Investment Q&A

Q: can you pls explain the $$$ benefits to ATD shareholders with this announced strategic partnership? How much does a partnership make in terms of revenues and profit on the bottom line? And how long do shareholders have to wait to see these benefits? the conference call may answer some of these questions, but have you seen other deals of this nature result in immediate shareholder value or should we sell the news.

Q: I was wandering if you buy a stock and it has gone up double or even tripled
in value is it better to take out the initial investment and put it elsewhere or keep all the shares and see how far it can go ….which is more advantages in growing your portfolio
example GSY I bought it in the $ 30 range.

Thanks

Q: Go Easy finally broke 100$ on their announcement about the sale of PayBright and Affirm holdings. This seems very positive. Historically it has been noted they have been valued lower due to the business segment they operate in. Do you see this announcement as reducing perception of the company and will allow it to trade at higher multiples? BMO Investorline Value Analyzer product shows close to 90% upside from here is possible.

Q: Hello Team
CAE wins a $275 Million dollar contract over 8 years and the share price drops 6% on 1 Million shares traded.
What gives ? Was there some bit of news that I missed. Was the contract too insignificant?
Thank You
Clarence

Q: Some help for Paul asking for ideas to invest in his TFSA. In February (13)?, 2017, 5i answered a request for the top 10 picks harvested from the 5i portfolios. They were as follows: GSY, SHOP, SLF, WSP, GUD, OTEX, SIS, KXS, PBH, and one other I lost track of. Over the 4 years the return, if still held, would be +280%, but even without SHOP or GUD, the return is a respectable +96%. So for Paul and me would you do it again from current portfolio holdings. My New Years resolution is to pay more attention to your picks...........thx. Lionel

Q: Is this stock a buy at his level ? Thanks

Q: When does REAL next report and what is expected? Also, what kind of beat will be needed to get REAL back on an upwards trajectory. It's been drifting lower over the past while. Are you still high on the company?

Q: I have done well owning ATA. Do you think it's a stock I should keep for the long run? I own it in my TFSA so selling doesn't effect a tax gain.

Thanks as always for your advice

Q: What is your view of BYD for 2021? The share price of this company seems to have been range bounded during much of 2020 after some solid gains in 2019. Is it time to move on? Thanks.

Q: I currently have a 2% weight and wonder what your thoughts are for increasing this to 3%, best to leave at 2% and invest in other names from the income portfolio or okay to bring it up to a 3%? I am currently under water on this one so would be averaging down but have a very long time frame before needing the income.
Thanks

Q: If had to choose between PHO and XBC for starting a new position in TFSA today which would you pick?

Many thanks.

Q: Hi 5i,
Seem like the KXS is still weak due to the Blue Yonder Complaint in court, I am thinking to accumulate more, but want to wait until for lower, what would be a good entry price? Does the current price already reflected the worst scenario? If not, how worst the stock price should be usually for such court case happened in these companies? Kindly advice, many thanks.

Q: I looked up your report on this company and it is from 2016! Will you be doing an update? Would you still give it a C rating or has the rating change?
Thanks

Q: Do you still like these 2 for the long term?
Ignoring sector allocation and company size, would you add to KXS, PHO or both and briefly why? Looking for the best risk / reward scenario. I currently have half position in each. 5 year + investment. Thank you.

Q: What is your opinion of photon's growth potential. Would you be a buyer at the current price for a 3-5 yr horizon.

Q: I find this strange that ATD is down since the offer was annouced and Carrefour has not increased to the offer price. It seems that even the Carrefour shareholders don't think it will go through, so why such a drop in ATD? I don't think this entire deal will go through, the government of France will not allow the sale of the grocery side, but it's possible that Carrefour will be able to sell of their convenience stores, which is what ATD normally wants. What do you think about this option?

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....?

Q: Is it okay to buy Well today.Txs for u usual great services & views

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

Q: What are your thoughts on REAL at this point? I have a small position and thinking of adding to it. What would be a good entry price.
Thank you
Donna