Investment Q&A

Q: Thoughts on XBC results today. Thanks
Robert

Q: I know you just added GOOS to one of your portfolios and mentioned it is cheaper compared to peers. What multiples are you looking at vs peers and what is it trading at? Also how is the balance sheet and how much revenue comes from China?
Thanks!

Also, just took a look at their website and just on a fashion perspective, it is doing really well (especially those Tron-like jackets... wish I could afford one).

Q: What are your thoughts on GOOS? Would you buy it today?

Thanks

Dave

Q: Do you see upside for this stock for a 2-3 year hold. I am thinking of a possible downturn in the housing area? Thanks

Q: Hi - we are down 23% from our purchase in mid-Feb 2020. Would you sell and re-purchase? Add more? Thanks

Q: Which type of account would you buy WELL for? Would you considered this stock okay for a senior that does not need income for 6 years?
Thanks

Q: What are the odds that People might initiate a dividend at some point ? Thanx Robbie

Q: what is expected from earnings this quarter? Thx

Q: One of my investing mistakes I’ve made in the past is selling my winners too early. For example, I purchased Shopify at $30 and sold it at about $125. Never in my dreams did I think it would be as high as it is today - the largest company (by market cap) in Canada today. I always thought to myself: “how high could this really go? Isn’t is really expensive!?!”. I still don’t understand why Shopify is valued the way it is, but nevertheless I missed out and I don’t know how often these 30x baggers comes in one’s lifetime.

I now find myself in a similar position with Kinaxis. Thank you to 5i for the recommendation and I am up over 300% on this. I find myself asking similar questions - is it expensive? How high could this stock possibly go? Could it be another Shopify?

I know you like the stock, but is the move in the past few months sustainable? Do you think once the Covid crisis settles down, will the stock price comes down as well? Could this be another 10 bagger (or more)?

On a side note - how often do these 10x (or more) stocks come along in ones investing lifetime?

Thank you for this awesome service. I’ve learned so much for following (and not following) your advice.

Q: Just read your Company Updates and wondering if you could expand on the new public company CSU is starting with the TSS Group and Topicus.
Who is TSS?
Will CSU management be involved?
When will this start and will there be an IPO?
How different will it be from CSU and is this the first kind of venture like this for CSU and why are they dong this?
Thanks
Jeff

Q: I sense that your positivity toward CAE has become somewhat muted. In response to their quarterly report, you stated their "future looks highly uncertain" and that currently, TFII might be the better industrial sector choice. I don't want to parse your every word but I am wondering if you have more concern for CAE now than you did two weeks ago, for example? Is CAE best looked at as a value play and in that context, a good choice for a long term hold?

Appreciate your insight.

Paul F.

Q: I hold AQN. FTS. BEP.UN. All in TFSA. I am looking to add to 1 for balance. BEP.UN Is up significantly for me and also to purchase. Is the spinoff coming for sure? As this could benefit account location. Longterm hold as well. Is it worth adding at these prices for a full position?
TYVM

Q: Good morbing 5i team,

LSPD has been on my radar for awhile. I missed the opportunity @18 bucks. Worried about pulling the trigger lol. Is it still the right time jumping in @33? Worth the momentum upside? Longterm holding. As it coukd take another hit.

Thank you and this site looks great.ove the Q & A

Q: BAM.A is recovering slower than I expected given the very favorable opinions by most experts. Is there a good reason to be cautious given the current uncertainties or it is a great buying opportunity.
Peter

Q: Hi Peter and Staff
If I already have a small position in NWC which is still in your income portfolio would you replace it with Primo ? In other words do you like it “better” and why ?

Thanks for all you do
Dennis

Q: I sold LSPD yesterday after more than doubling up and was quite pleased with the $29.50 number until I saw that it has closed at $34. I want to be a long term owner an my thinking was that it would drift down from my sale price as reality sets in over the coming months. I am well aware that this is why 5i does not advocate this sort of trading and trying to time things but my question now is whether you think it settles down a few dollars or follows Shopify to the moon? My opinion with all of the fear created by our media is that restaurant business will be slower even once they are allowed to open fully. Q: Does a guy wanting to own long term bite the bullet and get back in now or roll the dice and wait? Thoughts?

Q: Good Morning 5i,

Please provide your opinion on CAE Q4.

Thanks!

Q: Hi, what is the short interest in Lightspeed ? Besides good results, do you think that the sharp 38% spike in the share price Thursday, could also have been fueled by short covering ? In your view, is the worst behind the company and is it safe to add to a 2.5% position now ? Thanks

Q: Appreciate u 12 tips today. Too many for me to buy now.Has lots of the big 6 can.banks & Qst (similar to Xbc).Please give me best 5 to buy.Txs for u usual great services & views. FYI China moves to impose HK security law causing drops in Asian markets esp HK( down 4.84% now) as well as US futures(Dow now down 139 after earlier up some 108)

Q: Was there anything in the report or the Conference Call that showed a 20% upside?
Would you know what impressed investors?
Thanks