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Read Answer Asked by Gilles on July 07, 2021

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Hi 5i,
I have been watching Alaris and waiting to buy it. Today it broke through to a new 52 week high on above average volumes (247K vs Avg of 162K). Do you think the recent investment in Vehicle Leasing Holdings is the reason for this move up or some other reason? Do you consider the time is right to pick it up now? Thanks

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Read Answer Asked by Gordon on July 07, 2021

• Kinaxis Inc. (KXS)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Topicus.com Inc. (TOI)
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Q: My KXS shares have recently doubled and haVE exceeded my arbitrary 5% holdings threshold . I have a long term view of my tech holdings but wondered if you think selling off some KXS for Topicus or LSPD (or both) is worthwhile for some added growth for the next 5 years?
I am not adverse to holding onto to KXS if you think it could revisit its historical high in the next 12 months.
Some shares are in a TFSA and some in a registered account.

Thank you for your continued support.

Kevin

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Read Answer Asked by Kevin on July 07, 2021

• Brookfield Reinsurance Ltd Cl A Exchangeable Ltd Vtg Shs (BAMR)
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Q: What are your thoughts on this new spin off of Brookfield?
At which price would you consider a good entry point ?

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Read Answer Asked by Kristelle on July 06, 2021

• Topicus.com Inc. (TOI)
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Q: Your feelings on this co. please for a very long-term hold. I have huge confidence in this co. that CSU has spun off!

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Read Answer Asked by Wendy on July 06, 2021

Q: Hi 5i. From BAM.A's website, they show Managed assets of over $6ooB.

Of this they show:
Real Estate : $210B, Infrastructure : $95B, Renewables : $59B, Oaktree Inv.: $159B, Priv. Equity : $73B.

Instead of allocating our entire holdings in BAM.A to the Financial Sector,
Would it be reasonable for us to allocate :

Real Estate : 35%, Industrial (Infrastructure) : 16%, Energy : 10%, Financial : 39% ?

Thanks for your advice. T.

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Read Answer Asked by Terrance on July 06, 2021

• Growth Portfolio (Growth)
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Q: I follow 5i growth and balance portfolio religiously. What would be your top 5 stock picks be today in each portfolio. Sector doesn't matter. Time period 5 + years

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Read Answer Asked by Mahendiali on July 06, 2021