Investment Q&A

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 !

Q: Hi 5i team! What can we expect from the Q4 results for PBH that will be released this week? Thanks again for the sound advices in these turbulent times.

Q: I bought PBH at 5% weight and now only at a 3% so if I was to buy more would buying back to 4% weight be okay or would this be considered too high during these times of volatility ? I have a very long time frame.
Thanks

Q: If NFI is already owned but would like to increase the number of shares would you rate this stock as a buy or hold or sell?
Thanks

Q: would you wait till after earning to add to GUD?
Thanks

Q: I would like to buy one more tech in my corp account. Your special report recommended DSG and I like that it has no debt and does not pay a dividend. However, the past, 5i has also stated that you would be most comfortable sitting and holding ENGH for the long term compared to other techs and I am looking at 10 years. I already have some LSPD, KXS and QST in the account and some CAE and LSPD in another account. What would you recommend for max tech in my single portfolio? Thank you!!

Q: I am new here in 5i and I noticed that you keep Methanex in your BE portfolio. I bought MX exactly a year ago and now I am down over 70% on this one. It's in the registered account, so tax sale wouldn't help recover losses. Also, I really don't want to sell at these levels, though I had this emotional response at every drop, wish I didn't. However, you guys are investment professionals, so, leaving emotions aside, I am wondering what motivates you to keep MX in BE portfolio despite terrible performance (I think only VET was worse stock than MX this year)? Do you see any chances or recovery here? It looks like investors gave up on MX as the stock is down 50% in the past 20 days (incl. 22% drop today).

Q: Enbridge down 16% today. Does the drop in price of oil, really hurt their business that much?

Thanks.

John

Q: Can you talk about the fundamentals of these companies that are part of your Balanced portfolio? From a technical perspective they have been going the wrong direction for quite some time. Thanks.

Q: Was thinking of buying GSY in TFSA now that it has dropped to the 53$ mark. My only real concern is that we go into a recession and loan losses increase. Seems that their loans go towards higher risk borrowers and with possible job losses / lay-offs during a recession the ability to repay these loans decreases. Am I thinking correctly?