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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,
I am new to stocks....

In one of the questions you have mentioned that BAM stock has risen 10 fold in the past 11 years......but when i google the stock price, it has gone up about 3 times ( it was about 13$ in jan 2011 and now it is 39)

What am I missing here....?
Read Answer Asked by HARRY on January 15, 2021
Q: In one of my previous questions about Leon's, I referenced the company's profile page where it shows, like it has for months, that there is one analyst covering LNF. In your answer, you indicated there were, in fact, two analysts covering LNF.

Q1 = I have waited quite a while for the 5iR company profile page to be updated by your data provider to reflect the above # analysts (two). Is there a way to reach out to your data provider and request him to update this? Or...is it that the "missing analyst" is from a firm that they do not consider significant enough?

Q2 = While we are on the topic, how many analysts does 5iR currently have in their system that cover LNF now and what is there current target?

Q3 = What is YOUR internal target for Leon's one year out? How much upside to you see?

Thanks for your help...Steve
Read Answer Asked by Stephen on January 14, 2021
Q: Hi 5i,

I own Lightspeed and I am very happy with it, but I struggle to understand the valuation. Closing in on $100 a share which is an $11B market cap. Is the stock getting ahead of itself. Its tough not to take a double in a stock price in 2 months when there's a huge disconnect in valuation. They've made a couple of acquisitions and launched this new supply chain system, but they went from a $4B market cap to $11B in short order and are up 547% since the March lows. I'm itching to sell!! :)

Jason
Read Answer Asked by Jason on January 13, 2021
Q: Hi,

I just purchased ATD.B at $42 thinking I was getting a good price. I guess not. I started with a 3% position so I still have room to add. Would you add on this news? It seems that this French grocer operates a number of convenience stores and has a footprint in Asia. Could this be a reason for the acquisition? Not sure why make a pitch for the whole Company if only parts of it are strategic to ATD.B.

Thanks,
Jason
Read Answer Asked by Jason on January 13, 2021
Q: I made a typo on a direct investing account and bought Alaris in ERR. I left the holding as was. Now, a few weeks later, I fell off my chair when I saw it has only 16 employees. Do you know anything about management’s ability and track record? I like the business model but wonder if the tiny team is such that it loves the thrill of risk so much that it gets drunk on it. ( I have known such teams at startups I bought in private placements. I have paid dearly for my lack of innoculation-- <shudder> ).
Read Answer Asked by Adam on January 13, 2021
Q: Hi, my respected 5i team
Similar to my last question, these 3 high teck stocks are Canadian.
What do you think about the valuations here and are they still safe to hold?
Read Answer Asked by Jane on January 13, 2021
Q: I just took a quick look at the portfolios year-end numbers...congrats on the performance this year on all 3 portfolios.

Regarding the Balanced Portfolio, I note the asset allocation for Industrials @ 30% and Technology @ 19%, which appear to me to be almost a "bet" on these two sectors...50% allocated to these appears to be fairly aggressive. It has worked very well so far, but are you considering rebalancing at all?

Thanks...Steve
Read Answer Asked by Stephen on January 13, 2021
Q: Hi 5i team,
Where is the PR group of KXS these days? They are strangely silent on the Blue Yonder complaint in a Texas court on patent infringement. The only item I see is the Dec 14th release saying that KSX will vigorously defend itself against the claims. That’s it. Has it gone to trial? Has KXS set out any defense? Most companies under attack would at least issue some sort of rebuttal. What do you make of this silence?
Thanks again.
Dave
Read Answer Asked by Dave on January 13, 2021
Q: I am starting to rebalance my portfolio. Are you happy with the BE portfolio as it is? If not, what changes would you consider.

Also, who is Topicus?
Read Answer Asked by Fred on January 12, 2021
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