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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
Shopify share price has had quite an increase since yesterday....can you provide some insight as to what is driving this?

I get concerned with sudden increase in a shares price, if i do not understand the reason why.....

Would you continue to hold for 2yr -3 yr period ? Road bumps ahead?
Thx

jim
Read Answer Asked by jim on June 17, 2021
Q: Prior to the spinoff of TOI Constellation had a market cap of $37B, roughly where it sits today. With all its distributed and undistributed shares TOI seems to be a $10B market cap leading me to think this maneuver was a huge win for everyone involved - shareholders of CSU before the spinoff, like me who got a free dividend, CSU itself which created a valuable separate asset and the other group of present TOI shareholders other than the public group. Or are there factors to this I'm not considering and who exactly are the group of minority shareholders holding TOI shares who are not in the public float and what do we know about them?
Read Answer Asked by Jeff on June 14, 2021
Q: Photon Control Notice of Meeting and Management Information Circular was received the other day. Proxy due date is June 25, 2021. Reading the Information Circular, Mawer Investment Management owns 10.5% of the 105M shares outstanding and Photon’s Board of Directors owns 9.4% of the shares outstanding. As you wrote in one of your answers, there are not many large shareholders to fight for a higher bid. From your stock market experience, would the possibility of a higher bid from another company occur before June 25 or after the proxy vote?
Read Answer Asked by Karen on June 14, 2021
Q: 145 shares of Bam.a will get 1 share of the spin-out. I have 100 shs of Bam.a. Is it better for me to add 45 shs in order to get the new 1 sh. or stay put. Txs for u usual great services & views
Read Answer Asked by Peter on June 14, 2021
Q: Hi, Recent chatter on 5i suggests Topicus shares as Bargain at $44 and Very Attractive at $25 (Based on present Sales), while it is currently trading at $78 after touching a High of $94. So two Questions:
1. Is the stock Expensive at current valuation ($78-$80) or a Good Buy ?
2. If we need to revisit Constellation Software, let's say 10 yrs ago, when stock traded in $80-$90 range, did CSU stock look Expensive or different from TOI's valuation Today ?

I am trying to visualize TOI from the same lens as CSU ( and its history) and make a reasonable assumption and investment decision, although CSU performance may not necessarily be replicated.

Thank You
Read Answer Asked by rajeev on June 11, 2021
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