Investment Q&A

Q: With all clouds hanging over stock what is risk reward, would you start position now tax lost selling as subsided,Thanks Happy Holidays

Q: Hello, Kinaxis is down by about 25% from a month ago. Is there someting new to worry about (lawsuit)? Is it because of a short attack or/and tax loss selling? Thank you

Q: A big question for this one...LSPD has traditionally used it's stock as currency to fund it's growth by acquisition strategy. By nature of it's recent huge decline from it's highs, does this not now make any new growth very expensive and far more dilutive to current shareholders?

When the company is not making a profit and it's acquisition currency (stock) just took about $115.00 share haircut off it's highs, what's this going to do to it's ability to meet growth expectations?

Won't they either have to make smaller acquisitions which won't move the needle as much for growth rate OR have to issue more stock at lower prices, thereby further reducing the current value of the stock (dilutive to current shareholders) and does this not change the fundamentals of the story?

Do we know what they are doing to generate growth organically and what their expected growth rate would be organically (ie without acquisitions) until they can streamline their operations and hopefully become profitable? Would you add to this now, sell or hold?

Q: Any reason for today's pop? I can't find any news.

Q: Hi, I got in to this at approx $45 with a half a position, so down 18%. It appears to be fairly priced now at $40. Just wondering if I should/could top up my posn now or wait a bit for a better price around 29 December.

Thanks

Q: Everyone.
I am looking for the current number of shares held by institutions and insiders. I can find data to the end of September or some in October. When does insiders and institutions report the number of shares they hold on LSPD?
Clayton

Q: close to it's 52 week high and you are recommending it for TFSA now. Why are you bullish on this stock?

Q: Hello 5i

Why has ENB lost 10% in the last month or so.

Thanks

Q: thoughts on latest acquisition please?

Thx

Q: Hi the great team, can you explain volatility of shopify?

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

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?

Q: Can you provide insight to STC and this on again, off again-no notice, and now on again listing on the Nasdaq. What are some reasons why strategically this would be happening?

Q: I hold TOI in a non-registered account. Is TOI considered a foreign company that would need to be reported on the T1135 tax filing form? I believe it is Netherlands based, but trades on the TSXV. Based on the fact that it is domiciled in Europe therefore it would need to be reported on the T1135 form. Please confirm.

Paul

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?

Q: I have learned that Sun Life has lost its contract to provide health insurance coverage to the Federal Government (it is being replaced by Canada Life Assurance a subsidiary of Great-West). Do you think this will be material to Sun Life stock price?

Q: Down 14% on MG in a non-registered account. Given new EV regulations in the US, should I take a tax loss and move on? Thank you.

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

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?

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.