Investment Q&A

Q: Hi 5i,
Are the skies starting to clear for Air Canada? The one remaining cloud that I can see is the potential Fed bailout? I don’t hear much about it anymore. I am thinking that the Feds don’t want to bail out the airlines but hope they make it to the other side with the vaccines rolling out. I think the trade-off was a full refund of fares, which the airlines have resisted so far. What are your thoughts on this for AC? I have some shares but am wondering if this will be a catalyst or not?
Thanks again.
Dave

Q: CSU seems to be an excellent company in terms of revenue growth through M&A, but there seems to be no organic revenue growth (even negative sometimes). Is there any concern about how sustainable their acquisition strategy is without organic growth of the companies they acquire.

Q: What are yours thoughts on LNF now? Stock has been going down this past week! Is the stock still good for income? Thanks! Rossana-

Q: I am trying to decide between these two companies for increased positions today. Which do you prefer today and please elaborated on why. Many thanks

al

Q: Current thoughts on well and eglx. Are they buyable today?

Q: What are 5i's current 5 or 6 highest-conviction multi-year multi-baggers that we can add to here and consistently overtime (quality long-term growing businesses/compounders). (i.e. a SHOP - wish I had got into this one).

Please rank from highest conviction to lowest. Feel free to diversify sectors.

Q: There seem to have insider buying. What do you think?

Q: With MRS the revenue growth is impressive. But I wonder how much of these new revenues are covid related (steralizing, cleaning, etc) and will dry up after covid issues subside? Any insight into how revenues are broken out among their offerings?

Q: At one time I owned CSU (bought at $110 and sold at $600) and regretted the decision ever since. The money was needed for a real estate purchase in Toronto. I purchased SHOP at $40 and I have not sold any shares. I was considering selling 50% of my SHOP and buying CSU for a long term hold.
Many thanks for your comments.
Clayton

Q: ADW vs CSW? When I review past questions-answers and each of their metrics, I would lean towards ADW over CSW. What would be your choice?

Thanks...Steve

Q: Hi 5i
Looking at buying one or the other or maybe both.
Your thoughts please.
Thx Gerry

Q: Hello 5i. I am curious as to what your assessment of XBCs valuation is today based on how the year ended and recent guidance? Will the December report be revised in light of new information?

Q: Was this addition to your growth portfolio on Apri1 a April fool joke?
This is a very speculative penny stock being pushed by Reddit.
Maybe you should start a new portfolio for speculative growth companies such as Mrs and other small companies in your growth portfolio such as Xbc etc.

Q: Big decline after latest Q.Has since recovered some with a big day on Apr 1.3% position on pp of $174.Add,hold or sell.Please advise & update on the co. Thanks for u usual great services & views.Happy Easter. Keep safe

Q: Good Afternoon and Happy Easter:
I was surprised with your answer to Keith's question (Apr 2) regarding order to dispose stocks. You indicated that after the ETFs, KXS would be the 4th or so stock to sell from the list. This was ahead of AC:CA, WELL:CA and PHO:CA. I thought the recent drop in KXS was primarily due to the general pullback in tech stocks and not the result of any specific company bad news. I also thought that even though the company did well during the lockdown, its business model and market position would also serve it well as the economy recovers, perhaps even better than some of the other stocks listed. Please elaborate on your reasoning especially vis a vis the other 3 named stocks above. Thank you, Ian

Q: Hi guys. I know I’ve harped on this before. When you have a newsletter with thousand of subscribers and you reccomend illiquid stocks it creates frustration with your readers.
For instance with mrs an opening position for me wound be $50000 which is fully half the volume on Thursday. If I put in a market order which I wouldn’t I alone would drive the price up by @approx 20%.
How do readers like me get to participate? Especially on the Venture?

Sheldon

Q: Recent New High(NH)after NH,& after great Q & guide,reached $111.54,All Time High. My p/p $65.45,now 5.5% position after 67% gain. Is it time to trim or allow to continue to run. Your view please. Thanks for U usual great views & services

Q: 1.5% position,P/P $18.77 down 22.8%. Reports Q2 Apr 28,& worried as missed last 2 Qs resulting in sharp decline.Add,Hold or Sell? Pleas comment.Thanks for u usual great views & services.

Q: I'm trying to follow your growth portfolio but i still dont have positions into ATA, DOL, GDI, GOOS, IWO, MCR, MMX, OTEX and TRI.

Among these, what would be your top 3 to add in the current market? And what would you consider an interesting fork price to iniate a position for these 3?

Do you think any of them could prepare a round of financement?

Q: Do they actually manufacture their products or are they resellers??