Investment Q&A

Q: What is your opinion of GC at this point with regard to both the fundamentals and the outlook for gaming given the many decisions being made that will limit even small gatherings of people. Thanks.

Q: Would ECN be a buy at this point (in small increments) given the world situation and its type of business. Thanks.

Q: Hello 5i,
Thank you for your invaluable advice in this challenging time. Would you hold or sell Methanex right now with 55% loss on what was a full position?

G

Q: Do you know if Knight has re-purchased more shares since the monumental price decline?
Do you have any indication Medisen has reduced their share position from 10.4M shares?
Has Knight given any info on it's progress purchasing Biotoscan public shares?
Is this a good environment for JG to look for great bargains or will he let the dust settle and get their new acquisition going first?
Finally, is there a short position on Knight?
Whew! Thank you.

Q: When do they report ? Thanks.

Q: Am surprised at the relative strength of this stock. Is there something specific that is happening here ?

Q: How low does Shopify have to go before it is an attractive entry point? Small business online may do better in this environment if there are people available/willing to deliver packages?

Thanks,
Jason

Q: Hi,

If you were to look at your Income Portfolio with a critical eye, are there any companies or ETFs there that you would consider at high risk of reducing their dividend/distribution? If so, why?

Thanks,

Gord

Q: Would you recommend selling GUD now?

Thanks. Bob

Q: I see in many of your answers to questions you mention that certain 5i Portfolio companies are 'under review' eg MX.

Currently the TSX is being devastated. Including most stocks in the 5i Portfolio.

Of my holding currently where most were profitable a month ago they are now as follows:
BYD - 17%
BRP - 40%
Goos - 57%
CCl -47%
ENB - 23%
EIF - 24%
ET -17%
GC - 57%
Lspd - 44%
MMX- 42%
MX -70%
PPL-40%
PBH-22%
STC-39%
SYZ-39%
SLF -20%
BCE-15%
GSY-10%
NWC-33%

In this type of situation are you now going to possibly state that you have decided to sell the equity from the portfolio? EG on Mx that would crystallize a 70% loss. etc etc.

Many of us follow pretty religiously your buy/sell suggestions and given where these equities are now, isn't it too late to take them out of the portfolio due to the losses they will cause ?

Thanks

Sheldon

Q: Please comment on earnings. Thanks.

Q: 5i.

Do you guys have any plans on buying or selling within the Income portfolio at this time?

Cheers

Q: What is their debt? Can they survive if there is prolonged recession?

Thanks,
Milan

Q: My understanding is that at least some of Lightspeed's business relates to the restaurant industry. If this is indeed true could you please comment on whether the Corona Virus outbreak might affect their revenue. It seems to me that people will be less inclined to go to restaurants until what has now been called a pandemic is under control. Also do you think that Lightspeed has the fundamentals to withstand a market downturn for the next several months or perhaps longer. Your insight into this situation would be greatly appreciated. Thank you.

Q: Would you buy Lspd if it falls to IPO price at $18? Do you think it’s further downside and what’s the book value of Lspd ? Many thanks

Q: Hi,

Seeing that BCI has held up pretty nicely in these volatile markets. Is this due to it's small size, lack of coverage or because it is a very thin traded stock? Or is it something else?

Thank you

Q: Your opinion on Dollarama would be appreciated.
Is it a buy today or in the near future?
Thank you.

Q: SHOP & CSU near term earnings forecast and/or any revisions expected

Q: As compared to othe rstocks in your higher risk income portfolio any reasons why EIF has held up as compared to AD NFI and TCL to name but a few?

Q: Hey guys, I have a 3.5% position in GUD since a couple of years, average cost of $7.50, when they’re going to report ? my patience with GUD has run out, any suggestions to replace it with the recent pullback
keep up the good work !
thx !