Investment Q&A

Q: Hello 51
I currently own Toi , would you recommend adding after the resent price increase ? What weighting do you think it should be in the portfolio ?
Thanks

Q: TD WebBroker assigns a negative $1.93 capital cost of TOI shares from the spinout resulting in a potential capital gain in a cash account greater than the current value of the shares - is this possible?

According to the CSU - CFO the preferred shares, which I believe CSU holds, will be merged with our SVS shares in future at which time the SVS shares will reflect the full value of the business. When will the merger take place? Does this mean our present share value reflects only future growth and could a bump be expected on the merger? Market cap shows as either $3BB or $6BB depending on where you look and does this number therefore reflect the total value with the pfd. shares? Share volume of 40K seems pretty light for an outfit this size, agreed?

Q: Any details with regards to the reasons for the 9% pop yesterday?

Thanks for your continued guidance.

Dave.

Q: Any updates about the future potential of this company? Will it benefit from the anticipated economic recover?
Thank you/Cheers

Q: Would you recommend a switch from QST to XBC or vis versa or to keep both?
Thanks for your service

Q: Hi Peter and Ryan,

Well continues to drift lower daily. Today it actually ended even (maybe due to the Scotia interview). I see their business mix as both benefiting from the secular tech tailwind and cyclical reopening tailwind.

Today the stock dipped below $7. This is almost 29% lower than the upsized equity offering. Couple questions:

1). How does this effect those large investors that are “holding the bag”? Could the upsizing be at risk?

2) How low can this company continue to drift? At what point if any are you saying this is insane and buy more?

Thank you.

Q: Your thoughts on today's Park Lawn earnings report? You can answer after the conference call if you want. The press release looked pretty good to me, but you're the pro.

OK to add to bring PLC up to a full position? Retired, dividend-income investor.

Thanks...Steve

Q: Is it normal for a 3B market cap company to be on the Venture Exchange?
Why would they list it on the Venture to start? Could TOI not be listed on the TSX to start. I just find the move interesting and was interested in your perspective.

Q: Any idea when they report 1st q earnings?

Q: Can you please advise which one would you consider as a value stock as of today price from your Model, Growth, Income portfolio?

Thanks for the great service.

Q: Any idea's as to why the big jump in EIF today, March 30.

Thanks

Q: There is some positive action. Any particular reason?

Q: Hello 5i,

I have 20,000 to deploy in my TSFA.
I presently own:
From the Balanced Portfolio:
BNS, ENB, SIS, SLF, WSP

From the Growth Portfolio:
LSPD, QST.V, WELL. EGLX

From the Income Portfolio:
BEP.UN, BNS, SLF, WSP, ZRE, ENB

Could you please recommend 2 names from each portfolio that would be a good buy right now?

Thank you,
Colette

Q: Management keeps highlighting how much stock they have repurchased. Even on the latest earnings call Mr Goodman made that his last point. When building Paladin Labs did management utilize the same strategy or is GUD following a different path?

Q: whats popping this since earnings? Thx

Q: Good day! I will be receiving a large income tax refund in the coming days and will be adding in to my wife's TFSA which already includes positions in ATZ, NVEI, KL, GSY and TRUL. Time horizon of 20+ years affords a healthy appetite for risk. Her others accounts are well-balanced and moderate risk. I'm looking to add 2-3 positions in the above stocks. Please rank in order of preference for a long term hold. I am also open to any other suggestions. Thank you! (Note: I own WELL, XBC, LSPD, GOOS in my own accounts)

Q: Seems like XBC is still in the doghouse and may be for a while, so I'm trying to decide whether to ride it out given the potential, or cut losses and move to something else. Do you have any new information or views following formal release of their earnings on March 25 or the management conference call? Right now, do you consider XBC a buy, hold or sell, and if a buy or hold what would be reasonable to expect going forward in terms of share price recovery and length of time to do so based on the earnings release or what may have been communicated by management during the conference call?

Q: What is going on at Couche Tard? First of all they tried to acquire a French grocery retailer and now they are selling 4% of their North American Stores. What do you think their strategy is for the future? Seems like they want to diversify into something other than convenience stores. What is your opinion of the company and their management? I own some shares and am up 25 %.
Thanks

Q: Are you in general agreement with today's conclusion from TD Equity Research on Q4 results? For those willing to "hang in", it appears there is descent upside from here:
2021 midpoint revenue guidance implies more than25% revenue per-share growth and continues to imply a constructive outlook forXebec across its various end-markets (hydrogen, RNG, and other gasses). However,we believe that Xebec is firmly in "show-me" territory with investors and, based on thefactors described above, we are increasing our risk rating to SPECULATIVE (fromHigh previously), consistent with other companies in the Cleantech sector that are notexpected to generate meaningfully positive cash flow in the near term. This changein risk profile requires a rating change to SPECULATIVE BUY (from Buy previously).Based on our revised estimates, and an increase in the discount rate we employ, ourtarget price decreases to $7.50 (from $10.00 previously).
The report also mentioned XBC is abandoning it custom made RNG equipment products and will sell only standard equipment going forward.

Q: Hi , will you buy, hold or sell shopify as a block of over 700,000 shares on sale ?thanks.