Investment Q&A

Q: What do you think of Pho have held for along time and underwater thinking of averaging down thoughts?

Q: In Feb DOO was 75 today its 31. I guess this question is irrelevant at this point but why is down by 60% in basically 1 month?

Sheldon

Q: These 2 stocks who have a very low PE are getting killed today with the market way up.
Is there anything that I am not seeing? Anything about the virus that may be the reason for this?
Thanks

Q: Please comment on earnings.

Q: Any risk with buying SIS now?

Q: Real down in a up market. Any reason(s) Txs for u usual great services & views

Q: Hi,

I just received your market update and was a bit caught off guard that you have decided to remove MX from the BP. While I am not surprised, it was somewhat irksome as I had sold it in January and had just purchased it back the other day. My question is, based on my much lower entry point, does a hold make sense at this point?

Q: Hello,

I have been holding lightspeed for a while and have an acb of $34. Is there a chance that the stock rebounds? Where do we go from here?

Q: Any comments on the acquisition made last night by BEP? Interesting time to make an acquisition?!

Jason

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.