Investment Q&A

Q: Hello,

Do you plan to cover WELL eventually? I am thinking of starting a position in this stock could you please provide some information on this company or point me to some sources? What are your thoughts on this Company? Thank you.

Regards,

Shyam

Q: I own both SHOP and LSPD. As LSPD moves beyond services to restaurants into services for other merchants, I am wondering how much overlap there is between there two businesses. Is it advantageous to own both?

Thanks as always.

Q: Hi,
Much like all tech stocks, shopify has also come under selling pressure recently. Is it still a buy at the current level?

Thanks

Q: Hello and Good day,

I would really like to see some type of historical listing? under the porfolios tab to capture the changes that were made to the model portolios over the years. Example: NFI, RHT. Price the shares were bought and sold for a loss. The winners are very highly touted and rightfully so, but to the casual subscriber, it almost appears that 5i has never picked a bad one? Maybe you could do it by the year?? Just a thought. Thanks again.

Q: Good morning 5i,

Looking to add two names to my portfolio, with the only criteria being a combination of balance and growth, and with a long-term horizon. Currently thinking of GSY and REAL/LSPD, are you good with these at today’s levels? Listed some others I’m interested in too. Any other of your favourites you’d consider (already own KXS, WELL). Thanks.

Q: I have been looking to take a position in Lightspeed for some time now, when it was in the $24 range, but it went up too fast too soon. with the current 15% drop and the IPO coming up, would you suggest I buy now, wait until the pricing is announced or until the issue is completed? Do you expect much volatility particularly to the upside in the interim?
Regards
Rajiv

Q: Can I please have your thoughts and analysis Of Descartes recently announced earnings and what you see for the stock going forward. Thank You.

Q: Just for fun and just your opinion, but where do you see CSU 10 years from now?

Q: Good day, 5i According to my information, Suncor has a -43% payout ratio for their dividend. Is this accurate, and what do you think of the chance of a dividend cut? Thank you in advance.

Q: Hi 5i - what does the Lightspeed US IPO mean for current shareholders? The stock is trading down following the announcement today. Appreciate your perspective on this announcement. Thanks

Q: Hello team,

A glance at the yield in the BP last month indicated 1.66%. Obviously that number would have been higher had CAE, GIL not cut their dividends and Suncor reduced theirs.

Is this yield in line with the guidelines that 5i uses for this portfolio? Or does one need to adjust to the new reality post pandemic of lower rates for longer?

Additionally, the BP currently has 7 stocks with no dividend and 3 others (Boyd, CSU, ATD) with a smallish dividend. While I get that these stocks would be considered growth stocks, at what point does one get concerned with the likes of CAE, GC, GUD, SU and GIL who have seen a sustained destruction in share price? Thanks in advance.

Q: After market close Sep 4,GC announces that it will reopen 11 properties in Ont & 1 in NB on Sep28,& working with NS.Please comment on its effect. Txs for u usual great services & views

Q: Hey Peter & Team,

Thanks for all your help this year and last. My subscription paid for itself in a matter of weeks. (please don't increase the price)
Having said that and before I proceed NO, I am not one of those "OH MY GOD, THE SKY IS FALLING" people at the first hint of a drop. I did however take on a new position in PHO on Wednesday and as of Friday's close it is off 13.9%.
Among my many rules, one in particular states "drop an equity when it gets to 15% below my average cost." A rule which allows me to avoid getting to that position where I wait, it goes down further then I get to the "have nothing to loose mentality" and end up with a name in my portfolio with a -88% in red next to it.
So... what do I do with PHO? I know you have been recommending it as one of a few equities to be added to a growth portfolio.
Do you see any reasons/trouble that might have caused the significant drop? Should I stick with my 15% rule. (hard to answer I know as it is a personal preference) Has your long term outlook for PHO changed? Is there any news you may have seen which could explain this precipitous drop? Feel free to add anything else.
Thanks for all you do

gm

Q: I am overweight BAM.A, and investors seem to love this company. BAM invests in utility like companies which are rate sensitive. So the thesis for investing heavily in this company has to be low rate/free money environment for considerable period (at least a decade for the long term holders). What are your thoughts? Thanks.

Q: What are your thoughts on WSP for a five year hold ? It would be a capital gains play since the dividend is low.

Q: Do you think it's time to take the loss on GC and move on? I don't see Casinos opening in BC any time soon. Not sure about Ontario. What is the future of GC if the Casinos are not allowed to open. The Casinos provide jobs, but also tax revenue for cities and charities, I would think they would be open by now,

Q: After market close today Gud announces filling of supplement to a new drug submission for Nerlynx. U short comment please Txs for u usual great services & views

Q: Good morning in your opinion would this be a good entry point as it has been down and trading sideways thank you

Q: Hi Peter and Team
WELL has had a recent big bump on expanding to US news.
Would this be a good time to take some profits ?
(2-3 x gain in last 3 months ?)
Thanks for advice.
Peter

Q: Please advise if it’s a good entry point for Enghouse Systems Limited today. Please provide your thoughts on future earnings ,growth and ability to compete with it’s peers in 3 to 5 years. Do insiders own any of the shares. How did it do in the last 5 years. Is it a good stock for TFSA account.? Thanks as usual for your great input!