Investment Q&A

Q: Hi 5i,

In the latest earnings report from TFII, they note that the Company terminated the deal to aquire APPS transport. Can you add any color on the reason for termination of the deal?

Thanks

Q: It appears a number of analysts lowered their price on Real as reported in the Globe today https://www.theglobeandmail.com/investing/markets/inside-the-market/article-mondays-analyst-upgrades-and-downgrades-122/

Q: Is Toast a competitor. What is the diff between the 2 companies. Should LSPD shareholders be nervous?

Sheldon

Q: Have had GUD for last 2 yrs. Shall I keep holding or take a tax loss. Thanks, Fooklin

Q: From your portfolios, what are the top 5 most undervalued names at the moment, and therefore with most growth potential into the following months?

Q: What is your thought about Macro?
Is it cheap and would you buy it?how is their balance sheet and do they just rely on oil and gas?

Q: what percentage of revenues/sales are comprised for each of the 3 business segments of the company. can the company's process to remove carbon be easily copied by competitors? assuming this is the greatest area of future growth who are the companies greatest competitors? thanks Richard

Q: Could you please expand on the distinction between consolidated vs. net revenues for REAL.
Does this refer to the split between the two sides of the business, i.e. title vs appraisal? Or is it effectively gross vs net revenue, where the net takes into account the actual costs paid to appraisers and title searchers etc....

Q: Hi,
I own REAL. I rode the stock up all the way to $33 and watched it get "killed" on Friday (20 Nov), when it was down almost 16%. I am not day trading the stock though.
I didn't see anything that is sinister in the financials for the quarter that was reported on. Company looked like it was growing well.
I am now "under water" with my holding and I was looking at maybe buying some more as I consider the stock to be on sale.
What is your take on it?
Thanks,

Q: Good Morning
How would you compare Leon’s and Park Lawn. I had purchased both around the same time and currently Leon’s has far out performed. Would you consider a clean up trade selling PLC and buying more LNF at this time?(Portfolio weight not a concern). Or would you give PLC more time?
Thank you

Q: When 5i sends an update report suggesting an increase or decrease in a specific holding, like increase by 1%, is that reflected in the portfolio report right away?

So, if I download the report today, the percentages for each stock already includes the change.

Thanks for your response.

Q: Thanks for the prompt reply to my Lightspeed question. Do you think it is overvalued at $60 - up from a $10 low - or would you be buying today?
Thanks.

Q: Considering the imminent worldwide Covid lockdown possibility, why is Lightspeed roaring when the closure if many customers may be looming? Thanks.

Q: Hi, in the event that BPY were to drastically cut or eliminate its divided do think BAM would be able to maintain its dividend? Thanks.

Q: I'm trying to get control of the major components of the Brookfield Corporation and what percentage of the company they make up. I understand that BEPC AND BIP.UN are parts of the group and that they seen to be adding to its success. My question is what percentage of the company do they make up and what other major segments of the company exist and what percentage of Brookfield do they comprise? I currently own some shares. Do you think now is a good time to add to a reasonable position?

Q: What do you think of the update today, are they just trying to stop the bleeding.

Q: Hello.
This question may cause some issues or even an uproar amongst some of your members but we live in a free society and I am entitled to question what I feel like and air my views and opinions as I see fit.
China, for most part has been a bully to Canada including other counties like Australia and India. In my view , we should be moving away from Chinese companies, not working with them. I for example sold my position in SHOP purely because of their alliance with a Chinese company.
Many of these companies have bad work ethic not to mention stealing of information. How can we trust them?
Why would a Canadian company like SHOP do something like this when our relationship with China has never been worse. We should be boycotting them until they clean up their act.

Thanks

Q: In a follow up to a previously asked question on REAL by Gilles, what can we expect when it reports, $46 Million in revenue. Are you sure? Their last quarter came in at $118 Million according to Morningstar.

Q: Thinking of buying DOO after recent decline from $75.83 on Nov5. Reporting on Nov 25,-what is the estimates for eps & revenue? Is it timely to buy or you have better choices,say REAL TCS Txs for u usual great services & views. Peter ,you were great as usual on BNN,& so popular that I could not get in.BTW,bought KXS & PLTR,2 of u top picks

Q: Is ATS Automation a good long term hold?