Investment Q&A

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

Q: Any chance somebody will buy this company? The stock has only one direction for the last 5 years and it's down. The CEO it seems wit's a one trick pony and we need somebody else to put the company out of misery.

Q: If you had to choose one of these for TFSA long term hold 5+years which would you choose and why? Does PLC have a chance of being like a boyd in their space? Thanks

Q: Good Day,
Just wondering what your thought were on buying Air Canada shares at this time?

Q: I want to sell my DOL (for a gain) and buy ATD-D on the dip. Good call, bad call or indifferent?
Ian.
PS. I think very highly of 5i and am recommending it regularly to anyone who listens. Please accept my thanks for this great service.

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

Q: ATD.B is by far my largest holding in my portfolio. I have owned it since the early 1990's. If it was not my large holding I would be a buyer of ATD.B today. An alternative is to buy call options. What do you think of this strategy and which call option would you recommend?

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

Q: Hello
Is today’s offer of twenty euros for Carrefour positive for Atd.b? Any comments about the drop of more than $3.00 today?
Thanks.

Q: Happy New Year and thank you for all your wise advice over the last tumulus year. Between ATD and DOL, which of these 2 companies do you feel offer the best investment opportunity over the next 5+ years, taking into consideration, stability, risk, dividend and sales growth.
Thank you

Q: QST.V (Questor Technology) is in your model growth portfolio and is down 47% from your purchase price.
Would explain why and is it a buy today?

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> ).

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?

Q: Is Lightspeed Venture Funds part of Lightspeed POS which is in the Growth Portfolio.

Thank You for you great work
Clarence

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